In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment Operations) at Calvert Investments. Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies. They have come out with some lower expense ratio index SRI funds.
Shareholder advocacy is when investors use their ownership of a company to influence its management decisions. They can use a variety of strategies, including discussions with the company, shareholder resolutions, and proxy votes. The goal is to push the company to report on or change a policy, usually around environmental, social, or governance issues.
Screening is also used to include or exclude companies based on their environmental, social, and governance record.
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