Recently, Vanguard released a useful white paper on the ways in which group-decision-making dynamics impact foundation committees. As an advisor, I have been invited to share this paper with you; I hope you find it constructive!
Regardless of whether you call it socially responsible, values-based, or sustainable investing with the intention of avoiding or improving undesirable industries or companies can have a real impact. Here are some resources for current information in this arena.
First Affirmative Financial Network, LLC
First Affirmative (FAFN) is a leader in socially responsible or values-based investing. As a FAFN network member, RighPath Investments offers several FAFN publications that deliver timely news on the industry for consumers and professionals alike. Check out these items on their News & Events page.