Investing - Socially Responsible: Difference between revisions

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==WUaS Idea- and Academic Resources==




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===Ideas===


Remember, buyer beware, and check with Morningstar Guide to Mutual Funds (a Consumers Reports of Mutual Fund investing with ratings and comparison) online through your local public library, but three, diversified, low-cost, socially responsibly, mutual funds, that top my list for investing for retirement, are


TIAA CREF Social Choice Equity Fund - TICRX


Vanguard FTSE Social Index Fund Investor Shares - VFTSX


Domini Social Equity Fund - DSEFX


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==WUaS Idea- and Academic Resources==


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Vanguard Health Care fund finishes in the top 1% of all mutual funds after 15 years, and is very low cost, and has very low turnover, but is now closed. It's also buys similar stocks that a socially responsible mutual fund would buy. T. Rowe Price Health Sciences Fund - PRHSX - is performing remarkably these days, but as a health care fund, it isn't diversified - check it out in Morningstar.


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===Ideas===


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Use Morningstar Guide to Mutual Funds (an objective, comparative analysis), or similar (e.g. Consumer Reports), through your online, local, public library, to do your own research about mutual funds to buy for the long term.
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Vanguard Health Care fund finishes in the top 1% of all mutual funds after 15 years, and is very low cost, and has very low turnover. It's also buys similar stocks that a socially responsible mutual fund would buy.



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Use Morningstar Guide to Mutual Funds (an objective, comparative analysis), or similar (e.g. Consumer Reports), in your local public library, to do your own research about mutual funds to buy for the long term.




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====Select Blogs===
===Select Blogs===

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MacLeod, Scott. 2008. [http://scott-macleod.blogspot.com/2008/12/american-dipper-nontheist-friends.html American Dipper: Nontheist Friends, Socially Conscious Index Mutual Funds, Index Investing and the Harbin Pools]. December 6. scott-macleod.blogspot.com.

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MacLeod, Scott. 2011. [http://scott-macleod.blogspot.com/2011/10/ichkeul-national-park-tunisia-index.html Ichkeul National Park, Tunisia: 'Index Investing,' Socially Responsible Investing, Mutual funds, Vanguard Mutual Funds' founder Bogle]. October 16. scott-macleod.blogspot.com.




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===Select Conferences Online===
===Select Channels===




===Select Communities, Email lists, etc.===
===Select Communities, Email lists, etc.===

(See also editable World University and School's 'You at World University' page: http://worlduniversity.wikia.com/wiki/You_at_World_University).


===Select Conferences Online===




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===Select Forums, Spaces, etc.===
===Select Forums, Spaces, etc.===


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(See also editable World University and School's Museums' page: http://worlduniversity.wikia.com/wiki/Museums).
(See also editable World University and School's Museums' page: http://worlduniversity.wikia.com/wiki/Museums).


===Select News===




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===Select Quotes, Quotations, etc.===
===Select Quotes, Quotations, etc.===


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Glassman, James K. 2012. [http://www.kiplinger.com/columns/openingshot/archives/mutual-funds-for-socially-responsible-investors.html 5 Mutual Funds for Socially Responsible Investors: You don't have to give up performance to invest with your conscience]. Kiplinger's Personal Finance.
Glassman, James K. 2012. [http://www.kiplinger.com/columns/openingshot/archives/mutual-funds-for-socially-responsible-investors.html 5 Mutual Funds for Socially Responsible Investors: You don't have to give up performance to invest with your conscience]. Kiplinger's Personal Finance.

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MacLeod, Scott. 2008. [http://scott-macleod.blogspot.com/2008/12/american-dipper-nontheist-friends.html American Dipper: Nontheist Friends, Socially Conscious Index Mutual Funds, Index Investing and the Harbin Pools]. December 6. scott-macleod.blogspot.com.

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MacLeod, Scott. 2011. [http://scott-macleod.blogspot.com/2011/10/ichkeul-national-park-tunisia-index.html Ichkeul National Park, Tunisia: 'Index Investing,' Socially Responsible Investing, Mutual funds, Vanguard Mutual Funds' founder Bogle]. October 16. scott-macleod.blogspot.com.


Mieszkowski, Katharine. 2010. [http://www.nytimes.com/2010/06/13/us/13bcminerals.html Stanford Considers Guideline for ‘Conflict Minerals’]. June 11. New York, NY: The New York Times.
Mieszkowski, Katharine. 2010. [http://www.nytimes.com/2010/06/13/us/13bcminerals.html Stanford Considers Guideline for ‘Conflict Minerals’]. June 11. New York, NY: The New York Times.

Nocera, Joe. 2007. [http://www.nytimes.com/2007/04/06/business/worldbusiness/06iht-mjoe07.4.5176848.html Joe Nocera: The trouble with socially responsible investing]. April 6. New York, NY: The New York Times.


Sanford, Carol. 2012. [http://www.ssireview.org/articles/entry/the_responsible_business_reimagining_sustainability_and_success The Responsible Business: Reimagining Sustainability and Success]. Stanford, CA: Social Innovation Review.
Sanford, Carol. 2012. [http://www.ssireview.org/articles/entry/the_responsible_business_reimagining_sustainability_and_success The Responsible Business: Reimagining Sustainability and Success]. Stanford, CA: Social Innovation Review.


Steyer, Tom. 2012. [http://www.sacbee.com/2012/09/05/4791446/2012-democratic-national-convention.html 2012 Democratic National Convention: Remarks as Prepared for Delivery by Tom Steyer, Co-Founder of Advanced Energy Economy]. September 5. Sacramento, CA: Sacramento Bee.
Steyer, Tom. 2012. [http://www.sacbee.com/2012/09/05/4791446/2012-democratic-national-convention.html 2012 Democratic National Convention: Remarks as Prepared for Delivery by Tom Steyer, Co-Founder of Advanced Energy Economy]. September 5. Sacramento, CA: Sacramento Bee.

TIAA CREF. 2013. [https://www.tiaa-cref.org/public/advice-planning/education/socially-responsible-investing/strategies Socially Responsible Investing: How does Socially Responsible Investing work?]. New York, NY: TIAA-CREF.

TIAA CREF. 2012. [https://www.tiaa-cref.org/public/pdf/sri_brochure.pdf Sustainable Investing at TIAA-CREF: 2012 Socially Responsible Investing Report]. New York, NY: TIAA-CREF.


UNEP. 2010. [http://www.unpri.org/principles/ The Principles for Responsible Investment]. The United Nations Environmental Program Financial Initiative.
UNEP. 2010. [http://www.unpri.org/principles/ The Principles for Responsible Investment]. The United Nations Environmental Program Financial Initiative.
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===Select Textbooks===
===Select Textbooks===


===Select Theses, Dissertations, Papers, etc.===




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===Select Timelines===


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===Select Websites===


Domini Social Investing. 2012. [http://www.domini.com/ Domini Social Investments]
Domini Social Investing. 2012. [http://www.domini.com/ Domini Social Investments]


Morningstar Guide to Mutual Funds. 2012. (Check your public library's complete print version, and the online version through your public library, as well).
Morningstar Guide to Mutual Funds. 2012. (Check your public library's complete, print version, and the online version through your public library, as well).

Parnassus. http://www.parnassus.com/


TIAA-CREF Funds - Retail Class - Social Choice Equity (TICRX). 2012. [http://www.tiaa-cref.org/public/performance/mutual_funds/profiles/59.html TIAA-CREF Funds Social Choice Equity]. TIAA-CREF Funds.
TIAA-CREF Funds - Retail Class - Social Choice Equity (TICRX). 2012. [http://www.tiaa-cref.org/public/performance/mutual_funds/profiles/59.html TIAA-CREF Funds Social Choice Equity]. TIAA-CREF Funds.
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Admissions' Department: http://worlduniversity.wikia.com/wiki/Admissions_at_World_University_and_School
Admissions' Department: http://worlduniversity.wikia.com/wiki/Admissions_at_World_University_and_School

Flyer seeking degree-oriented, WUaS students: 'Quaker-informed World University & School seeks friendly, undergraduate students for free, online, MIT OCW-centric, bachelor’s degrees to apply in the autumn of 2013, for matriculation in autumn 2014' - http://scottmacleod.com/WUaSFriendsFlyerforProspectiveStudentApplicants.pdf - and accessible here, also - http://scottmacleod.com/WUaSNoticeArchive.html. WUaS holds open, electronically-mediated, hour-long, monthly business meeting on the second Saturdays at 9 am Pacific Time, in the manner of Quakers - email worlduniversityandschool@gmail.com if you'd like to participate.




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Bookstore / Computer Store (New & Used) at WUaS: http://worlduniversity.wikia.com/wiki/Bookstore_/_Computer_Store_%28New_%26_Used%29_at_WUaS
Bookstore / Computer Store (New & Used) at WUaS: http://worlduniversity.wikia.com/wiki/Bookstore_/_Computer_Store_%28New_%26_Used%29_at_WUaS


with educational electronics, as well;
with educational electronics, as well;
with musical instruments;
with musical instruments;
value pricing ... 2% below market, consistently;
value pricing ... 2% below market, consistently;
available via mail and electronically;
available via mail and electronically;


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WUaS International Baccalaureate Diploma and Programme: http://worlduniversity.wikia.com/wiki/WUaS_International_Baccalaureate_Diploma_and_Programme
WUaS International Baccalaureate Diploma and Programme: http://worlduniversity.wikia.com/wiki/WUaS_International_Baccalaureate_Diploma_and_Programme
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(probably in United Nations' languages only - Arabic, Chinese (Mandarin), English, French, Russian, Spanish)
(probably in United Nations' languages only - Arabic, Chinese (Mandarin), English, French, Russian, Spanish)





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Wikispaces - http://www.wikispaces.com/
Wikispaces - http://www.wikispaces.com/


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