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Responsible Investing (SRI)? | |
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Ann B. Alexander | |
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Me |
"As a child of the 60s, I was at first reluctant to put any money in the stock market at all. Ann Alexander helped me see that by investing in companies that were already socially responsive and in companies that might move in that direction I could be helping the world. I had never thought about the idea that my money was making a difference wherever I put it, so why not put it where it could be used as leverage for making companies into better citizens? So far, my returns have been as good or better in my “socially responsible” investments as in my more conventionally chosen ones." Jane D. Brown, Ph.D. James L. Knight Professor School of Journalism and Mass Communication University of North Carolina-Chapel Hill |
| Party Line by Ebeth Scott-Sinclair http://ebethscottsinclair.com Ann worked closely with our investment committee to identify money managers who would encourage corporations, through shareholder activism, to be proactive in achieving our social and environmental goals. The managers that we've identified with Ann's help are not only socially proactive, but their investment performance is extremely attractive. Ann is extremely knowledgeable and effective in helping a committee move through the selection process. It was a pleasure working with her and the managers that she identified to fulfill our ambitious objectives. Susan M. Carson Kuhn & Carson, Inc. Investment Counsel Convener, Carolina Friends School Investment Committee |
| How To Get Started with SRI |
| By broadening your view of your investment portfolio, I can guide you or your organization to a better understanding of what SRI entails as well as how it can strengthen your investment mission without sacrificing returns. My expertise allows me to offer a wide range of skills including such things as spearheading an SRI forum at a business school to speaking at national professional conferences to working with investment committees who want to learn more about SRI. My clients vary from individual investors to many different types of organizations (schools, businesses, foundations, churches, nonprofits, etc.) who want to leverage their investment dollars to support their values/mission while still making excellent returns. My job is to educate clients about the concept of socially responsive investing as well as serve as a resource to the vast array of approaches they might consider and/or investment opportunities that are available this fast-growing investment field. My various services include:  Individual consulting to introduce you or your organization to socially responsible investing. Resource for in-depth information about this expanding genre of environmentally & socially sensitive investing.
Presentations to your group as well as organizing seminars or panel discussions tailored to your needs. Referrals to other experts in the field who specialize in a particular area. Referrals to investment professionals who specialize in the field of socially responsible investing. Facilitating an exploration of how SRI can be used as a marketing tool for your organization. Support in researching and identifying appropriate SRI investment firms/advisors for your organization. Work with your current investment professionals to educate them about what is available in the socially responsive investment field.Contact me for information regarding my consulting and/or referral fees. |