Publications

Following are selected publications currently available from the Social Investment Forum. Some publications are available for purchase online through our publications order form. Please request other publications and volume orders by emailing info@socialinvest.org.

2007Social Responsible Investing Trends 2007 Report on Socially Responsible Investing Trends in the United States

A comprehensive survey of the extent of SRI in the United States. SIF researchers were commissioned to identify major trends in responsible investing. The year-long process involved an exhaustive review of thousands of institutions and private money managers. Executive Summary | PDF version FREE to members | Printed version is $75 for nonmembers, $50 for members. Order Online >

 

SIF Member DirectorySocial Investment Forum Directory

The resource guide to socially responsible investment services. Use the guide to find advisors money managers, mutual funds, and research organizations that will help individual or institutional investors develop their own social investment strategies. (55 pp.) FREE. S&H charges apply to bulk orders.
You may also view directory listings online >

SRI for FoundationsThe Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions

A resource guide for foundations to manage risk and leverage their investment assets more fully with their core philanthropic purpose, while creating lasting value. $30 for non-members, volume discounts available. Download in PDF format | Download accompanying PowerPoint presentation | Order Online >

SIF Annual ReportThe Social Investment Forum's 2006-2007 Annual Report

We have made considerable gains in the last year toward our strategic vision for the organization, and have been hard at work advancing socially and environmentally responsible investing. PDF download >

SRI for FoundationsDefined contribution plans and socially responsible investing in the United States

This survey provides a look at the current status and future outlook for SRI options in DC plans from the perspective of plan sponsors, plan administrators, and consultants. June 2007. PDF download >

SRI for FoundationsResource guide for plan sponsors: Adding a socially responsible investment option to your DC plan

This step-by-step guide assists plan sponsors considering the addition of a socially responsible investment (SRI) option to their defined contribution (DC) retirement plan. June 2007. PDF download >

2005 Social Responsible Investing Trends 2005 Report on Socially Responsible Investing Trends in the United States

A comprehensive survey of the extent of SRI in the United States. SIF researchers were commissioned to identify major trends in responsible investing. The year-long process involved an exhaustive review of thousands of institutions and private money managers. Available for PDF download >

2005 Community Investing Trends 2005 Report on Community Investing Trends in the United States

Details the growth and development in the U.S., from 1995-2005, of community investing opportunities that work to strengthen the economic well-being of low-income and marginalized communities nationally and internationally. Includes information on asset growth, types of investments, community impacts, and more! Available for PDF download >

Co-op America's Financial Planning HandbookCo-op America's Financial Planning Handbook

Co-op America's Financial Planning Handbook makes socially responsible saving and investing easy for individual investors, and includes SIF's full member directory. Free when you join Co-op America or to order call 1-800-58-GREEN.

SIF Directory Social Investment Forum Membership Brochures

A short introduction to the benefits of institutional or professional membership in the Social Investment Forum. FREE.

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