Foundations and endowments are often highly visible to the public. As a result, many of them recognize the importance of their investment portfolios being consistent with their activities.

Many foundations and endowments refuse to invest in the securities of companies that produce harmful or objectionable products or do business in countries with human rights problems. Other foundations and endowments prefer to take a supportive approach. They want a portion of their portfolios invested in companies whose policies and beliefs match their own.

Although socially responsible investing has grown in popularity over the past decade, very few managers exclusively practice this type of investing. Most investment management firms will readily agree to construct portfolios that meet the client's social and ethical criteria. Foundation Services Group has access to identify and evaluate bona fide socially responsible investment managers with established performance histories.

 

 

 

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