Responsible Investing
4550 Montgomery Ave.
Bethesda, MD 20814-3304 Phone: (301)951-4800
Issues: economics; investing; green consumer. Description: Offers the nation's first and largest family of socially and environmentally responsible mutual funds. Calvert Social Investment Fund, offering stock bond, money market and balanced investment options, Calvert-Ariel Growth Fund and Calvert-Ariel Appreciation Fund have proven that enlightened investors can profit while pooling resources to encourage positive change. Contacts(s): Steven J. Schueth (Vice President), Reed Gligorovic (Product Coordinator), (301)952-4815. Fax: (301)754-7820. Other:(800)368-2748. Established: 1976. Type: business; finance. Source: Macrocosm USA.
Box 1880
Greensboro Bend, VT 05842 Phone: (802)533-7178
Issues: economics; investing. Description: A family of financial management and research publications dedicated to serving the socially responsible investor. Profiles of publicly held companies that are environmentally and socially "clean". Other Resources: See CLEAN YIELD, a monthly newsletter. Contacts(s): Rian Fried Type: business; finance. Source: Macrocosm USA.
1612 K St. NW, # 600
Washington, DC 20006 Phone: (202)872-5307
Affiliate: Co-op America Business Network. Issues: economics; environment; health; cooperatives; alternative markets; investing; corporate responsibility; green consumer. Description: This is a catalog of Co-op America's "socially responsible" products. Products are from small businesses; some are volunteer-run groups. Not all are co-ops, but all of them are in some way "socially responsible." It is our goal to direct the consumer to these businesses and develop an alternative market. Natural fiber clothing; third world crafts, safe household cleansers, jewelry and more. Other Resources: Many of the descriptions that are found in Macrocosm USA were furnished by Co-op America. Many thanks to all their good work and contributions to this project. Contacts(s): Jyotsna Sreenivasar, (800)424-2667. Published Date: Every Fall. Page#: 16. Price: $1/ea. Fax: (202)872-5202. Type: business; catalog. Source: Macrocosm USA.
1612 K St. NW, # 600
Washington, DC 20006 Phone: (202)872-5307
Issues: economics; environment; alternative markets; investing; green consumer. Description: Association linking socially responsible businesses and consumers in a national network, a new alternative marketplace; to build more cooperation, justice, accountability and environmental responsibility into the economy. Allows consumers to align their buying habits with their values. Also enables businesses, co-ops and nonprofits which put people ahead of profits to expand their markets. Boasts a membership of 52,000 individuals and 590 organizations. Other Resources: See CO-OP AMERICA QUARTERLY and ALTERNATIVE CATALOG. Each Fall the quarterly feature a directory of members, many who were listed in Macrocosm. Publishes SOCIALLY RESPONSIBLE FINANCIAL PLANNING GUIDE. CIRCLE OF POISON KIT available for $1. Contacts(s): Paul Freundlich (Executive Director), Alisa Gravitz (Director), (800)424-2667. Fax: (202)872-5202. Established: 1982. Type: organization; coalition. Source: Macrocosm USA.
1612 K St. NW, # 600
Washington, DC 20006 Phone: (202)872-5307
Affiliate: Co-op America Business Network. Issues: economics; Third World; environment; cooperatives; alternative markets; investing; corporate responsibility; green consumer. Description: A directory of Co-op America's organizational members. Most are small business; some are volunteer-run groups. Not all are co-ops, but all of them are in some way "socially responsible." Goal; to direct the consumer to these businesses. 400+ nonprofit public interest groups, cooperatives, small alternative type businesses, and other members. Other Resources: This is a special issue that appears yearly in CO-OP AMERICA'S QUARTERLY. Many of the descriptions that appear in Macrocosm were reprinted by permission from Co-op America. Special thanks to all their great assistance and good work! Contacts(s): Jyotsna Sreenivasar, Cindy Mitlo (Editor), (800)424-2667. Published Date: Every Fall. Page#: 16. Price: $1/ea. Frequency: Annual. Fax: (202)872-5202. Type: reference; directory. Source: Gale Reasearch, Directories in Print+.
c/o Co-op America
1612 K St. NW, # 600
Washington, DC 20006 Phone: (202)872-5307
Affiliate: Co-op America Business Network. Issues: economics; environment; labor; Third World; green consumer; investing; alternative markets. Description: Designed to give recognition and visibility to businesses that treat customers, employees and the Earth in a responsible manner., (202)872-5307. Fax: (202)872-5202. Type: reference; directory. Source: Co-op America Quarterly.
711 Atlantic Ave.
Boston, MA 02111-2809 Phone: (617)451-0927
Affiliate: Social Investment Forum. Issues: economics; environment; investing. Description: A project of the Social Investment Forum. Responsible for writing up the Valdez Principles. Contacts(s): Gordon Davidson (Executive Director), Joan Bavaria/ Denis Hayes (Co-chairs) Type: organization; coalition. Source: Macrocosm USA.
1807 2nd St., Studio 2
Santa Fe, NM 87501-3499 Phone: (505)986-1401
Issues: economics; environment; health; arts; investing; culture. Description: Helps local community create a socially responsible culture: sales of crafts and ecological products, revolving loan fund, healing arts center, "business incubator," and more. Other Resources: See periodicals for SEEDLING newsletter and NEW WEALTH journal. Tax Status: Nonprofit. Member of: Co-op America. Type: business; finance. Source: Co-op America Quarterly.
c/o Interfaith Center for Corporate Responsibility
475 Riverside Dr. # 566
New York, NY 10115-0122 Phone: (212)870-2295
Affiliate: Interfaith Center for Corporate Responsibility. Issues: economics; spiritual; peace; politics; environment; Third World; interfaith; corporate responsibility; alternative markets; divestment; investing; boycotts; anti-nuclear; economic conversion; boycott; South Africa; land trusts. Description: This guide challenges the financial institutions and corporations by identifying those involved with nuclear weapons production, investment in South Africa, and Star Wars, and other issues counterproductive to peace, economic justice, and stewardship of Earth. Other Resources: INVESTMENT SERVICES & DIRECTORY OF ALTERNATIVE INVESTMENTS. Contacts(s): Tim Smith Type: reference; directory. Source: Macrocosm USA.
108 Kenyon St.
Hartford, CT 06105-2505 Phone: (203)523-4305
Issues: economics; labor; investing; community investment; cooperatives. Description: Put your money into co-ops. This community loan fund takes investments from individuals and groups ($1,000 minimum) and lends it to coops in New England. As a socially responsible investment CFNE is safe - no investor has lost dollars. As a financier of co-ops, AFNE is a valuable resource as bank credit availability tightens. Donations are also gratefully accepted. Contacts(s): Rebecca Dunn (Executive Director) Established: 1975. Type: business; finance. Source: Macrocosm USA.
30 Irving Place, 9th Fl.
New York, NY 10003-2303 Phone: (212)420-1133
Affiliate: Council on Economic Priorities. Issues: peace; environment; economics; alternative markets; boycotts; green consumer. Description: A public interest research organization with a nationwide memberships. CEP seeks to promote corporate social responsibility and international peace. This newsletter addresses such topics as socially responsible investing, US-Soviet relations, arms control, and the environment. Contacts(s): Jacqueline Gelman (Marketing Director), Marci Soulakis (Marketing Assistant) Page#: 6. Price: $2/ea. Bulk Prices: $.50ea/24. Subscriptions: $25/yr. Frequency: 12/yr. Tax Status: Nonprofit. Established: 1969. Type: periodical; newsletter. Source: Macrocosm USA.
New Society Publishers - Educational Foundation
4527 Springfield Ave.
Philadelphia, PA 19143-3708 Phone: (800)333-9093
Issues: economics; investing. Description: "...offers hundreds of ways to invest in building an economy consistent with life-affirming values. Shareholder actions, socially responsible investment and loan funds, small-scale investing, alternative exchange systems - tools for revitalization." Hundreds of names/addresses, resource lists. "The whole machine of the alternative economy of America." - Kirkpatrick Sale. Other Resources: A true primer of Gaean economics. Includes resource list and bibliographies. Contacts(s): Susan Meeker-Lowry Publisher: New Society. Published Date: 1988. Type: reference; guide. Source: Macrocosm USA.
430 1st Ave. N., #204
Minneapolis, MN 55401-1741 Phone: (612)339-3939
Issues: economics; investing. Description: Socially responsible investment counseling and asset management for business and individuals. Member of: Co-op America. Type: business; finance. Source: Co-op America Quarterly.
1514 McGee St.
Berkeley, CA 94703-1043 Phone: (510)527-5604
Issues: economics; environment; politics; investing. Description: Formulates environmentally supportive legislation and other concepts which can be presented at The Other Economic Summit (TOES). Major thought is being given as to how to surmount the media hurdle which isolated the new economists from the media at the last TOES. Other Resources: Micro and mini business consulting and financing; personal finance; socially responsible investing. Contacts(s): Richard Register, Roger Pritchard Member of: Co-op America. Type: business; finance. Source: Macrocosm USA.
605 1st Ave., #505
Seattle, WA 98104-2227 Phone: (206)292-8483
Issues: economics; investing. Description: Certified financial planners specializing in socially responsible investing. Identifies specific social and financial objectives of individuals and businesses, and develops an investment strategy to meet each client's needs. Contacts(s): Kathleen Kendziorski, Jessica Greenway Member of: Co-op America. Type: business; finance. Source: Co-op America Quarterly.
1040 S. 8th St., #200
Colorado Springs, CO 80906 Phone: (800)422-7284
Issues: economics; investing. Description: Nationwide investment firm specializing in socially responsible investments. Co-op America's partner in providing financial services to our members. Other Resources: Offers a cassette tape, Socially Responsible Investing. Contacts(s): Ed Winslow, Scott Flora, (719)636-1045. Member of: Co-op America. Additional Address: Box 900037, San Diego, CA 92190 Contact: Jack Brill, (800)733-6178. Type: business; finance. Source: Co-op America Quarterly.
Social Investment Forum
711 Atlantic Ave.
Boston, MA 02111-2809 Phone: (617)423-6655
Affiliate: Social Investment Forum. Issues: economics; investing. Description: Socially responsible investment advisor and newsletter publisher. Contacts(s): Diane Mills Member of: Coalition for Environmentally Responsible Economics. Type: business; finance. Source: Macrocosm USA.
Social Investment Forum
711 Atlantic Ave.
Boston, MA 02111-2809
Affiliate: Social Investment Forum. Issues: economics; investing. Type: reference; guide. Source: Macrocosm USA.
475 Riverside Dr., #566
New York, NY 10115-0566 Phone: (212)870-2295
Issues: economics; peace; Third World; spiritual; interfaith; corporate responsibility; alternative markets; divestment; investing; boycotts; anti-nuclear; economic conversion; South Africa. Description: A coalition of Protestant and Roman Catholic agencies which hold corporations accountable by sponsoring shareholder resolutions, divesting stock, conducting public hearings and investigations, publishing special reports. It challenges nuclear weapons production, investment in South Africa (Chemical Bank in particular), and Star Wars, and other issues concerning peace, economic justice, and stewardship of the Earth. Coordinates corporate shareholder's resolutions on South Africa for churches. Other Resources: See newspaper, CORPORATE EXAMINER; guides, THE CONSCIENTIOUS INVESTOR'S GUIDE TO SOCIALLY-RESPONSIBLE MUTUAL MONEY MARKET FUNDS and INVESTMENT SERVICES & DIRECTORY OF ALTERNATIVE INVESTMENTS; GUIDE TO CHURCH ALTERNATIVE INVESTMENT FUNDS--1991. Contacts(s): Tim Smith, (212)870-2936. Dues: $35/yr. Type: organization; center. Source: Macrocosm USA.
c/o Interfaith Center for Corporate Responsibility
475 Riverside Dr. # 566
New York, NY 10115-0122 Phone: (212)870-2295
Affiliate: Interfaith Center for Corporate Responsibility. Issues: economics; spiritual; peace; politics; interfaith; investing; corporate responsibility; green consumer; alternative markets; divestment; boycotts; anti-nuclear; economic conversion. Description: This guide challenges the financial institutions and corporations by identifying those involved with nuclear weapons production, investment in South Africa, and Star Wars, and other issues counterproductive to peace, economic justice, and stewardship of Earth. Other Resources: THE CONSCIENTIOUS INVESTOR'S GUIDE TO SOCIALLY-RESPONSIBLE MUTUAL AND MONEY MARKET FUNDS. Contacts(s): Tim Smith Type: reference; directory. Source: Macrocosm USA.
1755 Massachusetts Ave. NW
Washington, DC 20036-2102 Phone: (202)234-7500
Issues: economics; peace; politics; investing; corporate responsibility. Description: This center provides information and conducts research on business issues that relate to corporate impact on society, focusing on socially responsible investing. An independent corporation that provides timely reporting and analysis to institutional investors and others. Other Resources: Publishes a newsletter, NEWS FOR INVESTORS, a monthly newsletter; and annual survey of voting results on shareholders resolutions; in-depth reports on social responsibility issues. Contacts(s): Margaret Carroll (Executive Director) Tax Status: Nonprofit. Established: 1972. Type: organization; center. Source: Macrocosm USA.
c/o Kinder, Lyndenberg, Domini & Co., Inc.
129 Mt. Auburn St.
Cambridge, MA 02138-5766 Phone: (617)547-7479
Affiliate: Kinder, Lyndenbereg, Domini & Co., Inc. Issues: economics; investing. Description: Offers a variety of materials to assist in socially responsible investing. Other Resources: Publish the DOMINI 400 SOCIAL INDEX UPDATE, KLD COMANY REVIEWS, KLD SOCIAL INVESTMENT DATABASE; authors of INVESTING FOR GOOD, THE SOCIAL INVESTMENT ALMANAC. Type: business; finance. Source: Co-op America Quarterly.
52 Elswick Rd.
Newcastle upon Tyne, -NE4 6JH ENGLAND Phone: 91-272-1148
Issues: economics; alternative markets; investing; green consumer. Description: An organization in Britain patterned after Co-op America. Educates the public about a just economy, and provides products and services from responsible businesses. Type: organization. Source: Macrocosm USA.
Press For Peace, Inc.
5621 Seaview Ave. NW
Seattle, WA 98107-3356
Issues: peace; economics; investing. Description: Articles and essays covering all aspects of peace by many of the world's top thinkers. Directory and detailed information on over 1,000 peace organizations. Guide to socially responsible investing. List of reference books, publications, and films. Contacts(s): Duane Sweeney (Editor) Publisher: Press For Peace, Inc. Type: reference; guide. Source: Macrocosm USA.
Social Investment Forum
1814 Franklin St., 9th Fl.
Oakland, CA 94612-3426 Phone: (510)834-3722
Affiliate: Social Investment Forum. Issues: economics; investing. Description: A full service, national investment brokerage firm specializing in socially and environmentally responsible investing. Provides access to all major investment vehicles; full range of socially and environmentally responsible investment opportunities; experienced, innovative financial consultants; comprehensive, diversified portfolio management. Offers low-income housing tax-credit investments that funnels taxes away from military. Other Resources: Besides low income housing tax-credit, PAM conducts frequent seminars on environmental investing, charitable remainder trusts and socially responsible investment alternatives. Contacts(s): James Nixon, Eric Leenson (Chief Financial Officer) Fax: (510)836-1621. Other:(800)527-8627. Dues: $100/yr. Established: 1987. Type: business; finance. Source: Macrocosm USA.
24861 Alicia Parkway, #C-293
Laguna Hills, CA 92653-4620 Phone: (714)588-9863
Issues: economics; Third World; environment; investing; South Africa; Asia. Description: Socially responsible investment strategies and portfolio management for individuals and organizations. An SEC-registered investment advisor specializing in socially and environmentally responsible money management. In addition to traditional financial analysis, screens against nuclear energy, weapons manufacturing, South Africa, China, environmental pollution and favors companies that offer value to society and support positive social and environmental progress. Other Resources: See WALL STREET GREEN REVIEW newsletter. Contacts(s): David L. Brown Type: business; finance. Source: Macrocosm USA.
430 1st Ave. South, #290
Minneapolis, MN 55401-1741 Phone: (612)333-8338
Issues: economics; investing. Description: "A national trade association of investment professionals and individuals developing and promoting the practice of socially responsible investing, The membership has over 750 members including institutional investors, mutual fund managers, technical analysts, foundation investors, and individual investors. Working Assets, Calvert Group, Dreyfus Third Century Fund, US Trust Company, Franklin Research & Development, South Shore Bank of Chicago, Investor Responsibility Resource Center, Scudder..." Other Resources: Coalition for Environmental Responsible Economics (CERES), a project that drew up the Valdez Principles. Newsletter; GUIDE TO SOCIALLY RESPONSIBLE INVESTING; information clearinghouse. See Franklin Research & Progressive Asset Management under business. Contacts(s): Joan M. Kanavich (Associate Director), John E. Schultz (President) Tax Status: Nonprofit. Member of: Co-op America. Additional Address: 711 Atlantic Ave., 5th Floor, Boston, MA 02111 Type: organization. Source: Utne.
Covenant Fund; c/o Donald Pelz
2406 Geddes Ave.
Ann Arbor, MI 48104-2713
Affiliate: Sane/Freeze; INFACT; Covenant Fund. Issues: economics; investing; alternative markets. Contacts(s): Donald Pelz Publisher: Covenant to End War. Type: reference; guide. Source: Macrocosm USA.
c/o Co-op America
1612 K St. NW, # 600
Washington, DC 20006 Phone: (202)872-5307
Affiliate: Co-op America Business Network. Issues: economics; environment; justice; politics; investing; green consumer. Description: This guide shows how to get involved in making financial decisions that are "values-added" and meet financial needs and goals, and to help people understand the basics of the fast-growing socially responsible investing movement. Concerns are: Environmental, community economic development, housing projects, worker-owned businesses, fair employment practices, and no- war related industries. Contacts(s): Cindy Mitlo (Editor) Published Date: 1991. Price: $5/ea. Frequency: Annual. Other:(800)424-COOP. Type: reference; guide. Source: Macrocosm USA.
40 Court St.
Boston, MA 02108-2208
Issues: economics; socially responsible investing. Contacts(s): Beate Klein Becker (Vice President, Marketing & Membership) Type: business; finance. Source: Macrocosm USA.
Box 804
Brattleboro, VT 05302-0804 Phone: (800)544-7108
Issues: economics; investing. Description: Full-service bank with socially responsible fund - accounts include checking with interest, CD, and IRA. Money supports affordable housing, farming, environmental projects, small business development. Co-op America Visa Card. Funds in these accounts are covered by FDIC. Contacts(s): John Hashhagen, Jr. (President), (802)257-7151. Member of: Co-op America. Type: business; finance. Source: Co-op America Quarterly.