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Background Information
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Have you wondered what the terms CSR and SRI mean? Is there a difference between SRI and sustainability investing? What is corporate governance? We have provided some helpful introductory material on all of these terms and concepts for your reference.
Background Information and Definitions
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Financial Advisor
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So you have decided that you're interested in SRI or values-based investing, but you're not sure what initial questions to ask your financial advisor. We have some ideas for you.
Working with your financial advisor
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Congregational Survey
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As your congregation considers the issues surrounding socially responsbile investing, it may be worthwhile to survey your congregation. The attached sample survey can be inserted into a bulletin and quickly answer the question: Is this something the congregation will support? [Note: You may use this survey as long as you provide the source as CSR2.]
Congregational Survey on SRI
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