
Sunday, October 26, 2008 3:30 PM - 4:45 PM
Room: Macdonald E–F
Speaker(s)
Frank Altman President and CEO, Community Reinvestment Fund View
Joanne Dowdell Senior Vice President, Director Corporate Responsiblity, Sentinel Investments View
Alya Kayal Vice President, Social Research, Calvert View
Fran Teplitz Managing Director, Social Investment Forum View
Description
This session will provide an introduction to the field of socially responsible investing, and is especially geared toward meeting the information needs of people new to the SRI industry. The panelists will define common SRI terms, provide an overview of the industry, explain major trends, and discuss core SRI strategies: portfolio screening on environmental, social, and governance factors; shareholder advocacy; and community investing. Questions from the audience are welcome to enrich the educational nature of this session.