Portfolio Screening


Pro Vita Advisors
Free list of companies violating life-ethics VBI screens
800.774.5797
members.aol.com/ProVitaAdv

My Investigator
A free online database with ethical research on corporations/mutual funds
money.crosswalk.com/investigator

eVALUEator
Database similar to My Investigator, sold to financial advisers for $400 a year
888.469.3863
www.evalueator.com

MoneyAndValues.com
Free mutual fund ethical reports if you agree to meet with a representative
888.346.8258
www.moneyandvalues.com

Values Investment Forum
Leader in values-based investing research for institutional investors
662.842.5033
www.valuesinvest.com

American Values Investments
Currently developing research on corporations with positive ethical behavior
866.722.1776
www.amvalues.com

Socrates
Leader in SRI research for institutional investors, by kld & Co. Inc.
617.426.5270
www.kld.com

IRRC

Investor Responsibility Research Center
For institutional investors
202.833.0700
www.irrc.org

VBI Mutual Funds


Christian Stewardship Funds
Large-cap equity index, small-cap equity index, international equity, and bond index funds
800.262.6631
www.christianfunds.com

Noah Fund
Large-cap growth fund
800.794.NOAH
www.noahfund.com

Shepherd Funds
Growth, small-cap, fixed-income, and international funds
877.386.5400
www.shepherdvalues.com

Stewardship Partners
International and Global Funds
704.846.0458
www.stewardshippartners.com

Timothy Plan
Aggressive growth, large/mid-cap growth, small-cap values, large/mid-cap value, fixed income, strategic growth, conservative growth, and money market funds
800.846.7526
www.timothyplan.com

Shareholder Action Resources


Pro Vita Advisors
Assists investors in the filing of life-ethics shareholder resolutions
800.774.5797
members.aol.com/ProVitaAdv

Interfaith Center on Corporate Responsibility
Association of 275 Protestant, Roman Catholic, and Jewish institutional investors jointly advocating corporate ethical responsibility
212.870.2295
www.iccr.org

IRRC
Provides research on corporate proxies for institutional investors
202.833.0700
www.irrc.org

Creative Investing Resources


Evangelical Christian Credit Union
Full-service commercial bank fulfilling unique evangelical needs
800.634.3228
www.eccu.com

South Shore Bank of Chicago
The original community development bank
800.669.7725
www.sbk.com

Strategic Capital Group
Social venture capital fund that invests in "Great Commission companies"
503.670.9968

Other Online Resources


www.FaithfulSteward.org
Information and links (by Mary Naber) to resources for all three facets of ethical investing

www.ValuesInvesting.com
Useful resources on VBI, provided by VIF

www.SpiritualInvesting.com
Useful resources on vbi and sri, as well as prudent investment strategies, provided by Gary Moore & Co.

www.SocialInvest.org
Official site of the Social Investment Forum, a nonprofit devoted to promoting SRI

www.SocialFunds.com
Leader in up-to-date research and reporting on SRI

www.ResponsibleShopper.com
Identify corporations by their products, obtain free sri ethical reports

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