Socially Responsible investors, including religious institutions, universities, hospitals, among others have long been forced into an active investing approach. Less concerned with risk and return and primarily focused on adherence to overarching guidelines for socially responsible investing, a passively managed index didn’t sort what was acceptable from what wasn’t.
IFA-I’s Socially Responsible Index Portfolios (SRI) provide a ground-breaking solution. Socially responsible investors can enjoy the benefit of passive investing, without sacrificing the integrity of their convictions.
IFA-I’s SRIs provide similar risk and return characteristics as IFA-I’s traditional Index Portfolios, but with a fund screener implemented by a world-class provider of research and analytics.
IFA’s SRIs are screened to exclude:
Companies that earn at least 20% of their total business revenue through the production and/or sale of military weapons and/or weapons of mass destruction
Companies that are engaged in certain for-profit business activities in or with the Republic of Sudan
Companies that earn at least 15% of their total business revenue through the production and/or sale of tobacco or alcohol products.
Companies that earn at least 20% of their total business revenue from gambling activities
Companies that directly participate in abortions
Companies that manufacture pharmaceuticals, abortive agents, or contraceptives
Companies that earn at least 15% of their total business revenue from publishing or selling pornographic materials
Companies that are for-profit healthcare providers
Companies whose operations have had major recent controversies relating to child labor infractions in the U.S. or abroad
The figure below represents one of the socially responsible portfolios that has this important historical apart of it.
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