FFA specializes in Socially
Responsible Investing (SRI), also known as
socially-conscious or ethical investing, which is an investment
strategy seeking to maximize both financial return and social good.
In general, socially responsible investors favor corporate practices
that promote environmental stewardship, consumer protection, human
rights, and diversity. Some (but not all) avoid businesses involved in
alcohol, tobacco, gambling, weapons, the military, and/or abortion. The
areas of concern recognized by the SRI industry can be summarized as
environment, social justice, and corporate governance (ESG).
SRI includes numerous strategies including:
Screening –
including or excluding securities and/or funds based on social and
environmental criteria. We look to invest in companies and
institutions whose products, services and practices contribute to a
more socially just and sustainable society.
Divert investments away from institutions or businesses which pollute
or cause harm to the environment, conduct business in oppressive
regimens, use unfair labor practices, produce nuclear weapons or employ
other practices damaging to the quality or life.
THIS DOES NOT MEAN SACRIFICING FINANCIAL GAINS. Investors can do
as well with social investments as they can with conventional
investments.
We have a wide variety of clients with a range of objectives, values
and risk tolerances. We work with the client, in a
non-judgemental way, to make sure their portfolio is suited for them.
Shareholder Advocacy –
make
a
small
investment
in
irresponsible
companies
in
order
to
influence
the
direction
of business.
Charitable Giving -
we will help you to select ways of giving that will provide tax
advantages and can provide a income.
Community Investments –
includes
programs
in
community-based
financial
institutions
such
as
development
banks,
loan
funds
and
community credit unions to support
community development in the United States and developing countries.
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Women making rosquilas in Somoto, Nicaragua - funding for their
business was provided by micro-loans
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Social Investment Forum
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“We
must
be
the
change
we
wish
to
see
in the world.”
-Mahatma
Ghandi
“Go
with
the
people.
Live
with
them.
Learn
from them. Love them. Start
with what they know. Build with what they have. But of the best
leaders, when the job is done, the task accomplished, the people will
all say, we have done this ourselves.”
-Lao
Tse, 700BC