Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products February 29, 2008
Firm Introduces Professionally Managed Social Investing Portfolios
Blue Marble Investments (BMI) has unveiled online, professionally managed portfolios that invest solely in socially responsible mutual funds.
Reported by Rebecca Moore
According to a press release, EarthFolio screens and selects socially responsible funds using rigorous social screening processes, and provides them in professionally managed, pre-packaged portfolios that can be accessed online.
EarthFolio’s underlying mutual funds have been evaluated in 12 key areas, including the environment, human rights, animal testing, employment equality, labor relations, weapons, tobacco, alcohol, gambling, products and services, corporate governance, and community investment. EarthFolio also selects funds that strongly support shareholder advocacy, the announcement said.
BMI is a California registered investment adviser serving individual and institutional clients throughout the United States and also offers independent investment services through its broker/dealer affiliation with Partnervest Securities, Inc.
More information is at www.bluemarble.com.