Socially Responsible Funds Drawing Lines in the Sand

Interesting article. What might be overlooked here is that faith based investors--or anyone interested in investing according to their personal values--can obtain a truly personalized portfolio by buying individual stocks! In the process they can save a lot on fees too over the longer term as such investors tend to buy and hold.

Also, statistically, a portfolio of 10-15 stocks in different industries can provide a reasonably well diversified portfolio, and this is financially within the means of many, many, faith investors. However, and unfortunately due to compensation arrangements for planners and advisors, such investors do not generally receive this type of advice anymore.

Incidentally, I advocate, write, and teach on the subject of personal values based investing.

Ron Robins 11:17AM January 27, 2010