August 2006 - Newsletter

Investment Advisors +
Socially Responsible Investing

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Friends,

Al Gore and Wal-Mart – together at last!? Wal-Mart has committed itself to cleaning up its act – but are they serious?

“Mid-afternoon brought a screening of An Inconvenient Truth; more than a few audience members could be seen dabbing teary eyes as the documentary drew to a close. Then the entire crowd erupted into a standing ovation when the lights came back on and Gore trotted up to the stage, Tipper in tow.” – www.grist.com >>

In investing news, the market has continued to stumble sideways over the last month due to conflicting inflation and economic growth data. The US economy is still a solid investment, however it may be time to think about diversifying outside the United States or, perhaps more importantly, moving into investments denominated in foreign currencies. We'll talk about why this can make sense. >>

Also in this newsletter - what is an environmental screen? How do you take an issue like the environment, find relevant data on public companies, and turn this information into a successful investment? Invested Interests talks about the sources we access and other online resources that are available to you. >>

We are still getting high traffic for our Sudan divestment screen. If you have not seen it yet, check it out. >>

Thank you,
Brandon J. Small
Invested Interests

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Top News for August 2006

Wal-Mart, meet Al Gore
The Grist

“Picture Al Gore standing in a modest auditorium deep in America's heartland before an exultant crowd of Wal-Mart employees, comparing their campaign to lighten the company's environmental footprint to the Allies' righteous struggle in World War II. This after Rev. Jim Ball, head of the Evangelical Environmental Network, likened the giant retailer's greening efforts to the work of Jesus Christ.” www.grist.com more > >

 

Investor News - August 2006
Invested Interests.com

Once again, July was another month of sideways stumbling in the market. July also marks the beginning of the “earnings season.” Many companies announce their results for the second quarter of 2006 during this month.

Earnings have been mixed overall – especially in technology. However, the trend of record profits continues for oil companies!

As the market tries to figure out the direction of the economy and the effect inflation will have on it, here are a couple of notes on what to consider with any new investments you are entertaining. more>>

 

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Top Website News for August 2006

What is an Environmental Screen?
Invested Interests.com

As a socially responsible investment advisor – Invested Interests.com has access to data on many different social issues. There are more than 10,000 public companies in the United States and their record on any number of social issues changes frequently. How do you stay on top of this?

Most advisors in the US contract with a limited number of research organizations to collect and maintain this information. However, the license fees for this data average $20k a year! That is why today, most investors seek out an advisor that has access to this data. Except for the largest investors, $20k in annual expenses is out of the question.

How does an issue, like the environment, become a social screen? more>>

 

First Intern Hired – and We're Looking for More
Invested Interests.com

We have hired our first intern – Estelle Lahaye - and I can't begin to tell you how excited we are. Estelle is already busy helping us expand our Sudan research project.

If you know of anyone interested in applying, we have even more exciting projects waiting to be launched. We are looking for individuals interested in helping us expand our relationships with “social issue leaders” on the web and to assist us in online marketing activities. more>>

 

Clients have Unlimited Access to Tools
Invested Interests.com

Social investing tools have been a big part of Invested Interests from the beginning. We want to do our part to demonstrate beyond doubt that social investing is a viable

investment choice, and our tools have helped in that effort. Now, our clients have unlimited access to these tools – and there are more currently under development. When you become a client, we will provide you with a username and password that allows access to these online resources. more > >

 

If you have any questions, please contact us at 1.800.613.7875 or via our online contact form.

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