EXECUTIVE SUMMARY

Today, nearly one out of every eight dollars under professional management in the United States is involved in socially and environmentally responsible investing.  Nearly 12 percent of all investment assets under professional management in the U.S. -- $2.34 trillion out of $19.9 trillion -- reside in a professionally managed portfolio utilizing one or more of the three socially responsible investment strategies that define socially responsible investing in the United States ?screening, shareholder advocacy, and community investing.

Social investing, socially responsible investing, socially aware investing, ethical investing, mission-based investing, and natural investing all describe the same concept.  These terms are often used interchangeably to describe an approach to investing that integrates social and environmental concerns into investment decisions

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