
Portfolio Screening for Socially Responsible Investments
Canterbury has extensive experience working with religious organizations and mission based investment programs who are interested in Socially
Responsible Investing. When clients have objections to owning certain companies or mutual funds, Canterbury works with the individual money managers to
ensure those securities are restricted from their accounts. We then employ software which helps us track and update changes to the restricted security
lists and communicate these changes to the appropriate managers.
|