Portfolio Screening
Our socially responsble investment philosophy is what sets the General Board apart from traditional investors. As a socially responsible investor, all of our investments are screened according to the investment policies adopted by our board of directors, in accordance with the Social Principles of The United Methodist Church. These policies exclude investments in companies earning significant revenues from gambling or the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, weapons or pornography.
The General Board engages the services of more than 40 investment managers and is a beneficial owner of approximately 2,500 domestic and 450 international equity securities.
Socially Responsible Investing Guidelines
2nd Quarter 2008
Failed/Ineligible Companies (Acrobat PDF | Excel)
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