Many of our clients are concerned with the religious, ethical, social justice, environmental and other non-financial aspects of their investments. These concerns vary from client to client. Clients with such concerns stipulate the particular activities they wish to exclude from (or include in) their investment accounts. We then select investments that will provide our clients with the potential for a favorable return and will also be consistent with their beliefs and ethical preferences.

F.L.Putnam provides interested clients with periodic reports describing the relevant non-financial aspects of each company in their portfolio.

There is no additional fee for this service.

Additional information   (PDF format)

• Representative list of SRI topics
• SRI report for Johnson & Johnson (JNJ)
• SRI report for Cisco Systems, Inc. (CSCO)