Meet with your treasurer or financial team to discuss your current investments
Suggested Practices and Examples for Implementation:
- Meet with the financial personnel of your faith community and review your portfolios to learn more about your investments and their connections with fossil fuels.
- Learn whether your investment advisors are experts in socially and environmentally responsible investing
- Find out if you have an investment policy statement clearly stating what can/cannot be held in the account
General Information Related to this Strategy:
- Forum for Sustainable and Responsible Investment
- Clean energy investment resources
- Socially Conscious Funds List
Available Resources in Western North Carolina:
- Earth Equity Advisors, Asheville, NC, with free initial consultation
- ReVest – Earth Equity Advisors