SMCU Money Matters - Fall 2007 - (Page 13)

member tips Green Investments Socially responsible investing (SRI) is one of the latest buzz phrases in the financial community. Where once the sole focus was on making as much money as possible in as little time as possible, more and more investors are considering the bigger picture: that of helping to make the world a better place. SRI takes a twofold approach: factoring in the investor’s specific need for financial growth and the investment’s impact on society and the planet in general. The goal, ultimately, is to earn competitive returns today while contributing to a brighter tomorrow. All it takes is a little research to find out which companies embrace the core values that can make a difference. These include: • Developing new ideas in conservation and energy technology. • Reducing greenhouse gas emissions. • Sustaining ecological integrity. • Helping fight disease through drug development and easy access to medical treatment. • Promoting and safeguarding human rights. Sustainability Pays Off The U.N. Department of Economic and Social Affairs states, “Companies with an eye on their ‘triple bottom line’ — economic, environmental, and social sustainability — outperform their less fastidious peers on the stock market, according to a new index from Dow Jones and Sustainable Asset Management (SAM).” The world’s top 200 sustainable firms surpassed more than 3,000 other companies included in the index, particularly those in the areas of technology and energy. To help ensure that the investment choices you make have the impact you want, talk with Neil O’Connor, CFS’s investment representative at SMCU. He’ll work with you to find good ways to put your dollars to work — building healthier communities, promoting greater economic equity and fostering a cleaner environment. To set up your complimentary consultation, call (650) 562-1250. Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Investment representatives are employees of San Mateo Credit Union and are registered through CFS. San Mateo Credit Union is in partnership with CFS (member NASD/SIPC). FALL 07 13

Table of Contents Feed for the Digital Edition of SMCU Money Matters - Fall 2007

SMCU Money Matters - Fall 2007 Contents Community Connection Responsible and Beneficial e-Cycling Live a Greener Life! Motley Fool: Hybrid Cars Jean Chatzky: Reduce, Reuse and Simplify Green Investments It’s Easy Being Green

SMCU Money Matters - Fall 2007

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