Evaluate Your Investments

Whether you are an individual invested in mutual funds or a large institutional investor, if you are concerned about investing in companies that are doing business in states that sponsor terrorism, the first step is to ask your manager or advisor if your investments are Terror-Free. It is likely that they are not.

In general, investment portfolios or products that are not Screened and Certified Terror-Free have some exposure. When it comes to investment products, they tend fall into one of four categories.

1. Products that have various levels of exposure to companies involved in Iran, Sudan, Syria, and/or North Korea
2. Products that happen to have no holdings that are involved at a given point in time but have no compliance safeguards preventing the inclusion of an excluded company at some future point
3. Products that actively use some kind of screen to prevent inclusion
4. Products that are Screened and Certified Terror-Free

The only way to really be sure that your investments are and will remain Terror-Free is to choose investment products or portfolios that are Screened and Certified Terror-Free. Certification is a reliable measure of quality because it demonstrates ongoing vigilance rather than a snapshot in time. It also says someone has formally put their reputation on the line. The leading and most respected certifier of Terror-Free portfolios and products is Conflict Securities Advisory Group.

Individual investors and their financial advisors play a significant role in expanding the market of products and services that are Screened and Certified Terror-Free. For example, Roosevelt Investment Group offers CSAG-Screend and Certified Terror-Free mutual funds and separately managed accounts. If your financial advisor is with a firm that has approved these Terror-Free products for use by clients, all you have to do is ask for your portfolio to be invested in such products. If Roosevelt's products have not been approved, ask. Client demand is an effective stimulus for such approval processes and, once approved, these Terror-Free products would be available to tens of thousands of your fellow customers. Perhaps you will have also demonstrated to your financial advisor the importance of Terror-Free, thereby educating a key player who advises many clients.

We’ve heard from a lot of people who want to know about the Terror-Free status of their mutual funds. Evaluate your mutual funds right now at www.terrorfreecalculator.com.

Learn more about Terror-Free investing options for individual investors, institutional investors, asset managers, and mutual fund providers.