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Solutions for Mutual Fund and ETF Providers

Interest in Terror-Free investment products is at record levels. A recent Luntz, Maslansky survey of Americans revealed that 86% of Americans were unwilling to do business with companies that were doing business in and with terror sponsoring states.

Further, 80% of Americans would choose to invest with companies that were not doing business with terror sponsoring states, even if that meant getting a lower return.

There is no evidence, however, that Terror-Free investment products under-perform. To the contrary, the Terror-Free investment products currently in the market have matched or bettered their benchmarks.

An increasing number of managers are offering actively-managed portfolios and developing investment products Screened and Certified Terror-Free by CSAG for the retail market. By early 2008, individual investors seeking Terror-Free tax advantaged portfolios, mutual funds, ETFs, and separately managed accounts will find options in the marketplace, several of which will be offered by some of the largest and most prestigious investment firms in the world. Please contact CSAG to learn more about the ever-growing number of options available to individual investors or see Solutions for Individual Investors for more information.

Mutual fund, ETF, and other packaged product providers seeking to develop Terror-Free products can access research and certification services through Conflict Securities Advisory Group.

Firms seeking to incorporate Terror-Free with other environmental, social or governance (ESG) factors can access CSAG's research, ESG and faith-based research, and product development and positioning services through IW Financial, a leading provider of environmental, social, and governance research, analytics and consulting services.

 

 

 

 

 

 

Certification by CSAG lets customers know that your product will always be Terror-Free.