Selected Readings
February 2008 - Mission-Related Investing: Building a Portfolio - Equilibrium Capital Group, LLC
Mission-Related Investing: Building a Portfolio (February, 2008) A study commissioned by the Meyer Memorial Trust, by Kipp Baratoff and David Chen of Equilibrium Capital Group, LLC. The study covers implementation of a mission related investing strategy including objective setting, implementation, evaluation, and integration with reference to other resources and a glossary of terms.