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Ethical mutual fund

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Ethical mutual fund
Mutual Fund whose objective of management is to reconcile profitability and morals concerns.
    
The principal categories of ethical funds relate to:
    
- funds with humane or ecological vocation, resting on the concept of the sharing of the performance and the expenses in the form of gifts to charitable associations.
    
- socially correct funds, not proposing any Gift nor reduction of expenses, centered towards the investment in shares of listed companies whose policy regarding human relations is seen as "socially correct". To detect the potentialities of the firms and the results of the funds, there exists :

1) Rating agencies for "social" matter (in France the Arese cabinet - Analyses et REcherches Sociales sur les Entreprises) whose rating rests on five criteria : employment and human relations in the firm, the integration of the environment, the clients and suppliers relations, political quality towards the shareholders and relations with the civil companies (Local patronage, establishment in social fabric).
    
2) Security indexes specific to these companies, in particular DSI index - Domini social index made up of 400 firms in the United States.
Posted by  marcus evans (Europe) Ltd
 
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