Our Vision
The Socially Responsible Investing (SRI) Education Circle is focused on educating WDN members to use their investment portfolios to enhance their ability to achieve their aspirations for social change. One of our primary goals is to teach members of the WDN community how to leverage their power as shareholders, trustees, and directors and to have a meaningful voice in the corporate boardroom.
Our Impact
Our work has been particularly important in the wake of the 2008 economic crash. Recent activities have included conference calls on a variety of relevant topics, including:
- Assessing Opportunities and Risk in the New Financial Environment
- A Spectrum of Risk and Return — What’s the Right Fit for You in Today’s Climate?
- Leveraging Memberships’ Stories, Struggles, and Experiences to Help us in our Transitions to a Values-based (SRI) Approach
We have also held 2 successful workshops on the topic of SRI. Our first was held in New Orleans in 2008 and focused on “SRI 101” and general investment topics. We also held a follow-up workshop as part of the Climate Change Convening in 2009. In this workshop, we examined what we, as women investors, could do to re-evaluate and amend our portfolios to include the lens of climate change as a criterion in our socially responsible investing.
Our Strategy
We work to empower the women within WDN to expand their investment universe to include investments that may or may not have been part of their existing strategy. Our activities as a circle include the following:
- Hosting conference calls on the topic of socially responsible investing
- Working with partners to host in-person events focusing on SRI issues
- Supplying the WDN community with resources to help members formulate a personal strategy
