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Financial services / Funds / Social responsibility / Socially responsible investing / Asset allocation / Portfolio / Collective investment scheme / Hedge fund / Financial economics / Finance / Investment


Microsoft Word - Invest GuidelinesFINAL.docx
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Document Date: 2013-10-08 16:11:47

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File Size: 198,16 KB

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Company

Unauthorized Securities / Expertise / Guidance Table / FRIENDS FIDUCIARY CORPORATION / B. Holdings / Friends Fiduciary 7 Corporation / Purposeful Investments / C. Investments / INVESTMENT PHILOSOPHY Friends Fiduciary Corporation / /

Country

United States / /

Event

Funding / Company Expansion / /

IndustryTerm

real estate investment trusts / civilian products / certain companies whose products / sound accounting / transportation / goods or services / tax law / electricity production / mining / investment management / oil and gas products / /

MarketIndex

FTSE NAREIT / Russell 1000 Value / Russell 2000 / MSCI World / Barclays Aggregate Bond / /

Organization

Consolidated Fund / Religious Society of Friends / Equal Employment Opportunities Commission / Investment Committee / Audit Committee / Department of Defense / U.S. Securities and Exchange Commission / Equal Employment Opportunity Commission / Occupational Safety and Health Administration / /

Position

advisor / board member / advisors / individual manager / /

SocialTag