Amy Domini, John Bogle to Address Massachusetts Accountants; Mutual Fund Pioneers May Offer Different Perspectives on Investing.Business Editors NEW YORK--(BUSINESS WIRE)--April 23, 2001 Amy Domini Amy Domini is an American investment adviser and author known for her work in "social investing". As one of the founders of KLD Research & Analytics, Inc., she helped created the Domini 400 Social Index, a stock market index selected according to a set of social and environmental , founder and managing principal of Domini Social Investments LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , manager of the Domini Social Equity Fund (ticker symbol Ticker Symbol An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly. When a company issues securities to the public marketplace, it selects an available ticker symbol for its securities which investors : DSEFX), and John C. Bogle bo·gle n. A hobgoblin; a bogey. [Scots bogill, perhaps ultimately from Welsh bwg, ghost, hobgoblin. , founder of The Vanguard Group and the Vanguard 500 Index Fund, will address "Trends in the Mutual Funds Industry" at a gathering of The Massachusetts Society of Certified Public Accountants The Massachusetts Society of CPAs, Inc (MSCPA) is the state's premier professional organization of more than 10,000 certified public accountants and accounting professionals. , Inc. on Wednesday, April 25, 2001 from 8:30am - 1:00pm at the Federal Reserve Bank, 600 Atlantic Avenue, Boston, Massachusetts. Mr. Bogle, one of the pioneers and leading proponents of low-cost index investing, is former Chairman of The Vanguard Group, the nation's second largest family of mutual funds. The Vanguard 500 Index Fund is the nation's largest mutual fund. Ms. Domini is the founder of Kinder, Lydenberg, Domini & Co., creator of the first socially and environmentally screened index, and of Domini Social Investments, whose Domini Social Equity Fund was the first socially and environmentally screened index fund. Ms. Domini and Mr. Bogle were both named to Barron's "The All-Century Team," a list of the mutual fund industry's 25 most influential people. Mr. Bogle is also the author of two best-selling investment strategy books and was named one of the investment industry's four "Giants of the 20th Century" by Fortune magazine and included as one of the "Financial Leaders of the 20th Century" in Leadership in Financial Services. He will discuss the role of personal financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against in the new investment environment, as well as trends in the mutual fund industry, the outlook for financial markets and asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. strategies. Ms. Domini is the author of Socially Responsible Investing Socially responsible investing describes an investment strategy which combines the intentions to maximize both financial return and social good. In general, socially responsible investors favor corporate practices which are environmentally responsible, support workplace diversity, - Making a Difference and Making Money (Dearborn, 2001). Money Magazine called her one of the "30 Most Influential People in Finance Today" and one of "The 50 Smartest Women in the Money Business." Smart Money magazine's "Power Brokers: The Smart Money 30," named her as one of the most influential leaders in the mutual fund industry, and Bloomberg Personal Finance, in an article entitled, "12 Minds That Made The Market," listed her as "a legend in the making." She will discuss the growing popularity of socially screened mutual funds and the role of socially responsible investing in today's financial markets. Domini Social Investments manages more than $1.6 billion dollars in assets for individual and institutional investors seeking to incorporate social and environmental criteria into their investment decisions. The cost is $120 for Members and $160 for Non-Members. Please obtain a prospectus by calling 1-800-762-6814 or online at www.domini.com. Read it carefully before you invest or send money. Sources: Barron's, "The All Century Team," January 10, 2000; Money Magazine, "The 50 Smartest Women in the Money Business (and what you can learn from them)" June, 2000; Smart Money, "Power Brokers: The SmartMoney 30," September, 1999; Bloomberg Personal Finance, "12 Minds that Made the Market," September, 1999. DSIL DSIL Domini Social Investments LLC DSIL Direction du Système d'Information Local Investment Services LLC, Distributor. 04/01 |
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