Portfolio Screening
Our socially responsible investment philosophy is what sets the General Board apart from traditional investors. As a socially responsible investor, all of our investments are screened according to the investment policies adopted by our board of directors, in accordance with the Social Principles of The United Methodist Church. These policies exclude investments in companies earning significant revenues from gambling or the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, weapons or pornography. Read our socially responsible investing guidelines.
The General Board engages the services of more than 40 investment managers and is a beneficial owner of approximately 2,500 domestic and 450 international equity securities.
3rd Quarter 2008
Failed/Ineligible Companies (Acrobat PDF | Excel)
Please Note: The Failed/Ineligible Companies list is not an exhaustive list of all companies in the investment universe that are considered ineligible for investment. Rather, it is a list of companies that have been considered for investment at some point in the past but have failed one or more of the General Board screens. Please be aware that other companies not included on this list may be ineligible for purchase.
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