Screener Tool as Long-Term Value Test

Today’s financial markets are under greater strain than ever before. Investors, both novice and those with decades of experience, are scratching their heads as to where to invest and, maybe more importantly, where not to invest. With short-term U.S. government treasury bills offering negative yields, the consensus appears to be that no safe investment does exist. Preserving capital has become the sole driving force in any investment decision. The reality is, of course, the vast majority of companies’ fundamentals are unchanged and what was a good investment a few months ago remains; the trick, of course, is filtering through the noise.


Fortunately, with the digital age has come a vast new array of information sources; no longer are investors reliant only on our official regulatory bodies for the data on which investments are based. The Securities and Exchange Commission (SEC) requires that funds publish their holdings, but as we have seen with the Sarbanes-Oxley act, the Commissions is ineffective in its ability to mandate that the truth be told by CEOs and CFOs.


Invested Interests, a socially responsible investment advisory firm has been praised for its latest Mutual Fund Social Screener Tool that offers investors a free validation of their investment portfolio – ensuring that investors are better informed of where their dollars are being spent. At no time in history has the public been more aware of how and where goods are produced; this knowledge has lead to dramatic, public, changes in corporate policies from companies in every industry – from oil to running shoes. Companies that have responded to such public pressure have consequently benefited from far greater support from their consumer and the public at large – all of which has lead them to sustainable profitability and growth.


At a time when day-traders are being driven out of the market after suffering double-digit losses week after week, value-oriented investors looking at the long-term can better assure themselves of the viability of their portfolios with the knowledge companies represented in their funds are acting responsibly and helping to promise them the returns they seek in these turbulent times. Whether you’re looking for ethical investing or sustainable investing, there is little doubt that your portfolio would benefit from such a value check. Test your own portfolio and help assure yourself that you can weather this financial storm.


Mutual Fund Social Screen Tool