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AltruShare Securities offers institutional clients a brokerage platform based on an agency-only model free of traditional conflicts of interest, which ensures our clients’ interests are always put first.
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MRI - Mission Related Investing: A Case Study
The School of Community Economic Development at Southern New Hampshire University authored a case study in 2007 on Mission Related Investing at the F. B. Heron Foundation. Through the financial support of AltruShare Securities this case study is now available here or in hard copy by contacting AltruShare Securities.
The full case study is available [HERE] in Adobe PDF format.
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In March 2006, Altrushare sponsored a Ten Year Review of Community Investment Trends by the Social Investment Forum.
The full report is available [HERE] in Adobe PDF format.
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Portfolio Audit Snapshot of Screening Issues and Shareholder Advocacy Activity.
AltruShare can provide a customized Social Issues report covering shareholder activism at US companies over a year’s period. Given the increase in shareholder activism over the past several years, the ability to oversee a specific portfolio at any given time will have value. Available to our institutional clients upon request.
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Industry and Company Profiles
AltruShare sponsors research to identify best practices and trends within specific industry groups including specific company profiles. Available to our institutional clients upon request.
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Emerging Domestic Markets Research
Community Investment must begin with understanding the needs of the community. AltruShare has published regional needs assessment analysis on dozens of low-income communities in six states.
For a copy of these regional reports please contact AltruShare Securities.
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