Loring, Wolcott & Coolidge manages over one billion dollars of assets using socially responsible criteria.  The firm’s social criteria were developed by Amy L. Domini, an early advocate of integrating social and ethical criteria into the investment process, in cooperation with Kinder, Lydenberg, Domini & Co., Inc. (KLD).  KLD specializes in corporate accountability research and provides the firm with its social research.  The screens that are used are broad-based and designed to meet the needs of most social investors.

     The firm does not invest its socially managed accounts in the manufacturers of alcohol, tobacco, gambling, nuclear power and military weaponry.  Clients may, if they so choose, add to the following list of qualitative screens.

*     Corporate Citizenship --- We seek companies with innovative and generous charitable giving programs with a particular emphasis on programs promoting economic and social justice.

*     Diversity --- We seek companies with women and minorities in management positions and on the board of directors as well as those that have a record of purchasing from or investing in women- and minority-owned businesses.  We look for companies with strong employee benefit programs that address work/family concerns such as childcare, elder care, and flextime.  We also recognize innovate hiring programs for the disabled as well as progressive policies toward gays and lesbians.

*     Employee Relations --- We seek companies with a commitment to worker involvement/ownership through employee stock ownership, cash profit sharing and employee participation in management and decision-making.  We also look for companies with histories of fair labor negotiations and strong retirement benefits.

*     Environment --- We seek companies that show respect for the natural environment.  This may be demonstrated by the product or service the firm provides or exhibited through in-house recycling or pollution-prevention programs, gifts to conservation groups, or other ways of conducting day-to-day business.

*     Non-U.S. Impact --- We seek companies which pay fair wages, support human rights and protect the environment where they operate in less developed countries.  We also look for companies that enforce a code of conduct in choosing where and with whom they will do business.

*     Safe and Useful Products --- We seek companies that provide high quality products and are industry leaders in research and development.