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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
August 22, 2002 at 08:00 PM
NU Online News Service, Aug. 22, 11:12 a.m. –The Calvert Group Inc., Bethesda, Md., says it will look harder at corporate governance and business ethics when it screens stocks for its socially conscious mutual funds.
Calvert screeners will now use a 51-item checklist that includes topics such as the independence of corporate boards, the independence and quality of auditors, and the quality of corporate efforts to communicate with shareholders.
Calvert screeners will avoid companies that have engaged in serious securities fraud, especially if their business practices appear to be unusually bad.
Calvert screeners will also review records of lawsuits and regulatory investigations, to look for companies that have hurt investors, consumers, workers and communities..
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