We publish targeted socially responsible investment research. Some (but not all) of our publications are listed below:
Minority Bank Monitor. Comprehensive data on women and minority-owned financial institutions. By Group: Asian, African-American, Hispanic, Native American, Women. Financial Information: Assets, Net Income, Total Loans, Real Estate Loans, C&I Loans, Return on Assets. Maps showing institution location. Total population in county. Minority population in county. County Income per capita. Number of banks and thrifts in county. Institution-level data for each bank and thrift. Management Information: President, Cashier, Operations Officer, Community Reinvestment Act data: CRA Rating, CRA Rating Date and other data. In all, over 300 pages. Report on all Women and Minority owned banks, savings banks & thrifts in the United States.
Minority Broker Review. Information and ratings for Brokerage firms, investment banks, and other financial institutions (CDFI's, CDE's, money management firms, venture capital firms, insurance companies, mutual fund companies, and mortgage banking firms owned) by minorities and women. Comprehensive data by group: Asian, African-American, Hispanic, Native American, Women.
For brokerage firms and investment banks: Institution-level data. Services offered, by firm. SEC File Number. Clearing agent. Municipal Underwritings. Commission data. REMIC Underwriting data. Management Information - CEO and other data.
Minority and Women-owned Company Small Business Financing Guide and Workbook, 2010 Edition. The Guide and Workbook are designed to provide actionable information minorities and women can use to obtain small business financing.
Report outline:
The Guide and Workbook consist of two sections: The Guide provides detailed business financing information of specific relevance to Minority and Women-owned Businesses. The Workbook is an electronic document with lists of potential financing sources (of course, we cannot guarantee that you will find financing), blank loan applications, grant forms, business planning and financial reporting templates, IRS Forms and other documents.
Green Energy Portfolio Monitor. Report on the CIR Hydro Power Portfolio. There is overwhelming evidence of above normal water levels in rivers in certain regions of the U.S. Various sources show Hydropower production is 144% to 170% above the norm. The recent heat wave has produced record demand measured in degree cooling days in all parts of the US. As a result hydropower utilization has increased to meet demand. Merchant vendors of Hydro can have very strong operating margins.
Comprehensive data on merchant vendors of Hydro. By region. Financial and other information.
