We publish targeted socially responsible investment research. Some (but not all) of our publications are listed below:
Dodd/Frank Act Section 342 Analysis. We have completed our summary of Dodd/Frank Act Section 342. Section 342 of the recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act contains a provision creating an Office of Minority and Women Inclusion (OMWI) at various agencies to monitor the diversity efforts of the agencies, the regulated entities and agency contractors. We estimate potential new contract opportunities for women and minority firms at $136 million. Our Full Section 342 Review includes an electronic version (.pdf, access database and spreadsheet format) of relevant information, including anticipated draft program policy documents, Office of Minority and Women Inclusion (OMWI) office addresses and contact data. Five hours of consulting is included with each Full Section 342 Report, to help you make maximum use of the information. The Full Section 342 Review costs $1,995.00.
Minority Bank Monitor. Comprehensive data on women and minority-owned financial institutions. By Group: Asian, African-American, Hispanic, Native American, Women. Financial Information: Assets, Net Income, Total Loans, Real Estate Loans, C&I Loans, Return on Assets. Maps showing institution location. Total population in county. Minority population in county. County Income per capita. Number of banks and thrifts in county. Institution-level data for each bank and thrift. Management Information: President, Cashier, Operations Officer, Community Reinvestment Act data: CRA Rating, CRA Rating Date and other data. In all, over 300 pages. Report on all Women and Minority owned banks, savings banks & thrifts in the United States.$ 995.00
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. $ 995.00
Minority and Women-owned Company Small Business Financing Guide and Workbook, 2011 Edition.The Guide and Workbook are designed to provide actionable information minorities and women can use to obtain small business financing.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.
