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Cake day: April 16th, 2025

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  • I doubt you’ll find an investment company that’s truly nonprofit. For responsible investing, I’d look at the process and the expense ratio and not worry so much about the parent company unless you believe it’ll impact their objectivity.

    Check out the Calvert family of funds. Their parent company is Morgan Stanley but they have a really solid process for screening material ESG risks. Calvert itself has been doing socially responsible investing for 40 years so they don’t treat it as a fad.