New York, NY – Amy Domini, founder and managing principal of Domini Social Investments LLC, manager of the Domini Social Equity Fund (ticker symbol: DSEFX), and John C. Bogle, founder of The Vanguard Group and the Vanguard 500 Index Fund, will address "Trends in the Mutual Funds Industry" at a gathering of The Massachusetts Society of Certified Public Accountants, Inc. on Wednesday, April 25, 2001 from 8:30am - 1:00pm at the Federal Reserve Bank, 600 Atlantic Avenue, Boston, Massachusetts.
Mr. Bogle, one of the pioneers and leading proponents of low-cost index investing, is former Chairman of The Vanguard Group, the nation's second largest family of mutual funds. The Vanguard 500 Index Fund is the nation's largest mutual fund. Ms. Domini is the founder of Kinder, Lydenberg, Domini & Co., creator of the first socially and environmentally screened index, and of Domini Social Investments, whose Domini Social Equity Fund was the first socially and environmentally screened index fund. Ms. Domini and Mr. Bogle were both named to Barron's "The All-Century Team," a list of the mutual fund industry's 25 most influential people.
Mr. Bogle is also the author of two best-selling investment strategy books and was named one of the investment industry's four "Giants of the 20th Century" by Fortune magazine and included as one of the "Financial Leaders of the 20th Century" in Leadership in Financial Services. He will discuss the role of personal financial planning in the new investment environment, as well as trends in the mutual fund industry, the outlook for financial markets and asset allocation strategies.
Ms. Domini is the author of Socially Responsible Investing -Making a Difference and Making Money (Dearborn, 2001).
Money Magazine called her one of the "30 Most Influential People in Finance Today" and one of "The 50 Smartest Women in the Money Business." Smart Money magazine's "Power Brokers: The Smart Money 30," named her as one of the most influential leaders in the mutual fund industry, and Bloomberg Personal Finance, in an article entitled, "12 Minds That Made The Market," listed her as "a legend in the making." She will discuss the growing popularity of socially screened mutual funds and the role of socially responsible investing in today's financial markets.
Domini Social Investments manages more than $1.6 billion dollars in assets for individual and institutional investors seeking to incorporate social and environmental criteria into their investment decisions.
The cost is $120 for Members and $160 for Non-Members.