7-3 Winter 1995-96 “Investing” Resource Guide

Nov 15th, 1995 | By | Category: 7-3: Investing, Resource Guides


National Association of College and University Business Officers
One Dupont Circle
Washington, DC 20036
202 861-2500

NACUBO has various publications available about endowments and investment management, including an annual endowment study measuring the performance of colleges and universities; a three-book endowment management series produced by The Common Fund; a guidebook on selecting investment managers; and a guidebook to unitizing investment pools.

“Investment Principles”
“The Investment Industry”
“Evaluating and Monitoring Investment Advisers”

Gelvin Stevenson wrote this series of handbooks at the request of the Minnesota Chippewa Tribe, funded by the Northwest Area Foundation. (See excerpts elsewhere in this issue.) For copies of the three, send $2 to cover postage to: Minnesota Chippewa Tribe, Box 217, Cass Lake MN 56633-0217. For multiple copies, call the tribe at 218 335-8583 or fax 218 335-6562.

Interfaith Center on Corporate Responsibility
475 Riverside Dr. Room 566
New York NY 10115
212 870-2316

A coalition of 250 religious organizations that serves both investors and those seeking investments. For investors: The Corporate Examiner, which examines major U.S. corporations’ ethics. To find investors, request the Guide to Church Alternative Investments, which lists 60 church group investors and provides their application form.

Co-op America
1850 M St. NW Suite 700
Washington, D.C. 20036

Send $5 for a copy of “A Socially Responsible Financial Planning Guide,” a 24-page booklet with charts of environmental and social investment funds, worksheets, and dozens of addresses for more SRI information.

Social Investment Forum
121 Mt. Vernon St.
Boston MA 02108
617 723-7171

A national non-profit membership organization to promote socially responsible investing, the forum publishes a guide listing professional members and the SRI services they offer.

First Nations Development Institute
Stores Building
11917 Main St.
Fredericksburg VA 22408
540 371-5615  fax 540 371-3505

First Nations has various publications, including a list of American Indian-owned financial institutions; “Investing for the Future: How the Saginaw Chippewa Put Their Capital to Work,” 1994; past issues of the newsletter, Business Alert, discussing various subjects (socially responsible investing, indigenous economics, and gaming); “Controlling Consulting” by Idrian Resnick, 1994; and “Land Consolidation Manual” 1992. For details and prices, ask for the publications list. For the newsletter, speak to Jerry Reynolds.

“Performance Presentation Standards 1993”

This book describes the standards developed by an industry-sponsored committee on the way computations should be made. Contact the Association for Investment Management and Research at P.O. Box 3668, Charlottesville VA 22903.

Morningstar Inc.
225 West Wacker Dr.
Chicago, IL 60606
(800) 876-5055 or 312 696-6000

Morningstar has information about index funds and other mutual funds.

Eric Davenport, chairman
Inter-Tribal Monitoring Association on Indian Trust Funds
320 W. Willoughby Ave. Suite 300
Juneau AK 99801
800 552-4862

ITMA is an organization of tribes that initiated reforms of the federal government’s management of tribal and individual trust funds. The organization will be sponsoring a series of workshops for tribes and tribal institutions on how to develop investment policies.


The Dispossession of the American Indian, 1887-1934 by Janet A. McDonnell, Indiana University Press, 1991.

The book contains numerous examples from specific reservations about land losses during this narrow but pivotal time period.

100 Million Acres by Kirke Kickingbird and Karen Ducheneaux, Macmillan Publishing Co., 1973.

Despite its publication date, this book remains the definitive work on Indian land alienation.

Honor Our Neighbors Origins and Rights, Inc.
2647 N. Stowell Ave.
Milwaukee WI 53211
414 963-1324  fax 414 963-0137

HONOR’s “Return of the Homelands” accepts donations for its nationwide project to purchase original tribal lands for return back to the tribes.

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