A SRI article featuring Citizens Funds. An article on SRI featuring Citizens Funds and Executive Vice President Joe Keefe. Article features Lilia Clemente, portfolio manager of the Citizens Global Equity Fund. An article on 1998 mutual fund performance, featuring Citizens Executive Vice President Joe Keefe. Citizens Funds is knocking on doors to increase its presence in the investment-only retirement business.
Citizens offers socially-screened funds covering seven asset classes.
It is also directly targeting Fortune 500 plan sponsors. In the past he added that the firm had to overcome the perception that these investments were something special, unique or strange and that there was a cost in performance. That is less of a case now, he added. To meet the needs of this effort, De Feo has put together a sales team of two regional and one internal members. Fast-growing stocks got smashed last year.