Empowering all investors to know whether their mutual funds are Terror-Free

Founded in 2001 and based in Washington, DC, CSAG. is an independent research provider specializing in identifying and assessing publicly traded companies doing business in or with countries on the U.S. State Department’s list of terrorist-sponsoring states or that are otherwise exposed to global security risk.

Overlap Inc., based in Kansas City, Missouri, was founded in 1994 to offer a practical means for measuring the overlap of assets among mutual funds. Overlap’s proprietary software helps financial advisers build and maintain diversified investment portfolios for their clients.

In response to strong consumer demand, the Terror-Free Calculator has been developed through a partnership between Conflict Securities Advisory Group Inc. (CSAG) and Overlap Inc. The purpose is to provide a cost-free and simple way for all investors to determine whether their mutual funds have exposure to publicly traded companies doing business in or with Iran, Syria, Sudan or North Korea – i.e., whether they are Terror-Free, Certified Terror-Free or not Terror-Free.

The Terror-Free Calculator site also:

  • Helps investors locate mutual funds and other investment products Certified Terror-Free.
  • Provides the information investors need to seek out mutual funds with an investment policy that reflects their views on corporate ties to terrorist-sponsoring countries.

Both CSAG and Overlap have extensive experience in the mutual fund arena.

 

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