Social Responsibility Investing, Sustainable Investing, Green Investing

There is a sizable and fast-growing number of "socially responsible" or "socially-minded" investors -- individual and institutional " that, according to the Social Investment Forum (SIF) now represents more than $2.3 trillion in corporate equity investments (estimated in 2003).  That's roughly $1 in $9 invested in the stock market today in the United States.  The Forum reported in 2005 that "social investing" grew at a faster rate than all other investing trends in 2005, with three primary styles being applied to portfolio management:  (1) stock screening, (2) shareholder advocacy, and (3) community investing.

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News & Updates

October 13, 2020 Should ESG view sustainability as a quicksand problem?

Source: Responsible Investor

A profound flaw is becoming apparent in the ESG community's strategy to protect the environment by diverting financial flows in more sustainable directions.

September 25, 2020 Fifth Third Bancorp Sets $8 Billion Sustainable Finance Goal

Source: Environmental and Energy Leader

The bank’s sustainable finance goal includes lending commitments and financing for renewable energy (solar, wind, geothermal, biomass, and hydropower). It also includes the financing of projects like the Bancroft Station Solar...

September 11, 2020 UBS advises private clients to pick 'sustainable' investments

Source: Reuters

LONDON - UBS Group (UBSG.S) said on Thursday that it would advise private clients investing globally to choose sustainable investments over more traditional options, the first major financial institution to do so.

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Research & Insights

October 16, 2019 More large-scale investors are skittish about an ESG strategy at the expense of returns: survey

Source: MarketWatch

That is according to the Royal Bank of Canada’s RY, +0.53% fourth annual survey on responsible investing, which found that 18% of institutional investors globally said an environmental, social and governance strategy will...

September 19, 2019 The World’s Most Reputable Companies For Corporate Responsibility 2019

Source: Forbes

Some of the world’s biggest businesses were in crisis management mode last year, picking up the pieces of reputations shattered by scandal. While many corporations have yet to regain the trust of stakeholders, others have made...

May 16, 2019 FLASH REPORT: 86% of S&P 500 Index® Companies Publish Sustainability / Responsibility Reports in 2018

Source: Governance & Accountability Institute, Inc.

Highlights from Governance & Accountability Institute, Inc. Research: “Sustainability reporting” rose dramatically from 2011, when roughly 20% of companies published reports, to 72% just three years later in 2013. From 2013 to...[more]

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Commentary & Opinion

August 22, 2019 ESG/Sustainability: Getting On the Offense With Competitor Analysis

Source: Pamela J. Styles, Next Level Investor Relations

The rate of change across ESG/Sustainability is staggering. It’s tough for company boards and management teams to get ahead of the curve, especially for small and mid-cap companies. It has become effectively non-optional for...

December 21, 2018 Invest With Your Conscience: 5 Great Socially Responsible Mutual Funds

Source: Earth911

Many of us are aware that how we spend our money impacts the world. In fact, consumer choices have even been called voting with our dollars. Just as spending money shapes the world around us, so does how we invest money.

December 18, 2018 How Socially Responsible Investing Lost Its Soul

Source: Bloomberg L.P.

Take the $1.2 billion iShares MSCI KLD 400 Social ETF. It promises “exposure to socially ... Oppenheimer says the companies garner above-average ESG scores, based on third-party research that specializes in sustainability...

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