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

April 16, 2018 Socially Responsible Investing taking off in financial world

Source: The Blade

In 2015, Tom Klein, a soft-spoken man who enjoys E.E. Cummings poetry and has passionate views about the environment, decided he wanted to be more socially responsible when it came to investing his money.

April 11, 2018 BofA to stop lending to some makers of military firearms: Bloomberg

Source: Reuters

Bank of America Corp (BAC.N) plans to stop lending to companies that make military-style firearms for civilians, Bloomberg reported on Tuesday, making it the second major U.S. lender to address gun sales after the Florida high...

April 6, 2018 4 Ways The Financial Industry Fails Socially Conscious Investors

Source: Forbes

For years, financial institutions and advisors have dismissed socially conscious investing as the well-intentioned but misguided philosophy of naïve investors. To the old guard, investment decisions should prioritize returns...

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Research & Insights

March 20, 2018 FLASH REPORT: 85% of S&P 500 Index® Companies Publish Sustainability Reports in 2017

Source: Governance & Accountability Institute, Inc.

G&A Institute has analyzed index companies’ sustainability reporting activities since 2011. Our research over the past seven years shows that corporate reporting on sustainability -- including environmental, social and governance...[more]

July 18, 2017 RESEARCH RESULTS: Using The GRI Sustainability Reporting Framework Improves The Quality of ESG Disclosures - Joint Research From G&A Institute and Baruch College Shows

Source: Governance & Accountability Institute, Inc.

But Now That Most Companies Are Publishing Sustainability Reports the Question Arises: What is the Quality of the Content of These Reports? To explore the answers, G&A teamed with The CSR-Sustainability Monitor® (CSR-S Monitor)...[more]

May 31, 2017 FLASH REPORT: 82% of the S&P 500 Companies Published Corporate Sustainability Reports in 2016

Source: Governance & Accountability Institute, Inc.

G&A Institute research over the last six years shows that reporting on the corporate sustainability including environmental, social and corporate governance (ESG) continues to be a consistent, reliable norm for the largest...

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Commentary & Opinion

January 21, 2018 10 minutes with Tim Smith, Walden Asset Management

Source: GreenBiz

You are in your fifth decade of shareholder advocacy on ESG issues. What has changed for the good?

August 25, 2017 Might Growth in Passive and Sustainability Investment Strategies Be Complementary?

Source: Pamela Styles, Alpha-Sense

How can growth in passive and sustainability investment strategies affect a company’s relationship efforts and effectiveness with investors and buy-side and sell-side analysts? Should we also think about this in context with the...

July 5, 2017 Thud: Socially Responsible Investing Meets Reality

Source: Wall St. Daily

But I’ll furnish hard proof today that socially responsible investors — among the fastest-growing demographics on the planet — are playing a fool’s game.

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