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

August 8, 2018 Create diversity in socially responsible Investing

Source: USA Today Network

Last time we started looking at Socially Responsible Investing (SRI). We saw that mutual funds working in this area can use one of two methods to screen what stocks (or, less frequently, bonds) to have in a portfolio. One method...

August 2, 2018 Sustainable Investment: The Future Of Financial Markets In The Light Of Sustainability

Source: Clean Technica

If financial markets and investors were doing ‘enough’ to tackle climate change, then they would already be fully aligned with the ‘climate economy’. Meaning: they would today be effecting capital allocation in ways that would...

July 12, 2018 Morals over money: Low-cost options for socially responsible investors

Source: Globe and Mail

Do you keep your morals in mind when making investment decisions? If so, you’re not alone. Increasingly, investors are considering the broad social impact of their portfolio allocation decisions. And accordingly, a bevy of new...

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Research & Insights

May 14, 2018 Millennial 401(k)s: a peek inside their "socially responsible" investments

Source: USA Today

Millennials do many things differently from Mom and Dad: They prefer flexible work schedules to the 9-to-5 grind, and they line up dates on their smartphones

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]

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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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