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

December 11, 2018 Pipeline Portfolio: ESG and the Rise of Socially Responsible Investing

Source: NA Oil & Gas Pipelines

ESG and midstream markets are colliding. ESG analysis is gaining prominence with investors who now expect pipeline companies to better evaluate and disclose how their business and investment plans address these risks and...

November 28, 2018 Investors call on Duke Energy to mitigate coal ash risks

Source: Mountain Xpress

Press release from As You Sow: A group of 35 institutional investors representing nearly $41.2 billion in AUM sent a letter to Duke Energy Monday calling on the company to initiate an independent ...

November 28, 2018 The key reasons why investors are not yet sold on SRI

Source: Citywire

Mistrust over greenwashing is the biggest deterrent to SRI strategies and concerns are growing year-on-year, according to the Eurosif 2018 study. The report, which assessed SRI trends over the past two years in 12 European...

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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

November 28, 2018 The key reasons why investors are not yet sold on SRI

Source: Citywire

Mistrust over greenwashing is the biggest deterrent to SRI strategies and concerns are growing year-on-year, according to the Eurosif 2018 study. The report, which assessed SRI trends over the past two years in 12 European...

October 22, 2018 Older Investors Lack Responsible Investing Knowledge, Survey Says

Source: Financial Advisor

Older investors know significantly less about responsible investing than their younger counterparts, according to Crossmark Global Investments, a financial services firm with $5.2 billion in assets based in Houston that focuses...

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?

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