Part 4 28th Annual SRI Conference in San Diego. Search #AllinForImpact on Twitter to see more posts. See Parts 1, 2, and 3. Yes, I know, this conference was held months ago but I’m still digesting… maybe until the next one. I could spend a productive year just exploring links to the work of the speakers. Mark your calendar for November 1-3, 2018. The SRI Conference returns to the Broadmoor in Colorado Springs. Get on the mailing list. Continue Reading →
Tag Archives | #AllinForImpact
SRI engagement and monitoring was a major theme during my first day at the 28th Annual SRI Conference this year (#AllinForImpact), although my 1st impressions were interrupted by the issuance of SEC SLB 14I, as previously noted. SRI has grown more than 13% a year since 1995 (when I started this blog) and now total over $8.7 trillion in assets. No longer just focused on screening or even ESG, SRI has become a mainstream investment strategy AND it holds the power to address our most pressing societal challenges in a way the public sector simply cannot. Continue Reading →
SLB 14I (CF): Issued During 28th Annual SRI Conference
The latest SEC Staff Legal Bulletin, SLB 14I (CF), was issued on November 1, while 800 attended the 28th Annual SRI Conference in San Diego. I was flipping though the agenda when I got an email from a Bloomberg reporter asking for feedback on SLB 14I, which will further discourage shareholders from submitting proposals, especially those focused on environmental and social issues. It is yet another move against the ability of shareholders to fight for a salubrious environment, while seeking a healthy return.
28th Annual SRI Conference
First, a brief few words about the SRI Conference (#AllinForImpact), then I will dive into SLB 14I. I should have been attending these conferences for 28 years but they did not seem focused enough on governance issues. Over the years, governance and engagement have become more of an issue for them, while environmental and social issues have become more important to me… a happy convergence. Continue Reading →
Moskowitz Prize Winner Announced
Moskowitz prize winner for 2017 was announced today by the Center for Responsible Business at the Haas School of Business, University of California, Berkeley, in collaboration with The SRI Conference (#AllinForImpact). The prize is named after research pioneer Milt Moskowitz, one of the first researchers to look for the connection between good corporate citizenship and profitability. Sustainable and responsible investing remains the focus.
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It’s been two months since the SRI Conference in Colorado Springs but I’m still digesting content, like the potential of Folio Investing, and following up with other attendees. #AllinForImpact continues in San Francisco, Portland, Chicago, New York City, Boston and then Denver. Get to at least one of these conferences this year so you too can get inspired. The people and idea are about as progressive as I have found in the investing community. Continue Reading →
At the recent #AllInForImpact SRI Conference – on Sustainable, Responsible, Impact Investing I presented a “Topic Table.” These are informal gatherings of up to 10 people during lunch. Topics are submitted prior to the conference by any registrant who wishes to lead a discussion on an issue related to sustainable, responsible, impact investing. Mine was on Proxy Access and Advocacy.
I started out with a Calvin and Hobbes cartoon depicting how many people see business today… run by narcissists, producing little of real value and looking to be subsidized. Continue Reading →
The Appleseed Fund, a sponsor of the recent #AllinForImpact SRI Conference, leverages its role as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with regard to ESG matters. They believe investors can have significant influence on the companies they own through informal engagement, proxy voting and submitting shareholder resolutions. Continue Reading →
Parametric Portfolio Associates LLC (“Parametric”), a majority owned subsidiary of Eaton Vance Corp. (NYSE:EV) and a participant at the All In For Impact conference (#AllinForImpact) in Colorado Springs, announced the creation of two new proprietary responsible investing strategies, Parametric ESG Domestic and Parametric ESG International. Continue Reading →