Tag Archives | Impact

SRI Engagement & Monitoring

SRI engagement and monitoring was a major theme during my first day at the 28th Annual SRI Conference this year (), 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 →

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US SIF Foundation Issues SRI Report

US SIF Foundation 2016 btrends reportUS SIF Foundation Releases 2016 Biennial Report on UA Sustainable, Responsible and Impact Investing Trends. Sustainable, responsible and impact investing (SRI) assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on Responsible and Impact Investing Trends 2016, which was released today. Continue Reading →

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Conference Scholarships For SRI/ESG Investing

Sustainable, Responsible, Impact InvestingAll In For Impact: The 26th Annual SRI Conference will take place November 3–5, 2015 at The Broadmoor, Colorado Springs, CO. I am pleased to announce conference scholarships for SRI/ESG investing are now being made available to students and young professionals.

The SRI Conference is an annual gathering of the responsible investment industry designed to stimulate, inspire, and serve the needs of investment professionals, as well as institutional and high net worth investors who seek to direct investment capital in positive, healthy, transformative ways—toward a truly sustainable future. Continue Reading →

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US SIF: Fundamentals of Sustainable and Responsible Investment 

US SIFThe US SIF Foundation’s Center for Sustainable Investment Education will provide a training on the Fundamentals of Sustainable and Responsible Investment. The classroom training will be held at the Broadmoor Hotel in Colorado Springs, CO on Tuesday, November 3 from 10:00 AM to 1:00 PM followed by lunch from 1:00 – 1:30 PM. This training will be held immediately before the SRI Conference. Continue Reading →

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Activist Investing Trends & Impact on the M&A Market

M&A-cartoonM&AThe second annual Kirkland & Ellis Law Forum at Stanford’s Rock Center for Corporate Governance, brought together a leading academic, legal practitioners, and an investment banker to discuss recent trends in activist investing and their impact on the M&A market. What follows are my cryptic notes. The Center will probably post the video at some point, so view that if interested.

Activism has become a key catalyst for merger and acquisition (M&A) activity and corporate spin-offs (especially in the technology industry), while activist opposition has impacted announced deals.

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SRI Conference 2015: Investing for Impact

Investing For ImpactPhilanthropic, Foundation Worlds Expected to Join Investors and Investment Professionals Engaged in Sustainable, Responsible, Impact (SRI) Investing; Early-Bird Registration Now Open.

Sustainable, Responsible, Impact InvestingNow in its 26th year, the SRI Conference will be November 3-5, 2015 at The Broadmoor Hotel in Colorado Springs, Colorado and will probably be the largest ever. Leaders in the philanthropy and foundation worlds are invited to participate in the largest, longest-running annual meeting of responsible investors and investment professionals.  Early-bird registration is now open. Contact Krystala Kalil at 888-774-2663 to answer your questions. Continue Reading →

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Sustainable, Responsible, Impact Investing: Part 3

Sustainable, Responsible, Impact InvestingThis is the third in a multi-part series on the main program of the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?Violating Indigenous Peoples’ Rights Increases Industry RisksSurveys: Nonprofit Board Members & SRI 2014 Conference Attendees25th Annual Conference on Sustainable, Responsible, Impact Investing, Part 1 and Part 2. The Agenda page of the Conference site now has links to video, audio and presentation slides.  Continue Reading →

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