Tag Archives | SRI

Mutual Fund Wars

Mutual Fund Wars Over Fees AND Proxy Votes

Mutual fund wars are fierce around pricing. What if competition was also fierce around proxy voting? Could that change the world? I certainly think so. My petition to the SEC could generate mutual fund wars around ensuring proxy votes align with investor values. (Rulemaking Petition for Real-Time Disclosure of Proxy Votes, SEC File 4-748, Jul. […]

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CSR 5.0 Skytop Strategies

CSR 5.0 Skytop Strategies

CSR 5.0. I must have missed 2.0 through 4.9… focused on corporate governance and ESG. This was my first Skytop Strategies conference (agenda) or one specifically on the topic of CSR. It was billed as presenting “the evolution of corporate social responsibility from its initial shared value paradigm to its current form. The program will […]

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ESG assets Trend up

ESG Assets Surging but at Risk

US SIF study documents environmental, social, and governance — ESG assets — under management surging. ESG assets now account for one in every four investment dollars. Demand for ESG asset focus is coming from real people. In contrast, the Main Street Investors Coalition [funded by the National Association of Manufacturing (NAM)], insists on “maximizing performance ahead of […]

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Keep Politics Out of the Boardroom

Keep Politics Out of the Boardroom?

The deceptive title of a recent op-ed in the Wall Street Journal would not keep politics out of the boardroom. Instead, the recommendations would deny shareholders the right to request boards disclose those politics, in addition to denying many other long-standing rights. Read the op-ed and weep that such trash gets published in the Journal. This […]

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Prison Labor

Prison Labor: Corporate Supply Chain

NorthStar Asset Management, Inc., a Boston-based wealth management firm, announced that it has published a white paper outlining its perspective on the issue of domestic (U.S) prison labor in company supply chains, and recommending best practices for companies and investors to uncover and respond to abusive labor practices. Prison Labor in the United States: An […]

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Benmefit Corporation vs B Corp

Benefit Corporation: Accountability Matters

Benefit corporation governance provides increased accountability. Most of our financial capital is allocated and stewarded through a system that has a primary goal of creating financial return. This goal directs the real economy, where shareholders treat corporations as accountable for financial results, but not for their economic, social or environmental impact. (more…)

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Part 4 28th Annual SRI Conference - Inequality, Sustainability, and Board-Level Accountability

Part 4 28th Annual SRI Conference

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 […]

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SRI Engagement to Create SDGs

SRI Engagement & Monitoring

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 […]

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moskowitz-research-prize

Moskowitz Winner: CSR & Executive Compensation

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 […]

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Global Sustainable Investment Review

Global Sustainable Investment Up 25%

The Global Sustainable Investment Alliance (GSIA) released its biennial Global Sustainable Investment Review 2016, showing that global sustainable investment assets reached $22.89 trillion at the start of 2016, a 25% increase from 2014. Sustainable investment encompasses the following activities and strategies: Negative/exclusionary screening, Positive/best-in-class screening, Norms-based screening, Integration of ESG factors, Sustainability themed investing, Impact/community investing, and […]

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Best SRI Funds

Looking for Best SRI Funds? Start Here

After making the decision to apply the principles of SRI investing, many clients embark on the initial step of selecting a core stock fund. Traditional investors have literally hundreds of highly efficient core investment solutions. However, SRI investors aren’t so blessed—which is why I put together this core list of Best SRI Funds. Best SRI funds need […]

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US SIF-1

US SIF Comments on DOL Guidance Update

The Department of Labor (DOL) rescinded Interpretive Bulletin 2008-2 relating to the Exercise of Shareholder Rights and replaced it with Interpretive Bulletin 2016-01 which reinstates the language of Interpretive Bulletin 94-2 with some modifications. US SIF supports this change as IB 2008-2 was not only inconsistent with prior guidance, but may have discouraged ERISA plan fiduciaries from […]

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SRI Movement

SRI Movement: Don’t Go Alone

Be Part of the SRI Movement A lack of affordable SRI investing solutions may incentivize some savvy investors to do their own research and purchase their own portfolio of individual stocks, but this is almost always a mistake. There is power in the SRI Movement. If you’re joining the SRI movement, it’s likely because you have a […]

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Responsible Investor Handbook

The Responsible Investor Handbook: Review

The Responsible Investor Handbook; Mobilizing Workers’ Capital for a Sustainable World by Thomas Croft and Annie Malhotra provides a ‘how-to’ manual for workers and trustees who seek to ensure our money is working us, not against us. Buy the book from Greenlead Publishing or Amazon. As I write this review, the US SIF Foundation released their […]

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US SIF Foundation 2016 btrends report

US SIF Foundation Issues SRI Report

US 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, […]

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Tim Smith (a few years back)

Tim Smith Honored by ICCR

On September 29, 2016 Tim Smith, Walden Asset Management’s director of ESG Shareowner Engagement, will be honored at the annual event of the Interfaith Center for Corporate Responsibility (ICCR) for his decades-long, indefatigable leadership shaping the landscape of shareholder advocacy for more just and environmentally sound business policies and practices. Tim is the first secular […]

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Marrone Bio Settles Class Action

Marrone Bio Settles Class Action: Next?

Marrone Bio Settles Class Action: Announcement  Marrone Bio settles class action; time to move on. Marrone Bio Innovations, Inc. (the “Company”) (NASDAQ:MBII, $MBII), a leading provider of bio-based pest management and plant health products for the agriculture, turf and ornamental and water treatment markets, recently announced the Company and other defendants, including certain of the […]

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Folio

Folio Investing: Daydreaming in 2016

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 […]

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Independent Research in Responsible Investment

Independent Research in Responsible Investment

WeConvene Extel and SRI‐CONNECT announced the results of the Independent Research in Responsible Investment Survey 2015; “the most authoritative global survey evaluating how asset managers rate the services of independent providers of sustainable and responsible investment (SRI) & corporate governance (CG) research.” Award winner from the major categories were: (more…)

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Proxy Access & Advocacy

All In For Impact: Proxy Access and Advocacy to Thriveability

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 […]

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Conference Scholarships For SRI/ESG Investing

All 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, […]

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Video Friday: Take Action on Plastic Microbeads

I hope those concerned with good corporate governance are also concerned with stewardship. Investors shouldn’t be making money by investing in products that harm the environment. Their are plenty of alternatives to plastic microbeads. This 2-minute video “explainer” shows how tiny plastic microbeads go down the drain and into our rivers, lakes, and oceans. We […]

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Civic Spark

CivicSpark Recruiting For 2015-16 Service Year

CivicSpark, a partnership of California’s Local Government Commission and the Governor’s Office of Planning & Research is an AmeriCorps program dedicated to building capacity in local governments to address climate change. They are now recruiting team members for the 2015-16 service year. Follow on Facebook and Twitter @LGC_media. CivicSpark: Climate Leaders If you are interested in joining the next generation of climate […]

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Investing For Impact

SRI Conference 2015: Investing for Impact

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

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Barbara Krumsiek

Sustainable, Responsible, Impact Investing: Part 3

This 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 Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, 25th Annual Conference on […]

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Mercer

Job Opportunity: Senior Responsible Investment Consultant

The following is unsolicited and unpaid, brought to readers in the spirit of public service and spreading news from the help wanted ads. Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. […]

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Bob Dreizler on Green Investing

Green Investing

What is Green Investing? “Green Investing” is the phrase I use to describe the process of aligning your investments with your values, social as well as environmental. Many people don’t know that they own companies in their mutual funds and retirement plans that conflict with their beliefs. Financial advisors who specialize in this area use […]

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Guest Post: Meet… James McRitchie, CorpGov.Net

Mike Tyrrell is Editor of SRI-Connect – an online research marketplace for professional institutional investors, analysts & companies interested in sustainable development.  He is keen to open up the site to corporate governance analysts & corporate governance research. Mike kindly gave permission to reproduce the interview on CorpGov.net.  (more…)

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CSR Reviewed

The September issue of Corporate Governance: An International Review is devoted to papers on corporate governance systems and corporate social responsibility. The opening editorial (accessible without subscription) begins with a civics lesson: One cannot understand the CSR strategy and politics of organizations without understanding the nature of the institutional environments in which they choose – or […]

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