Tag Archives | Sustainable Investing

Training for Sustainable Investing

Training for Sustainable Investing was a topic at the most recent Morningstar Conference in Chicago. (#MICUS) I would like to learn more the education of investment advisors in #ESG, #SRI, #corpgov issues. Interest in sustainable investing was high at the conference due to fund flows and client inquiries. However, I only saw a couple of handouts on the subject of education in the exhibition area. There were several sessions on sustainable investing but not on eduction programs, as far as I know. The True Faces of Sustainable Investing: Busting Industry Myths Around ESG, found that 72% of the U.S. population expressed at least a moderate interest in sustainable investing – spanning genders and generations.

Readers, what training for sustainable investing is available? Continue Reading →

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Green Investing

green investingWhat 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 different terms to describe what we do: socially responsible investing, ethical investing, sustainable investing and many more. Whatever term we use, most of us would agree there are three key components of green investing: social screening, shareholder activism and community loans.

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Faith-Based Investing: Believers Engaging the Boardroom

The following guest post comes from Usman Hayat, was published by the CFA Institute on 13 February 2013, and is republished here with permission. 

Why, how, and to what effect do faith-based investors engage with companies to seek positive social and environmental change? A recent report, “Believers in the Boardroom: Religious Organizations and Their Shareholder Engagement Practices” by International Interfaith Investment Group (3iG), addresses this question.

The report offers case studies from three faith-based investors — Missionary Oblates of Mary Immaculate, Church of England, and Joseph Rowntree Charitable Trust — who lobbied financial giants such as Goldman Sachs (GS) and Bank of America (BAC), to varying degrees of success. Continue Reading →

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