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

June 1, 2021 Slower travel methods could be the next big tourism trend as sustainability features more heavily in consumer decisions, says GlobalData

Source: Hotelier India

Slow travel mainly refers to the speed of which a trip is taken, where travelers take a train through Europe instead of flying, for example. However, it also has a broader meaning of tourists staying in destinations for longer,...

May 3, 2021 There’s no hotter area on Wall Street than ESG with sustainability-focused funds nearing $2 trillion

Source: CNBC

Sustainability-focused funds attracted record inflows during the first quarter, pushing global assets under management in ESG funds to nearly $2 trillion, according to a report from Morningstar released Friday.

April 30, 2021 All eight Ivy League student governments sign resolution calling for fossil fuel divestment

Source: The Pennsylvanian

All eight Ivy League student body presidents signed a joint resolution authored by Penn's Student Sustainability Association calling for each school to fully divest from fossil fuels. The resolution, which also contains...

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Research & Insights

December 11, 2020 5 Drivers Behind the Sustainable Investing Shift

Source: Visual Capitalist

Against all odds, sustainable investing in the U.S. smashed records in 2020. Estimated net flows reached $20.9 billion in the first six months alone—that’s nearly equal to the amount of new money invested in all of 2019.

October 16, 2019 More large-scale investors are skittish about an ESG strategy at the expense of returns: survey

Source: MarketWatch

That is according to the Royal Bank of Canada’s RY, +0.53% fourth annual survey on responsible investing, which found that 18% of institutional investors globally said an environmental, social and governance strategy will...

September 19, 2019 The World’s Most Reputable Companies For Corporate Responsibility 2019

Source: Forbes

Some of the world’s biggest businesses were in crisis management mode last year, picking up the pieces of reputations shattered by scandal. While many corporations have yet to regain the trust of stakeholders, others have made...

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Commentary & Opinion

August 22, 2019 ESG/Sustainability: Getting On the Offense With Competitor Analysis

Source: Pamela J. Styles, Next Level Investor Relations

The rate of change across ESG/Sustainability is staggering. It’s tough for company boards and management teams to get ahead of the curve, especially for small and mid-cap companies. It has become effectively non-optional for...

December 21, 2018 Invest With Your Conscience: 5 Great Socially Responsible Mutual Funds

Source: Earth911

Many of us are aware that how we spend our money impacts the world. In fact, consumer choices have even been called voting with our dollars. Just as spending money shapes the world around us, so does how we invest money.

December 18, 2018 How Socially Responsible Investing Lost Its Soul

Source: Bloomberg L.P.

Take the $1.2 billion iShares MSCI KLD 400 Social ETF. It promises “exposure to socially ... Oppenheimer says the companies garner above-average ESG scores, based on third-party research that specializes in sustainability...

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