Posts Tagged ‘SRI’

Joseph Keefe: Sustainable Investing

This Q & A with Joseph Keefe, president and CEO of Pax World Management (an SRI pioneer), speaks to the value of SRI as a positive force in business and for the planet, as well as offering strong financial performance for investors. Keefe makes the case for SRI as the obvious choice for moving the global economy in a more sustainable direction. Read interview.

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Natural Investments Heart Rating

Since 1992, the NI Social Rating (the Heart Rating) has been the leading tool investors can use to get a snapshot of sustainable and responsible mutual funds’ environmental, social, and governance (ESG) performance. The Rating methodology addresses avoidance and affirmative screening, shareholder advocacy, community investing, and the firm’s research process. The Rating does not include consideration of financial performance; see US SIF’s performance charts for that.  See the latest NI Heart Ratings.

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Global Reporting Initiative (GRI)

Global Reporting Initiative website is a tool for investors to look at the self-reported sustainability efforts of companies. GRI has a searchable database, where one can look up companies by region, sector, size, and other variables. GRI’s database features reports that cover multiple issues, i.e. economic, environmental, social and governance information. Integrated reports cover both sustainable and financial disclosures. Visit website.

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ISO 14000

ISO 14000 and its associated standards provide practical tools for companies focused on improving their environmental performance, including environmental management systems, life cycle analysis, and communication and auditing. The ISO site primarily serves companies looking to develop state of the art internal standards; investors may want to learn about the standards, but this is not a directory of companies that have adopted the standards. Visit website.

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Interfaith Center on Corporate Responsibility (ICCR)

The Interfaith Center on Corporate Responsibility is a leading coalition of shareholder activists, with 300 organizational members, including faith-based institutions, socially responsible asset management companies, unions, pension funds and colleges and universities. ICCR members and staff engage with hundreds of multinational corporations each year to promote more sustainable and just practices, and their website is a great place to learn about the key issues being addressed by shareholders. Visit website.

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Sustainable Investing: Establishing Long-Term Value and Performance

This Deutsche Bank report analyzes returns on sustainable investing, and breaks the analysis into more specific categories of SRI, CSR, and ESG to pinpoint where the most value has been found. The report found that sustainable investing, in well executed, best-in-class funds, can lead to superior returns. This is one of the most exhaustive reviews of sustainable investment literature done to date, looking at academic studies, research papers, literature reviews and meta studies. Read the report (pdf).

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ESG Ratings for US Mutual Funds

Our company, Natural Investments, has been generating comprehensive ratings of SRI mutual funds since 1992 and has become the leading tool for investors to get a snapshot of SRI mutual funds’ environmental, social, and governance performance. Similar to the 5-star system used by Morningstar to rate financial performance, our “Heart Rating” (also known as the NI Social Rating) used 1-5 hearts to indicate where each mutual fund stands relative to its peers in its commitment to screening, shareholder advocacy, and community investing. See the current Heart Ratings.

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Invest With Values: comprehensive SRI directory

The Invest With Values website includes a wide-ranging, easy-to-use directory with investment opportunities in the following areas: local banking, community investing, sustainable and responsible investing, and impact investing.

The website also contains numerous tools to help you on a path toward investing with your values. Visit website.

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