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SRI Performance and Trends

The news stories below primarily concern studies on SRI performance and surveys of investor attitudes.
Advisers can use this information to better prepare themselves for meetings with clients.

Wells Fargo Exceeds Environmental Financing Goals
Bank's progress report details $3 billion in financing for green business opportunities over a three-year period.

Report Warns of Unsustainable Consumption
WBCSD report finds consumers willing to embrace sustainable lifestyle, but need access to products and services to do so.

New Mutual Fund will be First in US to Track Dow Jones Sustainability Index
Dreyfus Fund will include companies listed on Dow Jones Sustainability World Index.

Co-op America Names Top Corporate Scrooges
CEOs named to the list represent a range of business sectors and a diversity of social and environmental malfeasances.

Book Review: Investing for Change: Profit from Responsible Investment
Authors Augustin Landier and Vinay B. Nair trace the history of SRI and suggest modifications to traditional screening methods in order to increase profitability.

Calvert Announces Launch of Three New Funds
Offerings follow consolidation with Summit Mutual Funds and include a large cap fund employing a new investment strategy.

Investors Call on World's Largest Companies to Join Water Sustainability Effort
Alliance with assets of $1.5 trillion under management contributes to effort by the UN Global Compact to expand membership in the CEO Water Mandate.

Book Review: Sustainable Investing: The Art of Long Term Performance
Editors Cary Krosinsky and Nick Robins new book compiles eighteen new essays that argue sustainable investing is the key to positive long-term performance and the health of the planet.

US-based Verite Helps Build Coalitions to Improve Working Conditions in China
The organization's report details relationships with academics and civil society organizations to ensure fair labor practices in centers of manufacturing for export.

Report Details Risks and Opportunities Facing Water-Dependent Industries
Eurosif water report finds that increasing water scarcity results in critical issues for many businesses and offers potential solutions to alleviate crisis.

New Global Database Will Extend ESG Investment Research
The UN's Principles for Responsible Investment plans to create a tool to help asset managers and investors incorporate ESG issues into long-term investments.

Shareowner Advocates Find Hope Despite Troubled Economic Times
SRI community looks beyond traditional methods of corporate engagement to realize opportunities presented by the financial crisis and a new administration.


 

 
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