Global Sustainable Investment Review 2014

The Impact of Sustainable and Responsible Investment (2013)

In this document you will find examples of the many kinds of impact the sustainable, responsible. and impact investment industry has had, including: Changing the Investment Industry and Adding Options for Investors; Improving Companies Through Active Ownership and Engagement; Helping Communities and Individual; and Influencing Public Policy and Developing Global Standard-Setting Organizations. Download Free PDF.

Investing to Curb Climate Change: A Guide for the Institutional Investor (2013)

This guide is designed for investors such as foundations, family offices, university endowments, pension funds, insurance companies, banks and registered investment companies. Individuals who are accredited investors will also find this a helpful source of information. This guide highlights strategies available for institutional investors to manage climate change risks in their investment portfolios and help generate solutions. The guide highlights strategies that investors can utilize across all asset classes, including private equity. The guide also outlines several public policy initiatives that will facilitate investments in clean energy and energy efficiency as well strategies for influencing organizations and institutions in their communities to adopt more climate-sensitive investment policies. Download Free PDF.

Investing to Curb Climate Change: A Guide for the Individual Investor (2013)

This guide seeks to meet the increasing interest of a wide range of investors in using their investment dollars to address the risks of climate change and to help generate solutions. The guide highlights strategies that retail investors can use not only to address climate change within their own holdings of stocks, mutual funds, fixed income and cash instruments, but also to encourage institutions in their communities to adopt more climate-sensitive investment policies. The guide also suggests several public policy initiatives investors can support to facilitate investments in clean energy and energy efficiency. Download Free PDF

Expanding the Market for Community Investment in the United States (2013)

A report that draws on best practices from the field, recommending ways to attract new accredited and institutional investments, as well as to develop products that are accessible enough to retail investors. US SIF Foundation led the project in collaboration with the Initiative for Responsible Investment at Harvard University and Milken Institute.

Lessons Learned: The Emerging Markets Disclosure Project, 2008-2012 (2012)

The Emerging Market Disclosure Project (EMDP), a five-year international initiative led by representatives from Boston Common Asset Management, Calvert Investments, US SIF and with advisory support from the United Nations Principles for Responsible Investment (UNPRI) worked to assess and improve corporate environmental, social and governance (ESG or sustainability) reporting in emerging markets. Readers will find a culmination of the groups baseline studies and advocacy work in Brazil, Indonesia, South Africa and South Korea. Download Free PDF

Options & Innovations in Community Investing (2012)

Based on current practice among fund managers, wealth advisors and consultants, this guide offers investors a practical guide to community investing. Readers will find resource links and options by asset class as well as an analysis of key issues that may influence the future of community development finance. Download Free PDF