· The ‘SRI Funds Service’ is the only free information tool to combine performance and risk measures of the European SRI fund universe with basic information regarding SRI fund selection criteria.

· The fund’s financial information is sourced from Morningstar Europe, a leading provider of fund performance and risk data. The financial data is updated on a daily basis.«

§ SRI Awards

§ Jobs

§ SRI Links

o Press & Events > e.g.

§ Eurosif Press Releases

§ Articles about Eurosif & SRI

§ Events

· UKSIF UK Sustainable Investment and Finance

o See also, e.g.:

§ related article at Ethical Corporation: Responsible investment: No more business as usual (12 August 2009) - Investors will continue to under-price social and environmental risks unless prompted to change their outlook by government, argues Penny Shepherd (UKSIF)

· NEIW National Ethical Investment Week (UK)

· Fair Pensions »calls for responsible investment by UK pension funds.«

o See also, e.g.:

§ SocialFunds.com >> Report on UK Fund Managers Finds Room for Improvement on ESG Issues (11 November 2008) - FairPensions surveys thirty of the largest asset managers and finds relatively strong performance in governance but insufficient attention to climate change and social issues.

· LAPFF Local Authority Pension Fund Forum (UK)

· USS Universities Superannuation Scheme Ltd (UK) >

o USS investments > Responsible investments

· UKSIF >

o Pension Funds >

§ Sustainable Pensions Library >

· Responsible Investment: An Overview

· Key Initiatives

· Legal and Regulatory Arguments for Responsible Investing

· Financial Arguments for Responsible Investing

· Further resources

· >>

o Sustainable Pensions Publications from UKSIF

· EIRIS Ethical Investment Research Services (Head Office: London)

· FIR Forum pour l'Investissement Responsable (French SIF) »promouvoir l'ISR«

· Novethic (France), filiale de la Caisse des Dépôts, est un centre de recherche sur la Responsabilité Sociale et Environnementale des entreprises (RSE) et l'Investissement Socialement Responsable (ISR) et un media expert sur le développement durable.

o Also English (novethic.com) version of website

· ORSE Observatoire sur la Responsabilité Sociétale des Entreprises (France)

· Ethique et Investissement - Pour un investissement responsable (Paris) = L'association E&I

· ISR-Info Le site d'information de l'investissement Socialement Responsable

· Belgisch Forum voor Duurzaam en Maatschappelijk Verantwoord Investeren = BELSIF Belgian Sustainable and Socially Responsible Investment Forum

· Ethibel »independent consultancy agency for socially responsible investments« (Brussels, Belgium)

o See also related article at SocialFunds: Vigeo-Ethibel Merger Forms New European Socially Responsible Investment Research Firm (7 July 2005)

§ »The Vigeo Group becomes the largest corporate social responsibility rating agency in Europe, with global operations that the newly-created company plans to expand.«

· VBDO Vereniging van Beleggers voor Duurzame Ontwikkeling (The Netherlands)

· The Dutch SRI portal

· Sveriges Forum för Hållbara Investeringar = SWESIF Swedish Social Investment Forum

· DANSIF

o The Danish SIF was launched (24 November 2008) at the premises of the Danish Insurance Association, also one of the founders of Dansif.

· Forum Nachhaltige Geldanlagen = German Social Investment Forum

· Oekom Research (Munich, Germany) is one of the world's leading rating agencies and provides the crucial head start in the segment of sustainable investments.

· SNEEP Studentisches Netzwerk für Wirtschafts- und Unternehmensethik > Wirtschaftsethik >

o Links (emphasis on Germany, Austria, Switzerland, Europe and European countries; also other) >

§ Ethisches Investment (Beratungen – Dienstleistungen; Aktienindizes; Banken; Unternehmensbewertung - Rating – Research; Informationen – Studien; Verschiedenes; Investment – Anlagen)

· SFG Sustainable Finance Geneva (launched on 28 October 2008) is an association of Geneva-based professionals and investors with a common interest in promoting sustainable finance and responsible investment. Sponsored by Genève Place Financière, SFG was founded by a diverse group of practitioners that are at the forefront of sustainable finance in Geneva and around the world.

· ethos. »Fondation Suisse pour un Développement Durable« (Genève, Suisse; French, German and English versions of website)

· SAM Group Sustainable Asset Management

o Headquartered in Zurich, SAM Group was founded in 1995 as an independent asset management company specialising in sustainability investments. Today SAM is one of the world's leading institutions in this sector. Its clientele includes banks, insurance companies, pension funds, foundations and private clients.

· Forum per la Finanza Sostenibile (Italy)

· Avanzi SRI Research (Milan, Italy)

· ESADE Business School (Spain) >>

o IPES Institute for the Individual, Corporations and Society (historical ??) >

§ Socially Responsible Invesment (SRI) = Observatory on Socially Responsible Investment in Spain

· See also at: Institute for Social Innovation >> Publications

· Analistas Internacionales en Sostenibilidad (Madrid, Spain; member of Sustainalytics; Also English version of website)

· Spainsif - Spanish Social Investment Forum

· Odpowiedzialne Inwestowanie (Poland)

Some sources of European SRI news

· Eurosif European Social Investment Forum > e.g.

o Publications >

§ Newsletter (also by e-mail)

· Eurosif update, EU update, Member affiliate news, News from SIFs, SRI news (European & main global), Upcoming Events

o Press & Events

· RI Responsible Investor provides institutional investors with a comprehensive online magazine and information resource which recognises the growing requirement to achieve investment returns within an environmental, social and corporate governance framework. (published by Response Global Media Limited, UK)

o also by e-mail

· Environmental Finance

o Monthly magazine covering the ever-increasing impact of environmental issues on the lending, insurance, investment and trading decisions affecting industry.

· TBLI Group (Triple Bottom Line Investing; Amsterdam, The Netherlands) > e.g.

o TBLI Conference

· IPE.com »is Europe's premier pensions web site« >

o IPE Products >

§ IPE Magazine

· Clear Profit »Responsible investment insight« (free trial; subscription; also alerts by email)

o »Since July 2002 Clear Profit has provided unrivaled, independent monthly coverage of efforts to align investment decisions with social, environmental and ethical concerns.«

o Also Events

· Oekom Research Sustainability rating firm (Munich, Germany) >

o English > info center > also

§ Newsletter

· UmweltDialog ist ein unabhängiger Nachrichtendienst rund um das Thema Nachhaltigkeit und Corporate Social Responsibility. Der UmweltDialog gehört zur Mediengruppe macondo (Münster, Germany). >

o Wirtschaft >

§ Finanzen

§ Magazin »global21« = global 21 – Magazin für CSR und nachhaltiges Investment

· IMN Information Management Network

o »As the leaders in our field, we have now become a source of education for the global community, producing international conferences in Asia, Europe, North America, South America, Australia and the Caribbean.«

o > e.g.

§ European Summit on Corporate Governance and Responsible Investment

· ORSE Observatoire sur la Responsabilité Sociétale des Entreprises (France) >

o Newsletters (Also in English)

· Ethibel »independent consultancy agency for socially responsible investments« (Brussels, Belgium) >

o Newsletter

· Ethical Corporation »Magazine, Conferences, Reports« > e.g.

o »Search« might be useful.

§ >??> Browse By Category > e.g.

· Non-Financial Reporting

· Socially Responsible Investing

· Business & Human Rights Resource Centre >

o Issues > Investment, trade, globalisation >

§ Socially-responsible investing & shareholder activism

Some documents, studies (SRI - Europe)

· Eurosif European Social Investment Forum > e.g.

o Publications >

§ SRI Studies (Overview of the EU SRI Market, Key features of SRI in each European country)

· See also related article(s) at SocialFunds.com:

o Mainstreaming of SRI Boosts Assets in Europe Over One Trillion Euros (25 September 2006; By: Bill Baue)

· Vigeo >

o News >

§ Green Social & Ethical Funds in Europe: launch of the 2007 review (24 October 2007)

· Avanzi SRI Research (Milan, Italy) > also

o News & Media > Download >

§ annual research »Green, Social and Ethical Funds in Europe« (Together with SiRi Company)

o Note: »A fine 2006 Avanzi SRI Research entra a far parte del gruppo Vigeo...«

· Finance for a Sustainable Recovery (UKSIF Blog)

· Henderson Global Investors (Head office in London) >>

o Sustainable & Responsible Investment (SRI)

· EIRIS Ethical Investment Research Services (Head Office: London, UK) >

o Media >

§ Statistics

· Responsible Investment Timeline

· How much public money is invested ethically in the UK?

SRI – Other (global & non-European)

General

· SRI World Group Inc. > e.g.

o SocialFunds.com

· CSRwire »The Corporate Social Responsibility Newswire« > e.g.

o CSR Directory > e.g.

§ Search Category:

· Investment Associations & Networks

· Investment Firms Managing Assets

· Investment Research Firms

· Investor Advocacy Networks

· US SIF Social Investment Forum

· Domini Social Investments

· Calvert

· Trillium Asset Management

· Winslow Management Company

· Pax World

· Parnassus Investments

· Portfolio 21 Investments

· TIAA-CREF Teachers Insurance and Annuity Association - College Retirement Equities Fund

· CalPERS California Public Employees' Retirement System

· CalSTRS California State Teachers' Retirement System

· ICCR Interfaith Center on Corporate Responsibility

o »international coalition of 275 faith-based institutional investors including denominations, religious communities, pension funds, healthcare corporations, foundations and dioceses.«

· Investing for the Soul (Founder: Ron Robins; Ontario) > e.g.

o Links

· AYS As You Sow

o In 1997, As You Sow launched the Corporate Social Responsibility Program (CSRP) to use shareholder advocacy and the financial markets to catalyze positive change within public held companies.

· Green America > e.g.

o Programs >

§ Social Investing

· Investors' Circle is committed to exploring new patient capital strategies for facilitating the flow of capital to socially responsible young companies.

· Boston College Center for Corporate Citizenship >

o Membership >

§ Member Tools (available only to Center members) > e.g.

· Corporate Citizenship Briefs > also

o Social Issues:

§ Socially Responsible Investing

o Initiatives >

§ Institute for Responsible Investment (IRI)

· RiskMetrics Group »The Center for the Financial Community«

o RiskMetrics Group announced the acquisition of KLD Research & Analytics on 3 November 2009.

o RiskMetrics Group acquired Innovest Strategic Value Advisors in February 2009

o RiskMetrics gets its ESG staff expertise from the formerly separate companies of ISS (Institutional Shareholder Services) and IRRC which have become RiskMetrics.

· Canadian Social Investment Organization (SIO)

· Jantzi-Sustainalytics (Toronto, Ontario, Canada) is the North American regional arm of Sustainalytics, which was formed from the merger between Sustainalytics and Jantzi Research in August 2009.

· Corporate Knights Magazine – The Canadian Magazine For Responsible Business > e.g.

o Magazine Issues

o Reports >

§ Responsible Investing Update = Responsible Investing Annual Survey

· The Ethical Funds company »Canada's First Family of Socially Responsible Mutual Funds«

· ASrIA Association for Sustainable & Responsible Investment in Asia

· ASrIA Association for Sustainable & Responsible Investment in Asia > e.g.

o ASrIA Publications > e.g.

§ The Time to Lead is Now: The Adoption of ESG Analysis by Asian Government Pension Funds (July 2009; .pdf has 140 pp.)

· RIAA Responsible Investment Association Australasia

· SIRIS Sustainable Investment Research Institute (Australia)

· Ethical Investor (Australia)

· CSRI Council for Socially Responsible Investment (New Zealand)

· SAICA The South African Institute of Chartered Accountants >

o Technical Information >

§ Legal & Governance >

· Sustainability >

o SAICA has developed literature on Sustainability = Corporate Social Responsibility and Sustainability Reporting (.pdf, September 2008, 309 pp.) >

§ Chapter 13: Social responsibility investment (pp. 165-174)

§ Sustainability >

· Sustainability Website >

o Sustainability Investment Guidelines (Socially Responsible Investing)

· GreenBiz.com > e.g.

o > News > e.g.

§ Bank of China Launches First Chinese SRI Fund (31 May 2006)

· The Good Bankers Co., Ltd. (Japan)

o Established in 1998, the Good Bankers is an independent investment-advisory company devoted to social investment research in Japan. The company is a pioneer in implementing the first SRI product "Eco-fund" into the Japanese market.

· GRI Global Reporting Initiative > e.g.

o Who are you?

§ »Access tailored GRI-resources from your stakeholder-category.«

§ >

· Investor

· UNEP FI (Finance Initiative) »innovative financing for sustainability« >

o Work Streams >

§ Climate Change

§ Insurance

§ Investment >

· Asset Management Working Group

· Principles for Responsible Investment (PRI)

o PRI is a project convened by the UN Secretary-General and implemented by UNEP FI and the UN Global Compact.

o Launched at NYSE, 27 April 2006

o »As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and corporate governance (ESG) issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time). We also recognise that applying these Principles may better align investors with broader objectives of society.«

o See also related articles at, e.g.:

§ SocialFunds:

· Principles For Responsible Investment Quadruples Assets in First Year (1 June 2007)

· United Nations Endorses SRI Strategies in Launching Principles for Responsible Investment (2 May 2006)

§ RI Responsible Investor:

· UNPRI names five ejected signatories and starts transparency reporting talks (20 August 2009) - Discussions over the next year on a public disclosure framework for responsible investment.

· Emerging Markets

· Financial Materiality

· Reporting and Financial Markets

· Publications > e.g.

o Fiduciary responsibility – Legal and practical aspects of integrating environmental, social and governance issues into institutional investment (July 2009; .pdf has 101 pp.)

§ See also related articles at SocialFunds:

· ESG Issues Should be Embedded in Legal Agreements Between Investors and Advisors, Report Finds (23 July 2009)

· UNEP Hones Legal Argument for ESG Incorporation in Investments in New Study (22 July 2009)

o Demystifying Responsible Investment Performance (October 2007; .pdf has 82 pp.; Prepared together with Mercer) - A review of key academic and broker research on ESG factors

o The Working Capital Report (July 2007; .pdf has 56 pp.)

o Responsible Investment in Focus: How leading public pension funds are meeting the challenge (2007)

§ This report contains 15 case studies offering a snapshot of some of the most advanced approaches to responsible investment around the world. It is intended to serve as practical guidance for the institutional investment community, particularly trustees of pension funds, foundations and life insurers, and their agents, on how and why leaders integrate environmental, social and governance considerations into their investment processes.

o Unlocking Value: The scope for environmental, social and governance issues in private banking (2007)

o Show Me The Money: Linking Environmental, Social and Governance Issues to Company Value (2006)

o A legal framework for the integration of environmental, social and governance issues into institutional investment (2005)

· Events

§ Property

§ Sustainability Reporting

§ Biodiversity

§ Human Rights

§ Finance and Conflict

§ Water

· IFC International Finance Corporation »the private sector investment arm of the World Bank Group, is a global investor and advisor committed to developing a sustainable private sector in emerging markets.« > e.g.

o Topics A-Z >

§ Climate Change

§ Environment and Social Development >

· Products and Services >

o Sustainability Business Innovation >

§ Sustainable Investing (formerly Sustainable Financial Markets Facility)

· IFC's Sustainable Investing product aims to leverage IFC's track record in investing sustainably to influence and enable capital market stakeholders to better integrate sustainability into the capital allocation and portfolio management processes in emerging markets.

· The goal of the product is to further increase sustainable capital flows to emerging markets.

· Environmental and Social Standards

o In February 2006, IFC completed a rigorous process of updating its standards. The new standards are stronger, better and more comprehensive than those of any other international finance institution working with the private sector. They clearly define the roles and responsibilities of IFC and its client companies.

o See also: e.g.

§ CSR Asia >>

· CSR Asia Weekly (1 March 2006):

o The New IFC Standards (.pdf; Commentary by: Richard Welford)

§ SocialFunds.com >> e.g.

· New International Finance Corporation Sustainability Standards: Watershed or Watered Down? (23 November 2005)

· Publications >

o Sustainable Finance

§ Global Financial Markets >

· Sustainability and Climate Change Finance

o News > e.g.

§ Media tools >

· Sustainable Investor newsletter

o (monthly e-newsletter of news and trends in emerging market finance and development.)

· UN Global Compact >

o Issues >

§ Financial Markets

· Business & Human Rights Resource Centre

o Simple »Search« and »More search options« can be very useful.

o Browse the online library, by: e.g.

§ Issues >

· Investment, trade, globalisation >

o Socially-responsible investing & shareholder activism (new reports, publications, news, etc.)

o Links >

§ Social investment & shareholder activism

· Eldis »sharing the best in development policy, practice and research« >

o Topics > Resource guides >

§ Ethical finance

· CRT Caux Round Table – moral capitalism for a better world > e.g.

o CRT Principles >

§ Principles for Ownership of Wealth

· CRO Corporate Responsibility Officer >

o Tools >

§ Provider Directory >

· Service category > also

o Socially responsible investing (71 entries by October 2006)

· Ethical Corporation »Magazine, Conferences, Reports« >

o Resources > Services Directory >

§ Socially Responsible Investing Services (Socially Responsible Investment Advice, Ethical Finance Advice)

· Google >> e.g.

o Directory > Business > Investing >

§ Socially Responsible

· Or at Open Directory Project (ODP)

· Yahoo > e.g.

o Directory > Business and Economy > Finance and Investment >

§ Socially Responsible Investing

Some sources of SRI news (global & non-European)

· SocialFunds.com >

o News >

§ News Center

· GreenMoney Journal

· SRI-Extra [in association with Sinclair & Company], focused on sustainability+investment.

o Covering investment integrating environment, social and corporate governance [ESG] factors, including responsible investment [RI], socially responsible investment [SRI], green investment and sustainability themes.

· SRI Notes »Thoughts and Commentary on Socially Responsible Investing«

o Blog by Lloyd Kurtz - Senior Portfolio Manager, Nelson Capital Management & Program Administrator, Moskowitz Prize

· RiskMetrics Group »The Center for the Financial Community« > e.g.

o RiskMetrics Group Risk & Governance Blog > Categories > e.g.

§ ESG Issues

· BW BusinessWeek > e.g.

o Finance > e.g.

§ Finance Topics in Business Exchange - BX (Beta) >>

· Green Investing

· Socially Responsible Investing

· SRI Monitor

o News and views on the world of socially responsible investing in Canada, including original content related to social, environmental, human rights and corporate governance issues. Written and maintained by a Toronto-based financial advisor and an Ottawa-based writer/editor.

· Investing for the Soul (Founder: Ron Robins; Ontario) > e.g.

o News

o Links >

§ Ethical Investing Related News Services & Media

§ Ethical Investing Related Blogs

§ Socially Responsible/Ethical Investing Events

· CSRwire »The Corporate Social Responsibility Newswire« > e.g.

o More Information > Categories >

§ Socially Responsible Investing: News Items

§ Socially Responsible Investing: CSRlive (articles, video, audio and commentary)

· CRO Corporate Responsibility Officer >

o Topics >

§ Socially Responsible Investing

· BusinessGreen (Based in London) >

o News > Categories >

§ Investment

· The London Accord presents a compendium of reports, written by a range of financial services firms, providing insight into issues ranging from renewable energy to the price of carbon.

o > also

§ Newsletters = SRI Briefings — The Official Newsletter of the London Accord

· GreenBiz.com >

o Business Operations >

§ Related Tags:

· Finance

o Socially responsible investing is not a new idea, but with growing environmental consciousness among companies of all sizes business and individuals alike are seeing the benefits of investing in a green future. This section covers news and trends in how financial institutions and their clients are putting money on the green economy.

· ClimateBiz »The Business Resource for Climate Management« >

o Sectors >

§ Related Tags:

· Finance

· EthicsWorld (USA; Sponsored by the Vogl Foundation) >

o Corporate Social Responsibility > Socially Responsible Investing

· The Christian Science Monitor = CSMonitor.com >

o Money & Values >

§ Ethical Investing

· Accountability Central is the information portal for the Governance and Accountability Institute Inc. (G&A; Mineola, New York) > e.g.

o Categories:

§ Social Issues and Concerns:

· Socially Responsible / Sustainable Investing

· SustainableBusiness.com >

o News >

§ Investor News - IPOs, M&As, capital raises, performance results and all the news relevant to investors in green companies, public and private.

o Green Investing >

§ Progressive Investor »is a monthly sustainable investing newsletter, provides on-going analysis of clean technology investment opportunities: renewable energy, green building, organics and more.«

· InstitutionalInvestor.com = Dailyii.com > e.g.

o IIEvents = Institutional Investor Events >> e.g.

§ 3rd Annual Forum on Responsible Investing (12-13 January 2009; Union League Club, New York City) - ESG on the Ground: Enhancing Profitability through Sustainable Investing

§ Socially Responsible Investing Forum (30 January 2007, New York City)

· Mercer Investment Consulting >> e.g.

o Introducing Responsible Investment (or here) > e.g.

§ Events

· SRI in the Rockies »Premier Socially responsible investing conference in the United States.«

· ASrIA Association for Sustainable & Responsible Investment in Asia >

o News & Events

· SynTao – Sustainability Solutions

o SynTao is a consulting company that focuses on promoting corporate social responsibility (CSR) and socially responsible investment (SRI) in China.

o >

§ English > News > Browse by: Issue: Responsible Investment

· Ethical Investor (Australia)

o Also »Free newsletter«

· Ethical Corporation »Magazine, Conferences, Reports« > e.g.

o »Search« might be useful.

§ >??> Browse By Category > e.g.

· Socially Responsible Investing

o >> e.g.

§ Editorials: Responsible investing – The real purpose of investment (3 November 2008)

· WSJ The Wall Street Journal >> e.g.

o We Need Sustainable Capitalism - Nature does not do bailouts (5 November 2008; By Al Gore and David Blood)

· Business & Human Rights Resource Centre > e.g.

o Issues > Investment, trade, globalisation >

§ Socially-responsible investing & shareholder activism

· UNEP > Other thematic areas > Business & Industry >

o Focus Areas > Finance >

§ UNEP FI (Finance Initiative) »innovative financing for sustainability« > e.g.

· Work Streams > e.g.

o Investment > e.g.

§ Principles for Responsible Investment >

· PRI website >

o What's New

o PRI in the news

o RI in the news

o also e-newsletter (Public eBulletin)

· Publications > also

o E-Bulletin (monthly)

· Eurosif European Social Investment Forum > e.g.

o Publications >

§ Newsletter (also by e-mail)

· TBLI Group (Triple Bottom Line Investing; Amsterdam, The Netherlands) > e.g.

o TBLI Conference >

§ TBLI Asia

· GP Global Pensions Magazine (Incisive Media, London) > e.g.

o Features > Socially Responsible Investing

· Ethical Markets (USA), »an independent media project working towards the integration of ethical concerns into the corporate sector is broadcasting a weekly half-hour financial TV series, exploring opportunities and success stories in the implementation of the triple bottom line.«

o »The target audience for is the 50% of all US adults invested in the stock market – either directly or through pension funds.«

Some documents, studies (SRI – globally, general, non-European)

· SocialFunds.com >

o News > News Center >> e.g.

§ Top Five Socially Responsible Investing News Stories of 2006

· (with links to top SRI news stories of 2005, 2004, 2003, 2002, 2001, 2000, 1999)

§ Social Investment Options on the Rise (17 January 2008) - A flurry of new socially responsible mutual funds and products makes it easier then ever to invest in a double bottom line.

· US SIF Social Investment Forum > e.g.

o Research & Tools > Research > e.g.

§ Biennial Reports: Socially Responsible Investing Trends

§ Moskowitz Prize Competition

§ Industry Related Reports

· RIAA Responsible Investment Association Australasia >

o Research >

§ RIAA Research >

· Benchmark Reports

o Each year since 2002 RIAA has commissioned research into the size and growth of responsible investment in Australia and New Zealand.

· RI Responsible Investor >

o Resource >

§ Research and Papers > e.g.

· Responsible Investment Reading List

· KLD Research & Analytics >

o Resources > KLD Papers >

§ Socially Responsible Investing: An Evolving Concept in a Changing World (.pdf, 1 September 2005, 71 pp.; By Peter D. Kinder)

· See also related articles from SocialFunds.com:

o A Semantic Hermeneutics of SRI (9 September 2005; By William Baue)

· WEF World Economic Forum >

o Initiatives > Global Corporate Citizenship Initiative > Reports > e.g.

§ Mainstreaming Responsible Investment (.pdf, January 2005, 62 pp.)

· This report, produced with AccountAbility, finds that the mainstream financial community places little emphasis on social, environmental and ethical issues in its investment decisions. Yet a company that profits while doing harm to the community is likely to suffer in the long run.

· Strandberg Consulting (Canada) > e.g.

o Events & Publications >

§ Socially Responsible Investment > e.g.

· The Future of Socially Responsible Investment: Thought Leader Study (.pdf, August 2005, 44 pp.; Commissioned by: Vancity Credit Union (Canadian SRI pioneer))

o Study »shows a gradual shift from SRI as an instrument of moral philosophy to SRI as an instrument for mainstream investors who are not interested in morality itself but recognize that immoral behaviour of companies will hurt their investments.«

· Boston College Center for Corporate Citizenship (USA) >

o Initiatives >>

§ Institute for Responsible Investment >

· Publications > e.g.

o Handbook on Climate-Related Investing across Asset Classes (2009; .pdf has 60 pp.)

§ Asset classes: Cash and cash equivalents, Fixed-income, Public equities, Private equity, Real estate, Infrastructure, Commodities, Hedge funds

§ See also

· related article at SocialFunds: Opportunities to Address Climate Change Available in all Asset Classes (27 April 2009)

o Handbook on Responsible Investment Across Asset Classes (November 2007; .pdf has 104 pp.)

§ Written for asset owners, money managers, consultants, and others seeking to institutionalize responsible investment principles across portfolios, the Handbook will help investors: incorporate responsible investment methods into their investment mandate; identify and evaluate opportunities for responsible investment, and; coordinate the vocabulary and metrics used to measure social and environmental outcomes.

· Mercer Investment Consulting >> e.g.

o Introducing Responsible Investment

· SustainAbility >

o Research & Advocacy > By Theme > Civil Society, Socially Responsible Investment and the Media > e.g.

§ Values for Money: Reviewing the Quality of SRI Research (February 2004, 36 pp.; SustainAbility & Mistra Foundation for Strategic Environmental Research)

Some indexes & other ratings; SRI research

· FTSE - The Index Company

o FTSE helps investors worldwide make informed investment decisions and benchmark the performance of their investments.

o FTSE is an independent company jointly owned by The Financial Times and the London Stock Exchange.

o >

§ Indices >

· Responsible investment indices >

o FTSE4Good Index Series

o FTSE4Good Environmental Leaders Europe 40 Index

o FTSE4Good IBEX Index

o FTSE Environmental Markets Index Series

o FTSE KLD Indices

· DJSI Dow Jones Sustainability Indexes

o »Launched in 1999, the Dow Jones Sustainability Indexes are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide. Based on the cooperation of Dow Jones Indexes, STOXX Limited and SAM they provide asset managers with reliable and objective benchmarks to manage sustainability portfolios.«

· SAM Group (Headquartered in Zurich, Switzerland) > e.g.

o Indexes >

§ Dow Jones Sustainability Indexes

§ Dow Jones Islamic Market Sustainability Index

§ Australian SAM Sustainability Index

o Publications > e.g.

§ SAM Sustainability Yearbook (in collaboration with PwC PricewaterhouseCoopers)

· »The Sustainability Yearbook is the world's most comprehensive reference work for assessing exchange-listed companies according to their economic, ecological and societal success factors.«

· JSE Stock Exchange (Johannesburg, South Africa) >

o SRI (JSE SRI index was launched in May 2004)

· Bovespa »A Bolsa do Brasil« (Brazil's Stock Exchange; Also English version of website) > e.g.

o Environmental and Social Investment Exchange (BVS&A)

o Environmental and Social Responsibility >

§ Bovespa Indices - Corporate Sustainability Index - ISE

· See also related news: Bovespa launches benchmark index for socially responsible investments in Brazil (12 January 2005)

· UNEP FI (Finance Initiative) »innovative financing for sustainability« > Work Streams > Investment > Principles for Responsible Investment (or directly to special website – PRI) >

o Sustainable Stock Exchanges Event (2 November 2009, UN Headquarters, New York City)

§ See also

· Related commentary at CSRwire: Making (Ex)change: Global Stock Markets Push Sustainability (10 November 2009; By Bill Baue)

· Related article at SocialFunds: Role of Stock Exchanges on Corporate ESG Disclosure Gains Traction (4 November 2009; By Robert Kropp) - Reports from the World Federation of Exchanges and EIRIS coincide with UN meeting on how stock exchanges can encourage responsible investment. >

o Exchanges and sustainable investment (.pdf, August 2009, 44 pp.; By Dan Siddy, Delsus Limited) - A report prepared for the World Federation of Exchanges

§ Contents:

· Introduction

· Exchange and sustainable investment: an overview

· Raising ESG awareness and standards among listed companies

· Information products and services for sustainable investors

· Specialised markets for specific sustainable investment niches

· Annex A: Case studies:

o Australian Securities Exchange

o BM&FBOVESPA

o Bourse de Luxembourg

o Bursa Malaysia

o Johannesburg Stock Exchange

o NYSE Euronext

o Shanghai Stock Exchange

o TMX Group

· Annex B: Sustainable investment indices

§ See also

· Related press release at WFE: World Federation of Exchanges publishes interactive report on sustainable investment initiatives (.pdf, Paris, 2 November 2009, 2 pp.)

o The report will be continually updated with information from WFE member exchanges to reflect new initiatives

· Related article at RI Responsible Investor: Exchanges Push the Sustainability Agenda (17 September 2009; By Dan Siddy, Delsus Limited) -The world’s stock exchanges are working toward more sustainable business models according to a report to be published by the World Federation of Exchanges (WFE), a trade association with 51 member exchanges globally.

o RI spotlight publication at EIRIS: Taking stock: how can leading stock exchanges address sustainability issues and enhance ESG disclosure (.pdf, November 2009, 8 pp.) - Explores the evolving role of stock exchanges, giving an insight into both their current and future role in responsible investment.

· related news at UN Global Compact: Global Stock Exchanges and Investors Address Need for Sustainability Reporting at UN Dialogue (2 November 2009)

· related post by Marc Gunther at his blog: A revolution in finance? (2 November 2009; Marc was moderator of the discussion)

· Investing for the Soul (Founder: Ron Robins; Ontario) > e.g.

o Links >

§ Ethical Investing Stock and Bond Indices

o Editorials > e.g.

§ Top Ethical Investing Indices: A Global Overview (5 September 2008)

· University of California (USA, Berkeley) > HAAS School of Business >

o Center for Responsible Business > Research >

§ Moskowitz Research Program

· The program places the Haas School at the forefront of SRI research and exposes a new generation of students to this critical research area. The Moskowitz Research Program has three main research activities:

o Moskowitz Prize for Socially Responsible Investing

§ The only global award recognizing outstanding quantitative research in the field of socially responsible investing.

§ The winning study is announced each autumn at the annual SRI in the Rockies conference.

o SRI Studies Database

§ Online database of abstracts of key studies in the SRI field (= literature examining the impact on financial performance of integrating environmental, social, and governance factors into the investment process)

o SRINotes Blog

§ Discussion forum for leading thinkers in the SRI field.

· See also:

o US SIF Social Investment Forum > Research & Tools >

§ Research > also

· Moskowitz Prize Competition (Winning Papers)

· INCR Investor Network on Climate Risk >>

o The Joan Bavaria Awards for Building Sustainability into the Capital Markets were created by Ceres and Trillium Asset Management Corporation to recognize investors, corporations, and NGOs that have helped move the capital markets from a system focused on short-term profits toward one that balances financial prosperity with social and environmental health.

o The first-annual awards will be presented at the Ceres 2008 Conference: Building Leadership, Creating Solutions to be held April 29-30, 2008 in Boston.

· Finance Markets (UK) >> e.g.

o EIRIS receives prestigious award (16 September 2009)

§ EIRIS, the independent research provider, has been awarded the best environmental, social and governance (ESG) Research House in the UK.

§ The awards, created in 2007 by World Finance Magazine, identify industry leaders, individuals, teams and organisations that represent the benchmark of achievement and best practice in the financial world.

· FIR Forum pour l'Investissement Responsable (French SIF; Also English version) >>

o FIR Finance and Sustainability European Research Award

· Eurosif >

o SRI > SRI Awards

· RI Responsible Investor > e.g.

o Archive >>

§ New ranking of SRI, renewable energy and social funds launched (8 January 2008) - RI’s regular ranking of Europe’s largest and best selling SRI, renewable and social funds.

· IPE.com »is Europe's premier pensions web site« >

o Events >>

§ IPE/TBLI ESG Leaders Awards

· »Every year Brooklyn Bridge, the organizer of the annual TBLI conferences, chooses an organization whose efforts further the cause of sustainable investment.«

· See also:

o TBLI > TBLI Conference > ESG Leaders Awards

· Thomson Reuters >

o >>>

§ Extel Surveys = Thomson Reuters Extel Surveys

· See also related articles at RI Responsible Investor:

o Soc Gen named best European sustainability research house for 2009: full Thomson Extel rankings (18 June 2009)

§ The full SRI and sustainability list is:

· 1 Société Générale,2 UBS, 3 Cheuvreux, 4 Goldman Sachs, 5 Oddo Securities, 6 Citi Investment Research, 7 HSBC, 8 Macquarie Equities, 9 Banc of America Securities – Merrill Lynch, 10 CM-CIC Securities (ESN), 11 CLSA Asia-Pacific Markets, 12 Natixis, 13 WestLB, 14 Barclays Capital, 15 Jefferies International, 16 Commerzbank Corporates & Markets, 17 Exane BNP Paribas, 18 Credit Suisse Securities, 19 Innovest Strategic Value Advisors, Inc., 19 Morgan Stanley, 21 Ardour Capital Investments, 22 Deutsche Bank, 23 J.P. Morgan, 24 Noble Group, 25 GMI Ratings

o Thomson Reuters Extel names Europe’s best SRI research and fund management houses (6 November 2008)

· Copy from Eurosif July 2008 newsletter:

o UKSIF partner for Thomson Reuters Extel Survey, results announced

§ The results of the SRI and Sustainability categories of the Thomson Reuters Extel Survey were announced at an Awards lunch on 11 June. UKSIF is Extel’s partner for the SRI Survey. The leading brokerage firm for SRI/Sustainability Research was Société Générale with Citi Investment Research in second place. The Citi team was ranked first in the SRI and Long-Term Thematic Research categories with Mike Tyrell of Citi being ranked the leading individual for both. The Société Générale team was ranked first in the Corporate Governance and Renewable Energy categories with Jean-Philippe Desmartin of Oddo (Corporate Governance) and Patrick Hummels of UBS (Renewable Energy) ranked the leading individuals.

· Thomson >

o Press Room >

§ Thomson Extel Pan-European Survey 2007 (14 June 2007)

§ Thomson Extel And The UK Social Investment Forum Announce Results Of The Social Responsible Investment Survey (13 July 2006)

§ Thomson Extel And The UK Social Investment Forum Announce The Social Responsible Investment Survey (12 July 2005)

· ASrIA Association for Sustainable & Responsible Investment in Asia >> e.g.

o Research on Utilities Vs Carbon wins The Farsight Award (22 January 2008; Relating to event at Gresham College)

· Gresham College (UK) >

o Press >

§ Citigroup’s long-term investment research report wins 2006/7 Farsight Award (27 September 2006)

· EIA Ethical Investment Association is an association of financial advisers from around the UK, dedicated to the promotion of ethical and socially responsible investment (SRI). >>

o EIA Transparency Awards

§ … The first EIA Transparency Awards which were presented at the September (2008) EIA Training Day hosted by Henderson. These product providers were recognised for their adherence to the European SRI Transparency Guidelines, which were originally launched by Eurosif in 2004…

· Ethical Investor (Australia) >>

o Australian Sustainability Awards >>

§ Awards Categories for 2007 >

· Financial Services Industry Awards (new) >

o Special Award for Sustainability Research

§ See also related news at Financial Standard: VicSuper wins Sustainability Super Fund award (3 December 2007)

· ...Meanwhile, the second award was to recognise new research on the link between sustainability and investing. The 'Special Award for Sustainability' research went to Nicholas Taylor and Scott Donald from the Russell Investment Group for their report Sustainable Investing: Marrying Sustainability Concerns with the Quest for Financial Return for Superannuation Trustees.

· ECCE European Centre for Corporate Engagement > also

o expertblog > e.g.

§ Recent studies on ESG issues (5 July 2007) > e.g.

· How Well Do Social Ratings Actually Measure Corporate Social Responsibility? (By Chatterji, Levine and Toffel, 2007; At SSRN)

§ Top 10 ESG Studies of 2006 (25 February 2007) > e.g.

· Socially Responsible Indexes (By Meir Statman, 2005; At SSRN)

· UNEP FI (Finance Initiative) »innovative financing for sustainability« >

o Work Streams >

§ Investment >

· Publications > e.g.

o The materiality of climate change -- How finance copes with the ticking clock (2009)

o Demystifying Responsible Investment Performance (October 2007; .pdf has 82 pp.; Prepared together with Mercer) - A review of key academic and broker research on ESG factors

o Show Me The Money: Linking Environmental, Social and Governance Issues to Company Value (2006)

o Events >

§ Launch of UNEP FI "Reporting and Disclosure Package" (Davos, 28 January 2009) >

· If You Ask Us...Understanding Corporate Sustainability Disclosure Requests (.pdf, November 2008, 42 pp.)

o Prepared by UNEP FI’s North American Task Force

o In short, this report seeks to frame the business case for companies – financial institutions or otherwise – who are asked to respond to sustainability-related surveys.

o Finally, this report should assist the surveyors themselves to better understand the challenges that respondents have to the current methodologies.

· Investing for the Soul (Founder: Ron Robins; Ontario) > e.g.

o Editorials > e.g.

§ Can SRI Ratings Predict Stock & Portfolio Performance? (13 March 2009)

§ Can SRI Ratings Predict Corporate Behaviour? (13 March 2009)

§ Top Ethical Investing Indices: A Global Overview (5 September 2008)

· Kompetenzplattform ARGUS (Architecture of Ratings in Company Related Global CSR/CS for Users and Stakeholders)

o ARGUS is a research project that is accomplished by the Chair of Corporate Finance and the Chair of Information Systems I of the University of Stuttgart (Germany; Prof. Dr. Henry Schäfer und Prof. Dr. Hans-Georg Kemper) in collaboration with the “Deutsche Bundesstiftung Umwelt“ (DBU), as the project sponsor.

o Also English version of website

o See also:

§ Bertelsmann Stiftung > e.g.

· Wirtschaft >

o Gesellschaftliche Verantwortung von Unternehmen > Projekt: Gesellschaftliche Verantwortung von Unternehmen >

§ Service > Downloads > CSR gestalten >

· Who is who in Corporate Social Responsibility Rating? - A survey of internationally established rating systems that measure Corporate Responsibility (.pdf, July 2006, 181 pp.; In English; Or here (.pdf))

o The study is presenting portraits, analytics and tendencies in CSR ratings on an international scale, covering 58 institutions operating an independent CSR rating.

o See also

§ Messbarkeit von CSR

· (Also English version of website):

o Economy >

§ Corporate social responsibility (CSR) >

· Project: Corporate social responsibility >>

o Can corporate social responsibility be measured? - Study of transparency in rating assessment tools

· ORSE Observatoire sur la Responsabilité Sociétale des Entreprises (France; also English version) > e.g.

o Corporate Social Rating = »Guide to social and environmental analysis organisations« (In English; Last updated in 2005 ??)

§ By: ADEME (The French Energy and Environment Agency) and ORSE

§ The guide gives an overview of the international »market« for rating and analysis of corporate social and environmental performance. Profiles of all international organisations that filled in a questionnaire regarding their activities in this field, are available online.

· Enhanced Analytics Initiative (EAI) »Promoting better research for better investment decisions«

o See also:

§ SocialFunds >>

· New Global Database Will Extend ESG Investment Research (8 December 2008) - 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.

§ Responsible Investor >> e.g.

· PRI launches ESG broker research database (4 December 2008) - Project kicks off merger with the Enhanced Analytics Initiative.

o Investor signatories to the United Nations Principles for Responsible Investment (UNPRI) will soon be able to access what should quickly become the largest independent database of environmental, social and governance (ESG) reports produced by sell-side brokerage research houses, as the first step of the recently announced merger between the UNPRI and the Enhanced Analytics Initiative (EAI).

o …Investors will be able to search the new database by ESG theme, sector and region…

· The Global 100 Most Sustainable Corporations in the World

o »is a project initiated by Corporate Knights Inc., with Innovest Strategic Value Advisors Inc. a leading research firm specializing in analyzing “non traditional” drivers of risk and shareholder value including companies’ performance on social, environmental and strategic governance issues.«

o See also, e.g.:

§ CSRwire: Corporate Sustainability Ranking Gets a Face Lift at Davos (2 February 2010; CSRlive Commentary by Bill Baue)

§ SocialFunds: Global 100 List Raises the Profile of Sustainability at the World Economic Forum (and Beyond) (25 January 2007; By Bill Baue)

· RiskMetrics Group »The Center for the Financial Community«

o RiskMetrics Group announced the acquisition of KLD Research & Analytics on 3 November 2009.

§ KLD Research & Analytics, Inc. >

· Indexes >

o U.S.:

§ FTSE KLD 400 Social Index (KLD400)

· See also related articles at SocialFunds.com:

o Barclays Files for Permission to Launch iShares ETF Tracking the Domini Social Index (7 September 2006)

o Green Century Equity Fund Seeks Shareowner Okay to Continue Tracking Domini Social Index (30 August 2006)