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Some sources of European SRI news
Some documents, studies (SRI - Europe)
SRI – Other (global & non-European)
Some sources of SRI news (global & non-European)
Some documents, studies (SRI – globally, general, non-European)
Some indexes & other ratings; SRI research
· Eurosif European Social Investment Forum > e.g.
o Member Affiliates > e.g.
§ List of Member Affiliates
o Publications >
§ OECD Watch Factsheets
§ Venture Capital for Sustainability
§ SRI Studies (Overview of the EU SRI Market, Key features of SRI in each European country)
§ PRIME - Primer for Responsible Investment Management of Endowments
§ Newsletter (also by e-mail)
· Eurosif update, EU update, Member affiliate news, News from SIFs, SRI news (European & main global), Upcoming Events
§ Le Monde / La Stampa / El Pais Partnership
§ Sector Reports
§ Active Share Ownership Handbook
§ Pension Fund Toolkit 2004-2005
§ Retail Transparency Guidelines
§ Other Guidelines >
· Transparency Guidelines for addressing ESG issues within Institutional Investment
o EU & Eurosif >
§ EU Institutions
§ Lobbying
o SRI >
§ SRI Country Resources (Austria, Belgium, France, Germany, Italy, Netherlands, Switzerland, United Kingdom)
§ SRI Funds service
· »Eurosif is pleased to provide the public with the ‘SRI Funds Service’ in association with Avanzi and Morningstar Europe.
· 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
· Europa >> European Commission >>
o Employment, Social Affairs and Equal Opportunities >
§ Corporate Social Responsibility >
· CSR at national level
o Compendium on national public policies on CSR in the European Union (2003 ??)
§ Information can be extracted by clicking on the
· country name (columns)
o Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Poland, Portugal, Spain, Sweden, The Netherlands, UK
· title of a policy area (rows) >
o Ensuring transparency >
§ Socially Responsible Investment (disclosure requirements for pension funds, etc.)
· or intersecting ticks (cells).
o See also: RIMAS Research Institute for Managing Sustainability (Vienna, Austria) > Projects > EU projects >
§ CSR policies in Europe > e.g.
· Study 3: Socially Responsible Investment (SRI)
o Starts in September 2007
· More information >
o ABC of CSR instruments (2004 ??) >
§ SRI Socially responsible investment
o Enterprise and Industry >
§ Our policies in depth >
· Corporate Social Responsibility >
o Multi-stakeholder Forum >
§ Forum review meeting 2006 = European Multistakeholder Forum on CSR: Review Meeting (7 December 2006) > e.g.
· Detailed descriptions of actions taken by different organisations (= Initiative descriptions submitted by): also
o EUROSIF (.pdf, 11 pp.)
· Update on CSR policies of EU Member States
· UKSIF UK Social Investment Forum
· EIRIS Ethical Investment Research Services
· Fair Pensions »calls for responsible investment by UK pension funds.«
· LAPFF Local Authority Pension Fund Forum (UK)
· USS Universities Superannuation Scheme Ltd (UK) >
o Others > RI Responsible Investment
· Forum pour l'Investissement Responsable (French SIF) »promouvoir l'ISR«
· ORSE Observatoire sur la Responsabilité Sociétale des Entreprises (France)
· Novethic (France) est un centre de recherche et d'expertise sur la responsabilité sociétale des entreprises et l'investissement socialement responsable. Novethic, créée en avril 2001, est une filiale de la Caisse des dépôts.
o Also English version of website > e.g.
§ Socially Responsible Investment
· 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
· Forum Nachhaltige Geldanlagen = German Social Investment Forum
· Oekom Research »the independent rating agency for success stories in sustainable investments« (Munich, Germany)
· Competence Site > Bereich Finanzen >
· 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)
· SiRi Company Sustainable Investment Research International Ltd (based in Fribourg, Switzerland)
o »the world's largest independent provider of SRI research and consulting services for institutional investors and financial professionals.«
· 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; Member of SiRi Company)
· ESADE Business School (Spain) >>
o IPES Institute for the Individual, Corporations and Society >
§ 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; Also English version of website)
· 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
· SiRi Company »Sustainable Investment Research International Ltd« >
o News > also
§ »The Global SRI Reporter is a newsletter published 9 times a year«
· Brooklyn Bridge-TBLI Group (Triple Bottom Line Investing; Amsterdam, The Netherlands) > e.g.
o TBLI Conferences
o TBLI Blog
o Monthly magazine covering the ever-increasing impact of environmental issues on the lending, insurance, investment and trading decisions affecting industry.
· 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
· 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 News Center > also
· 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 »Analysis, Comment, Conferences« > e.g.
o »Search« might be useful.
§ Browse By Category > e.g.
· Socially Responsible Investing
· Business & Human Rights Resource Centre >
o Issues > Investment, trade, globalisation >
§ Socially-responsible investing & shareholder activism
· 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...«
· Insight Investment (UK) is part of the HBOS Group >
· Ashridge Business School (UK) > Research & Faculty >
o Ashridge Centre for Business and Society >
§ Corporate Responsibility Research >
· Socially Responsible Investment:
o Will UK Pension Funds become more responsible? (2006, 2004, 2003)
· SRI World Group Inc. > e.g.