Middlebury College Panel Discussion: Challenges and Opportunities of Socially Responsible Investing
On Monday, April 7, 2014 Trillium’s Stephanie Leighton, CFA participated in a SRI-focused panel at Middlebury College in Vermont. Stephen Diehl, of the Middlebury College Pressroom, writes: “The panel, moderated by Student Government Association President Rachel Liddell ’15, included six investment experts and focused on how institutions can incorporate an Environmental-Social-Governance (ESG) framework in their investment-selection process and how professionals evaluate fossil-fuel investments in educational and foundation endowments… Trillium Asset Management partner and portfolio manager Stephanie Leighton said her firm is seeing less of the avoidance approach that characterized divestment from South Africa in the 1980s. ‘The real trend …
GreenMoney Journal: The Next 20 Years of SRI
GreenMoney Journal’s 20th Anniversary issue includes an article by Cheryl Smith, entitled The Next 20 Years of SRI. “Over the past 20 years, U.S. assets invested using a Sustainable and Responsible Investing (SRI) framework have increased five-fold, from $639 billion in 1995 to over $3 trillion in 2010 according to the Trends Report from the US SIF. Concomitantly, institutional investors worldwide now recognize the efficacy and legitimacy of the incorporation of environmental, social, and governance (ESG) factors in investment analysis”, Ms. Smith writes. The complete article can be read here. …
Keeping the SRI in ESG
Big changes are underway in the world of socially responsible investing (SRI). In just the past five or so years, mainstream Wall Street has reversed course from its longstanding claim that SRI can only hurt financial returns, to embrace the idea that environmental and social issues can have a direct impact on financial performance. The Wall Street shops are defining their approach as “sustainability” or “ESG” (environment, social and governance) investing. Goldman Sachs recently launched GS Sustain, as “a unique global equity strategy that brings together ESG criteria, broad industry analysis and return on capital to identify long-term investment opportunities.” Mercer, one of …
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