Reports & Publications

Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors Help institutional investors achieve competitive financial returns and deliver increased benefits to members and beneficiaries by incorporating economic, environmental, social and corporate governance factors in investment decisions. Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors is the definitive reference source for financial professionals interested in providing sustainable and responsible investment services to instututional investors. A discussion of the benefits of sustainable and responsible investment strategies. A review of trustee fiduciary responsibility and trustees' ability to consider social, environmental, and economic factors in the investing process. An overview of financial performance when using sustainable and responsible investment strategies. How to implement strategies at an institutional level including asset allocation, risk management, and manager selection. View Table of Contents View Introduction Sustainable and Responsible Investment Strategies can be purchased as a single issue or through a site license. The price for site licenses varies depending on the size of your company and the number of report copies required. For more information and to place orders, please fill out this form or contact Jay Falk 802-251-0500 802-251-0555 (fax)

A must-have for fiduciaries interested in understanding the implications of sustainable and responsible investing. Don Trone - President Foundation for Fiduciary Studies   Sustainable & Responsible Investment Strategies provides highly useful information in readable form for institutional investors, board members and others trying to navigate the sometimes murky waters of fiduciary responsibility. James P. Hawley and Andrew T. Williams, authors of The Rise of Fiduciary Capitalism   ....a must read for every director who has been challenged by colleagues, when attempting to consider sustainability in stock picking and when exercising care and judgment as a shareowner. James McRitchie, Editor CorpGov.Net.

Keeping you informed about social investing

Who should subscribe to this service: Institutional investors Portfolio managers Consultants Social investment professionals CDFIs Government officials   Keeping on top of important news in the growing social investment industry can be a time consuming endeavor for investment professionals. The Leading Social Investment Indicators Report (2001) summarizes last year's developments, trends, new products, and relevant statistics. The Leading Social Investment IndicatorsTM Report offers one centralized source for the information you need - saving you time and enabling you to serve your clients or institutions better. Topics covered include: Corporate governance Socially screened mutual funds Community investing Shareowner actions Government influence and policy International developments Related academic research/surveys View the Table of Contents - (PDF format) For more information please contact Jay Falk 802-251-0500 802-251-0555 (fax) Purchase the Report online for immediate shipment: Price schedule: $95 Social Investment Forum members at the individual financial professional level, nonprofit organizations (non-endowment related), and government agencies. $195 Social Investment Forum members at the institutional investor level. $295 Non-Social Investment Forum members.

SRI World Group does not provide investment or legal advice. Accordingly, SRI World Group does not make recommendations with respect to the advisability of investing in, purchasing or selling securities, and SRI World Group does not render any advice on the basis of the specific investment situation of any particular client.