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Candriam’s ESG study rates 74 countries globally as ‘investable’ - news

By Roger Aitken — The 2017 SRI Country report from Candriam, part of New York Life with assets under management of €108 billion as of this June, has categorised 74 countries globally...

ShareAction investment conference to focus on support for responsible business - news

By Brian Collett — Finance groups and other stakeholders are to debate the ways in which large European investors can use their funds to support responsible business and be accountable for...

Sustainable investments deliver higher returns in UK - news

By Vikas Vij — Sustainable or ESG investing originally broke ground when fund managers began actively engaging with companies and started voting down inefficient governance decisions....

Sustainable investments deliver higher returns in UK - news

By Vikas Vij — Sustainable or ESG investing originally broke ground when fund managers began actively engaging with companies and started voting down inefficient governance decisions....

London Stock Exchange’s ESG reporting guidance responds to investors - news

By Roger Aitken — The London Stock Exchange Group (LSEG) has issued guidance through its Global Sustainable Investment Centre that sets out recommendations for good practice in...

UK VCs focus on ESG-driven investments - news

By Vikas Vi — A Venture Capital Trust (VCT) is a type of publicly listed, tax-advantaged investment fund in the UK, designed as a way for individual investors to gain access to VC...

The Shareholder Revolution? - news

by Adam Woodhall — At the recent The Crowd  event, the title was "The Shareholder Revolution?" . The question mark was particularly important because, as was made...

Extel’s 14th SRI & Sustainability Survey highlights need to do more  - news

by Roger Aitken — This year’s annual WeConvene Extel and UK Sustainable & Finance Association (UKSIF) SRI & Sustainability survey reveals that while almost 40% of asset...

Standish Mellon joins climate bond partnership intensifying ‘sustainable investing’ commitment - news

by Roger Aitken—Standish Mellon Asset Management (‘Standish’), a BNY Mellon investment boutique with around $158 billion (£121bn, €143bn) of assets under management,...

First ranking of top 500 global public companies for human rights performance - news

The first-ever ranking of the human rights performance of global listed companies is now underway. The ranking follows a recent survey by the Economist Intelligence Unit that found the top...

ESG factors gaining recognition for boosting business performance - news

Successful shareholder engagement on environmental and social issues helps companies improve both their financial performance and governance, showing that involvement that is “less...

'Critical disconnect' between IFAs and responsible investment revealed - news

A survey of 400 global Independent Financial Advisors (IFAs) has shown that many fail to even discuss responsible investment with their clients. Research from Alquity, the responsible...

Clear-cut link found between ESG disclosure and business performance - news

New research has found a definitive link between ESG disclosure and business performance. The analysis by responsible investment manager Alquity and Cass Business School of over 4,400 listed...

Cecil the lion and the big data revolution - news

‘Big data’ has been one of the buzz phrases of the last five years and has already spawned an analytics industry worth $125bn. But is it all hype or does it have the power to...

EIRIS partners with Brazil’s SITAWI and bolsters Latin American presence - news

EIRIS, a leading environmental, social and governance (ESG) research provider, revealed this August that Brazil’s innovative social and sustainable finance specialist SITAWI had joined...

MSCI names new head of ESG research - news

Antti Savilaakso has joined its MSCI ESG Research Inc. team as European Head of ESG Research at MSCI Inc, a leading provider of research-based indexes and analytics. Based in London,...

ShareAction targets Total over climate change position - news

UK-based movement for responsible investment ShareAction has launched a campaign to tackle French oil giant Total over its position on climate change. A new website,...

Investors must take threat of climate change seriously: report - news

A new report from global consultancy Mercer identifies the ‘what?’ the ‘so what?’ and the ‘now what?’ in terms of the impact of climate change on investment...

Nathan Fabian leaves IGCC for PRI - news

The Principles for Responsible Investment (PRI) has named Nathan Fabian as Director of Policy. He will take up his new role on 30 June 2015. Fabian joins the PRI after six years as ceo of...

3BL Media acquires UK-based CSR publisher of Ethical Performance - news

3BL Media, LLC, a corporate communications platform exclusively dedicated to the distribution of corporate social responsibility (CSR) and sustainability news and content, has acquired Dunstans...

BP shareholder Resolution 25 passed at AGM in oil industry ‘game changer’ - news

Shareholders at oil giant’s BP annual general meeting (AGM) held on 16 April at London’s ExCel Centre passed by an overwhelming majority Resolution 25 - a special resolution...

GSK and Burberry sign up to Living Wage accreditation - news

Pharma giant GlaxoSmithKline and British fashion house Burberry have signed up to the LIving Wage pledge, bringing the number of FTSE 100 companies who have applied for accreditation with the...

Global sustainable investing assets balloon 61% to reach $21.4trn - news

The global sustainable investment market grew substantially over a two-year period between 2012 and 2014 in both absolute and relative terms according to ‘The Global Sustainable Investment...

Lobby groups in climate change spotlight - news

Investors need to ask questions of companies to ensure that their public positions on climate change aren’t being undercut by their membership of controversial European lobby groups, says...

ShareAction praises BP for quitting US lobbying group - news

Responsible Investment charity ShareAction has applauded oil giant BP’s confirmation that it will not renew its membership of a controversial US-based lobbying group which promotes climate...

New members join GRESB board - news

Mie Holstad, chief administrative officer at Norges Bank Investment Management, and Steven A. Wechsler, ceo and president of NAREIT (National Association of Real Estate Investment Trusts), have...

McDowell appointed to Amity Panel - news

Julie McDowell, former head of responsible investment at Standard Life Investments, has been appointed a member of the Ecclesiastical Investment Management Amity Panel. McDowell has over 25...

Moving towards a greener form of capitalism - news

Choosing a pension scheme with a clear focus on the relevance of good corporate governance, how companies manage their relationship within the society they operate and their impact on the...

ESG factors now integral to investment process, says Aviva - news

In its second biennial survey of global asset managers on environment, social and governance (ESG) issues, Aviva Investors’ multi-manager research team has found that there is widespread...

Jupiter reorganises investment team - news

Environmental and sustainable investment specialist Jupiter is changing the organisational structure of its Environmental and Sustainable Strategy team to provide an enhanced central source of...

European SRI market’s growth signals change in investor mindset - news

The sixth biennial Sustainable and Responsible Investment Study from the European Sustainable Investment Forum (EUROSIF), the leading pan-European Sustainable and Responsible Investment (SRI)...

ESG factors having stronger effect on consumer attitudes - news

Corporate performance on environmental, social, governance and ethical grounds can have a strong effect on how consumers feel about their bank or wealth manager. Indeed, a new Ipsos MORI...

Banks beware: consumers rate ESG factors as high as service levels - news

Corporate performance on environmental, social, governance and ethical grounds can have a strong effect on how consumers feel about their bank or wealth manager. Indeed, a new Ipsos MORI survey...

Growth of SRI shows new level of maturity, says EUROSIF - news

EUROSIF, the European Sustainable Investment Forum, has unveiled the findings of its 6th Sustainable and Responsible Investment Study, first published in 2003. The Study highlights the scale of...

New website to help build market for sustainable finance - news

National Ethical Investment Week has rebranded as Good Money Week in an effort to make the week more relevant to a mainstream audience.  As part of this strategy it has launched a new...

Colombia’s Bolsa de Valores joins UN’s sustainable stock exchange initiative - news

The announcement on 22 July 2014 that the Colombian Stock Exchange (Bolsa de Valores Colombia (BVC)) is partnering with the United Nation’s (UN) Sustainable Stock Exchanges (SSE)...

Alexander takes chair at UKSIF - news

The UK Sustainable Investment and Finance Association (UKSIF) has welcomed Lesley Alexander as its new chair. Lesley, ceo of HSBC Bank Pension Trust (UK) Limited, will replace Martin Clarke...

Government called to examine UK pension funds’ ‘land grab’ investments - news

UK pension funds and asset man-agement companies including British Airways Pension Fund, Legal & General, Scottish Widows Investment Partnership and Aviva Investors could potentially have...

London Stock Exchange joins UN’s SSE - news

The London Stock Exchange (LSE) Group is to partner with the United Nations Sustainable Stock Exchanges (SSE) initiative, joining nine other exchanges in the US, Europe, Africa and Asia to...

UK pension fund investments linked to unethical land grabs - news

UK pension funds and asset management companies could potentially have £37bn invested in ‘land grabs’ worldwide, according to a new report published by Friends of the Earth....

Apple faces renewed calls to address worker safety - news

Environmental and human rights organizations, socially responsible investment firms, and occupational health professionals from 27 countries have sent a letter to Apple vp of environmental...

Leading investment institutions make case for responsibility - news

There is significant untapped potential for investors to exert a positive influence on the economy, environment and society, by practising responsible investment, according to a new report...

Europe makes landmark move towards ‘integrated reporting’ - news

From 2017 large companies across Europe will have to include their impact on the environment, society and human rights in their annual company report. The landmark vote by the European...

ESG factors gaining momentum with investors says AXA - news

Clients are increasingly asking for the monitoring and assessment of environmental, social and governance (ESG) risks in their portfolios according to a report published by AXA Investment...

Anderson takes up reins at UNEP FI - news

Charles Anderson is the new director to head the United Nations Environment Programme Finance Initiative (UNEP FI). The UNEP FI platform brings together the United Nations and the global...

Investment in soft commodity trading ‘problematic’ says report - news

The most recent quarterly ‘Amity Insight’ report from Ecclesiastical Investment Management, which has been at the forefront of socially responsible ethical investments since 1988,...

Socially responsible investment prognosis set positive for 2014 - news

The year 2014 is “unlikely to see the spectacular equity returns” enjoyed during 2013, but it will be a year in which assets in a logical manner can be managed, according to Amy...

New BlackRock fund screens out tobacco stocks - news

Global investment manager BlackRock has launched the BlackRock Developed World ex Tobacco Index Fund to meet demand from organisations in the healthcare sector, charities, medical foundations...

Winning partners - news

A PhD or Doctorate is a research degree, designed to demonstrate research competence, mastery of a subject area and to develop original insight – pushing the boundaries of knowledge, just...

SRI turns over new leaf with newfound investors - news

There is emerging evidence that in addition to straight philanthropy through donation or foundations, Ultra High Net Worth Investors (UNHWIs)are also financing social investment. Equally, there...

Turkish stock exchange to launch sustainability index - news

The Turkish stock exchange, the Borsa Istanbul, is to partner with EIRIS, the global responsible investment research provider, to develop the BIST Sustainability Index, which will be...

Peter Webster elected to PRI council - news

The Principles for Responsible Investment (PRI) has announced the results of its annual election of signatories to the PRI Advisory Council and Peter Webster, ceo of EIRIS, a leading global...

inbrief - news

? Aviva appointment... Aviva Investors has appointed Abigail Herron as head of engagement in the global responsible investment Team. She reports to Steve Waygood, chief responsible investment...

inbrief - news

? PRI change... James Gifford, executive director of the Principles for Responsible Investment project for the past 10 years, is stepping down. He will leave the organisation at the end of...

Workwell updated... - news

Business in the Community (BITC) has launched a new version of its public reporting guidelines on Employee Engagement and Wellbeing; reiterating its relevance to investor decision-making....

Time to step up divestment in ‘man’s most evil creation’ - news

Not mincing his words, Nobel Peace Prize laureate and anti-apartheid campaigner Desmond Tutu said in a 2012 International Campaign to Abolish Nuclear Weapons (Ican) report: “Nuclear...

Corporate diversity still lacking in top European firms - news

Large European companies may have gone global, but this is not yet reflected in their leadership according to a study by AXA Investment Managers. The report, Future-proofing company...

UKSIF calls for G8 to address barriers to responsible investment - news

As the G8 Summit kicks off in North Ireland, the UK’s Sustainable Investment and Finance Association (UKSIF) has called for attendees to use the event to make progress in breaking down...

‘Sin stocks’ still main ESG focus for many investment funds - news

Only a minority of common investment funds (CIFs) consider issues outside of the traditional 'sin stocks' of tobacco, alcohol, gambling, military and pornography, according to the EIRIS...

Kaufmann appointed CEO of Ethos Foundation - news

Vincent Kaufmann has been appointed deputy ceo of Ethos Foundation and Ethos Services. In this position he will work closely with Ethos’ ceo while remaining responsible for fund management...

Institutional integrity... - news

Three quarters of companies targeted in an investor engagement aimed at improving disclosure and understanding of companies’ anti-corruption risk management have significantly improved...

Barrick loses New Zealand fund investment - news

The world’s largest gold mining company has lost the investment of a sovereign wealth fund that handles billions of dollars. The New Zealand Superannuation Fund, whose portfolio is...

BT in bid to build online Africa - news

British telecoms giant BT is working with international charity SOS Children’s Villages on its latest CSR programme, Connecting Africa, which will connect 20 of the charity’s sites...

Investors encourage participation in UN’s ‘PRI for Rio’ global initiative - news

As investors across the globe are increasingly evaluating companies’ ability to address environmental, social and corporate governance (ESG) opportunities and challenges, a coalition of 34...

UKSIF’s new CEO - news

The UK Sustainable Investment and Finance Association (UKSIF) has appointed Simon Howard, a former group chief investment officer with over 20 years of experience in investment management, as...

Go-Ahead wins Carbon Trust Standard - news

UK bus and rail operator Go-Ahead Group has been awarded the Carbon Trust Standard for the third time for its action on carbon emissions. The company scored 83% in its assessment, reflecting...

Sustainable investing takes off in Asia - news

Sustainable investing has become a significant force in Asia, with 130 of the region’s fund managers using sustainable approaches to build investments, worth $74bn (£47bn,...

ESG ‘increasingly decisive’ in private equity purchases - news

Many businesses have halted mergers and acquisitions because of their target companies’ poor ESG performance, a new report reveals. And the study, commissioned by the UN-backed...

Tennant joins UK GIB - news

Tessa Tennant has been appointed as a non-executive director of the UK Green Investment Bank (UK GIB), a funding scheme initiated by the UK government designed to accelerate private sector...

Ditchfield joins UKSIF's board - news

Barchester Green managing partner John Ditchfield has been elected to UKSIF’s board of directors. UKSIF’s vice chair, FTSE Group head of responsible investment David Harris, and...

Mathur joins CalPERS - news

California Public Employees’ Retirement System (CalPERS) board member Priya Sara Mathur has joined the Principles for Responsible Investment (PRI) Association board. PRI is the...

Once bitten, twice shy: how unexpected risks are concentrating investors’ minds - news

Data is the unglamorous foundation on which investment decisions are built. And the increasing availability of reliable ESG data is giving investors more powerful risk-assessment tools,...

Socially responsible building begins at home - news

There’s a housing crisis in the UK. We must build more homes to relieve the shortage and to kickstart the economy. So investment in housing must be socially responsible, right? Well,...

New recruits at FTSE ESG unit - news

Kevin Bourne and Gordon Morrison have joined FTSE Group’s new Environmental Social Governance (ESG) Service Unit, Kevin as MD and Gordon as head of a new ESG Analytics team. The unit will...

Romano new ceo at Rothschild - news

Marc Romano has been appointed CEO of Rothschild HDF Investment Solutions, the new entity resulting from the merger of its multi-management activities with HDF Finance. Pierre Lenders left the...

First State Investments in exec shake-up - news

Will Oulton has been appointed global head of responsible investment at First State Investments, in London, and Pablo Berrutti has taken the newly-created role of head of responsible investment...

US proxy set to stay central to corporate engagement – despite better dialogue - news

Shareholder dialogue with US corporations is improving but Timothy Smith, of Boston-based Walden Asset Management, tells Robert Kropp that filing resolutions will remain a crucial element of...

A duty of business: to protect human rights - news

Harvard professor John Ruggie has been toiling on behalf of the UN since 2005 to devise a framework for ways in which businesses should manage their interactions with the lives they affect. Are...

Five stock exchanges to promote corporate responsibility - news

Nasdaq is among five stock exchanges that have committed to promoting CSR principles among the nearly 5,000 companies collectively listed on their markets.    The US technology...

Hopes for robust arms trade treaty survive stalled UN negotiations - news

Agreement on the first ever global arms trade treaty (ATT) could be within sight, despite the failure of month-long talks involving more than 170 UN member states in New York.   A...

It’s all down to business ... as usual - news

Leaf through the pages of this edition of Ethical Performance and you could be forgiven for thinking that this is our sustainability issue. Since the date was set for the UN Conference on...

Insurance industry bodies back UN ESG principles - news

Leading insurance companies and industry bodies from across nations and regions have committed to a UN-backed programmes to green the sector and promote responsible investment globally....

Taking accountability back to where it belongs: at the top of the value chain - news

The newly-formed Asset Owners Disclosure Project seeks to build on the work of the Carbon Disclosure Project to see if emissions data can better drive change. Its executive director, Julian...

Emerald Wrap set to sparkle Down Under - news

The first platform for responsible investment has been launched in Australia. The Emerald Wrap, which immediately becomes a signatory to the UN-backed Principles for Responsible Investment, will...

‘Investor ambivalence’ a drag on ESG performance - news

Global stock exchanges are the leaders in promoting CSR performance and reporting but remain restricted by regulation and investor ambivalence, according to new research from Aviva Investors in...

Big pension funds failing on SRI disclosure, says study - news

The UK’s largest pension providers are letting down their eight million clients on social and governance issues, says a new study. FairPensions, which surveyed the ten largest...

Henderson SRI team move to Wheb - news

The former Henderson SRI team, sacked by the firm at the end of last year ( EP, February 2012, p2 ), has been appointed by the UK-based sustainable investment boutique Wheb Asset Management,...

Germany leads way on comprehensive CSR plan - news

An ambitious green economy drive announced by the German government emphasises principles in corporate responsibility and socially responsible investment. The policy recommendations of the...

Coalition resists social duty call on UK regulator - news

Coalition MPs have defeated an amendment to a bill that would have placed a 'duty' on the UK's planned Financial Conduct Authority (FCA) to promote social and responsible investment....

Coalition MPs defeat move to place SRI duty on UK’s new financial regulator - news

Coalition MPs have defeated an amendment to a bill which would have placed a ‘duty’ on the UK’s planned Financial Conduct Authority (FCA) to promote social and responsible investment. The...

Clements-Hunt leaves UNEP FI - news

Paul Clements-Hunt has resigned as head of the United Nations Environment Programme Finance Initiative (UNEP FI) to pursue a career in SRI within the private sector. Clements-Hunt, who has...

New members join Forum for Sustainable & Responsible Investment in US - news

Four new members have been appointed to the US Forum for Sustainable & Responsible Investment board of directors. The membership association has elected: Darragh Gallant,...

Richards moves from Aviva to Threadneedle - news

Threadneedle Investments has appointed Iain Richards as head of governance and responsible investment. Richards joins from Aviva Investors, where he was regional head of corporate governance for...

Ten years and counting on broadening demand for ESG investment tools - news

The FTSE4Good index was launched a decade ago, but its senior executive Tony Campos tells Mike Scott that ESG-driven investments are set to break out of their niche It’s been ten...

Hunt for the ‘holy grail’ of corporate reporting - news

Corporate reporting as an activity is evolving along with the ever rising demands of stakeholders and others. But can integrated reporting bring the transparency and openness being called for?...

EC finally sets ‘agenda for action’ to promote Europe-wide CSR - news

The European Commission has published a new policy on corporate social responsibility, for the first time committing the European Union to a precise definition of CSR and outlining a concrete...

Erik Mather dies - news

The Australian ethical investment pioneer Erik Mather has died at the age of 45. He made a name for himself over the past ten years with the establishment of the BT Governance Advisory Service,...

EC sets up programme to advise on SRI - news

The European Commission has hired the services of International Corporate Governance Network (ICGN), Principles for Responsible Investment (PRI) and the European Federation of Financial Analyst...

UN backs core values on commodity markets - news

UN-backed principles for commodities-related investments have been established to help institutional investors navigate the sector’s CSR implications. Responsible Investment in...

Fiduciary duty and long-termism drives SRI among European pension funds - news

More than half of European corporate pension funds have an SRI policy, and a further quarter expect to implement one within a year, according to the first comprehensive study of funds in...

inbrief - news

Amra Balic has joined BlackRock as head of corporate governance and responsible investment for Europe, the Middle East and Africa. Balic, previously Standard & Poor’s European...

In search of sustainable, low-carbon growth - news

While governments dither on sustainability, businesses increasingly see SRI as value-driven. But, HSBC’s Nick Robins tells Mike Scott, investment is being hampered by the harsh world...

inbrief - news

Therese Niklasson has joined Investec Asset Management as the company’s new head of environmental, social and governance (ESG) research. Niklasson, who joins from Threadneedle, where she...

We now have the proof: SRI is at least as good any other strategy - news

Barely a week now goes by without the unveiling of a new piece of research showing that investment in socially responsible companies is likely to bring greater returns. Last month, Pictet Asset...

inbrief - news

Rob Lake has been appointed as the new director of strategic development at the United Nations Principles for Responsible Investment. Lake, previously head of sustainability at APG Asset...

Can investors create a sustainable economy? - news

SRI has a role in the transition to a green economy, but its value should not be overstated, argues Rory Sullivan While there is a substantial body of evidence that investor engagement...

inbrief - news

Matt Christensen has joined AXA Investment Managers as global head of responsible investment, having resigned as head of the sustainability network Eurosif. Christensen will be based at the...

Principles for Responsible Investment: the way ahead - news

The UN PRI has been expanding its operations, membership and global influence in recent years. Mike Scott speaks to the organization’s new chairman, Wolfgang Engshuber, to find out his...

SRI bodies act to raise profile of ethical investing - news

Leaders of socially responsible investment associations around the world held a strategic summit in New York last month to discuss research collaboration, global policy programmes and sharing...

Bourses urged to improve disclosure - news

The world’s largest stock exchanges have been urged by investors representing $1.6trillion (£1tn, €1.15tn) to deal with their constituents’ inadequate sustainability...

tackling ingrained attitudes about sustainability - news

Mike Scott speaks to Bozena Jankowska, head of sustainability at RCM – the investment manager of Allianz Global Investors – on her plans for more research and education Having one of the world’s...

New principles to help poor - news

A group of 40 investors has produced a set of principles to help improve access to financial services among the world’s poorest people. The Principles for Investors in Inclusive...

Engshuber takes over PRI reins - news

Wolfgang Engshuber has been appointed as the new chair for the Principles for Responsible Investment (PRI). Engshuber, who will retire from his role as chief administrative officer of Munich Re’s...

Asian SRI could catch up with West in five years - news

Socially responsible investment now has a ‘strong foothold’ in Asia and could soon match SRI levels in the West. A paper by Geoffrey Williams, chief executive of OWW Consulting...

PRI may impose stricter requirements - news

Signatories to the United Nations Principles for Responsible Investment (PRI) may have to report in more detail – and in public – on how they observe the principles. The...

inbrief - news

Melissa McDonald has been named as the new business manager of responsible investment at HSBC Global Asset Management. McDonald, leaves her position as global head of responsible investment at...

Putting the 'S' back into ESG: the Oxfam way - news

Oxfam has published research looking at how investors can influence international development and poverty work. Mike Scott speaks to Rory Sullivan, the initiative's community lead...

In a year of turmoil, what were CSR's key events? - news

EP asked a selection of senior people in CSR and SRI to identify the most significant thing to happen in the world of responsible business during 2010 Jon Woodhead, director , Two...

Corporate bill reaches $2tn - news

The world's largest 3000 companies caused about a third of all environmental damage attributed to human activity in 2008, the cost of which was estimated at $2.15trillion (£1.36tn,...

PRI surge gives boost to responsible investment overhaul - news

The number of signatories to the United Nations-backed Principles for Responsible Investment (PRI) has jumped  by more than 30 per cent in a year, to 808. The UN claims the surge...

Religious groups stay away from SRI mainstream - news

Faith-based institutional investors have limited contact with other responsible investors, even though the two have much in common, a study has found. The global survey of 103 mainly...

Why Nordic investment is in the vanguard of SRI - news

Socially responsible investors have long looked to the Scandinavian region as a model. Mike Scott speaks to Ulrika Hasselgren to find out what’s so special about the area’s ethical...

Think poverty, investors told - news

Investors have been advised by Oxfam to think more about poverty and development when making investment decisions. In a new paper, Better returns in a better world, the NGO says that,...

inbrief - news

Rory Sullivan has taken a part-time advisory position at Ethix SRI Advisors, a responsible investment firm covering the Nordic region. Sullivan, who is head of responsible investment at Osmosis,...

The large investment bank with big SRI ideas - news

JP Morgan was one of the rare financial institutions to come out of the credit crisis unscathed. Mike Scott speaks to vice-president Jemma Green to find out what’s so special about the...

Alliance aims to ‘accelerate’ progress - news

A coalition from the research, pension fund and business sectors is to urge companies to give priority to improving their sustainability performance. The group’s members – the...

inbrief - news

Guidance to help UK charity trustees to adopt responsible investment strategies has been produced by the Eiris Foundation and the Charity Finance Directors’ Group. The guide, Socially...

Malaysian bourse urged to alter rules - news

Asian asset managers are pushing Malaysia’s stock exchange to amend its listing requirements to include CSR considerations. The Association for Sustainable & Responsible...

New criteria open way for nuclear firms - news

The FTSE4Good index will no longer automatically exclude nuclear power companies from its socially responsible investment indexes after announcing new criteria for businesses in the industry....

FTSE4Good invents new expulsion category for BP - news

BP has become the first company ever to be suspended from the FTSE4Good indexes. The oil giant was one of eight businesses to be taken out of the index last month in the wake of the...

South Africa to get SRI code - news

A draft responsible investment code has been presented to South Africa’s institutional investors by a Committee on Responsible Investing by Institutional Investors, which has the support of major...

inbrief - news

Rory Sullivan, former head of responsible investment at Insight Investment, has been appointed head of responsible investment at Osmosis Investment Management, a London-based ‘low carbon’ asset...

inbrief - news

Guidance to help UK charity trustees to adopt responsible investment strategies has been produced by the Eiris Foundation and the Charity Finance Directors’ Group. The guide, Socially responsible...

inbrief - news

The Johannesburg Stock Exchange (JSE) and the UK-based SRI researchers Eiris have appointed a local partner to conduct JSE’s  analysis for the 2010 Socially Responsible Investment Index. JSE...

why Aberdeen believes it’s always good to talk - news

In-house research and good working relationships are at the heart of one UK asset manager’s SRI strategy. Mike Scott speaks to Cindy Rose, the firm's socially responsible investment head For...

inbrief - news

Donald Macdonald is standing down as chairman of the UN Principles for Responsible Investment. Macdonald, who has chaired the PRI since its inception in 2006, is expected to be formally replaced...

Spearheading the fight against complacency - news

Mike Scott speaks to Catherine Howarth of FairPensions about her organization's ongoing campaign, which calls on institutional investors to place more demands on the companies in which they...

BP's chickens are finally coming home to roost - news

Index expulsions and disinvestments are following hard on the heels of the worst oil spill in US history. EP looks at some consequences in the SRI sector The expensive and embarrassing...

BP's travails in the Gulf are a sign of things to come - news

Oil firms are beginning to fall foul of working in increasingly hostile environments, says Seb Beloe Who would have thought when the original accident happened on BP's Deepwater Horizon...

The recession has done CSR a favour, say CEOs - news

Eight out of ten corporate leaders believe the economic downturn has raised the importance of sustainability, suggests a study.  The survey of 766 chief executives worldwide found 80...

European SRI hegemony 'may put off Americans' - news

European dominance of the responsible investment sphere may be dissuading some US investment managers from adopting SRI policies, a think tank has suggested. A study by the Corporate...

Code aims to put more women on boards - news

UK companies with all-male boards have been told to re-evaluate their selection methods by the country’s governance and reporting regulator, in a move that has been welcomed by investors....

Dexia sees massive drop in sustainable fund sales - news

Socially responsible investment sales at Dexia Asset Management dropped 120 per cent last year, with assets under management falling by €99million (£85m, $122m).   The...

inbrief - news

David Harris has replaced Will Oulton as FTSE’s responsible investment director after Oulton left to join the investment consultant Mercer. Harris, who has been at FTSE since 2002, has...

inbrief - news

The United Nations Principles for Responsible Investment (PRI) is to lobby governments on socially responsible investment through a new public policy network. The PRI, which represents...

Pension funds ask for bribery data from companies - news

A $1.7trillion (£1.1tn, €1.3tn) coalition of investors is trying to force companies to come clean on their bribery and corruption management policies following a string of bribery scandals among...

New technique is useful, but needs careful handling - news

Rory Sullivan warns that ‘enhanced analysis’ is no panacea in the responsible investment field I’ve recently become involved in Oxfam’s Better Returns in a...

UK government sets out responsibilities on CSR - news

The UK government has clarified areas of corporate responsibility covered by its departments. In a statement to EP last month, the Labour administration said that while the Department for...

Investors get help with proxy voting - news

UK investment consultants Eiris have begun advising clients on proxy voting based on environmental, social and governance (ESG) considerations. Last week the company launched an ‘Enhanced ESG...

inbrief - news

Emma Hunt has moved to the SRI adviser Towers Watson as a senior investment consultant from Mercer, where she was head of responsible investment.

inbrief - news

Communications consultancy Radley Yeldar has appointed Oliver Dudok van Heel as head of corporate responsibility. Dudok van Heel, who worked as a strategy consultant with Arthur D. Little,...

Lawyers urge OECD changes - news

A global lawyers' organization has said the Organization for Economic Co-operation and Development should put new advice on ethical supply chain management, human rights and climate change...

Trying to bring the Nordic region up to speed - news

Nordea's head of SRI, Sasja Beslik, believes responsible investment products in the Scandinavian region are 'ridiculous' and, in many cases, at least ten years behind the times....

executive pay frozen and bonuses linked to sustainability at Shell - news

Oil giant Shell has announced that it will limit executive pay and consider sustainability performance in its future bonuses. Shell will link 20 per cent of performance measurements to the...

Investor coalition demands answers from Global Compact 'laggards' - news

Investors signed up to the UN Principles for Responsible Investment (PRI) are targeting 86 large companies that failed to submit an update last year on their implementation of the Global Compact’s...

Dudok van Heel fills key role - news

Communications consultancy Radley Yeldar has appointed Oliver Dudok van Heel as head of corporate responsibility. He will lead the UK business’s team of CSR consultants, which serves companies such...

inbrief - news

The Association for Sustainable and Responsible Investment in Asia (ASrIA) has appointed Alexandra Tracy to replace Rajesh Srivastava as its chairman. Tracy is vice president at the Hong...

inbrief - news

A French retirement fund for civil servants has announced it is to launch its own socially responsible investment index. The €6.5billion ERAFP fund, which is one of the largest in the...

inbrief - news

The UK Environment Agency is terminating business with European Credit Management, the bond manager of its pension fund, after poor financial performance and its failure to sign up to the UN...

SRI team bites the dust as takeover leaves void - news

One of the best-known British socially responsible investment teams has been disbanded due to a corporate shake-up that has left it with no future role. The three-strong unit at...

inbrief - news

US-based AIG Investments has announced its withdrawal from formal responsible investment activities by closing its Sustainable Investment Group. Last month AIG sold the investment business to...

Bourse heads look at SRI - news

Stock exchange principals from around the world met in New York last month to explore ways of encouraging more responsible long-term approaches to investment. Delegates, including heads of...

African SRI fund breaks new ground - news

Africa’s first sustainable investment fund outside South Africa has been established. The Africa Sustainability Fund, created by Sustainable Capital, a Mauritius-based asset manager,...

SRI fund sets sights on women-friendly firms - news

A new avenue has opened up in the socially responsible investment field with the creation of a fund investing in companies with a high number of women in senior roles. The Women’s...

Investors ‘need EC-funded training’ on SRI - news

The European Commission has been urged to provide cash to train analysts and investors in evaluating companies’ social and environmental performance. The call comes from the European...

Two more mergers in research sector - news

Two new mergers of sustainability rating agencies have been announced as consolidation in the CSR research market continues apace. The first merger involves two Swiss companies, Centre Info...

inbrief - news

Meagan Thompson-Mann has become special adviser on corporate governance to the United Nations-backed Principles for Responsible Investment Initiative. She has previously worked as corporate...

C of E: keeping faith in an ethical approach - news

The Church of England continues to punch above its weight in the responsible investment world – and is not just focussed on exclusion.  Mike Scott talks to Edward Mason about its...

Insurance principles floated - news

Work could soon begin on United Nations-backed ‘principles for sustainable insurance’ created for the global insurance industry. The idea for the principles has been floated by...

inbrief - news

Four new faces have been elected to the UK Social Investment Forum board. David Harris, FTSE’s responsible investment manager, Julian Parrot, of Ethical Futures, James Vaccaro, head of...

Yes, let’s have a professional code – but it needs teeth from the outset - news

One of the issues raised by the bizarre unfair dismissal case brought by CSR practitioner Tim Nicholson against his former employers (see page one), is whether a code of practice for the...

Property is given SRI focus - news

An SRI strategy on commercial and residential property, including carbon emission cuts, has been announced by one of the world’s largest asset management companies. Henderson Global,...

Indigenous rights ‘ignored’ - news

More investors should be addressing the business risks associated with indigenous peoples, an investment research consultancy has concluded. UK-based Ethical Investment Research Service...

SRI researchers merge operations - news

Two of the world’s largest responsible investment research companies, Sustainalytics and Jantzi Research,  have merged. The new entity, which will operate as Sustainalytics...

inbrief - news

Societe General has been judged this year’s leading brokerage firm for socially responsible investment research. It came ahead of UBS and Cheuvreux, who finished second and third...

The 25-year-old pioneer that’s still going strong - news

One of the catalysts for today’s socially responsible investment scene, the Stewardship Fund was launched in 1984. Mike Scott asks the fund’s current manager, Karina Litvack, for an...

Investment opportunities for a low carbon world - news

Will Oulton (ed). Hardback. 365 pages. GMB. £35.63 Based on the premise that much of the movement towards a low carbon world will need to be driven by investors, this...

Charities are adopting SRI - news

More than half of large British charities now have an ethical investment policy, according to a new survey. The study of 164 organizations indicated that 60 per cent of charities with...

UN shows displeasure with five PRI backsliders - news

Five signatories to the United Nations-backed Principles for Responsible Investment (PRI) have been de-listed for not complying with its annual reporting and assessment process. The...

Huge wealth fund will press business on water - news

One of the world’s largest sovereign wealth funds has announced that it will start pressuring companies with high water-related risks to report on their progress on the issue. The...

inbrief - news

Indonesia’s first socially responsible investment index has been established by the country’s stock exchange in collaboration with a biodiversity foundation. The Kehati-SRI Index...

inbrief - news

Ebba Schmidt has been appointed as responsible investment manager at the UK Pension Protection Fund, which pays compensation to members of pension schemes that become insolvent. Schmidt was...

inbrief - news

Melissa McDonald has been appointed global head of responsible investment at Axa, succeeding Raj Thamotheram, who assumes a new part-time role as senior responsible investment adviser. McDonald...

Why an SRI pioneer feels that ‘the time is right’ - news

Mike Scott talks to Walden Asset Management’s Tim Smith, who’s in bullish mood about changing attitudes to to risk and, more specifically, issues such as excessive executive pay and...

Merger of SRI institutions needs careful managing - news

The UN’s takeover of the Enhanced Analytics Initiative raises many issues, says Steve Waygood As you may have read in EP at the back end of last year, the Enhanced Analytics...

inbrief - news

Helene Regnell has been appointed sales and marketing vice-president at the Swedish responsible investment research provider GES Investment Services. Regnell moves from her previous job as the...

Executive pay: a battle for hearts as well as minds - news

Mike Scott talks to Tom Powdrill of investor advisor PIRC, which wants an overhaul not just of the rules on executive remuneration but of the way that investors – especially trustees...

Private equity gets SRI help - news

British private equity firms have set up an advisory board to help them develop responsible investment strategies. The 11-person board, created last month by the British Private Equity and...

Firms getting better at dealing with ESG risks - news

Companies worldwide have improved their performance on environmental, social and governance (ESG) risk management over the past three years, according to new research. A study of more than...

Forum to oversee ethical behaviour of wealth funds - news

A permanent global forum has been set up to monitor a new voluntary code of conduct for sovereign wealth funds (SWFs). The International Forum on Sovereign Wealth Funds, established at a...

FTSE4Good prepares health & safety criteria - news

One of the world’s main socially responsible investment indices is to introduce criteria on health and safety that companies will have to meet for inclusion. The new health and safety...

Pension funds still out of touch on SRI issues - news

A watchdog has warned that UK pension funds’ risk management and accountability performance shows dangerous gaps, and has raised questions about the fund management industry’s...

Finding solutions to big sustainability challenges - news

Mike Scott talks to Rob Lake of the giant Dutch pension portfolio manager APG about its inclusive approach to ethical investment –  and why climate change will be its major focus...

From navel-gazing to real action: it’s been a decade of great strides - news

It is ten years to the month that Ethical Performance first saw the light of day. That’s not long ago in the general scheme of things, but it can be considered a lifetime in the world of...

Seven research firms qualify for new certificate - news

Scandinavia’s GES Investment Services and the UK-based responsible investment specialist Eiris are among the first SRI research providers to be certified against a new European Voluntary...

Axa gives SRI data to its managers ‘as standard’ - news

One of the world’s biggest investment management consultancies has taken the unusual step of providing its portfolio managers with a detailed database on 1800 companies’ social and...

Dutch insert CSR into their governance code - news

The Netherlands government is to bring new requirements on corporate responsibility into the Tabaksblat, the country’s corporate governance code. Parliament has accepted the...

Italian bank comes up with water index - news

An Italian investment bank is to create an index based on water-related risk exposure. EPCI, a rating and index company that is part of Mittel bank, has designed the Global Blue Gold Equity...

Blog goes live - news

Henderson Global Investors has launched a sustainable and responsible investment blog, in which members of its socially responsible investment team will share their views with readers. The...

World’s first higher-education SRI school announced in Australia - news

The Australian government is providing A$2.5million ($1.75m, £1.2m) over three years to establish the world’s first academic centre for responsible investment education, training and...

Chinese reporting continues exponential growth - news

Growing numbers of businesses operating in China are realizing the importance of CSR reporting, concludes a survey by SynTao, a Beijing-based CSR and SRI consultancy. The number of reports...

inbrief - news

Gwen Ruta has been appointed to Henderson’s Global Investors’ Socially Responsible Investment Advisory Committee. Ruta is the corporate partnerships vice-president at US charity...

inbrief - news

The London Pensions Fund Authority has appointed Aled Jones as environmental, social and governance investment manager. Jones joins from the Pension Protection Fund, where he was responsible...

Can short selling ever be ethical? - news

Mike Scott asks investors, both in the mainstream and SRI fields, whether the practice of selling short on stocks is always a bad thing – or might actually serve as a responsible...

Nuclear firms may soon feature in FTSE4Good - news

FTSE4Good is paving the way for nuclear power companies to qualify for its socially responsible investment indices. Businesses in the nuclear industry are excluded at present from FTSE4Good, but...

Sustainable investing: the art of long-term performance - news

Cary Krosinsky & Nick Robins (Eds). Hardback. 272 pages. Earthscan. £19.99 Although it was largely written before the recent market turmoil, this is a most useful book, summarizing...

Finding value at the bottom of the pyramid - news

BlueOrchard is blazing a responsible investment trail in microfinance – and finding that institutional clients see its modus operandi as increasingly attractive. Mike Scott talks to...

Private equity giants sign up to code - news

Some of the world’s best-known private equity companies have agreed responsible investment guidelines. The companies, all members of the US-based Private Equity Council (PEC), will...

Obama urged to create new CSR office - news

Further signs of the high expectations of a change in attitude to corporate responsibility at the White House have emerged in an open letter to Barack Obama urging the  president to create...

SRI grows in Australia - news

Responsible investment grew by eight per cent in Australia during 2007-08 from A$52.8billion to A$57.1bn ($33.2bn-$36bn, £23.8bn-£25.7bn), reports the Responsible Investment...

Jupiter moves into China - news

Jupiter, the UK fund management consultancy, has set up an investment company to cover China. Jupiter China Sustainable Growth, to be managed by Jupiter’s China fund manager Philip...

$300bn fund examines Gaza holdings - news

The world’s second largest sovereign wealth fund, run by the Norwegian government, is examining whether it should exclude companies that are active in the Palestinian territories from its...

Office supplies firm takes Australian award - news

Corporate Express Australia, the office supplies and services company, has been named Sustainable Company of the Year in the Australian Sustainability Awards. The business took the title at...

Geneva body aims to make SRI a convention - news

Mike Scott talks to one of the founders of a new organization that intends to spread the word about sustainable finance in Switzerland, where the private banks are a particular target for...

Good reporting depends on keeping your focus - news

Try to think of who you are addressing and what they might want to know, advises Tom Rotherham During 2008 I had the opportunity to discuss corporate responsibility with a number of...

UN to establish non-financial database - news

The United Nations Principles for Responsible Investment (PRI) is creating a global database of environmental, social and governance (ESG) investment research. The database will be its...

Institutional investors call on big firms to give more thought to water - news

A $1500 billion (£1001bn) alliance of investors, all signatories to the United Nations-backed Principles for Responsible Investment, is asking 100 of the world’s biggest companies to...

inbrief - news

Newton Investment Management, part of BNY Mellon Asset Management, has announced the appointment of two senior investment research analysts – Amanda Young and Laura Aarnio. Young joins...

Why SRI could be propelled into the spotlight - news

Mike Scott talks to pioneering ethical investment advocate Peter Kinder about his belief that the current financial turbulence could teach mainstream investors the wisdom of long-term thinking...

Fund managers making progress on the SRI front - news

Leading UK fund managers have shown a marked improvement in their performance and disclosure on SRI issues during the past year. The latest FairPensions analysis of asset managers...

Study links CR Index firms to better share returns - news

Companies that regularly take part in the UK’s annual Corporate Responsibility Index appear to show a better return for their shareholders than those that do not, according to new...

Aviva’s SRI clause gives strong signal to clients - news

One of the world’s leading fund management companies has broken new ground by inserting an SRI clause into all its investment management contracts, regardless of whether clients have asked...

inbrief - news

An online network of academics dedicated to the advancement of responsible investment has been set up by the United Nations Principles for Responsible Investment Initiative.

The Financial Crisis - news

A failure of risk management on a massive scale The crisis has exposed shortcomings and omissions in some ESG research, but will increase demand for non-financial information on...

The financial crisis: will CSR survive the fallout? - news

Could recent events in financial markets be the death of corporate responsibility and responsible investment, or the making of it? Seven commentators give EP their views. Mark Goyder,...

SRI reach grows as Africa gets its own pair of indices - news

Two SRI indexes have been set up to cover listed companies in Africa. The Africa investor SRI 50 and Africa investor SRI 30 indexes, which are the first pan-African indices of their kind, have...

Merger aims to create ‘powerful voice’ on SRI - news

The Enhanced Analytics Initiative (EAI), which aims to improve the quality of investment research into extra-financial issues, is to be subsumed into the UN Principles for Responsible Investment...

Investors rediscover the joys of negative screening - news

The exclusionary approach is once again popular among institutional investors, says Will Oulton The past year or so has seen the re-emergence of negative screening – the avoidance...

Do the super rich see SRI as the way forward? - news

Investment specialists often divide the socially responsible investment market in two – retail and institutional. But a third sector exists  – the high net worth individual...

A decade on, sustainable funds are flourishing - news

Bank Sarasin has put sustainability close to the heart of its investment approach. The Swiss private bank is using the investment theme in a effort to differentiate itself from the competition,...

Failure to sign principles leads to loss of business - news

Three investment management companies have lost contracts to manage £185million ($332m) of global equities because they are not signatories to the United Nations Principles for Responsible...

Danes lead bid to fund ‘practical’ research - news

Investors, company executives, government officials and academics are to meet in the US next month to establish an international fund for sponsoring SRI research. A roundtable of about 30...

Tennant changes direction to pursue credit card idea - news

A leading SRI figure of the past two decades has left the sector to head a credit card loyalty scheme to combat climate change. Tessa Tennant has become executive chair of the International...

SRI investing finds foothold in Central and Eastern Europe - news

The first SRI fund concentrating on central and eastern European equities has been established by Limestone Investment Management, which has headquarters in Estonia. The New Europe Socially...

Rio Tinto hit by exclusion - news

Rio Tinto has expressed dismay at being dropped on ethical grounds from one of the Norwegian government’s pension funds. The global Government Pension Fund, commonly known as the oil...

The PRI seeks to pull off a tricky balancing act - news

The United Nations Principles for Responsible Investment have passed the two-year mark. EP talks to executive director James Gifford about investor collaboration. The UN Principles for...

Norwegian investors launch SRI initiative - news

Norway’s largest institutional investors are making efforts to promote responsible business practice among companies listed on the Oslo bourse. The project, called Sustainable Value...

Church investor eyes Chinese market - news

A leading Christian–based socially responsible investment house has signalled that it will begin engagement with Chinese companies on environmental, social and governance issues....

Danish firms face new disclosure requirements - news

Denmark is to introduce legislation that will require the country's 1000 largest businesses to report on corporate responsibility in annual reviews. The legislation, coming into effect...

inbrief - news

Catherine Howarth is to become CEO of FairPensions, the campaign for responsible investment in the pensions industry, on 28 July. At present director of the West London Citizens campaign group,...

XBRL: the new answer to questionnaire fatigue? - news

A new system for managing financial information should make it easier for readers of sustainability reports to extract the data they want. EP looks at how it will work What is XBRL?...

Enthusiasts find they have a global hit on their hands - news

Ethical Investment Research Services first began assessing companies a quarter of a century ago. Mike Scott talks to its chief executive Peter Webster Peter Webster, chief executive of...

Index spotlights firms that cater for base of pyramid - news

A new index has been created to recognize companies whose products, services and outlook concentrate on the needs of poor people in Latin America and the Caribbean. The Opportunities for...

SRI backers fail to change pensions Bill - news

The UK government has defeated a parliamentary move to introduce socially responsible investment principles into its future plans for national pensions. The shadow pensions minister...

after a slow start, CSR has seen off all challengers - news

When the first issue of Ethical Performance appeared in May 1999, the dotcom bubble had not yet burst, presidents Bill Clinton and Saddam Hussein were in power, UK prime minister Tony Blair was...

when an exclusionary approach is not an option - news

I nsight Investment has developed an approach to SRI investing that takes account of its requirement to hold stocks right across the market. Mike Scott talks to Rory Sullivan. The investment...

Handbook on responsible investment across asset classes - news

Boston College Center for Corporate Citizenship. 96 pages. Free download at www.bcccc.net A number of overviews of responsible investment have appeared over the years, but this...

Investors move into ethical fixed income products - news

Bonds that reflect social and environmental concerns are becoming more popular among institutional investors in Europe and several fixed income products are now available, says Mike Scott...

Counting companies in is preferable to shutting them out - news

Ethical investment is going back to the past. The earliest ethical funds, such as the Friends Provident family of Stewardship funds in the UK and the Pax World fund family in the US, grew out of...

Professional services barely meeting corporate needs - news

The market for professional services in corporate responsibility is still growing at a rapid rate, and demand is outpacing provision in certain areas. The number of service providers listed...

inbrief - news

Ed Blamey has moved from his post as European sustainability director at the flooring company Interface to become socially responsible investment research manager for Jupiter Asset Management....

Newton advances the science of investment - news

A thematic approach to socially responsible investment paid off for Newton Investment Management last year when financial stocks suffered in the credit crunch, writes Mike Scott. The...

Microfinance loans will ‘grow in appeal’ - news

Microfinance projects are becoming more attractive to mainstream investors. Deutsche Bank says the volume of such loans has risen ‘sharply’ and as a result it forecasts...

Activist fund manager dies - news

Alastair Ross Goobey, a prominent British fund manager who consistently campaigned for greater corporate accountability, has died aged 62. Ross Goobey started his career at Kleinwort Benson...

Regnan analyses sustainability of Australian stocks - news

Governance scandals and climate change are pushing social and environmental issues up the agenda for companies and investing institutions in Australia. Erik Mather talks to Mike Scott The...

A bright future is in prospect for ethical investment indices - news

Another day, another ethical investment index. Last month, three big equity index providers added to their already extensive offerings. Standard & Poor’s launched the ESG Index of 50...

European banks lead pack on climate change - news

HSBC and ABN Amro are ahead of their peers in responding to climate change, according to a survey of 40 retail and investment banks. The five best performers were all based in Europe, with...

Global Compact removes 400 ‘free rider’ companies - news

The UN Global Compact has taken its toughest action yet by striking off 394 companies that have failed to provide updates of how they are honouring their pledges on society and the environment....

spotlight falls on emerging markets - news

The World Bank's private sector arm has commissioned what it says will be the first comprehensive review of the state of socially responsible investment in emerging markets. The International...

fund managers fail transparency test - news

Three-quarters of the largest UK fund managers fail to disclose publicly any SRI policies, even though many have them. A survey by the FairPensions group found that of the top 20 largest managers...

US companies ‘fail to tell it like it is’ - news

One of the biggest barriers to the spread of corporate social responsibility in the US is the lack of openness among companies about the problems they face, a leading socially responsible...

SRI body takes on new identity - news

The Australian Ethical Investment Association, the Sydney-based industry body for SRI professionals in Australia and New Zealand, has been renamed the Responsible Investment Association Australasia...

Japanese firms still behind Europe on CSR - news

Japanese companies perform strongly on environmental issues but need to improve in other areas to match European achievements, says a report from Ethical Investment Research Services. The report...

pricing sustainability into the bottom line - news

Blackrock, part owned by Merrill Lynch, carries out indepth research into companies’ social, environmental and ethical performance for use across its investments. By Mike Scott Alex Popplewell...

pension funds keep their SRI lights under a bushel - news

The pension funds of some of Britain’s most socially responsible companies have been criticized for lacking transparency on their social and environmental stances. Of 278 funds run on behalf of...

Asia-wide bank scheme to boost SRI - news

A bank programme promoting best practice and sustainable investment in the pensions industry in the Far East is to be headed by the Association for Sustainable and Responsible Investment in Asia...

Birgden heads Mercer’s drive in Asia - news

Helga Birgden, an experienced manager in governance and sustainable investment, has been appointed to lead the Asia-Pacific responsible investment business unit of Mercer Investment Consulting, a...

Corporate social responsibility and the shaping of global public policy - news

Matthew J. Hirschland Hardback. 202 pages. Palgrave Macmillan. £42.50/$69.95 Companies and civil society are increasingly assuming the role of responsible governments to protect the...

managing risk across a range of asset classes - news

PGGM, one of the biggest pension funds in Europe, applies both exclusionary and engagement policies to its huge portfolio of equities and other investments in an effort to minimize social and...

transparency would expose speculators’ ill-gotten gains - news

Public disclosure of fund managers’ bonuses would help counter short-termism, says Simon Zadek The recent turmoil in the financial markets spells disaster for the real owners of capital,...

Asria offers airline advice - news

The Association for Sustainable and Responsible Investment in Asia is offering its members advanced access to a new online portal on airlines and climate change. Asria has said it welcomes...

‘Ethical’ becomes ‘Responsible’ for EIA - news

The Ethical Investment Association is to change its name to the Responsible Investment Association Australasia. More than 85 per cent of members at a special general meeting voted for the...

insurers enter the fray - news

Some of the biggest companies in the world’s largest industry sector – insurance – have begun to develop a set of sustainability guidelines. The Principles for Sustainable Insurance will offer...

inbrief - news

A London local authority’s pension fund is to survey members to discover what stance they would like it to take on ethical issues. The London Borough of Lewisham Superannuation Fund says the...

inbrief - news

Insight Investment had 400 formal engagements with companies on corporate responsibility topics last year. Most of the discussions were on two issues – health and safety (154) and climate change...

SRI kitemark goes on export trail - news

The Australian Ethical Investment Association (AEIA) is aiming to export a kitemark system for socially responsible investment products and services. The kitemark has proved popular since...

Dutch bank sets up Indian SRI fund - news

The Dutch bank ABN Amro has started the Indian Sustainable Development Fund. This follows the introduction of its SRI funds covering two other emerging markets in China and Brazil. The bank...

new portal lists all Apac SRI funds - news

Investors now have a list of all Asia’s socially responsible investment funds to guide them in their choice. The Association of Sustainable and Responsible Investment in Asia (ASrIA) has...

not unworkable, just a fresh way of thinking - news

EP talks to the Conservative party’s Jonathan Djanogly about the state of his party’s policies on corporate responsibility – and why the CSR minister post may be old hat It’s not often the...

maximizing returns by taking an SRI approach - news

Mainstream investors are now adapting SRI investment techniques to help satisfy their clients’ overriding need for good financial returns. EP talks to Neil Brown, head of governance and...

inbrief - news

Clare Brook has left Morley Fund Management, where she set up and ran its socially responsible investment department, to join the London-based public relations company Carbon International as...

inbrief - news

Universities Superannuation Scheme (USS), the second-largest UK pension fund, has expanded its responsible investment team to four by recruiting Natasha Landell-Mills and Helen Hopkins....

inbrief - news

A new €4.5million ($5.9m, £3m) project has been set up to consider how institutional investors can be further encouraged to adopt socially responsible investment strategies. The research has been...

FTSE4Good sorts the sheep from the goats - news

European oil and gas companies have consistently outperformed their US counterparts on social and environmental issues for at least the last 12 months, FTSE data suggests. US oil and gas majors...

bank makes conscious effort to avoid ‘SRI’ - news

A leading ethical bank is trying to distinguish itself from the socially responsible investment herd by eschewing the terms ‘SRI’ and ‘ethical investment’. Triodos Bank says both have been...

‘high impact’ companies move into FTSE’s sights - news

Companies with a relatively heavy impact on climate change have been given just under a year to meet strict new criteria to remain in, or enter, the FTSE4Good index. Finalized climate change...

ASB takes responsible investment line - news

ASB Community Trust, Australasia’s biggest philanthropic body, is to use the ten principles of the United Nations Global Compact as the basis for a new socially responsible approach to its...

Domini moves into Asia - news

Two socially responsible investment vehicles newly set up by Domini Social Investments are believed to be the first US-based ethical funds to concentrate on the Asia Pacific region. The...

analysts witness birth of new SRI approach - news

A new investment style has emerged during recent months, say two leading analysts. Meg Brown and Mike Tyrrell, sustainable investment analysts at Citigroup, say they have observed more...

SRI initiatives ready to join forces - news

The administrators of the Principles for Responsible Investment and the Enhanced Analytics Initiative have announced a 'formal alignment' which will involve both parties inviting signatories of...

eight faces to follow in the next 12 months - news

Whom might we see more of in the corporate responsibility arena during 2007? EP names some individuals likely to come to greater attention over the year Staffan Soderberg As vice...

EC panned over ‘weak’ stance on CSR policies - news

The European Parliament’s most active political commentator on CSR has tabled a resolution highly critical of the European Commission’s corporate responsibility policy. Richard Howitt, a UK...

socially responsible investors set sights on real estate - news

The United Nations has established a working group to bring socially responsible business principles into the sphere of property investment. The Working Group on Responsible Property...

ASrIA gets new chairman - news

Rajesh Srivastava has taken over as chairman of the Association for Sustainable and Responsible Investment in Asia (ASrIA) from the co-founder Tessa Tennant. Srivastava is managing director...

don't leave comparisons to third parties, firms told - news

Companies should benchmark their social and environmental performance themselves and not rely on analysts and rating agencies to do the work for them, one of the leading figures in socially...

support for UN principles is past 100 mark - news

The number of signatories to the United Nations Principles for Responsible Investment has passed 120. The principles were originally backed by 18 institutional investors and 32 asset owners,...

inbrief - news

Independent financial advisers in the UK will need to be well-informed about socially responsible investment options for clients under draft guidance drawn up by the British Standards...

glass is half full for upbeat SRI evangelist - news

EP talks to Robert Rubinstein, founder of this month’s Triple Bottom Line Investing conference, about the progress of socially responsible investment There are very few must-attend...

big SRI player changes its tack on engagement - news

UK-based Henderson Global Investors, one of the most prominent firms in socially responsible investment, has moved to allay fears that its elimination last month of the post of head of corporate...

inbrief - news

Marcel Jeucken has been appointed head of responsible investments at the Dutch pension fund PGGM. He was head of institutional relations at Dutch Sustainability Research and was previously sales...

inbrief - news

The BBC pension scheme is to abide by the United Nations Principles for Responsible Investment, which lay down socially responsible investment guidelines for signatories. The move is being claimed...

pressures mount on carbon disclosure - news

Investors are not yet asking companies the right questions about their carbon strategies. As a result, companies are not providing the information needed Interest in the effects of climate...

South Korea gets new SRI fund - news

The South Korean company Nonghyup CA Asset Management has set up a new socially responsible investment vehicle - the Nonghyup CA New Honours SRI Fund. The rating information will be provided by...

Japan’s post office goes ethical - news

The Japanese post office network, which handles trillions of yen of ordinary investors’ savings, has started selling an ethical fund. The Sumitomo Trust’s SRI Fund is one of more than 30 socially...

inbrief - news

Sam Collin is to run a UK project to raise understanding of socially responsible investment in the charity sector. The initiative has been set up by Ethical Investment Research Services and the...

inbrief - news

Raj Thamotheram has joined AXA Investment Managers as director of responsible investment. Thamotheram, who was senior adviser for responsible investment at the UK-based Universities...

inbrief - news

Proponents of socially responsible investment are hopeful that the UK government will introduce SRI choices in its proposed reforms of the country’s pensions regime. Ministers have indicated an...

SRI proponents warned of ‘push back’ - news

Signs are emerging of a possible backlash against socially responsible investment in some quarters, according to a specialist in the field. Stephen Hine, head of international relations at Ethical...

Japanese endorse new SRI principles - news

A number of Japanese pension funds and asset managers have endorsed the Principles for Responsible Investment introduced at the New York stock exchange in May. Institutional investors...

Responsible investment - news

Rory Sullivan and Craig Mackenzie (editors). Greenleaf Publishing. 382 pages. £45. Hardback. This is a book that no professional, academic, or student with an interest in the emerging field...

the UN’s Principles for Responsible Investment are a welcome initiative - news

The last thing corporate social responsibility needs is a new acronym. That said, the Principles for Responsible Investment – PRI for short – launched last month in New York (see page one ) are...

FTSE4Good drops 19 for failing tests - news

Liz Claiborne, Nordstrom and Hilton Hotels are among the 19 companies dropped from the FTSE4Good index after the benchmark index’s latest review. The majority were removed for failing to...

SRI research gets boost - news

An initiative to provide investors in emerging market equities with better research on the social, environmental and governance performance of companies has been set up by the International...

pension funds adopt investment principles - news

The pressure on companies to disclose social, environmental and governance risks has increased dramatically with a commitment by institutional investors controlling more than $2trillion (£1.1tn)...

Asia-specific CSR guidelines are published - news

New advice for investors on what they should be requiring from companies on CSR issues has been published by the Association of Sustainable and Responsible Investment in Asia (ASrIA). A...

Euro blueprint sets out softly-softly approach - news

The European Commission’s second white paper on CSR draws a line under more than five years of deliberation by officials. EP examines what it says What is the purpose of an EC white paper? To...

Caterpillar gets reprieve - news

The Church of England’s Ethical Investment Advisory Group has decided not to recommend disinvestment from the US-based construction equipment company Caterpillar, despite a request to do so from...

EC white paper unveils European CSR alliance - news

Plans to create a Europe-wide federation of companies on corporate responsibility have been outlined in the European Commission’s long-awaited second CSR white paper, published at the end of last...

internet companies ‘need policy now’ on Asian censorship - news

The head of the Association for Sustainable and Responsible Investment in Asia has called on internet companies to produce a common policy on how they should deal with demands for censorship of...

Indonesian bank joins UN initiative - news

Bank Negara Indonesia, which was restructured in 2004 in an effort to reclaim its position as the country's first bank, has joined the United Nations Environment Programme's Finance Initiative...

inbrief - news

Three-quarters of French institutional investors managing assets of more than €1billion ($1.2bn, £680m) have moved into some form of socially responsible investment, and of those, 46 per cent...

lawyers find no legal basis for objections to SRI - news

A team of more than 25 lawyers from around the world has concluded that the prevailing belief among mainstream investors that it is unlawful to take environmental and social issues into account...

Asian banks urged to come forward - news

Asian banks are being urged to enter the Financial Times' first global awards recognizing banks that have integrated social and environmental objectives into their operations while continuing to...

companies get UN goals tool - news

A Dutch organization has come up with a way of measuring the progress companies are making towards the United Nations' eight millennium development goals. The Dutch National Committee for...

Corporations and the public interest: guiding the invisible hand - news

Steven Lydenberg. Berrett-Koehle Publishers. 170 pages. £16.99 hardback This is a timely publication about moving socially responsible investment on to the next level. The goal, according...

Don't get complacent on SRI, Australians told - news

Australia seems to have lost its understanding of what sustainability and socially responsible investment mean, ethical investors were told in a recent speech by Tessa Tennant, chair of the...

SRI 'offers business benefits in Asia' - news

Socially and environmentally responsible investments and products offer strong business and job opportunities in the Asia Pacific region, says a new report from the Asian Development Bank....

inbrief - news

Mark Campanale, head of SRI business development at Henderson Global Investors, has been elected to the board of the UK Social Investment Forum, which brings together fund managers, financial...

nanotech 'needs care' - news

Corporate risks associated with nanotechnology could soon become a significant socially responsible investment theme, the research firm Innovest has declared. The warning comes at a time...

consolidation of SRI rating agencies benefits the market - news

A few years ago, specialist agencies rating companies' social, environmental and ethical record were popping up all over the place. Now the talk is of consolidation. Ethibel and Vigeo have...

EC to target public on CSR - news

A campaign to make the public more aware of socially responsible business practice is to be run by the European Commission. Officials believe that greater public understanding of how some...

rating market consolidates as European agencies merge - news

Two of the largest socially responsible investment rating agencies in continental Europe have merged. Brussels-based Ethibel and Paris-based Vigeo have joined forces to create the...

Kiwi investors 'fall down on climate change' - news

Too few investors in New Zealand are aware of initiatives elsewhere in the world that tackle climate change and ensure investment takes account of social and environmental considerations. The claim...

inbrief - news

A phrase in an official Australian document suggesting that socially responsible investment may be more costly than other types of investment is to be removed after lobbying from the country’s...

An investor’s guide to ethical and socially responsible investment funds - news

Consultant editor John Hancock. Kogan Page. 320 pages, £55 hardback Three well-known organizations in the socially responsible investment field in the UK have come together to produce this...

index needs bigger push, say frustrated investors - news

Business in the Community has been criticised for failing to communicate the results of its corporate responsibility index adequately to institutional investors. Delegates at a CSR conference in...

Canadians see SRI assets jump - news

Assets managed in Canada using a socially responsible investment approach have grown in value by more than a quarter in two years. According to the Social Investment Organization, assets rose 27...

victory for SRI activists in Australia - news

The Ethical Investment Association (EIA) has won its case to have a phrase removed from an official Australian document suggesting that socially responsible investment may be more costly than...

From the Executive Director of the Association for Sustainable and Responsible Investment in Asia - news

A small point from your recent issue ( EP7 issue 1, p10 ). You describe YTL Power International, the owner of Wessex Water, as a "faceless" Malaysia-based concern. Francis Yeoh, the...

institutional investor interest in SRI at bottom rests on ethics, not risk - news

Financial markets may be faltering, but ethical or socially responsible investment continues to gain ground. The number of UK ethical investors in pooled funds now stands at a record 475,000....

defining the limits of investor responsibilities - news

CSR lies in the realm of investment, and not governance, analysis, argues Christine Farnish Some people argue that institutional investors should take account of social, environmental and...

UBS walks on the sell side - news

One of the world’s biggest investment banks has taken the unusual step of creating a sell-side research team on socially responsible investment. UBS says it has set up the two-person unit in...

charities to reveal SRI policy - news

Large charities in England and Wales will now have to state their policy on socially responsible investment when they file their annual reports. A regulation brought into effect last month...

SRI generates interest - news

SRI funds are among the new equity products now attracting interest in Asia, delegates were told at the Investment Company Institute’s conference in Hong Kong. However, the marketplace remains...

inbrief - news

Representatives of some of the world’s leading institutional investors meet for the first time this month to develop global principles for responsible investment. A working group will begin...

breathing new life into ethical supply chain management - news

Many CSR practitioners will have heard stories of supply chain auditors who visited a factory in a developing country only to discover that the underage workers they were looking for had slipped...

inbrief - news

The French bank Caisse des Depots et Consignations and the UK-based Universities Superannuation Scheme have joined the Responsible Investment Initiative, a project to develop global principles...

event managers bow to changing demands - news

The organizers of two of the world’s largest CSR and SRI conferences have shelved their showcase events, reflecting delegate demands for more specialized gatherings. After holding three annual...

tsunami prompts best practice advice - news

Advice to corporates on best practice response to disasters is being developed by the Association for Sustainable and Responsible Investment in Asia (ASrIA) as a result of the Boxing Day tsunami....

analysts ‘not to blame’ for lack of interest in SRI - news

Investment managers and pension fund trustees, rather than analysts, are largely responsible for the relative lack of interest from institutional investors in the social and environmental...

Calvert turns mirror on itself - news

One of the best-known SRI asset managers in the US has practised what it preaches by publishing its first sustainability report. Maryland-based Calvert has tabled 14 shareholder resolutions in...

inbrief - news

An advisory service on socially responsible investment has been set up for staff and trustees of pension funds and charities. The service, provided by UK-based Rathbone Greenbank Investments,...

pragmatism urged in China - news

Socially responsible investments can be made in China if investors are willing to overlook obstacles on staff access to free trade unions, a study suggests. An analysis by Switzerland-based Bank...

Monks adds ‘heavyweight’ presence - news

The veteran US corporate governance activist Bob Monks has taken a ‘substantial minority equity interest’ in the London-based social and environmental research company Trucost. Monks, who founded...

ethical funds still represent tiny portion of retail market - news

Socially responsible investment funds account for less than half of one per cent by value of all European retail funds, according to a study of green, social and ethical funds in Europe. The...

sell-side analysts will get money to consider SRI - news

Four mainstream European institutional investors are to offer a financial incentive to encourage brokers and investment banks to do more research on the social and environmental performance of...

CSR guru tells SRI funds: ‘heal thyself’ - news

A leading CSR proponent has accused socially responsible investment specialists in the US of failing to practise in their own organizations what they preach. Paul Hawken, executive director and...

new SRI tack for Dexia - news

A new socially responsible investment approach concentrating only on labour standards has been established by the Belgian insurance group Dexia. The approach, named Portfolio 21, will screen out...

shareholder activism makes the headlines - news

Shareholder activism has been the hottest topic in CSR over the past five years, an analysis of Ethical Performance contents in the period shows. The indexes of EP for...

investors begin work on global principles - news

Major institutional investors around the world are to develop a set of global principles for responsible investment. The investors will refer to the principles when...

inbrief - news

A South African socially responsible investment index was launched last month by FTSE Group and the Johannesburg Securities Exchange. The index has a universe of the...

Land Securities takes integrated approach - news

One of the UK’s leading shopping centre owners has formed a corporate responsibility implementation team to help it to meet new CSR targets. Land Securities, whose...

inbrief - news

Dinner meetings are being planned to bring together socially responsible investment professionals to share stories about their work. The Eat2Meet initiative is being...

investors and boards agree uneasy truce - news

Peace talks aimed at soothing the strained relationship between UK investors and companies over CSR and corporate governance issues have concluded with an agreement to hold...

huge French fund applies SRI to €3bn of its assets - news

Socially responsible investment in Europe has received a major shot in the arm with news that the French state pension fund will take an SRI approach to about a fifth of...

why Timms believes the best is still to come - news

The world’s only corporate social responsibility minister tells EP how two new government measures will have a ‘significant’ impact on the spread of CSR Stephen Timms may have...

Innovest opens Madrid office - news

Socially responsible investment research specialist Innovest Strategic Value Advisors has opened an office in Spain ‘in response to the growing demand for products...

rating agencies will submit to new standard - news

European socially responsible investment rating agencies have joined forces to create a quality standard in a bid to bolster confidence among investors and companies in...

inbrief - news

Six organizations have joined the European Sustainable and Responsible Investment Forum since the beginning of the year. They are ABP (Netherlands), Bank Sarasin...

inbrief - news

London-based private client investment company Rathbone Investment Management has launched an ethical investment unit called Rathbone Greenbank Investments ‘to meet the...

pension funds to get SRI tips - news

Guidance for mainstream European pension fund managers is to be produced by the European Sustainable and Responsible Investment Forum. Eurosif executive director Matt...

charities take SRI on board as regulation looms - news

The proportion of UK charities claiming to consider ethical issues when investing money has risen from roughly a half to almost two-thirds in just a year. A study...

French sustainability funds grow rapidly - news

The value of French funds managed along socially responsible investment lines more than doubled in 2003 and is now above €2.8bn ($3.5bn, £1.9bn), according to...

inbrief - news

CaringCompany has changed its name to GES Investment Services in advance of international expansion. The Scandinavian company, which specializes in socially responsible...

French state pension fund calls for SRI tenders - news

The administrators of a new French state pension fund committed to a socially responsible investment approach have completed the second phase of a tendering process aimed...

inbrief - news

Three asset management companies have won a new award recognizing outstanding examples of corporate activity in socially responsible investment. Rabobank Group...

inbrief - news

Socially responsible investment pioneer Tessa Tennant has won the third annual Sustainability Leadership Award. Tennant co-founded the UK’s first sustainability...

honesty is the best policy in stakeholder reporting - news

Companies that produce ‘warts and all’ reports for their stakeholders are much more likely to win the trust of influential pressure groups, a study strongly...

institutional SRI investment in France to rise - news

Some 60 per cent of French institutional investors expect to make socially responsible investments during the next three years, a study suggests. A survey of 41...

analysts perform better with social data to hand - news

Analysts with access to data on a company’s social and environmental performance make more confident judgments about its economic prospects than those who...

inbrief - news

Only four domestically-run socially responsible investment funds have been identified by a study of SRI trends in seven Asian countries. The survey by the Association...

inbrief - news

More than €336billion ($391bn, £234bn) is under institutional management on an SRI basis in Europe, according to the European Sustainable and Responsible Investment...

inbrief - news

Melissa Brown has been appointed executive director of the Association for Sustainable and Responsible Investment in Asia. Brown was previously deputy head of Asian...

CSR: how it has changed and how it will develop - news

To mark this 50th issue, EP considers the forces shaping corporate social responsibility – and looks at how the field is likely to develop in future When the first issue of...

study reveals advice gap - news

Fewer than one in ten members of the UK public say they have ever received advice on socially responsible investment from their financial adviser, even though...

2004 launch for South African index - news

A South African socially responsible investment index will be launched in early 2004 according to its originators, the FTSE Group and the Johannesburg Securities Exchange....

second EC white paper on the way - news

A second white paper on CSR is to be issued by the European Commission in November 2004. The EC has decided this will be its course of action after it has received...

inbrief - news

Barcelona-based business school Esade has become the first Spanish institution to join the European Sustainable and Responsible Investment Forum. Matt Christensen,...

inbrief - news

Financial information company Morningstar Japan has created a socially responsible investment index. The Morningstar SRI Index, which is the first index to benchmark...

Adidas wins praise for CSR - news

Adidas-Salomon is the best-performing company in the global sports shoe industry, according to a Belgian socially responsible investment analyst firm. A six-month long...

SRI disclosure regulations begin to gather momentum - news

Regulators in Belgium, the UK and Australia are requiring institutional investors to make greater disclosure of information on their socially responsible investment policies....

transatlantic alliance targets firms - news

Twenty-seven large European and US institutional investors have agreed to explore ways of working together on corporate governance and CSR issues. The group of...

inbrief - news

Credit Lyonnais Asset Management has become the latest mainstream investment company to launch a subsidiary dedicated to socially responsible investment. The new firm...

inbrief - news

The Church of England significantly increased its engagement activity with companies in the last financial year. Acting through its Socially Responsible Investment...

inbrief - news

Dutch asset manager Theodoor Gilissen Bankiers has launched a socially responsible investment tracker fund based on the Dow Jones Sustainability World Index. The firm,...

fillip for 'ethical question' - news

The long-running campaign in the UK to require financial advisers to ask their clients whether they have any social, environmental or ethical concerns when discussing...

funds look for SRI experience - news

A study of 70 of the UK’s 250 biggest pension funds has found that more than half now consider socially responsible investment experience when appointing investment...

firms told: 'don't be bashful with mainstream investors' - news

Companies will have to be bolder about raising CSR issues in meetings with mainstream investor analysts if they are to get the business case across to the financial community,...

Tesco attempts to allay fears on ethical trading - news

The UK’s largest food retailer is seeking to dispel fears that it is reducing its commitment to ethical trading. Tesco says concerns that it has scaled down the resources it...

inbrief - news

Research into SRI practice in Asian countries is to be carried out by the Association for Sustainable and Responsible Investment in Asia with funding from the...

inbrief - news

Polly Courtice has joined Jupiter Asset Management’s advisory committee on socially responsible investment issues. Courtice is director of the University of Cambridge...

Storebrand makes CSR ‘integral part’ of its values - news

Storebrand has developed a two-year action plan on corporate social responsibility. The Norwegian insurance and investment company, which manages NKr140billion (£12bn)...

inbrief - news

Will Oulton has decided to step down from his role as joint deputy chief executive at FTSE Group to set up a consultancy on socially responsible investment and corporate...

inbrief - news

The European Sustainable and Responsible Investment Forum, a Paris-based body that promotes socially responsible investment, has four new members. They are Dexia Asset...

ISIS claims a first on transparency - news

A leading socially responsible investment fund manager is claiming to have become the first European fund management company to disclose its entire voting record at corporate...

Insight reveals statistics behind engagement - news

Insight Investment has begun publishing quarterly updates of its engagement activities with companies on social and environmental issues. The first such report shows...

mobile firms assuage fears - news

One of the UK’s leading socially responsible investment fund managers says it has been ‘reassured’ by mobile phone operators over safety fears relating to the use of both...

majority of UK charities have no SRI policy - news

The UK’s biggest charities routinely risk investing in companies whose activities may conflict with the charities’ aims, a survey strongly suggests....

analyst meetings spread to the continent - news

A UK initiative that brings together investment analysts and corporate executives to discuss their company’s ethical performance has expanded its horizons to continental...

Nike v Kasky nears resolution - news

A US Supreme Court ruling on the Nike v Kasky case, which has brought social reporting into the spotlight in the US, could be delivered as early as the end of this month....

inbrief - news

A Czech business organization has joined CSR Europe, the business-led group that campaigns on socially responsible business issues. The Business Leaders Forum of the Czech...

executive pay and the social responsibilities of investors - news

Executive pay has always occupied an odd position in the debate about the social responsibilities of companies. In the past, it has tended to fall within the realm of corporate...

end is nigh for ‘simplistic’ SRI questionnaire culture - news

Over-reliance on ‘naive’ questionnaires that gather information about the ethical performance of companies is undermining the credibility of the socially...

inbrief - news

Ronnie Lim has been appointed a senior analyst in the socially responsible investment team at Morley Fund Management, one of the UK’s largest fund managers. Lim was...

inbrief - news

Davide Dal Maso is the new chair of the European Sustainable and Responsible Investment Forum. Dal Maso, who succeeds Emma Howard Boyd, head of Jupiter Asset...

funds will have to state aims - news

Managers of socially responsible investment funds in Europe will have to publicly state their main environmental and social aims under a draft accreditation standard put...

Spain is ready for SRI disclosure regulation - news

Spain is likely to become the latest country to introduce a regulation requiring investment funds to declare their position on socially responsible investment. Members...

Aegon maps out CSR path - news

One of the world’s largest insurance companies is setting out a long-term plan to improve its corporate social responsibility. Netherlands-based Aegon, which is among the top...

inbrief - news

A subsidiary of a Malaysian bank has launched what it claims are the first socially responsible investment funds in the country. Mayban Management Berhad, a member of the...

inbrief - news

Real Assets Investment Management, a Canadian firm specializing in socially responsible investment, has merged with United Investment Counsel, a British Columbia-based...

confident ETI begins to expand its horizons - news

The Ethical Trading Initiative is to expand its membership beyond its traditional base of food and clothing companies as part of wider plans to engage more with the outside...

ABP buys stake in Innovest - news

Europe’s largest pension fund has edged further into the socially responsible investment field by buying a minority stake in Innovest Strategic Value Advisors, which...

Mistra improves its SRI coverage - news

A Swedish government-endowed foundation has brought in two firms of specialist analysts to enhance its socially responsible investment approach. Mistra, which has...

FTSE 100 firms respond well to ABI guidelines - news

Two-thirds of FTSE 100 companies have made either a ‘full’ or ‘adequate’ response to the Association of British Insurers’ socially responsible...

US resolutions challenge executive pay structures - news

Executive pay is emerging as a focus for shareholder action in the US. ‘Excessive’ executive compensation and linking the pay of directors in part to the...

inbrief - news

Neil Marsh has left the socially responsible investment research firm Innovest Strategic Value Advisors citing ‘increasing differences’ with colleagues over the...

Australia gears up for tough SRI disclosure - news

Australia’s investment regulator is considering a move that would impose the world’s toughest requirements on fund managers to detail their policy on socially...

Asian SRI scene shows signs of marked growth - news

Socially responsible investment is finally beginning to take hold in the Far East, according to the Association for Sustainable and Responsible Investment in Asia....

Belgian fund moves to SRI - news

A government investment fund in Belgium has switched to a socially responsible investment approach. The €400million ($427m, £264m) Flemish Care Fund, which is run...

SRI approach ‘is worth 2%’ - news

Socially responsible investment can improve fund performance by more than two per cent a year, says a leading investment bank. WestLB Panmure says its research ‘clearly...

inbrief - news

Emma Howard Boyd has become the new head of Jupiter Asset Management’s green department, taking on overall responsibility for the management and development of...

inbrief - news

Jayn Harding has been appointed head of corporate social responsibility at index provider FTSE Group. In this new post Harding, formerly environment manager at supermarket...

ING puts human rights to fore - news

Investment management firm ING is to take more account of human rights issues in its investment portfolio this year. The Dutch asset manager, which manages $300billion...

make funds report on SRI, says adviser - news

Pension fund trustees who have said they take social, ethical and environmental issues into account when they invest should be forced to report annually on how they are doing...

French embrace ethical investment - news

Socially responsible investment in France has grown dramatically in the past two years, according to an analyst who has been studying SRI funds there. Nicolas Manoni, of...

Shell sets up Dutch SRI pilot - news

Shell has adopted a socially responsible investment approach to some of the money it manages in its pension fund for Dutch employees. Around €10million ($10m, £6m) of Shell...

inbrief - news

Innovest , the US-based socially responsible investment research firm, has opened an office in Paris to cover France and southern Europe. Managing director Pierre Trevet is...

SRI funds ‘lacking courage’ - news

Managers of socially responsible investment funds have been accused of timidity because of their obsession with comparisons between their performance and that of mainstream...

FTSE unveils ethical South African index - news

Plans for a socially responsible investment index in South Africa have been unveiled by FTSE Group and the Johannesburg Securities Exchange. The two companies have...

SRI funds to get European standard - news

A Europe-wide accreditation standard for socially responsible investment funds is to be produced by spring 2003. Work on creating the voluntary standard has been approved by...

Glebe goes for engagement - news

Australia’s largest ethical investment fund manager has altered its investment policy to place greater emphasis on engagement with companies on social and environmental...

Anheuser-Busch is Vice Fund’s top pick - news

Drinks company Anheuser-Busch has emerged as the biggest holding in a fund that champions ‘socially irresponsible investment’. The US-based Vice Fund holds six per cent of...

trust backs SRI standard - news

A think-tank is to back calls for the creation of a Europe-wide accreditation standard for socially responsible investment funds. The London-based Federal Trust for...

charities could be forced to disclose stance on SRI - news

Proposals to require charities to disclose whether they have a socially responsible investment policy have been unveiled by an influential policy unit set up by the UK prime...

wide range of views included in European CSR forum - news

A business body that has been one of the main campaigners against regulation on corporate social responsibility has become a key member of the European Commission’s...

inbrief - news

Rory Sullivan and Kerry ten Kate have joined Insight Investment’s socially responsible investment team. They will report to Craig Mackenzie, who heads the team. Sullivan joins...

Carrefour gives boost to reporting in France - news

Carrefour, Europe’s largest retailer, has entered the social and environmental reporting field. The supermarket chain’s first sustainable development report contains,...

firms offered help with questionnaire fatigue - news

A novel way of tackling questionnaire fatigue has been developed by an Australian social and environmental investment research body. The Sustainability Reporter web site,...

Lydenberg calls for global SRI think-tank - news

A senior figure in the socially responsible investment community has proposed that a global think-tank be created to review methods of assessing the non-financial performance...

inbrief - news

Innovest , the investment research firm, has appointed two new analysts to its London team. Shami Nissan joins from a consultancy practice where she specialized in the...

inbrief - news

JP Morgan is to launch a socially responsible investment fund this month. The JP Morgan Fleming Global SRI Fund will use the FTSE4Good Global Index as its benchmark....

time to blow the froth off all this empty CSR talk - news

Good social reports clarify the impact companies have on society. But some fudge the difficult issues, say Peter Knight and Nigel Salter As noted in the...

business no longer needs to fear EC regulation on CSR - news

The European Commission’s communication on corporate social responsibility initially gives the impression that Brussels felt it had to do something, but was so overwhelmed by...

white papers ease regulatory fears - news

Prospects of imminent regulation on CSR in Europe have receded with the publication of the European Commission’s communication on the subject and the UK government’s response...

inbrief - news

Tandem has organized a social responsibility committee made up of representatives from each of the company’s operating units to develop policies on the environment, labour...

inbrief - news

The Australian government is to help fund a public awareness campaign on socially responsible investment. The campaign will be launched at the annual conference of the...

inbrief - news

Association for Sustainable and Responsible Investment in Asia 18-29 October Tokyo, Japan The second annual ASrIA conference will be held at the United Nations University.

inbrief - news

SRI in the Rockies 2002 17-20 October Colorado Springs, US Annual gathering of the US’s socially responsible investment community. The event is now in its 13th year.

French pull out of SiRi group - news

The French socially responsible investment analysts Arese have relinquished their role as one of 12 partners in a worldwide SRI research service that began operating last...

inbrief - news

Louisa Mitchell has been appointed to the newly-created post of executive director of the Association for Sustainable and Responsible Investment in Asia (Asria)....

inbrief - news

Christopher Wells has joined ABN Amro’s Brazilian subsidiary, Banco Real, as its socially responsible investment manager. He was formerly with Unibanco.

Timms becomes new CSR minister - news

Stephen Timms has been appointed as the UK's new minister for corporate social responsibility as part of a government reshuffle. Timms, who as pensions minister was...

MEPs vote on mandatory social reporting directive - news

A resolution backing mandatory social and environmental reporting was due to be put to the vote in the European Parliament on 30 May. The resolution invites the European...

‘myopic’ markets are hampering progress - news

Short-termism driven by the financial markets is proving one of the biggest barriers to the spread of corporate social responsibility, a corporate law expert has argued....

‘ethics lite’ SRI funds told to adopt Dutch standards - news

Signs are emerging that a Dutch accreditation standard for socially responsible investment funds could be extended throughout Europe. The voluntary standard was launched in...

UK funds expect growing SRI demand - news

Most UK fund managers expect to become more involved in socially responsible investment in the near future, research suggests. Forty-nine of 65 fund managers surveyed by the...

inbrief - news

Seven analysts have joined Global Risk Management Services following its recent management buyout. London-based GRMS, which specializes in socially responsible investment...

inbrief - news

A web-based discussion forum on socially responsible investment has been set up by the Association for Sustainable and Responsible Investment in Asia. The Asria Forum...

SRI returns ‘same as norm’ - news

Returns from socially responsible investment are neither better nor worse than those from mainstream investment, an academic study in Canada has concluded. The study,...

inbrief - news

Two-thirds of UK socially responsible investment fund managers are prepared to join forces to engage with companies on ethical matters, a study has suggested. Nine of...

inbrief - news

An Australian pensions disclosure regulation requiring fund managers to state their position on socially responsible investment came into force on 11 March (EP3,...

SRI investors need to assess companies and not countries - news

The powerful Californian state pension fund, Calpers, has done socially responsible investment no favours with its decision to begin selling the equities it holds in some...

CSR group grows rapidly - news

More than 130 parliamentarians have now joined the UK All Party Parliamentary Group on Corporate Social Responsibility, which was founded last year by 40 MPs and peers....

FTSE4Good index brings 82 more firms into the fold - news

Another 82 companies have been added to the four FTSE4Good indices following a second review by its advisory committee. New constituents include Safeway, Rank Group, Egg,...

Calpers exit creates storm - news

One of the world’s biggest pension funds has come under attack for deciding to stop investing in parts of Asia on largely ethical grounds. The California Public...

inbrief - news

Global Risk Management Services , a London-based consultancy specializing in socially responsible investment research, is changing hands for £1.1million ($1.6m) in a...

BP and Shell come top of oil companies - news

BP and Shell have fared best in an analysis of the social and environmental performance of eight large oil and gas companies carried out by the Co-operative Insurance Society...

Triumph leaves Burma with 1000 job losses - news

A ‘social plan’ to help reduce the impact of redundancies is being drawn up by Europe’s largest lingerie manufacturer, Triumph International, after an announcement that it...

big player ready to join SRI game - news

Barclays Global Investors is investigating a move into socially responsible investment. BGI, based in the US and one of the world’s biggest fund managers, is...

Italy set for rapid growth in SRI funds - news

The number of socially responsible investment funds in Italy is likely to rise by at least 50 per cent by the end of this year, according to research by Socially Responsible...

inbrief - news

Pavilion Asset Management has launched a socially responsible investment fund. The Pavilion SRI Fund will assess companies on issues including the quality of their...

the EC green paper: some responses on SRI - news

As things stand at present, few investors and companies are working together to develop common ways of assessing corporate ethical performance. As a result, many companies are churning...

HBOS lures Mackenzie to spearhead SRI drive - news

One of the UK’s biggest financial companies has jumped into the socially responsible investment market by luring the City’s best-known SRI specialist, Craig Mackenzie, to...

KPMG gauges City activity - news

KPMG has written to 120 UK fund management companies to establish the level of socially responsible investment activity in the City. The professional services firm has sent...

US SRI market tops $2trillion - news

Socially responsible investment continues to grow strongly in the US and has not been adversely affected by the recent market downturn. The value of total assets...

inbrief - news

Alan Banks has been appointed chief executive of Global Risk Management Services, a UK-based firm specializing in socially responsible investment research on companies for fund...

Allianz sets up CSR group - news

One of the world’s biggest financial services companies has formed a sustainability strategy group. The German banking and insurance firm Allianz has formed the group...

Dutch fund tests SRI approach - news

The Dutch pension fund manager ABP has set up two experimental socially responsible investment (SRI) portfolios. The portfolios, of US and European equities respectively,...

Eurosif works up policy - news

The founding partners of the European Sustainable and Responsible Investment Forum are to meet this month to discuss the body’s policy on various issues. Eurosif,...

UK dominates SRI holdings - news

UK companies dominate the upper echelons of a league table of stocks most commonly held by European socially responsible investment retail funds, according to research by the...

CSR green paper will turn white - news

The European Commission’s green paper on corporate social responsibility now looks certain to be followed by a more comprehensive white paper that could usher in Europe-wide...

inbrief - news

The French asset management firm AXA is to launch a new socially responsible investment fund next year. The fund, which will be set up using sustainability ratings...

inbrief - news

Socially responsible investment is the theme of the sixth annual conference of the UK-based Local Authority Pension Fund Forum in Bolton, which takes place 5-6...

corporate responsibility brought down to earth - news

The underlying principles of CSR are simple enough, so why is the language used to describe it so complex, asks Gerry Hagelberg Spin and hype deservedly evoke negative...

retailers begin to measure up - news

Nine UK supermarket chains have agreed to help develop common benchmarks for measuring their social, environmental and ethical performance. The companies –...

Scots get organized on CSR - news

A newly-formed group that will campaign on corporate social responsibility in Scotland has appointed an eight-member board. Social Responsibility in Scotland – also...

French companies told they must report on social issues - news

The French parliament has approved legislation that will require listed companies to report on social and environmental issues. The New Economic Regulations Bill, which will...

performance is not everything, says Kiernan - news

Investors and analysts should drop their ‘absurd’ preoccupation with whether socially responsible investment funds outperform or underperform mainstream funds, according to a...

China advisor gives SRI the thumbs up - news

A senior policy advisor to the Chinese government has come out in favour of socially responsible investment (SRI). Anthony Neoh, who is chief advisor to the China Securities...

Japanese get the yen for ethical funds - news

More than 150billion yen ($1.2bn) is now invested along socially responsible investment (SRI) lines in Japan. Latest figures from the Nikko Asset Management group show around...

inbrief - news

Amanda Young has joined CCLA Investment Management’s ethical research unit as a socially responsible investment analyst. Young joins CCLA, whose clients include the...

inbrief - news

Julie McDowell has been appointed socially responsible investment research manager at UK-based Standard Life Investments, which has £76billion ($110bn) of assets under...

major investment manager offers SRI to its clients - news

One of the world’s largest investment management firms, State Street Global Advisors (SSgA), has formed a ‘strategic alliance’ with the London-based SRI specialists Friends...

Europe gets new umbrella group on ethical investment - news

A Europe-wide body to promote socially responsible investment (SRI) will be launched this month. The European Sustainable and Responsible Investment Forum – or...

inbrief - news

The inaugural conference of Asria – the Association for Sustainable and Responsible Investment in Asia – will take place in Hong Kong on 2 November....

inbrief - news

‘Socially responsible investment for European institutional fund managers’ will be the focus of a conference on 9 November in London. John Gummer, former UK government...

inbrief - news

UK corporate social responsibility minister Douglas Alexander is to make his first major speech on CSR issues on 23 November in London. Alexander, who took over the...

corporate responsibility and investment strategy - news

Investment strategy trends are driving the growth of interest among investors in the environmental and social performance of companies, says Rob Lake The terrible...

250 Brazilian firms report social impacts - news

Social reporting in Brazil is more developed than environment reporting, according to an analysis from Unibanco. Brazil’s fourth-largest private bank says that contrary to...

SRI disclosure law targets Australian pension funds - news

The Australian parliament has paved the way for a UK-style pensions disclosure regulation that will require fund managers to state their policy on socially responsible...

inbrief - news

The European market for socially responsible investment is the theme of a conference for institutional fund managers to be held in London on 9 November by Cadogan...

a response to the challenges set out in the EC green paper on CSR - news

A fundamental question underpins the European Commission’s consultative paper on corporate social responsibility: how can the EU best encourage companies to adopt uniform CSR...

FTSE4Good will drop exclusion policy - news

Tobacco manufacturers, arms makers and nuclear power companies will eventually be allowed to qualify for inclusion in the FTSE4Good indices. Six of the eight socially...

main pension funds give the nod to SRI principles - news

Most of the UK’s largest pension funds now appear to have made some kind of commitment to socially responsible investment (SRI), according to a new survey. A Friends...

researchers form worldwide SRI service - news

Socially responsible investment (SRI) research bodies from 12 countries have joined forces to provide data on companies’ social and environmental performance for...

green paper sets off EU debate - news

The European Commission has shown its strongest support yet for corporate social responsibility (CSR) principles by publishing a green paper as a ‘launch-pad for debate’ on...

inbrief - news

New guidance on socially responsible investment has been sent out to 11,000 individuals working in the pensions industry. The guidance has been published by War on...

inbrief - news

Companies to be included in the FTSE4Good index series will be named on 10 July. The independent advisory committee, after some delay, has decided to exclude tobacco...

inbrief - news

New trends in socially responsible investment will be the subject of a seminar organized by European public policy advisors EPPA on 12 July in London. Speakers include...

each European member state needs a dedicated CSR minister - news

This month sees the publication of a green paper on corporate social responsibility by the European Commission – its first formal step towards developing a strategy in...

young Scot moves in as UK’s new CSR minister - news

Douglas Alexander has become the UK’s new corporate social responsibility minister. Alexander, who is the Labour MP for Paisley South, replaces Kim Howells at the...

CIS makes managers socially accountable - news

A leading UK insurer is to include a ‘social accountability dimension’ in the job descriptions of all its managers. The decision by Co-operative Insurance Services (CIS)...

inbrief - news

Best practice guidance on socially responsible investment for investment managers has been produced by the National Association of Pension Funds and the Institute of...

how to integrate SRI into mainstream investment - news

Mainstream investors are not interested in weighing moral dilemmas, but in assessing the management capabilities of companies, says Chris Burgess Socially responsible...

Henderson embraces SRI - news

Asset management company Henderson Global Investors is expanding the corporate governance standards of its UK investment policy to include the environment, human rights,...

inbrief - news

The Ethical Investment Research Service will offer its clients social performance data on Japanese companies through a partnership deal with So-Tech Consulting. Eiris said that...

SRI is popular because the market demands it - news

People acknowledge the power of global business and want more say on the principles under which it operates, says The Rt. Hon John Gummer A secretary of state for the...

the financial community warms to CSR policies - news

A flurry of recent initiatives from the UK investment community suggests that mainstream investors are taking more notice of companies’ social and environmental records....

investors pile on the pressure - news

Pressure on businesses to improve their environmental and social performance increased last month as the Association of British Insurers said it would adopt guidelines on...

ExxonMobil faces activist resolution - news

ExxonMobil has been told it must allow its shareholders to vote on a resolution at its annual meeting this month that calls on its directors to consider social and...

FTSE4Good should reward best practice in all industry sectors - news

The launch of the FTSE4Good family of ethical indexes has symbolic as well as practical value. It shows that one of the world’s leading equity index managers thinks socially...

French set up SRI forum to lobby business and investors - news

A forum to encourage more socially responsible investment in France has been created in Paris. The launch of Forum pour L’Investissement Responsable on 8 March...

MPS and lords line up to join all-party group - news

Around 35 MPs and peers have expressed an interest in joining an all-party parliamentary group on corporate social responsibility to be launched in the UK after the general...

FTSE to launch four ethical indexes for fund managers - news

Around half of the UK’s largest listed companies are expected to qualify for four new socially responsible investment (SRI) indexes to be launched by FTSE in June....

consultants in Smart move - news

A new consultancy has been set up to specialise in the field of social, ethical and environmental responsibility. The London-based Smart Company has been established by five...

inbrief - news

Henderson Global Investors has appointed Gary Topp as the business development director of its socially responsible investment team. Topp was previously with Henderson’s UK...

corporate responsibility under president Bush - news

President George W. Bush has brought a reputation for conservatism with him to the White House. This has raised fears that the momentum behind corporate social responsibility...

France adopts SRI regulation - news

The French parliament has adopted new legislation that requires fund managers of employee savings plans to state their position on socially responsible investment (SRI)....

WWF to target fund managers - news

World Wide Fund for Nature in the UK is to recruit a sustainable investment policy officer to help persuade City fund managers to adopt socially responsible investment...

Germans launch SRI forum - news

A sustainable investment forum has been launched in Berlin to encourage more socially responsible investment in Germany. Forum Nachhaltige Geldanlagen, which aims ‘to...

parliament to get CSR group - news

A parliamentary committee on corporate social responsibility is to be launched in the UK after the next general election. The committee will hold hearings on CSR issues in...

inbrief - news

The UK's third largest pension fund has decided to focus its socially responsible investment approach initially on oil and gas companies. The £22 billion Universities...

Unibanco leads the way in Brazil with ethical research service - news

The sell-side equity research department of Brazilian bank Unibanco has launched a socially responsible investment (SRI) research service on Brazilian equities. The...

Iceland looks at ending group sales of tobacco - news

The frozen food retailer Iceland is to review sales of tobacco through its cash-and-carry business Booker, with which it merged last summer. The study of tobacco...

inbrief - news

The first body to promote socially responsible investment in Asia has been established. The Association for Sustainable and Responsible Investment in Asia aims to...

advancing sustainable investment strategies - news

Socially responsible investment funds have made it possible to define broader strategies for sustainable development, says Tessa Tennant Investors have a key...

GKN ready to move on CSR - news

The engineering group GKN has begun considering how to take corporate social responsibility into account in its business practices. The UK-listed multinational will for the...

talks start on creating Europe-wide SRI body - news

Plans for a Europe-wide body to promote socially responsible investment (SRI) are being developed by SRI practitioners from France, Germany, Italy, the Netherlands and the...

top firms edge forward - news

Corporate governance standards among UK companies have marginally improved in the past year, but a significant number of companies still have boards and remuneration...

inbrief - news

ING Bank has agreed to fund the establishment of a chair in socially responsible investment at the Business School at Nyenrode University in the Netherlands.  ...

inbrief - news

A guide to socially responsible investment (SRI) for pension funds in the wake of the UK regulation requiring a policy on SRI has been written by Mark Mansley, head of...

corporate social responsibility and the European Commission - news

The European Commission is starting to take a greater interest in corporate social responsibility (CSR). At present this interest is manifesting itself in a series of...

EC considers SRI directive - news

Pressure is growing on the European Union to produce a directive that would force pension funds to disclose their policy on socially responsible investment (SRI)....

inbrief - news

A new newsletter about socially responsible investment in Europe, SRI in Progress, has been launched by Terra Nova Conseil, a Paris-based management consulting firm...

pension funds embrace SRI regulation - news

More than half of the largest UK pension funds have asked their fund managers to take ethical investment considerations into account when investing money, according to a new...

With-profits SRI fund first for NPI - news

NPI has launched the first ever with-profits fund into the UK’s socially responsible investment (SRI) market. The Socially Responsible With-Profit Fund is...

inbrief - news

The National Association of Pension Funds is preparing guidance on best practice for institutional investors wishing to engage with companies on socially responsible...

CSR moves up the agenda for companies in Australia - news

Early signs that corporate social responsibility (CSR) issues are assuming greater prominence in Australia have come with the announcement by a Melbourne-based company that...

pension funds embrace new regulation - news

The majority of the UK’s largest pension funds have decided to adopt some form of socially responsible investment (SRI) approach now that the government’s pension regulation...

inbrief - news

Seven socially responsible investment specialists have left Henderson Investors to join Morley Fund Management, the asset management arm of CGNU, the world's sixth largest...

inbrief - news

Pressure is growing on the trustees of the UK’s parliamentary pension scheme to adopt a socially responsible investment (SRI) approach. At least one trustee, Labour MP...

Phillips &Drew strengthens SRI policy - news

Fund manager Phillips & Drew has issued new guidelines on its approach to socially responsible investment (SRI). The guidelines, which have been posted on the web, claim SRI ‘is...

investment review’s remit ignores SRI - news

A major review of institutional investment in the UK has failed to include any consideration of socially responsible investment (SRI) in its remit. The Myners review, which was...

fund managers ‘unmoved by direct action activists’ - news

Pressure groups and activists campaigning on social and ethical issues have little direct impact on City fund managers and analysts, a survey has shown. A poll of...

dinner debates will go on record - news

A series of ‘dinner dialogues’ on socially responsible investment (SRI) will be published this autumn. The dinners, which took place during the first three months of this year, were...

SRI market gets a new image - news

A novel way of classifying socially responsible investment (SRI) funds has been developed by SustainAbility. In its report, A responsible investment, the management consultancy...

inbrief - news

Tessa Tennant, one of the best known figures in socially responsible investment (SRI) on both sides of the Atlantic, left Henderson Investors at the end of May. The head of...

new minister expected to promote CSR among companies - news

Senior industry figures with a corporate social responsibility (CSR) brief have welcomed the appointment of the first CSR minister in a European country. Kim Howells became CSR...

inbrief - news

Fund management company Friends Ivory & Sime has launched a 'major engagement programme' on human rights. The programme will apply to the £2.5billion of socially...

Glasgow eyes engaging idea - news

The managers of one of Britain’s largest local authority pension funds have been advised to use an engagement approach if they decide to adopt a socially responsible investment...

inbrief - news

The Co-operative Insurance Society has joined the UK Social Investment Forum (UKSIF), a network of organizations and individuals with an interest in socially responsible...

charities seek lottery money - news

Two of the UK’s leading trade and development charities have applied for a £150,000 National Lottery grant to advise pension fund trustees on international development issues such as...

campaigners use 'social' shareholder resolution tactics - news

Pressure groups in Europe are using shareholder resolutions put forward at annual general meetings of large companies in a bid to persuade the companies to develop ‘more sustainable’...

intimidatory activists threaten CSR prospects - news

It would be easy to dismiss the recent row over the sale, by fund manager Phillips and Drew, of shares in Huntingdon Life Sciences (HLS), as an isolated event of no relevance to the...

ratings service aims to track the ethical performance of companies - news

A new corporate social responsibility ratings service has been set up by Pensions and Investment Research Consultants (PIRC). The Corporate Responsibility Service will...

Norfolk fund to adopt SRI line - news

Norfolk County Council has decided to invest part of its £1 billion employee pension fund using a socially responsible investment (SRI) approach. The trustees of the fund have...

two new SRI funds will target niche markets - news

Two new socially responsible investment (SRI) funds have been launched. Both are aimed at niche markets. The Pavilion Eco Friendly Fund, launched by Pavilion Asset...

NAPF goes down the engagement route - news

The UK’s National Association of Pension Funds (NAPF) has decided to help pension fund managers engage companies on socially responsible investment (SRI) matters. The...

inbrief - news

Socially responsible investment in the pensions industry is the theme of a one-day conference in London on 25 February. The progress of UK pension funds in meeting the...

socially responsible companies need a pension fund to match - news

In recent weeks there have been clear signs that investors are finally waking up to the importance of corporate social, ethical and environmental risks. Two of the three largest UK...

retailers fall short on foreign labour codes - news

Two-thirds of UK-listed retailers have yet to adopt any formal code of conduct on overseas labour standards, according to a new survey by the Local Authority Pension Fund...

PPM evaluates UK companies - news

The fund management arm of the UK’s largest life insurer has begun evaluating the social and environmental performance of all the UK companies in which it has holdings....

ethics database is launched - news

A new business ethics database has been launched on the internet. The Corporate Critic service, which claims to outline the ethical performance of more than 20,000 companies across...

pension fund’s U-turn could herald new era - news

A decision by the UK’s third largest pension fund to invest more ethically has provided one of the strongest signs yet that many other funds could be ready to adopt a socially...

inbrief - news

A conference on Socially Responsible Investment in the Pensions Industry is being held on 25 February in London. Speakers at the one-day conference include Frank Figge,...

huge leap in value of ethical portfolios - news

Investments in ethically screened portfolios have nearly doubled in the United States over the past two years, according to a new report from the Social Investment Forum. The...

pension fund ponders SRI - news

The managers of the UK’s second largest local authority pension fund have appointed consultants to advise on developing a socially responsible investment (SRI) strategy. Glasgow...

inbrief - news

Norfolk County Council is to report to trustees of its pension fund in December on its assessment of bids to run part of the fund according to socially responsible investment...

WWF sets out ethics code - news

One of the UK’s most influential NGOs has agreed a new business and industry engagement policy that sets out for the first time which companies it will – and will not...

inbrief - news

Michael Brophy, chief executive of the Charities Aid Foundation, will talk about charities and socially responsible investment at the annual lecture of the UK Social Investment...

Prudential occupies middle ground - news

Prudential is to launch a ‘middle ground’ ethical fund in its pension range within the next couple of months. The UK’s largest life insurer says the Light Green Fund will be...

new pensions regulation boosts ethical investors - news

P ensions experts are predicting a surge in ethical investment and corporate responsibility measures in the wake of a new government regulation that will require pension...

inbrief - news

An international conference on socially responsible investment is to be held in the Netherlands on 8 October. The Rotterdam School of Management event will feature sessions on...

Aberdeen plumps for new pension fund idea - news

A new ethical investment model is to be pioneered by Friends Ivory & Sime (FIS) on a £20 million pension fund portfolio for Aberdeen City Council. Fund managers at FIS, which was...

inbrief - news

Cynog Dafis, Plaid Cymru MP and Gareth Thomas MP have been elected as new vice chairs of the UK All Party Parliamentary Group on Socially Responsible Investment.

Timms backs disclosure - news

UK pensions minister Stephen Timms has said he will look again at the proposed wording of the government’s draft regulations on the disclosure of ethical investment policies....

Responsible Investment Academy - companies

Responsible Investment Association Australasia - companies

Association for Sustainable & Responsible Investment in Asia - companies

Principles for Responsible Investment - companies

US Forum for Sustainable & Responsible Investment - companies

Principles for Responsible Investment - companies

Association for Responsible Investment Services - companies

Association for Sustainable & Responsible Investment in Asia - companies

oekom research AG - directory

Since 1993 oekom research has been providing support for customers on developing investment strategies that combine sustainability with sound and secure returns. Our research includes:...

Association for Responsible Investment Services (ARISE) - directory

Responsible Investment Academy - directory

Hallvarsson & Halvarsson - directory

Hallvarsson & Halvarsson’s expertise lies within communications and investor relations. With good credentials in sustainability, this makes us a leading partner in developing and...

Fifth Capital - directory

Fifth Capital is established as a Think Tank & Leadership Counsel addressing wealth creation, its governance and sustainability. Fifth Capital integrates thought leadership in Decision...

OneReport® - directory

OneReport®, a unique online platform, simplifies corporate responsibility (CR) query and response management, reporting and publishing. OneReport integrates the metrics sought by corporate...

Edmond de Rothschild Group Publishes Its 2016 Sustainability Report - reports

The  Edmond de Rothschild Group’s  third  Sustainability report , for reporting year 2016, gives a complete overview of its performance and progress versus its 2020...

Thinking globally, acting locally - reports

Mondi, the international packaging and paper Group, today released its 2016 reporting suite including its full online Sustainable development report, its  Global Thinking, Local Action...

Edmond de Rothschild Group Publishes Its 2015 Sustainability Report - reports

The Edmond de Rothschild Group  has set out its 2020 sustainability objectives and made them public in its second Sustainability Report.

Partnering with you to do good things Old Mutual publishes Positive Futures Plan - reports

Old Mutual’s purpose is to help its customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways which create a positive future for...

Edmond de Rothschild Group publishes First Sustainability Report - reports

The Edmond de Rothschild Group has set out its strategic sustainability ambitions for the first time at Group level.

Enabling Positive Futures: Old Mutual publishes 2014 Responsible Business report - reports

The latest Old Mutual Responsible Business Report details the Group’s focus on where it can make the most material impact – financial wellbeing and responsible investment,...

NN Group publishes first Annual Report as listed company - reports

Insurance and investment management company NN Group has a combined reporting approach and its 2014 Annual Report consists of three distinct sections - Annual Review, Financial Report and...

BHP Billiton 2014 Sustainability Report Published - reports

BHP Billiton, a leading diversified resources company, has published its 2014 Sustainability Report – Value through performance.

Old Mutual 2013 Responsible Business Report Published - reports

The latest Old Mutual Responsible Business Report shares the evolution of the Group strategy to include responsible business (RB) and the Company’s progress across the five pillars of the...

Full 2013 “Nestlé in Society: Creating Shared Value and meeting our commitments” report published - reports

Nestlé has published its full 2013 report. “Nestlé in Society:  Creating Shared Value and meeting our commitments” has been prepared according to GRI’s...

Better Together – Intu Properties plc publishes 2013 CR Report - reports

Intu Properties plc owns and operates some of the very best shopping centres, in the strongest locations, right across the country including 10 of the UK’s top 25.

NEC Corporation marks the publications of its 2013 CSR annual report - reports

NEC Corporation has relaunched its CSR Website, coinciding with the publication of its annual report on corporate social responsibility policies and activities during the year ended 31 March...

NKSJ Holdings publishes its Corporate Responsibility Communication 2012 - reports

NKSJ Holdings publishes its Corporate Responsibility Communication 2012.

NEC Corporation publish their CSR Report 2012 - reports

NEC Corporation publish their CSR Report 2012.

Taking integrated reporting to another level - reports

KLP release their 2011 Sustainability Report.

Responsible Investment Annual Review 2011/12 - reports

The third Annual Responsible Investment Review from Co-operative Asset Management (TCAM) Released.

Nordea releases its fifth CSR Report - reports

Nordea, the largest financial services group in the Nordic and Baltic Sea region has released its  fifth CSR Report.

ESG CONFERENCE EUROPE: ‘INVESTING IN RESPONSIBILITY 2013’ - calendar

ESG CONFERENCE EUROPE: ‘INVESTING IN RESPONSIBILITY 2013’ Enhanced ESG Communication, Analysis & Engagement for Public Corporations & Investors London, 13...

Old Mutual publishes its 2012 Responsible Business Report - reports

Old Mutual has released its 2012 Responsible Business Report. The report is structured around its five focus areas of responsibility – investment, customers, employees, communities and...

RSPO European Summit - calendar

“Sustainable palm oil in Europe – Taking the market transformation to the next level”, RSPO European Summit, September 3rd, Berlin, Germany The production and...

Canadian Responsible Investment Conference 2013 - calendar

This year’s theme Engaging for Change explores the role of stakeholders in building sustainable financial markets and opportunities for SRI professionals to achieve better outcomes for...

Annual GTQ Conference: Investing in Responsibility - calendar

Annual GTQ Conference: Investing in Responsibility, 15 November   Join us in the City of London for the annual SRI-CSR event, bringing together the latest research and practice to...

Strategies for clear ESG communications to Responsible Investors - calendar

A two-day executive training seminar for CSR, Risk, and Investor Relations professionals who want to better engage SRI analysts and, most importantly, mainstream investors with a long term...

NKSJ Holdings publishes Corporate Responsibility Communication 2011 - reports

NKSJ Holdings Inc, a joint company of Sompo Japan and Nipponkoa founded in April 2010, has released its first CSR report. The purpose of the Corporate Responsibility Communication 2011 is to...

Change of address for Ethical Performance - reports

Dunstans Publishing, which publishes Ethical Performance, the monthly business newsletter on corporate social responsibility and socially-responsible investment, has relocated to...

NEC Corporation publish their CSR Report 2011 - reports

NEC Corporation has published its NEC CSR Report 2011, which outlines its work in pursuit of its CSR objectives during the fiscal year ended 31 March 2011.

ASrIA Briefing: The Future of Sustainable Finance - A PRI Perspective - calendar

ASrIA in conjunction with PRI invites you to a discussion on global and regional initiatives with spotlights on the UN-backed Principles for Responsible Investment (PRI) and Asia Investor Group on...

ESG USA 2011 - calendar

ESG USA 2011 marks the third year that Responsible-Investor.com will bring top-level speakers from asset owners, asset managers and advisors together for targeted, practical debate on pertinent...

Mondi publishes 2010 Sustainable Development Report - reports

The Mondi Group has published its 2010 Sustainable Development Report.

The United Nations Environment Programme Finance Initiative (UNEP FI) Global Roundtable - calendar

The United Nations Environment Programme Finance Initiative (UNEP FI) Global Roundtable is the largest global conference exploring sustainable finance and responsible investment. More than 600...

NEC's CSR Report 2010 - reports

NEC Corporation has released its "NEC CSR Report 2010," which discloses the practices carried out in pursuit of CSR during the fiscal year ended March 31, 2010.

New Model for KPIs Unveiled - reports

A model system for developing key performance indicators (KPIs) relevant to mandatory sustainability reporting has been put forward in a new research report.

Mondi publishes 2009 Sustainability Report - reports

Mondi, the international paper and packaging company, has released its 2009 sustainability report

7th International Responsible Investment Conference - calendar

Climate change, an ageing and growing population, affordable and accessible healthcare and increasing competition for scarce natural resources - these are just a few of the challenges facing us in...

ESG USA 2010 - calendar

Following the success of last year's event, ESG USA 2010 will bring together top-level speakers from the US and Europe for targeted, practical discussion on sustainable and responsible investment....

Canadian Responsible Investment Conference 2010 - calendar

This year's conference explores how innovation is changing the face of socially responsible investment, and how SRI is revolutionizing conventional investment. The sessions include...

SRI in the Rockies - calendar

SRI in the Rockies 2010 - Responsible Investing in a Changing Financial Landscape The premier annual gathering of investment professionals in the sustainable and responsible investment (SRI)...

Danske Bank Group publishes its 2009 CR report - reports

The Danske Bank Group has published its 2009 Corporate Responsibility report. The 2009 report is prepared in accordance with the G3 Sustainability Reporting Guidelines, GRI level B. For 2009 the...

UNEP FI 2009 Global Roundtable 'Financing change, Changing finance' - calendar

The United Nations Environment Programme Finance Initiative (UNEP FI) Global Roundtable is the largest global conference exploring sustainable finance and responsible investment. From 22-23...

Sompo Japan launches its 8th annual CSR report - reports

One of Japan's largest insurance and financial groups, Sompo Japan Group, has launched its eighth annual report “Corporate Social Responsibility Communication 2009”.

Sustainable and responsible investments conference - calendar

ALFI and Eurosif have pulled together a programme of speakers from across the industry, including bankers and academics, providing an opportunity for the Luxembourg financial community to swap...

3rd Annual Forum on Responsible Investing - calendar

Join Institutional Investor and the Social Investment Forum on January 12th and 13th for the, 3rd Annual Forum on Responsible Investing. The forum will bring together investors and industry experts...

Clear profit 08 - calendar

Clear Profit's 3rd annual conference is a unique chance to form ideas together with leaders in investor and business responsibility. A carefully-designed programme, drawing on six years of...

Making it happen: implementing the UN Principles for Responsible Investment - calendar

Just over two years after the UN Principles for Responsible Investment (UN PRI) were launched by the UN Secretary-General in New York, the initiative has garnered the support of over 360...

Standard Life Corporate Responsibility Report 2008 - reports

Standard Life plc today published its fourth Corporate Responsibility Report. The 2008 Report outlines the asset managing group’s progress over the last 12 months towards its stated goal of being...

International Corporate Social Responsibility Conference - calendar

This three-day event will be the meeting place for local and international companies, non-governmental organizations (NGO) and fund managers. The primary reason for selecting Malaysia as venue for...

Sompo Japan launches its 7th Annual Report - reports

One of Japan's largest insurance and financial groups, Sompo Japan Insurance, has launched its seventh annual report on its corporate social responsibility activities.

The ABN AMRO Sustainability Report 2005 - reports

ABN AMRO, an international bank based in the Netherlands, plans to speed up and extend integration of sustainability into its mainstream business, according to its third sustainability report,...

ABN Amro produces its fourth sustainability report - reports

ABN AMRO, an international bank based in the Netherlands, is mainstreaming and integrating sustainability into its core business, according to its fourth sustainability report, published today

A Model for Change: Upward Harmonisation of OECD Guidelines Procedures - calendar

OECD Watch, a network of 67 international NGOs working on Corporate Social Responsibility, is organising a multi-stakeholder roundtable aiming to discuss best practices in the implementation of...

United Nations Environment Programme Finance Initiative (UNEP FI) 2007 Global Roundtable - calendar

‘Awareness to Action’: Sustainable finance for today's global markets The UNEP FI 2007 Global Roundtable, the event that sets the sustainable finance agenda for the coming years, is heading...

Friends Provident launches its CR Report - reports

Friends Provident has been reporting on its responsible business behaviour for five years. This year's report covers all the group's operations, including its asset management business F&C,...

CCI – from a flicker to a flame - calendar

CAF (Charities Aid Foundation) will launch cutting-edge research into the evolution and future of Corporate Community Investment (CCI) in the UK. The research, undertaken by ICCSR, Nottingham...

The Sustainability Forum 7th international sustainability leadership symposium - calendar

From Short- to Long-Term: Who Cares? Institutional Investors, Beneficiaries and Investees in Dialogue This year’s symposium, a two-day event, seeks to investigate approaches for long-term...

Taking a responsible approach to change - bestpractice

The origins of financial services were good. Banks, insurance companies and investment houses used the power of the collective to pool and manage money, offering the customer a better deal than...

UKSIF provides free training for IFAs on SRI - calendar

UKSIF will be running free training events for independent financial advisers (IFAs) on responsible investment in mid-May 2006. The half-day seminars, which will be held throughout the...

OpenSRI to launch collaborative web platform - reports

OpenSRI has announced the launch of the first collaborative web platform on SRI and CSR.

Winning partners - bestpractice

A PhD or Doctorate is a research degree, designed to demonstrate research competence, mastery of a subject area and to develop original insight – pushing the boundaries of knowledge, just...

Sompo The Japan Insurance Inc. CSR Report 2006 - reports

Insurance company Sompo Japan Insurance Inc. has published its latest Corporate Social Responsibility Report 2006.

CRH 2007 CSR Report Announcement - reports

CRH, the international building materials group, has just published its fifth CSR Report.

Fortis next step in sustainable growth - reports

Fortis, an international provider of banking and insurance services with a presence in more than 50 countries, has published its fourth CSR Report.

KLP on CSR - videos

CSR is of strategic importance to KLP. We all have a responsibility to contribute to a sustainable development. At KLP, to consider aspects of society, environment and responsible investment is...

Corporate Social Responsibility – A Legal Analysis - books

How Does the Law Treat Corporate Social Responsibility?   Corporations now face greater scrutiny regarding their environmental, social, and economic activities. Accounting firms...

Responsible Investment - books

Most investment today is conducted by a relatively small number of institutional investors — pension funds and investment managers — who manage the pensions and saving funds of millions...

SOCIALLY RESPONSIBLE INVESTMENT - bestpractice

Fund manager Friends Ivory & Sime argues that institutional investors have a responsibility to encourage companies to improve their governance of ethical and...

Fundwatch - pages

Fundwatch Fundwatch lists: the financial performance of more than 380 ethical and ecological investment funds (as defined by Morningstar) in different regions of the world over...

Testimonials - pages

Testimonials 'We had a really good response from your site and will definitely use you again when further vacancies in CSR arise' Tarryn Fisher, Talent Resourcer, BSkyB 'The...

Post a Vacancy - pages

Post your jobs and internships 'We had a really good response from your site and will definitely use you again when further vacancies in CSR arise' BSkyB 'The...

Terms & Conditions - pages

YOUR PRIVACY The information that you provide about yourself to ethicalperformance.com will be used to keep you abreast of developments in corporate social responsibility and socially...

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