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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...

Protests by 20 international clothing brands free striking labour leaders - news

By Brian Collett —All the remaining labour leaders detained after unrest in Bangladesh’s garment factories are to be freed after protests by more than 20 international clothing...

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...

Cheers! Friday 16th is Global Beer Responsibility Day - news

by Antonio Pasolini — Friday evenings are traditionally a? time? when, in alcohol-friendly cultures, people get together with their workmates for a beer or two—sometimes, maybe more...

International Tourism Partnership launches Hotel Water Measure Initiative to set industry standards - news

by Brian Collett —Thousands of hotels throughout the world are expected to combine in a drive to cut water consumption.      Along with conservation measures, they...

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,...

UK, NY, and CA increase National Living and minimum wages in same week - news

One of the Chancellor of the Exchequer, George Osborne's big ideas was to increase the National Living Wage (NLW) on 1 April 2016 and wasn’t an April Fools! Not to be confused with...

Roger Aitken, analyst, examines the most recent MorningStar data - news

Among UK Registered funds over the past year to 31 December 2016, the £124.97m Kempen (Lux) Sustainable Eur Small Cap I fund ranked top out of a sector universe of 253 funds with a...

East Capital’s China environmental strategy whets ‘clean-tech’ appetite - news

East Capital, an emerging and frontier markets specialist headquartered in Stockholm that actively manages €2.1bn of assets in public and private equity as well as real estate, transitioned...

Japan to help develop smart cities in India - news

A Japanese research institute is partnering with an Indian technology institute to share its ideas on how to make Indian cities ‘smart’ and also take back Indian cultural ideas in an...

Hong Kong’s Hang Lung Properties clinches top reporting award - news

Hang Lung Properties, Hong Kong clinched Asia's Sustainability Reporting of the Year Award at the inaugural event in Singapore this week. The company also won the Best Sustainability Report...

Roger Aitken, analyst, examines the December 2015 data - news

Among UK Registered funds over the past one year to 30 November 2015, the £2,343.66m Pictet-Water USD fund was top ranked in Morningstar’s analysis of 251 sector funds with a...

European SRI retail funds market expands €9bn in 2015 - news

The latest annual report on ethical, green and social funds at the retail level across Europe from Vigeo, the leading European rating agency evaluating corporate responsibility, reveals that the...

Ethical retail funds see rapid growth through 2015 - news

European SRI retail funds have continued to show good growth over the course of 2015, according to the yearly report produced by CR evaluation agency Vigeo Italy in partnership with data...

BNP Paribas commits to ‘doubling’ renewable energy financing by 2020 - news

BNP Paribas, the French multinational bank with a presence in 75 countries, is to take a further significant step in financing the transition to a low carbon economy by “more than...

Ethical Performance journalist wins State Street Press Award - news

Ethical Performance's SRI editor, Roger Aitken, has been recognised at the 2015 State Street Institutional Press Awards, which recognise “outstanding performance” in...

BlackRock launches Impact World Equity Fund fusing ‘social and financial’ goals - news

The launch mid this October of the BlackRock Strategic Funds’ (BSF) Impact World Equity Fund, a liquid UCITS fund that aims to invest in “measurable” social and environmental...

Roger Aitken, analyst, interprets the September 2015 data - news

Among UK Registered Funds, the £544.95m AXA Framlington Health R Inc fund once again top ranked overall out of 255 funds in the sector over the past one year to the end of August 2015 with...

Sustainalytics buys ESG Analytics reinforcing commitment to leveraging product innovation - news

The acquisition of ESG Analytics AG, a Zurich-based provider of web-based solutions that assists asset managers and owners to analyse and manage environmental, social and governance (ESG) risk,...

SRI Fund Spotlight: CLI Framlington Health A - news

CLI Framlington Health A, an OEIC fund that seeks capital growth by investing in healthcare and medical services and products companies globally (including pharmaceutical producers, biotech...

Many happy returns - news

Alquity was founded in 2010 by Paul Robinson , to offer investors a more responsible way to invest by achieving strong returns whilst putting something back and creating a Virtuous Circle of...

LSE’s ‘green’ bond segments launch sees City of Gothenburg’s issue first to list - news

The London Stock Exchange’s (‘LSE’) launch of a range of new segments on its fixed-income markets “dedicated” to the issuance of green bonds this July saw the City...

Business ethics no longer just compliance issue, says CIMA - news

Nearly a third of UK-based finance professionals feel under pressure to compromise their ethical standards, according to a new report from the Chartered Institute of Management Accounts (CIMA)....

Eventide Gilead scores ‘Triple First’ in rankings - news

In the US mutual funds sector Eventide Gilead N, a $1,784.56m fund ranked top over the past one, three and five years to date out of 191 funds. With a cumulative performance of +27.60% over the...

Key considerations to successful ‘long-term’ capital allocation highlighted by Generation Foundation - news

A white paper published from Generation Foundation (‘Foundation’), the advocacy initiative of Generation Investment Management (‘Generation IM’), a boutique investment...

Chinese funds storm up rankings as Roger Aitken examines the latest data - news

China’s offshore and onshore equity markets have certainly been in extremely robust health over the past year and outperformed other major markets. Evidencing rising Chinese share...

Solactive oekom Ethical Low Volatility Index launched as BNP Paribas takes licence - news

Solactive AG (‘Solactive’), a German index provider head-quartered in Frankfurt that develops, calculates and distributes tailor-made indices globally, launched its Solactive oekom...

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...

Scotland to host inaugural Global Ethical Finance Forum - news

Hosted by the Scottish Government, the Global Ethical Finance Forum (GEFF) in September is being hailed as an historic initiative, in conjunction with the Islamic Finance Council UK (IFC UK) and...

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...

Executives from Japan’s Orix charged with fraud in Australia - news

The Australia head of Japan’s Orix Corporation has been charged with fraud and money laundering. Orix is a large, highly diversified Japanese financial services and investment banking...

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...

Roger Aitken interprets the February 2015 data - news

Robeco Indian Equities D EUR Acc, a £28.12m fund, again top ranked amongst UK Registered funds over the past year to 31 January 2015 with a cumulative return of +62.18% versus +57.05%/14th...

inside investment Time shortening between ESG issues emerging and market reaction - MSCI - news

A report from MSCI ESG Research, a provider of research and analysis of the environmental, social and governance-related (ESG) business practices of companies globally, has suggested that that...

Roger Aitken interprets the January 2015 data - news

Robeco Indian Equities D EUR Acc, a £22.78m fund, continued its good run and again top ranked amongst UK Registered funds over the past year to 31 December 2014 with a cumulative return of...

US SRI investing assets surge 76% - news

The US SIF Foun-dation’s latest biennial trends survey titled ‘Report on US Sustainable, Responsible and Impact Investing Trends 2014’, marks the tenth edition of the report...

Roger Aitken, analyst, interprets December 2014 data - news

Robeco Indian Equities D EUR Acc, a £22.78m fund, again top ranked amongst UK Registered funds over the past year to 30 November 2014 with an improved cumulative return of +49.31% versus...

Digital planet poses challenges to society but offers ‘extraordinary potential’ - news

  In the first of a two-part Amity Insight research paper by Ecclesiastical Investment Management Limited (‘EIM’) titled ‘Digital Planet: A brave new world for...

Investors need clearer impact information, says SROI Network - news

The SROI Network, soon to be known as Social Value UK, is calling for a change in legislation to demand more assurance from businesses of their social and environmental impact information....

Too many still investing in cluster munitions, says PAX - news

Over 150 financial institutions worldwide invested US$27bn in companies producing cluster munitions from 2011 to 2014, according to a report by Cluster Munition Coalition member PAX (the...

Howard Boyd to advisory role at Jupiter - news

Emma Howard Boyd will be engaged by SRI investment specialist Jupiter as an external consultant, offering her experience to the Stewardship Committee and the Sustainability Review Committee. She...

Roger Aitken, analyst, interprets the November 2014 data - news

Robeco Indian Equities D EUR Acc, a £19.64m fund, top ranked amongst UK Registered funds over the past year to 31 October 2014 with a cumulative return of +36.51% versus +38.19%/73rd rank...

Norway’s KLP boosts renewables investment and cuts coal exposure - news

KLP, Kommunal Landspensjons-kasse, Norway’s largest life insurer that was formed in 1949, announced late this November that intended to further increase its investment by NKr500 million...

Investors call for global tax reform and transparency - news

In a global first, a group of institutional asset owners and managers are jointly calling for comprehensive transparency and disclosure to be adopted as core principles in reform of the...

Roger Aitken, analyst, interprets the October 2014 data - news

The £404.55m AXA Framlington Health R Inc fund top ranked amongst UK Registered funds over the past year to 30 September 2014 with a cumulative return of +24.41% - with double-first...

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)...

M&S boosts supply chain monitoring through Labor Link - news

British high street stalwart Marks & Spencer (M&S) has scaled up its use of mobile technology in the supply chain to poll 64,230 workers across 46 manufacturing locations in 5 countries...

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...

Roger Aitken, analyst, interprets the September data - news

The £76.63m Triodos Sustainable Pioneer K Retail Distribution fund top ranked over the past year to 31 August 2014 amongst UK Registered funds with cumulative return of +25.28% from the...

Dow Jones sustainability indices family reaches 15-year milestone - news

S&P Dow Jones Indices, part of McGraw Hill Financial and the world’s largest global resource for index-based concepts and data, and RobecoSAM, the investment specialist focused...

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...

Roger Aitken, analyst, interprets the data - news

The £31m DNB ECO AR retail A (EUR) fund topped ranked amongst UK Registered funds over the past year to 31 July 2014 with a cumulative return of +16.88% versus +8.44%/`153rd over the past...

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)...

Roger Aitken, analyst, interprets the July 2014 data - news

The £6.31m Guinness Alternative Energy C fund yet again surpassed its peers in the UK Registered funds sector in the year to 30 June 2014 with a +28.34% cumulative return versus a less...

Kepler Cheuvreux scoops SRI & sustainability title in Extel survey - news

Independent European financial services firm, Kepler Cheuvreux, reconfirmed its status this July as the leading local broker in Europe in the Thomson Reuters Extel/UKSIF SRI & Sustainability...

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...

Roger Aitken, analyst, interprets the June 2014 data: - news

The £6.19m Guinness Alternative Energy C fund surpassed its peers in the UK Registered funds sector in the year to 31 May 2014 with a +22.07% cumulative return versus less than spectacular...

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...

Impact investment comes of age - news

The proponents of impact investing believe that we are witnessing a seismic shift in investment behaviour. Miranda Ingram reports   It is hard to imagine what the past fifty...

Roger Aitken, analyst, interprets the April 2014 data - news

The £6.17m Guinness Alternative Energy C fund yet again outpaced peers in the UK Registered funds sector over the past year to 31 March 2014 with a cumulative +54.37% return albeit that...

Barclays urged at AGM to ‘stop bankrolling’ dirty coal - news

With the World Development Movement (‘WDM’), a UK-based campaigning group focussed on global justice, having successfully campaigned last year to make Barclays pull out of food...

C of E retains stake in payday lender company - news

The Church of England still has a stake in the payday loans company Wonga, even though it announced almost a year ago that it was withdrawing the money. The reason is that disinvesting is...

FTSE Group develops fossil fuel excluding index - news

FTSE Group has developed indices which will omit companes linked to ownership and/or extraction of carbon based fossil fuel reserves.  It claims that the move is ground-breaking and...

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...

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...

Roger Aitken, analyst, interprets the January data: - news

The £5.69m Guinness Alternative Energy C fund continued its top ranking amongst UK Registered funds over the past year to 31 December 2013 with a cumulative +67.62% performance. It...

Financial institutions urged to halt ‘explosives’ investments - news

According to the latest report from Cluster Munition Coalition member and Nether lands-based IKV Pax Christi a total of 139 financial institutions globally - mainly from the US (67...

BMS market takes first step with FTSE4Good - news

The market for breast milk substitutes is a highly contentious ethical area, especially for investors. The FTSE4Good criteria for the category – launched last year – is an attempt...

Roger Aitken interprets the January data - news

The £6.92m Guinness Alternative Energy C fund continued its top ranking amongst UK Registered funds over the past year to 30 November 2013 with a cumulative +92.68% performance. This...

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...

Comic Relief in spotlight over investment ethics - news

A British charity has been accused of investing in arms, alcoholic drinks and tobacco companies, contrary to its published aims. Comic Relief, which raises much of its money through two...

Roger Aitken, analyst, interprets the November 2013 data: - news

The £6.58m Guinness Alternative Energy C fund continued its top ranking amongst UK Registered funds over the past year to 31 October 2013 with an improving cumulative +94.44% performance...

European SRI retail mutual funds see further growth in 2013 - news

European SRI retail funds’ assets reached an historic peak of €108 billion (c.£90bn) at the end of June 2013 and represented a 14% increase over the preceding year according to...

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...

Morgan Stanley sets up Institute for Sustainable Investing - news

American investment bank Morgan Stanley is to set up an institute for sustainable investing.  The Morgan Stanley Institute for Sustainable Investing claims three main focus areas:...

Roger Aitken, analyst, interprets the data: - news

Guinness Alternative Energy C, a £3.72m fund, came top amongst UK Registered funds over the past year to 30 September 2013 with an improving cumulative +77.63% return, but lagged with a...

Pressure mounts on World Bank to stop private water firm investments - news

A month in SRI with Roger Aitken... Nestlé’s former ceo Peter Brabeck-Letmathe once sparked controversy after declaring that access to water was “not a public...

Ethical investment takes spiritual turn with new website - news

A new website offers consumers a new resource to make ethical and spiritual decisions about the use of money. The ‘ your faith your finance’ website contains facts, links and...

Roger Aitken, analyst, interprets the October data: - news

Guinness Alternative Energy C, a £2.8m fund, came top amongst UK Registered funds over the past one year to 31 August with a cumulative +64.51% return – versus -21.51%/149th peer...

UN proves sustainability pays as Church calls for fossil free policy - news

The United Nations Global Compact (UNGC) has long been criticised for promoting a loose definition of corporate sustainability, keeping it simple by asking compact signatories to “embrace,...

inbrief - news

Good old M&S… Marks & Spencer (M&S) has signed a one year deal to work with social enterprise technology provider Good World Solutions to facilitate direct communications...

Roger Aitken, analyst, interprets the September data: - news

Among UK Registered funds Guinness Alternative Energy C, a £2.46m fund, produced a stunning +80.95% over the past one year to 31 July 2013. However, this must be put in context with a...

Investors see risk of climate change but struggle on gauging green assets - news

Institutional investors may be sophisticated enough to model the effect that accelerating global warming has on their portfolios, but generally struggle to assess which green investments work...

Ethical funds outperform non-ethical rivals - news

The past 12 months have been a notable period for ethical fund performance with the average ethical fund posting gains of 24% compared with 18% growth from the average non-ethical fund. The...

Impax exec appointed to NERC - news

Ian Simm, chief executive of Impax Asset Management, has been appointed by the Secretary of State for Business, Innovation and Skills (BIS) as a member of the UK’s Natural Environment...

Roger Aitken, analyst, interprets the August data: - news

Among UK Funds it was Guinness Alternative Energy C, a £1.96m fund, which secured the yellow jersey over the last one year to 30 June 2013 with a cumulative return of +39.76%. However, it...

Ethics & economics are stacking up against fossil-fuel investment - news

“Coal is a dead man walkin’,” Deutsche Bank global head of asset management Kevin Parker told The Washington Post in January 2011. “Banks won’t finance them....

PFZW shuts door on tobacco sector - news

Dutch pension fund for the care and welfare sector, Pensioenfonds Zorg en Welzijn (PFZW) has added tobacco products to the list of companies it excludes from its investments. The move...

“Days of making a return or a difference now over” - news

“The days of making a return or making a difference are over,” Justine Greening, Britain’s secretary of state for international development, told delegates at the recent FT/IFC...

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...

“Days of making a return or a difference now over” - news

“The days of making a return or making a difference are over,” Justine Greening, Britain’s secretary of state for international development, told delegates at the recent FT/IFC...

CalPERS launches sustainability factor SRI database - news

The California Public Employees’ Retirement System (CalPERS) and its academic partners have launched a searchable database of more than 700 academic studies on sustainability...

Advent of SSE puts UK "at heart of social investment" - news

Britain’s Prime Minister David Cameron has officially launched the Social Stock Exchange (SSE), a new initiative designed to connect the public financial markets with social impact...

Sustainability ratings boost business commitment to CR - news

Sustainable investments and sustainability ratings have been proved to be an important lever for motivating companies to make a greater commitment to sustainable development, according to a new...

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...

UK's Impax named Sustainable Investor of the Year - news

The Financial Times (FT) and IFC, a member of the World Bank Group announced the winners of the 2013 FT/IFC Sustainable Finance Awards recently, with M-KOPA of Kenya winning the Award for...

Environmental investing comes of age - news

FTSE Group, the global index provider, has launched the FTSE ET100 index, adding to its FTSE Environmental Markets Series. Jupiter (one of the UK’s leading fund groups) is adopting the new...

‘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...

Former FT mandate,Roger Aitken, analyst, interprets the Fundwatch data: - news

Ethical funds across five sectors analysed by Morningstar in the latest one-year period to 30 April 2013 posted reasonably healthy peer group average returns ranging between +10.97% for European...

Natural capital depletion signals huge risk for investors - news

It’s a well-known fact that we are depleting the Earth’s natural resources at a faster rate than we are replacing them. Now a report published by an international business coalition...

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...

Trust takes years to build, just seconds to break - news

TV game show-wise I’ve always been more Mastermind (general knowledge round of course) rather than University Challenge, so when ITV broke new ground with Who Wants To Be A Millionaire, I...

RobecoSAM kicks off CSA research - news

RobecoSAM, the asset manager focused exclusively on sustainability investing, has invited the 2,500 largest companies (in terms of free float market capitalization) from all industries to...

Ethical investment hub launches online - news

The first online marketplace for positive ethical investments has gone live at ethex.org.uk Individuals can now buy and sell investments in leading social businesses online through Ethex,...

Lind succeeds Moret at CalPERS - news

Roy Lind has succeeded Lou Moret on the California Public Employees’ Retirement System’s (CalPERS) board of administration. Lind is a vice-president of the UFCW International Union,...

Eurosif launches new version of Transparency Code - news

Eurosif, the European Sustainable Investment Forum, has launched version 3 of the European SRI Transparency Code to reflect recent market developments and make it ‘more...

ESMA publishes guidelines for AIFMs - news

The European Securities & Markets Authority has published final guidelines on alternative investment fund managers (AIFMs) remuneration, to help promote sensible risk-taking and align fund...

UKSIF in drive to convince investors of long-term benefits of active ownership - news

While fund managers have often been the focus of those looking for more sustainable investment approaches, UKSIF chief executive Penny Shepherd tells Mike Scott how their attention is moving to...

UK government supports ring-fencing of retail and investment banking - news

Britain’s big banks will be broken up by the UK government if they ignore directives to separate their investment and retail arms. George Osborne, the chancellor of the exchequer...

Hans moves to Ethos Foundation - news

Christophe Hans has been appointed Ethos Foundation communication manager, where he will head the development of its communication policy. Christophe joins from the Swiss Federal Department of...

Henderson joins Black Sun - news

Simon Henderson has been appointed Black Sun’s corporate communications division managing director. He joins the company from Centrica, where he was director of CR and digital media.

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,...

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...

New CFO at CalPERS - news

Cheryl Eason has been named as the new chief financial officer for the California Public Employees’ Retirement System (CalPERS). The newly-created position will oversee the...

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...

RWC Partners buys Hermes Focus - news

Hermes Focus Asset Management, a leader in the SRI industry for more than 30 years, has been sold to London-based hedge fund RWC Partners. The Focus teams currently manage assets in excess of...

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,...

Living wage: ethics and economics converge - news

No global supply chains consistently pay a living wage. While food prices and energy costs escalate, the issue of a living wage has become more important – and challenging – than...

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,...

Sophisticated strategies underpin surging growth of European SRI market - news

Europe’s SRI growth is outperforming the market, with investors adopting a wider and more sophisticated array of investment strategies, says the European Forum for Sustainable Investment...

EU presses to have ESG profile of retail investment products published - news

An EC proposal for retail investors to be informed about how ESG concerns are taken into account in their investment has been welcomed.   Eurosif believes that the EC’s...

Shareholders make a stand against brutal regime - news

The ING Emerging Countries Fund will no longer invest in companies that contribute to genocide or crimes against humanity.    A recent shareholder resolution, which was...

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...

Barclays and MSCI introduce indices to promote growth in ESG investment - news

Global ESG indices for fixed-income bonds are to be introduced by MSCI and Barclays. MSCI, the investment consultancy and index provider, and Barclays, which publishes market bond...

Remuneration packages spark shareholder revolts - news

Shareholders have finally challenged and changed company decisions after weeks of high-profile campaigning over pay deals and executive elections in the UK. Now further rebellions are...

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,...

New French regulations in force - news

The disclosure of CSR policy is now mandatory for asset managers in France. Companies will now have to mention the corporate responsibility issues they take or do not take into account in...

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...

Macri to head SRI at Australian Ethical - news

David Macri has been named as Australian Ethical’s new chief investment officer. An internal appointment, Macri replaces James Jordan as the SRI firm investment head, and will work to...

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...

Global fairtrade fund makes debut - news

A Zurich-based SRI firm has launched what it is calling the world’s first global fairtrade fund. With the aim of generating “a reasonable return on investment by worldwide...

French funds follow lead on exclusion - news

French asset managers are joining other European companies in the application of negative ‘normative exclusion’ screening to their investments. Few companies stand consistently...

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...

New SRI index launched in Mexico - news

The world’s third large-scale, dedicated SRI index has been launched in Mexico. The Mexican stock exchange, the second-largest in Latin America, has set requirements for companies on...

ABP divests from Walmart over workforce practices - news

Walmart has been blacklisted by one of Europe’s largest pension funds over its labour practices. ABP, the largest Dutch pension fund, has withdrawn from the retail giant and has said...

Henderson closes vaunted SRI department - news

Henderson Global Investors’ respected SRI team is being disbanded as part of the company’s restructuring. Henderson says it no longer wants a separate department running SRI...

Burnand & Frost elected to UKSIF board - news

The UK Social Investment Forum (UKSIF) has elected Geoff Burnand and Adam Frost to its board. Burnand, chief investment officer at Charity Bank and Frost, head of governance at SRI fund manager...

Etisalat sets up Ayaadi Fund - news

A Dubai-based CSR fund has been launched by a telecommunications company. Etisalat has set up the Ayaadi Fund to “support the United Arab Emirates community” by funding social...

Deutsche Bank launches social investment fund - news

Deutsche Bank has launched a £10m social investment fund. The money, which will be invested in intermediaries that lend to social enterprises, will be released over the next three years...

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...

Sustainalytics moves into Korea - news

Sustainalytics will expand into Korea, having formed a strategic partnership with the country’s largest SRI research and consulting company Sustinvest. The European and US consultancy will...

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...

inbrief - news

Chinese SRI indexes are set to expand, with the introduction of two new benchmark indexes to the Hang Seng Corporate Sustainability Index series. Only itself launched around a year ago, the...

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...

A financial planning tool that ‘predicts CSR value’ - news

The private arm of the World Bank has launched the Financial Valuation Tool, a resource for predicting returns on future CSR investments. The International Finance Organization programme,...

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...

Sustainable investment taking root in Africa - news

Sustainable investment has found a ‘strong niche foothold’ in sub-Saharan Africa and is expected to grow significantly over the next five years. This is the optimistic...

Investors revolt at Vedanta AGM - news

Investors, NGOs and protesters have rounded on the Indian mining giant Vedanta at the company’s latest AGM. Vedanta, long-criticized for its environmental and human rights record, was...

investors warn Italian oil firm in Libya - news

Investors are keeping the pressure on companies still operating in Libya by calling on firms to publicly ensure their products are not reaching the country’s dictator, Muammar Qaddafi, or face...

inbrief - news

Rory Sullivan will chair the Ethix SRI advisory consultancy’s new advisory council. Sullivan will head the new body, which will provide Ethix with screening advice on a range of CSR issues.

inbrief - news

Two of  the UK’s foremost ethical investment champions have been named in the Queen’s birthday honours list. Charles Jacob, who played a key role in establishing the first SRI...

The economics of DZ’s new SRI analysis service - news

The German bank has launched one of the first sustainability ratings systems to include financial perspectives in its metrics. Mike Scott talks to the firm’s SRI research head to find out...

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...

DZ Bank comes up with new ethics rating - news

A new sustainability rating system that includes an ‘economic perspective’ metric, has been created by Germany’s DZ Bank. The rating brings together data on 150 CSR issues...

inbrief - news

Two British financial advisors have set up an advice service for socially responsible investors. Mad Investing will be run by Anna Sofat, founder of the boutique financial services firm Addidi,...

inbrief - news

A leading financial services company has added CSR services to its securities lending investment programme. Clients of Citi, a US-based consultancy with $13trillion (£8tn, €9.15tn) of...

Weapons data offered to financial institutions - news

A ‘controversial weapons monitor’ has been launched by the oekom research firm, allowing investors to review shares or bonds held in potentially risky companies. Banks and other...

Swedish funds target Motorola over West Bank - news

Sweden’s four largest pension funds have urged Motorola to withdraw from Israeli-occupied Palestinian territory on the West Bank. The ethical council that co-ordinates the SRI work of...

inbrief - news

Eurosif, the SRI lobby group, is moving its headquarters to Brussels. The organization will retain two European bases, the other being in Paris, its existing headquarters. It says it is moving...

Accountancy: the front line of sustainable investment - news

Accountants are expanding the financial information SRI investors use to make decisions with. Mike Scott speaks to Richard Spencer of the Institute of Chartered Accountants to discuss the...

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...

More nuanced approach may end the stalemate in baby milk debate - news

FTSE’s decision to adjust the way it assesses company performance on the marketing of breast milk substitutes has to be a welcome step forward ( see page four ). The fact that no...

Chesapeake hit by $2m divestment - news

Nearly $2million (£1.2m, €1.4m) has been divested from Chesapeake Energy over concerns about the company’s alleged irresponsibility on home soil in the US. Harrington...

inbrief - news

Christian Ragnartz has been made head of asset management at the Swedish SRI fund, AP7. Regnartz, an internal appointment, will oversee income management, ethics and corporate governance issues....

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...

Enel proposes to tackle third world energy gap - news

Multinational power company Enel is to focus its efforts on bridging the ‘energy divide’ that prevents poor people around the world from accessing electricity. The Italian...

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...

XBRL: it’s up to GRI to show progress or explain failure - news

More than four years have passed since the Global Reporting Initiative began working on the adoption of XBRL – eXtensible Business Reporting Language – to manage corporate...

Egypt move helps Google - news

Recent actions by Google to support free speech in Egypt have led the SRI research firm Vigeo to upgrade the company’s score on human rights issues. Vigeo decided on the move in the...

Private equity move to back ethical firms - news

Co-operative Asset Management has agreed to work with the private equity firm Kohlberg Kravis Roberts to invest in start-up socially responsible companies. The deal means Co-operative Asset...

Google actions in Egypt rewarded by Vigeo - news

Recent actions by Google to support free speech in Egypt have led the SRI research firm Vigeo to upgrade the company’s score on human rights issues. Vigeo decided on the move in the wake of...

inbrief - news

Bridget Boulle has joined Henderson’s SRI team as an analyst. Boulle comes from the UK-based Pensions & Investment Research Consultants, where she was a senior researcher. Henderson...

Canadian investor dumps Vedanta - news

One of Canada’s largest SRI asset managers is divesting from Vedanta over its human rights and environmental record. Northwest and Ethical Investments, which manages assets of...

Regulation is inevitable – so nano firms must act regulation is inevitable - news

The nanotechnology sector has been warned that it will soon face regulatory, liability, reputational and operational risks as the industry’s safety and environmental issues become clearer...

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

The French social investment forum FIR has named Bertrand Fournier as its new president. Fournier, president of the board at LFP-Sarasin Asset Management, will be joined by Paul de Marcellus of...

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...

Finnish index earmarks top 40 - news

Finland now has its own sustainability index for use by investors. The OMX GES Sustainability Finland Index was launched last month by the Nasdaq OMX trading exchange group and the...

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...

Too many asset managers fall short on disclosure - news

A 'gulf' in behaviour on voting and engagement disclosure has been identified between the best and worst performers among UK asset managers. An annual report on the matter by the...

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...

European SRI sector rises to €5trillion - news

The European SRI market has almost doubled in the past two years in spite of the financial crisis covering the period. According to Eurosif’s 2010 SRI Study, sustainable investment in...

Qatar unveils CSR index plans - news

Qatar is to establish a corporate social responsibility index for companies on its stock exchange. The Gulf emirate’s proposed index will require its listed companies, which together...

inbrief - news

Aviva Investors has appointed Colin Purdie to the new role of SRI credit fund manager. Purdie, who joins from Aegon, will have responsibility for managing the Aviva Investors Sustainable Future...

inbrief - news

Responsible investing among ‘high net worth individuals’ (HNWIs) has risen by 35 per cent during the past five years, despite a small contraction in ‘family wealth’,...

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...

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

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...

big names to set scene for ‘holy grail’ reporting - news

A mission to create a globally recognized framework for integrated corporate responsibility and financial reporting has been launched by a wide coalition of companies, accountancy bodies,...

UK ethical retail funds hit record level - news

Investment in ethical retail funds in the UK has reached a record £9.5billion ($13.6bn, €11.4bn). Latest figures from Eiris, the SRI research organization, show 750,000 investors in green and...

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...

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...

inbrief - news

SRI asset management company Sustainable Capital has appointed Gaetan Herinckx as a senior investment analyst to its Africa research team. Herinckx, who will be based in Cape Town, joins from...

inbrief - news

Sustainable Asset Management (SAM) has named Stefan Gordijn as its new chief operating officer. Gordijn replaces Roman Binder as head of the Zurich-based SRI specialist. The appointment of...

inbrief - news

US investment bank Citigroup is re-forming its SRI brokerage team, disbanded in 2008 as a result of the financial crisis. For the new team of three the company has appointed Jenny Anderson,...

Advising on SRI change and growing complexity - news

Pension fund advisor Towers Watson has stepped into the breach created by some of the structural shifts occurring in responsible investing. Mike Scott speaks to Emma Hunt, head of sustainable...

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

Zoe Knight, Merrill Lynch’s senior SRI research director, has joined Absolute Strategy Research, an investment research provider to investors, as a consultant.

inbrief - news

Technology giant Intel is to create a board committee on sustainability after a shareholder resolution. The company announced its decision after talks with Harrington Investments, a niche SRI...

inbrief - news

Neville White joined Ecclesiastical Investment Management as a senior SRI analyst last month. White was manager of governance and ethical investment at CCLA – which provides investment...

inbrief - news

Sander van Eijkern has quit as chief executive of the Swiss SRI manager Sustainable Asset Management (SAM) after a disagreement over strategy. Van Eijkern has also resigned from the management...

inbrief - news

A fund investing in companies with a social purpose is to be formed by Aros Capital Partners. The £10million ($15.2m, €11m) UK-managed global Aros Altru fund, which is seeking an...

CSR election promises are thin on the ground - news

With voting on a new government imminent in the UK, what do the main political parties have to say on the issue of corporate responsibility? EP looks at their plans Britain’s three...

Investor takes SRI into new territory - news

One of the world’s largest asset managers is merging its sustainable investment and emerging market equities services. F&C, which operates in 14 countries, will establish an...

‘Social stock exchange’ could be 18 months away - news

Money is being raised to start a global stock exchange that will allow investors to trade exclusively in companies with social and environmental goals. The Social Stock Exchange, to be...

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.

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....

Human rights concerns prompt big divestments - news

The Church of England has sold its shares in the mining multinational Vedanta over worries about the company's community relations in India. The church's Ethical Investment Advisory...

Another warning on water - news

New SRI research has warned of the increasing regulatory and reputational risks associated with water, and suggests treating the topic in the same way as carbon emissions. Canadian indexing...

Social bank 'must be independent' - news

A consultation on the UK government's planned creation of a Social Investment Wholesale Bank has shown that most respondents – who included banks, social enterprise bodies and think...

ArcelorMittal steps in to push Liberian CSR - news

A Corporate Responsibility Forum has been formed in Liberia by the steel multinational ArcelorMittal and the German sustainable development company GTZ. The forum, which hopes to have 75...

inbrief - news

The French pensions reserve fund (FRR) has fired an asset manager from a €100million SRI mandate following poor performance. FRR terminated the deal with Belgium-based Dexia Asset...

inbrief - news

The first SRI index covering companies in the Middle East and North Africa is to be set up this year by Standard & Poor’s. Criteria will be developed with input from a Dubai-based...

A huge investment bank with unique tasks ahead - news

With Europe increasingly attentive to environmental and social issues, the European Investment Bank is following suit, facing challenges and opportunites. Mike Scott speaks to the bank’s...

A look at CSR’s continental shift - news

CSR Europe has produced a new guide on the state of corporate responsibility in Europe. Here  EP summarises some of its conclusions about the progress – or lack of it – being...

Coca-Cola expands water initiative - news

A village in South Africa is to be given access to clean drinking water as part of a collaborative project between Coca-Cola and the US Agency for International Development. The move is part of...

inbrief - news

Julian Parrott, a partner in the UK investment consultancy EthicalFutures, has been named as the new chair of the Ethical Investment Association, a body of UK financial advisers dedicated to the...

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

Jupiter Asset Management has launched a Chinese SRI fund. The vehicle, ‘for investors seeking to gain exposure to China’s sustainable growth story’, will be a sub-fund of the...

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...

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...

Boom time for SRI consultancy as market grows - news

Institutional investors are increasingly turning to specialist consultancy firms for advice on how they should invest responsibly, according to new research by the European Sustainable...

inbrief - news

The US-based SRI consultancy Nelson Capital Management has appointed Lisa Leff and Blaine Townsend to its senior management team. Both join after ten and 13 years respectively at Trillium Asset...

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...

An SRI outlook that aims for mutual benefit - news

Mike Scott talks to Andrew Gay of UIA, an insurer to trade union members that tailors its investments to the social and environmental concerns of some of Britain’s most politicized...

Lack of reporting subtlety is starting to cost the earth - news

Craig Mackenzie argues that for comparable climate change data we need more detail, not less Over the last 15 years the CSR community has built a large international sustainability...

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...

inbrief - news

Trillium Asset Management has appointed Matthew Patsky as chief executive. Patsky, who joins the SRI-focused firm from Winslow Management, succeeds Trillium founder Joan Bavaria, who died last...

inbrief - news

Investment consultants who advise charities often dissuade them from investing ethically, according to new research from Ethical Investment Research Services. Eiris found that less than...

inbrief - news

A South Korean SRI section has been added to the Dow Jones Asian sustainability index. The DJSI Korea will track sustainability leaders among South Korea’s 200 largest companies. Its first...

Brandix helps out in camps - news

Sri Lanka’s largest clothing exporter is to help people displaced by the government’s war against the Tamil Tigers. The Brandix group, which has made water and sanitation the...

Norwegian fund keeps eye on Asia - news

UK-based consultancy SourceAsia has been contracted to help the $396billion (£242bn) Norwegian Government Pension Fund conduct ethical screening of Asian companies.   The...

Wealth funds ignoring their own principles - news

The world’s largest sovereign wealth funds (SWFs) have been accused of failing on CSR principles agreed one year ago. The most important signatories to the Santiago Principles, a...

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...

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,...

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

Adam Seitchik, former chief investment officer of US SRI firm Trillium Asset Management, has been appointed managing director of the London-based institutional asset management firm Auriel....

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...

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...

Sri Lankan conflict prompts business action - news

A clothing group and a leading bank are backing the relief effort to help 660,000 internal refugees in the wake of the Sri Lankan conflict. Brandix Lanka, the large apparel company, which...

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...

Listed firms to get SRI data - news

The world’s largest stock exchange group, New York Stock Exchange Euronext, has formed a partnership with an SRI research consultancy to provide companies listed on its exchange with...

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...

GSK backs disability programmes - news

GlaxoSmithKline (GSK), the global pharmaceuticals group, is putting 39million Sri Lankan rupees ($340,000, £210,000) into a project to empower disabled people in southern Sri Lanka that...

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...

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...

Eurosif calls for mandatory disclosure - news

One of Europe’s most influential SRI bodies has called on European state and regulatory institutions to insist on mandatory disclosure of CSR data by large companies. The European...

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...

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...

ISA supports vaccination - news

An unusual ethical investment vehicle to support vaccination programmes worldwide has been set up by HSBC. The bank’s new ethical individual savings account (ISA) aims to raise...

Vanguard comes up with criteria on human rights - news

Vanguard, one of the largest mutual funds in the US, has developed criteria to determine whether the companies in which it invests meet human rights standards. The policy is intended to...

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...

inbrief - news

Providers of pension plans in Ontario, Canada, should publish details of their SRI practices, an an advisory body has said. The Ontario Expert Commission on Pensions has told the Ontario...

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...

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...

inbrief - news

The UK Social Investment Forum has re-branded itself as ‘UKSIF – the sustainable investment and finance association’, with a new logo and website. Its name has been changed...

When an ethical stance is not just academic - news

Mindful of its client base, the giant TIAA-CREF pension fund for teachers is trying to incorporate corporate responsibility issues into its investment decisions. Mike Scott talks to one of its...

Yamana Gold makes it into social index - news

The Canadian mining company Yamana Gold was brought in to the Jantzi Social Index last month on the grounds of its performance on corporate responsibility issues. Jantzi Research, which...

Fairtrade Foundation denies failings in sub-continent - news

The Fairtrade Foundation has strongly denied accusations in The Times newspaper that its system is failing many tea workers in the Indian sub-continent. The Times claimed that the...

Rag-picker business is recognised - news

A young businessman from Hyderabad in India who specializes in plastic bag recycling has become the Entrepreneur of the Year 2008 in the UK’s prestigious Prince’s Youth Business...

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...

Recessionary winds will blow hard, but they’ll also help us concentrate - news

There’s little doubt that 2009 will be a tough year on many fronts. But how will it be for socially responsible business? Although there’s been a mood of relative optimism in...

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...

Job losses begin as crunch leads to internal reshuffles - news

Signs that the global financial crisis is starting to affect jobs in the responsible business world emerged last month as three large businesses – Eversheds, JPMorgan and Citigroup –...

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...

Tribute: ‘dedicated, authentic, generous and engaging’ - news

More than 350 tributes were sent to EP in the few days after its founder Alistair Townley’s death. Here, just a few of them give a sense of the affection and respect he inspired...

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...

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...

Responsible business world loses two visionaries - news

Two US pioneers of responsible business – Joan Bavaria and Ed Burke – have died. Bavaria, who died aged 65 after a long battle with cancer, was the co-founder of US-based...

inbrief - news

There are now 50 signatories to the European SRI Transparency Guidelines, which were established in 2004 to increase the accountability of SRI funds to retail investors. Eurosif, the trade body...

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...

Danish bank embraces SRI - news

Denmark’s largest banking group, Danske Bank, has adopted an SRI policy in the belief that it will improve the long-term performance of its investments. The policy, covering about...

Henderson risks criticism over tax move to Ireland - news

One of the UK’s leading asset management companies is changing its tax domicile from Britain to the Irish Republic to save money, even though it has warned other companies to take a more...

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...

CSR executives put brave face on the financial crisis - news

The consequences for corporate responsibility of an impending recession remain unclear, but many in the field are taking an optimistic view as business begins to grapple with redundancies and...

Taiwan fund picks up on SRI - news

Taiwan’s Labour Pension Fund is to adopt SRI principles. It intends to draw up investment policies to be introduced gradually into its portfolio, which is valued at 24billion Taiwan...

inbrief - news

There are now 50 signatories to the European SRI Transparency Guidelines, which were established in 2004 to make ethical and ecological SRI retail funds more accountable to the...

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...

TV programme fuels Dutch SRI fever - news

A television documentary has been credited with prompting an eightfold increase in the value of assets managed along socially responsible lines over a two-year period in the Netherlands....

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...

Light shines on assurers’ ‘inferior’ double-tasking - news

Consultancies that help companies produce a sustainability report and then provide assurance for it have been criticized for doing so. CorporateRegister.com, which keeps an exhaustive log...

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...

New ranking may be unpopular, but it's here to stay - news

Pharmaceutical companies are not happy, but a number of influential investors have expressed their support for the Access to Medicine Index. EP looks at a controversial new measure of...

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...

Use of migrant workers is put under microscope - news

A two-year research project is to consider how multinationals can limit the exploitation of migrant workers in their supply chains. It will be led by US-based Business for Social...

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....

Sovereign fund goes for exclusions - news

China's $200billion (£100.8bn) sovereign wealth fund is to become a socially responsible global investor by shunning industries such as gambling, tobacco and arms manufacturing....

YES bank comes up trumps - news

India's YES Bank has gained one of the main prizes in this year's FT Sustainable Banking Awards. YES, which has taken the Emerging Markets Regional Leadership title for Asia, was...

IMF creates standards for sovereign wealth funds - news

A code of conduct for sovereign wealth funds (SWFs) is being drawn up by one of the world's most powerful economic institutions. The final document, which the International Monetary...

Sweden leads by example in reporting and investment - news

The mandatory requirement for state-owned companies in Sweden to produce an annual sustainability report will not be extended to listed businesses, the deputy prime minister has confirmed....

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...

Good employer? Then AXA will invest in your shares - news

A French asset manager has created the first socially responsible fund to target for investment European companies with best-in-class employment and working practices. Paris-based Axa...

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...

social stock exchange could get 2009 launch - news

A ‘social stock exchange’ trading shares in responsible businesses could be set up next year if a feasibility study finds sufficient demand. The study is funded with £252,000 ($496,000) from the...

L&G UK Ethical Trust has its strong points, but they come at a cost that may be unpalatable to some - news

L&G Ethical Trust is an ethical tracker, and there aren't many of those about. Ideally, such a fund would provide investors with low-cost exposure to a basket of ethical companies from...

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...

Investors prompt Standard Life to shun airline stocks - news

Standard Life’s ethical funds have divested from airline stocks in a direct response to the views of retail investors. The Edinburgh-based investment house, which manages...

Conservatives back responsibility deals - news

A Conservative government in the UK would amend the combined code on corporate governance to require boards to ‘seriously consider their ethical standards’. The report of the...

Responsible business in Micronesia gets blog - news

A blog section on socially responsible business in Micronesia has been added to a website run by Catalyst, a London company that takes business people to other countries to study social...

Vigeo teams up with Asian partner - news

Vigeo, the leading European CSR ratings agency, is extending its coverage into the Asia Pacific area by forming a partnership with OWW Consulting, a Malaysia-based specialist in responsible...

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...

Stakeholder views gaining ground against specialists - news

A system using stakeholders rather than SRI specialists to rate companies on social and environmental performance has been created by an offshoot of the consultancy Intertek. The web-based...

Hedge funds react to critics by agreeing to standards - news

Fourteen large hedge funds have signed up to a set of standards requiring greater transparency and disclosure. The funds, including Brevan Howard, GLG Partners, Lansdowne Partners, Man...

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...

Studies present business case - news

Examples of emerging market businesses that have gained a commercial advantage by taking account of their social and environmental impacts have been collected by the private sector arm of the...

India gets its own SRI index - news

India has become the latest emerging market to have a dedicated index of companies that demonstrate superior social and environmental performance. The universe of Standard &...

Sri Lankan firms make move on harassment - news

More than 40 Sri Lankan companies have signed a code of conduct to combat sexual harassment at work. Sexual harassment is so common on roads and buses and in public places that it is often...

Responsible Malaysian stocks outperform the benchmark - news

Share prices in companies that practise good CSR are reported to have outstripped the record-breaking run on the Kuala Lumpur Composite Index (KLCI). Arshad Adam, finance director of OWW...

inbrief - news

Seb Beloe has been appointed head of SRI research at Henderson Global Investors in the UK-based asset management company's SRI unit. Beloe, who moves from the SustainAbility consultancy, where he...

attracting the interest of institutional investors - news

A long track record of assessing companies on sustainability criteria has enabled Swiss bank ZKB to win new institutional business, Robert Hauser tells Mike Scott SRI and Swiss banks do not, at...

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...

hunting for value among the European small caps - news

The lack of research into the sustainability performance of companies with a market capitalization below €10billion has created an opportunity for the Dutch bank Kempen, says Mike Scott Kempen,...

a battle for proxy access has been won, but the war is far from over - news

Last month, socially responsible investors in the US relaxed in the knowledge that the Securities and Exchange Commission was not, after all, going to kill off advisory resolutions and votes (see...

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...

investors get help identifying Iran links - news

The SRI research provider KLD has introduced an Iran Compliance Service to guide insitutional investors and money managers whose clients wish to avoid investments in companies doing business in the...

investors fight off plan to curb voting rights – for now - news

Socially responsible investors around the world breathed a sigh of relief late last month when the US Securities and Exchange Commission (SEC) drew back from plans to curtail their ability to raise...

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...

inbrief - news

The Enhanced Analytics Initiative, which promotes investment research on SRI issues, has appointed Peter Scales, former chief executive of the London Pensions Fund Authority, as chairman. He will...

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...

supply chain watchdog is proposed - news

Supermarkets in Britain should be required to answer to an independent watchdog set up to protect workers in developing countries, a leading poverty charity has proposed. ActionAid makes the...

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...

inbrief - news

Andrew Preston has left Aberdeen Asset Managers, where he was head of SRI, to move to Australia. His successor is Jamie Cumming, an internal appointment, who joined Aberdeen in 2001 and worked on...

sub-prime fallout reaches the ethical fund market - news

The credit squeeze in the financial markets that led the Bank of England to intervene on behalf of the UK mortgage lender Northern Rock is having a knock-on effect in the ethical funds market,...

O2 offers consumers advice in its non-financial report - news

Mobile phone company O2 has taken the unusual step in its latest CSR report of advising readers how to be more socially responsible in their own lives. Each section of the 40-page hard-copy...

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...

inbrief - news

Nick Robins is leaving Henderson Global Investors, where he is head of SRI Funds, to lead the HSBC Group’s newly created Climate Change Centre of Excellence. Robins, who moves next month, will be...

inbrief - news

A large Danish pension fund has hired Hermes to advise on an SRI approach for its €3.7billion ($5bn, £2.5bn) in global equities. PKA, owned by eight occupational pension funds with a total of...

inbrief - news

The proportion of investment institutions paying commission to analysts to encourage them to provide more information on socially responsible investment has increased significantly in the past...

inbrief - news

A blog has been set up by staff of KLD, the US-based SRI research body. The blog has already discussed private equity and corporate responsibility, divestment from Sudan, and the business case...

second stint for Timms may revive profile of CSR - news

Stephen Timms has become the UK’s CSR minister for a second time, raising hopes that the post will regain some of the importance it has lost in the past three years. Timms, who resumed the...

new firm provides Aussie SRI services - news

A specialist governance research and engagement service called Regnan has been set up in Australia by eight institutional investors and the country’s largest university. Erik Mather, managing...

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...

investor disclosure is possible, material – and also necessary - news

Fund managers should be as transparent on climate change data as everyone else, argues Nick Robins Over the past decade, investor action on climate change has evolved in remarkable ways. Back...

an investment business built on an ethical approach - news

Having the Church of England as its core client has required CCLA Investment Management to keep at the forefront of investment research into issues as diverse stem cells and the relationship...

£6bn worth of British SRI funds get the star treatment - news

A star rating system for UK ethical investment funds has been announced by Ethical Investment Research Services. The ratings, which cover the 90 retail ethical funds domiciled in the UK, are...

Swiss bank lifts share of SRI assets - news

The Swiss investment bank Sarasin has increased the proportion of the assets it manages along SRI lines. New figures from the bank, which provides asset management services for private and...

Unilever begins switch to ‘ethical’ tea sourcing - news

Unilever, the world’s largest buyer of black tea, is to source its entire tea supply using Rainforest Alliance standards, starting with the certification of producers in east Africa. The...

Fortis links CSR to its ambitions for growth - news

The Belgo-Dutch banking and insurance group Fortis has deepened its commitment to corporate responsibility by setting out CSR goals for the next two years under the title of ‘Agenda 2009’....

inbrief - news

SRI and climate specialist Rolf Hassler has moved to the Munich-based rating agency oekom research as business development director with responsibility for climate change issues and product and...

talk could plug data gap - news

A lack of communication between research teams in different parts of the investment industry appears to be an important factor in the reluctance of many institutional investors to take adequate...

City leaders try to allay fears on private equity - news

Two senior City figures have predicted that private equity will soon embrace CSR. Stephen Haddrill and Alain Grisay told delegates at Business in the Community’s annual conference in London...

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...

inbrief - news

Europe’s largest SRI fund manager is expanding into the US. London-based F&C, which already has offices in eight countries and manages $5.4billion (£2.7bn) in ethically screened funds, says...

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...

new ethical foreign policy might repair UK’s damaged reputation - news

Companies, it’s often said, take more notice of corporate social responsibility once their reputations have taken a serious knock. So now that Britain’s Foreign and Commonwealth Office has...

tea firms put Compact on packets - news

Two Sri Lankan companies have begun to promote the principles of the United Nations Global Compact inside packets of a new brand of tea. Leaflets listing the ten principles have been added to...

activist ‘wolves’ throw investors into confusion - news

Socially responsible investors in the US have been warned about SRI-like resolutions being proposed for company meetings that reprehend the board for approving CSR measures. An email alert...

inbrief - news

John Howchin has become senior analyst at Norges Bank Investment Management after five years as vice-president of the Scandinavian consultancy GES Investment Services. Norges Bank manages...

making sense of where climate change fits into CSR - news

Five years ago, at the height of the furore about Enron, some within the SRI community sought to present CSR as the first cousin of corporate governance, then a prime business concern. Corporate...

high street store offers SRI fund to its customers - news

Marks & Spencer’s finance arm has launched its first ethical unit trust. The M&S Ethical Fund, which will be jointly managed by Jupiter Asset Management and Sinopia Asset Management,...

social issues to the fore as annual meeting votes draw near - news

This year’s proxy voting season  in the US looks like being one of the liveliest yet. Activist investors, buoyed by recent successes, sense that on key issues such as executive pay, climate...

inbrief - news

Two specialists have been elected to co-chair an asset management working group run by the UN Environment Programme’s Finance Initiative. They are Julie Fox Gorte, chief social investment...

inbrief - news

Two key SRI figures who lost their jobs in the recent shake-up at Henderson Global Investors ( EP8, issue6 ) have taken up posts elsewhere. Rob Lake, former head of corporate engagement, has...

sustainable investment fund tops performance charts - news

SRI supporters celebrated a landmark last month when an SRI fund became the UK’s top-performing unit trust for the first time. Of the 324 unit trusts in the UK All Companies sector, the...

Swedish pension funds present a united research front - news

Four of Sweden’s state pension funds are to pool their research resources to assess the social and environmental performance of overseas companies in which they have holdings. The...

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...

CSR reports condemned for being short-termist - news

Too many companies take a short-term view in their annual CSR statements, according to the judges of this year’s UK Sustainability Reporting Awards. The 17-strong judging panel, which last...

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...

inbrief - news

Socially responsible church and charity fund manager CCLA Investment Management has appointed Line Oquab to its London-based SRI team, taking its complement to three. Oquab, previously with...

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...

Sri Lanka targeted by Global Compact - news

Awareness of the United Nations Global Compact will be promoted among companies in Sri Lanka through a collaboration with the Chartered Institute of Management Accountants. The two bodies...

Nokia upgrades tsunami work - news

The mobile phone maker Nokia has introduced training projects to assist young people in finding jobs or setting up small businesses in areas of India, Indonesia and Sri Lanka that were devastated...

inbrief - news

Niaz Alam has become deputy director of the UK-based Ethical Trading Initiative after spending 11 years in various posts at Ethical Investment Research Services, the London-based SRI data provider.

inbrief - news

Emma Howard Boyd, Jupiter Asset Management’s head of SRI, will serve on the UK government’s Commission on Environmental Markets and Economic Performance which was recently set up to investigate...

inbrief - news

Vigeo has been selected by the French Pensions Reserve Fund to report on the environmental, social and governance performance of its €13.7billion ($18bn, £9.2bn) European equity fund. The...

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...

inbrief - news

Brussels-based Fortis Investments has opened an SRI centre in Frankfurt. Stewart Armer, product chief investment officer, has moved from Paris to head the SRI team of four, which is expected to...

inbrief - news

Andrew Robinson has become a director of CCLA Investment Management, the London-based SRI specialist that looks after the investments of the Church of England and various charities and local...

Yahoo! stands firm on China - news

Internet services company Yahoo! has said the only way to avoid being forced to hand over information on dissidents in China is to end all involvement with the country. The company has been...

third of eurozone equities subject to engagement - news

The extent to which institutional investors in Europe raise social and environmental matters with companies has massively increased over the last two years, with the result that more than a third...

Gap brings trade unions into the picture - news

A leading US clothing retailer has turned to the unions for help in improving workplace conditions in its supply chain. Gap and the International Textile, Garment and Leather Workers'...

pension funds appoint research providers - news

A large French pension fund has chosen Paris-based rating agency Vigeo and Munich-based research provider oekom to assist in developing a new SRI policy. ERAFP (Établissement de Retraite...

Campanale goes as Henderson reshuffle continues apace - news

Another key figure in Henderson Global Investors' socially responsible investment operations is to move on, following the firm's recent review of its approach to SRI. Mark Campanale, head of...

mainstreaming is top target - news

Encouraging companies to integrate corporate responsibility throughout their operations rather than confining it to a single department is the most common preoccupation of national CSR networks...

inbrief - news

Standard & Poor’s is to develop the first dedicated SRI index of emerging market companies. Together with its Indian affiliate CRISIL and the US-based independent research firm KLD Research...

inbrief - news

US-based SRI research company IW Financial has signed a deal with Ethical Investment Research Services granting it the exclusive right to distribute Eiris research in the US. Eiris says the...

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...

investors told emerging markets need a rethink - news

Progress on responsible business practice on the part of companies in emerging market countries has reached a point where socially responsible investors in Europe and the US should be taking a...

number of advertised CSR jobs rises - news

An analysis of full-time CSR jobs on two online corporate responsibility recruitment sites has found that listings in total increased by 48 per cent between 2004 and 2005. The survey,...

firms ‘too defensive’ on CSR - news

Companies engaged by investors on corporate responsibility issues can become too defensive and bogged down in debating specific allegations about their performance rather than looking at the...

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...

Brandix makes progress on water project - news

Water is to be laid on within three years by Brandix Lanka, Sri Lanka’s largest apparel exporter, to villages where its workers live. Brandix surveyed its 18,000 employees and found 900 were...

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

Steve Waygood is to join Morley Fund Management in November in the newly created role of head of SRI engagement. Waygood, who will move from Insight Investment, is to implement the asset manager's...

inbrief - news

About €1 trillion ($1.9tn, £6.7billion) is now invested in European SRI funds, reports the European Social Investment Forum. The statistics are for what Eurosif calls 'broad SRI', defined as funds...

shadowy private equity threatens accountability - news

Private consortia takeovers of public companies pose a threat to corporate responsibility, argues Roger Cowe FTSE4Good is in danger of becoming FTSE4Gone as leading companies such as BAA,...

Marathon Club puts accent on staying power to win the race - news

The average length of time that a stock is held is five months. More often than not, to align managers' interests with shareholders', management incentives are directly linked to short-term...

moves begin to turn EITI into a permanent fixture - news

The Extractive Industries Transparency Initiative looks likely to be put on a more concrete footing with a board and a secretariat funded largely by its corporate and government supporters. The...

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

SRI specialist Simon Baker has left Jupiter Asset Management after 12 years to run Tideford Organic Foods. Baker was closely involved in building Jupiter’s SRI business, both as a fund manager and...

inbrief - news

Italian rating agency Avanzi SRI Research, founded in 2002, is to be bought by the Paris-based Vigeo Group in a takeover indicating further consolidation of the sector in Europe. The takeover...

inbrief - news

Citigroup Global Markets has won an award for being the best sell-side company for SRI research. The annual award, in its fourth year, is presented by survey company Thomson Extel.

inbrief - news

Socially responsible investors are increasingly likely to apply their SRI philosophy to investments other than equities, says a new study. The report says all classes of SRI investor, from pension...

inbrief - news

The amount invested in British SRI funds open to the public has exceeded £6billion ($11.4bn) for the first time. New figures from Ethical Investment Research Services show £6.1bn in British retail...

Coca-Cola bridles at exclusion from index - news

Coca-Cola has expressed surprise and disappointment at being dropped from one of the leading SRI indexes in the US. The KLD Broad Market Social Index has removed the multinational drinks company...

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...

the London Stock Exchange must not let the CRE quietly fade away - news

When the Corporate Responsibility Exchange was launched by the London Stock Exchange in September 2004, it was said to be an important part of the solution to the questionnaire fatigue afflicting...

asset managers ‘lack clarity’ on SRI strategy - news

A French state pension fund has complained that many of the asset management companies which recently bid for mandates to manage €600million ($760m, £410m) of its funds along socially responsible...

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...

ABB fights back on Sudan - news

ABB has hit back at investors and critics concerned at the multinational engineering group’s involvement in business operations in Sudan. The Zurich-based company has taken the unusual step of...

China gets first SRI fund - news

The Bank of China has set up the country's first fund applying SRI criteria. The fund, under the bank's International Investment Managers, will refer to governance and social responsibility...

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...

shareholder activists take heart at Shell AGM vote - news

Shareholder activists in the UK have been encouraged by the level of support shown at Shell’s annual meeting for a resolution criticizing the oil giant’s social and environmental performance....

inbrief - news

Insight Investment’s director of investor responsibility, Steve Waygood, is the new chair of the UK Social Investment Forum. Waygood takes over the role from Emma Howard Boyd, head of SRI and...

inbrief - news

Spanish sustainability rating agency AIS has become a partner and shareholder in the SiRi Company, an alliance of rating agencies offering SRI research to asset managers. AIS – Analistas...

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...

fight the good fight against owners’ vested interests - news

SRI proponents must keep challenging the notion that shareholders’ needs are paramount, says Peter Kinder By law, shareholders own corporations. They elect directors who then run the...

L’Oreal deal raises debate on ‘ethical’ firm takeovers - news

The recently agreed takeover of The Body Shop by French cosmetics company L’Oreal has sparked fresh discussion about whether a multinational can absorb a smaller company with an established...

investor concerned at irresponsible lending - news

Banks are making inconsistent progress on responsible lending to consumers, according to one of the UK’s biggest SRI fund managers. Henderson Global Investors says its engagement with high...

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...

German government told to stop ‘plodding’ on CSR - news

An inquiry into the state of CSR in Germany has suggested that the government must significantly increase its commitment to responsible business practice and stop ‘plodding’ along....

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...

inbrief - news

The value of assets in funds marketed on an SRI basis in France nearly doubled during 2005, according to the latest figures from the consultancy Novethic. The assets rose by 94 per cent from...

inbrief - news

Nicola Donnelly has joined UBS Wealth Management as an associate director to give charities SRI advice. She was previously an analyst for the CIS Sustainable Leaders Trust.

inbrief - news

Harry Hummels has become professor of ethics, organization and society at Maastricht University in the Netherlands. Hummels was previously SRI professor at Nyenrode University, also in the...

KLD identifies Sudan links - news

The SRI research consultancy KLD has set up a Sudan Compliance Service to help money managers who are being asked to avoid investing in companies with Sudan links. US-based KLD has found...

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...

how the law of unintended consequences hit Wal-Mart - news

The world’s largest retailer has been too efficient for its own good, argues Milton Moskowitz Isn’t it odd that the people who are screaming at oil companies for gouging motorists at petrol...

ABN Amro scales up SRI - news

A large European bank is to triple the money it manages along socially responsible lines.The asset management division of Amsterdam-based ABN Amro plans to increase assets under SRI management...

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...

Morocco embraces CSR - news

The Moroccan government says it wants to ‘differentiate’ the country from other emerging markets by gaining a reputation for high workplace standards in human rights, environmental impact and...

Hong Kong gets CSR network - news

CSR Hong Kong has been set up as an online network for the discussion of ethical issues. People in Asia, and those interested in Asia, who work in the fields of CSR, sustainable development and...

inbrief - news

Five companies appear for the first time on a list of stocks most commonly found in the portfolios of European SRI fund managers. Foerenings-Sparbanken, ING, Sanofi-Synthelabo, TeliaSonera and...

abolition of OFR met by across-the-board anger - news

Surprise and anger have greeted news that the UK government has scrapped its requirement on large companies to produce annual Operating and Financial Reviews (OFRs) just as it was about to come...

McDonald's makes key shift into CSR heartland - news

McDonald's has enhanced its status as an increasingly bona fide member of the CSR community by being accepted as a member of the Coalition for Environmentally Responsible Economies, the US-based...

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...

Company Law Reform Bill seeks to foster ‘enlightened’ approach - news

The UK Company Law Reform Bill, published last month, upholds the primacy of shareholders, but says directors need to consider the interests of other parties What stage are we at with...

Wal-Mart finally ties its flag to the CSR mast - news

Corporate responsibility may have won its highest profile convert so far with a dramatic announcement by the much criticized Wal-Mart group that it will step up its efforts to improve its social...

two sectors agree to pool their resources - news

Electronics companies are linking up with telecoms businesses to examine ways of working together on ethical supply chain management. Signatories to the recently developed Electronics...

salvage attempts begin in wake of the OFR's abolition - news

Friends of the Earth is to seek a judicial review of last month's controversial UK government decision to abolish regulations that would have required large companies to produce Operating and...

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...

inbrief - news

Transport services provider Arriva, house builder Barratt Developments and Natexis Banques Populaires, the French commercial lender, are among holdings in a new SRI fund established by US-based...

inbrief - news

Guidance on SRI for independent financial advisers has been produced by the UK Social Investment Forum. The forum says it has produced the guidance, which is accompanied by free training, to...

chief executives are finding that CSR can help build the business - news

Judging by their preambles to corporate non-financial reports, many chief executives are strongly committed to socially responsible business practice. Too often, however, their companies' past...

terrorism threat emerges as CSR issue for Shell - news

The threat of terrorism has emerged as a corporate responsibility issue for Shell, which has scaled down operations at a fuel depot in the Philippines due to fears from nearby residents that it...

pension body fights shy of CSR policy - news

The UK pension industry's trade body has decided against producing guidelines on corporate social responsibility and socially responsible investment. The National Association of Pension...

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...

business leaders visit areas devastated by tsunami - news

Members of the Tsunami Business Task Force, led by the International Business Leaders' Forum, have visited tsunami-hit areas of India, Thailand and Sri Lanka to meet community and business...

SRI fund leads the pack - news

The Australian Ethical Balanced Trust has won the Standard & Poor's Fund Award for Australia in the 'balanced funds - neutral' category. The fund is managed by Canberra-based Australian...

inbrief - news

The chief executive of Danish pharmaceuticals company Novo Nordisk has won this year's Sustainability Leadership Award. Lars Rebien Sorensen was singled out by the judges of the annual award for...

the United Nations deserves some credit - news

The United Nations has come in for a lot of stick lately, not least for its failure to agree on substantial reform at last month's World Summit in New York. But it can justifiably claim credit...

M&S scheme delivers positive results - news

A third of disadvantaged people who have been on a Marks & Spencer work placement scheme have since found jobs. Statistics in the retailer’s second CSR report show that of 2635 people...

Australia's first national SRI index opens for business - news

The rating agency RepuTex has started its RepuTex SRI Index, Australia's first SRI barometer. The index measures the share market performance of a portfolio of public companies on the Australian...

inbrief - news

 Two more large pension fund managers have joined the Enhanced Analytics Initiative, a consortium founded by institutional investors to stimulate research houses to produce better SRI...

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...

why US companies are a blot on FTSE4Good's landscape - news

Many US companies are failing to meet the criteria necessary for inclusion in one of the world's best-known SRI indexes. EP looks at the reasons - and the excuses It has its critics, but...

third of bond issuers fail ethical health check - news

A third of the financial institutions that issue increasingly popular 'covered bonds' to investors fail to do so in a socially and environmentally responsible manner, reports a leading Swiss...

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...

retailers cut landmark deal on labour standards - news

Large retailers have struck a deal with Bangladesh textiles and clothing manufacturers, promising to maintain their orders and the prices they pay in return for improvements in labour standards....

Japanese lead on CSR reporting - news

Large companies in Japan lead the world in producing standalone corporate responsibility reports, says the KPMG international survey of the biggest corporations. Altogether 80 per cent of large...

US businesses 'need to help on tsunami' - news

The resources of US businesses should be pooled and directed through public-private partnerships to improve their assistance to the devastated areas of Thailand, Sri Lanka and Indonesia, a...

inbrief - news

Emma Hunt has joined Mercer Investment Consulting as an SRI consultant. Hunt has six years of experience working in the field in the UK, Hong Kong, and Australia. She joins from Forum for the...

firms to get Dalits code - news

Companies operating in South Asia are to be invited to sign up to principles that will commit them to tackling discrimination against Dalits, or 'untouchables', who stand on the lowest rung in...

hedge fund for ethical investors - news

UK-based Armajaro Asset Management introduces the first pan-European SRI hedge fund this month. The fund, named Coolum Strategus, will short companies it regards as overvalued and performing...

eight more join South African SRI crowd - news

Eight more companies have joined the Johannesburg Stock Exchange's SRI index as a result of its first annual review of constituents. The eight - Brait (banking), Discovery Holdings (life...

Eurosif targets institutions - news

Transparency guidelines for institutional SRI funds are to be developed by the European Social Investment Forum (Eurosif) in the wake of the successful introduction of its guidelines for retail SRI...

call for tax breaks for caring companies - news

The Malaysian government has been asked to offer tax incentives to companies willing to hire reformed drug addicts. The Malaysian Crime Prevention Foundation, which made the request, said the...

Coca-Cola condemns ‘brand-jacking’ activists - news

Coca-Cola has hit back at campaigners in India whom it claims are causing the company undeserved reputational damage over its use of water supplies in the Kerala region. The company says...

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...

SRI symbol unveiled - news

An SRI symbol has been produced by the Ethical Investment Association to show that a product or service offers investments governed by environmental, social and ethical considerations. One aim is...

Japan firm to aid all-in-one reporting initiative - news

The Japanese consultancy Sunrise Advisers is to market and sell SRI World Group’s OneReport services in Japan under a newly signed agreement. The system offered by the US-based SRI World...

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...

Atlantic drift may bring proxy voting transparency to UK - news

Sarbanes-Oxley has opened the proxy voting records of thousands of US mutual funds to public scrutiny, adding a new dimension to shareholder activism. The knock-on effects are now being felt in...

stem cell research raises its head as an SRI issue - news

Shareholder activists in the US have signalled they believe stem cell research could become a hot topic for socially responsible investors. The Washington DC based Investor Responsibility...

Coca-Cola condemns ‘brand-jacking’ activists - news

Coca-Cola has hit back at campaigners in India whom it claims are causing the company undeserved reputational damage over its use of water supplies in the Kerala region. The company says...

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...

OFR regime is now complete - news

The last element of the UK’s Operating and Financial Review regime was put in place last month with the publication of a reporting standard by which companies now have to abide. The final...

new fund targets Japan - news

A new fund has been set up to offer risk-limited exposure to a basket of Japanese companies belonging to the Dow Jones Sustainability World Index, universally known as DJSI World. Sustainable...

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...

tobacco firm shows way on reporting - news

Giving information on progress and setting high standards for stakeholder involvement are two activities that enabled the Ceylon Tobacco Company to win in the inaugural Sri Lanka Awards for...

Asian investment managers think SRI will go mainstream - news

New research shows that 85 per cent of Australian and Asian investment managers believe SRI practices will become mainstream within ten years. These managers were more optimistic than their...

inbrief - news

Two Danish pension funds have begun using the new Convention Watch service developed by the London-based SRI data provider Ethical Investment Research Services. ATP, Denmark’s largest pension fund...

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...

US is sceptical on SRI future - news

US investment managers remain broadly unconvinced of the merits of incorporating non-financial measures when deciding which companies to include in portfolios. Thirty-one of 49 large US-based...

climate change action fends off US activists - news

Shareholder activists in the US have agreed to drop climate change resolutions tabled at five oil and gas businesses now that the companies have announced new measures on the issue. In a sign...

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...

Thai brewer hit by anti-alcohol protests - news

Public pressure over the social consequences of alcohol has forced the Bangkok stock exchange to postpone indefinitely the listing of Thai Beverages, Thailand’s largest brewer and the maker of...

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...

index fever mounts as Brazil joins rising band - news

Brazil is to get its own sustainability index this summer. The benchmark, being set up by Bovespa, the Brazilian stock exchange, is expected to be introduced in July or August as the Brazilian...

assurers ‘need to say more’ - news

Too many assurance statements add little value to non-financial reports, a specialist group has warned. The panel of 22 judges for this year’s UK Sustainability Reporting Awards believes that...

sportswear sector makes good progress - news

The sports footwear industry, often accused of violating fundamental labour standards, has made greater progress in implementing worker-friendly codes of conduct than the apparel and retail...

Ford volunteers in tsunami mission - news

The first task of an employee volunteer group set up by Ford Motor Company will be to help to rebuild homes and other structures in areas devastated by the Indian Ocean tsunami. The Ford...

two SRI indexes for Australia - news

Australian investors will soon have two options for selecting CSR performers. Australia’s first SRI index is being established by RepuTex, the social responsibility ratings agency, to track the...

inbrief - news

Christian Werner has been appointed head of the SAM Group’s team of sustainability and financial researchers. Before joining the Zurich-based SRI asset manager, Werner worked for Germany’s...

Henderson targets tax matters - news

A UK fund manager has signalled that it considers the way companies manage their tax affairs to fall within the remit of corporate social responsibility. Henderson Global Investors argues it is...

SRI adopted by exchange traded funds - news

SRI is moving into the world of exchange traded funds. Two new such funds, which take the form of an investment company holding securities of companies in a selected market index, have been set...

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...

investors pick brokers for SRI bonuses - news

Seven brokerage houses have now been chosen by a mainstream institutional investors’ group to receive a financial incentive for providing research on companies’ social and environmental...

India gets its own CSR body - news

A group has been set up to promote corporate social responsibility on the Indian subcontinent. The initiative originated with discussions between Confederation of Indian Industry and the...

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....

inbrief - news

Alice Evans has joined Henderson Global Investors’ SRI team as an assistant fund manager. She previously worked for three years at JP Morgan Fleming, covering pan-European equities.

inbrief - news

An SRI guide for pension fund trustees is available from Eurosif. The pension programme toolkit aims to make SRI ‘an integrated part of institutional portfolios’.

inbrief - news

ConocoPhillips has confirmed that it has withdrawn from the lobbying group Arctic Power, which is urging the US government to open the Arctic National Wildlife Refuge in Alaska to oil exploration...

‘opaque legalese’ may threaten value of OFRs - news

Two leading CSR consultancies have warned that social reporting in the UK will take a ‘backwards step’ next year when a requirement on companies to produce Operating and Financial Reviews comes...

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...

study to analyse CSR costs and benefits - news

Research has begun in Europe to assess the financial benefits to companies of adopting sustainability programmes. The Advance project, funded by the European Commission, will attempt to ‘make use...

inbrief - news

Tim Dieppe has been appointed to manage Henderson Global Investors’ range of global SRI funds, with particular responsibility for directing the group’s increasing investments in ‘industries of...

inbrief - news

An SRI information pack has been produced for UK independent financial advisers by the UK Social Investment Forum.

OECD cases revealed - news

The Organization for Economic Co-operation and Development has for the first time publicly listed ‘specific instances’ of alleged non-compliance with its guidelines for multinational enterprises....

Cintas will come clean on compliance details - news

Cintas, North America’s largest uniform maker, is to report publicly for the first time on how its suppliers perform against its ethical code of conduct. The US-based company’s decision follows...

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...

tea body turns over new leaf in China - news

Ethical monitoring of tea estates in China will begin this autumn as part of increased activity by a socially responsible tea body. Members of the Ethical Tea Partnership, among them Gold Crown...

men dominate in CSR jobs - news

Two-thirds of company CSR executives are men. A review of 3564 Ethical Performance records of individuals with CSR managerial responsibilities in companies shows 67 per cent are male. This is...

second term for Bush puts the ball in corporate court - news

While the US election results were widely regarded as bad news for CSR, the re-election of the president could, paradoxically, be a catalyst for change It would be wrong to say that gloom has...

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...

consultancies band together - news

Three European CSR consultancies have formed an alliance to offer their services across the continent. The three – csrnetwork (UK), Ecodurable (France) and triple innova (Germany) – have joined...

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...

ethics screening moves into derivatives field - news

The rapidly-expanding credit derivatives market now has its own ethical index. The Ecpi-Credix ethical index is composed of 125 credit derivatives whose underlying assets have satisfied 200...

Nordic region gets set of ethical indices - news

The first family of ethical indices specifically for companies in the Nordic region has been established by GES Investment Services and News Agency Direkt. All companies listed in Copenhagen,...

EIRIS strengthens its overseas presence - news

Europe’s largest provider of investor information on the social and environmental performance of companies is to open offices in New York and Tokyo. Ethical Investment Research Services, which...

CSR gongs can prove to be a liability as much as an asset - news

There are hundreds of awards open to companies and individuals to win but many are of doubtful value because it is often unclear what they measure As with codes of practice, so with CSR awards....

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...

new body will raise research standards - news

An international trade association has been formed to promote higher professional standards in CSR research. The Association for Independent Corporate Sustainability and Responsibility Research...

new site rails against ‘anti-business’ CSR proponents - news

An anti-corporate responsibility activist has set up a website accusing CSR proponents of damaging business. CSR Watch has been established by the right-wing Free Enterprise Education Institute, a...

Henderson Global turns away from ‘best in class’ - news

One of the world’s leading SRI fund management companies is to place less reliance on the ‘best in class’ investment approach and instead put more money into sustainable companies regardless of...

Japanese firms take FTSE4Good by storm - news

Japan has been given its own FTSE4Good index in recognition of the growing importance of CSR to Japanese companies. It is only the third country with a domestic...

opinion formers impressed by partnerships - news

Opinion formers think a company can most effectively demonstrate its commitment to social responsibility by entering into partnerships, a poll suggests. In a survey...

SRI research to take in emerging markets - news

Two companies in the investment sector have jointly developed a socially responsible approach to emerging markets. Investment research and advisory firm Innovest and...

Wellcome opts for engagement - news

The UK’s largest charity by asset size has appointed Insight Investment to provide a shareholder engagement service on corporate responsibility and governance issues...

inbrief - news

Marc Bontemps is the new director of Ethibel, the Brussels-based SRI advisory and research body. Bontemps, who joins from Oxfam-Wereldwinkels (Oxfam-World Shops),...

media sector needs to measure its ‘brainprint’ - news

Media companies have been urged to consider whether their print and broadcast output has a socially responsible impact on people’s thinking. A new discussion paper...

Nestlé welcomed into SRI investment fold - news

Nestlé has been admitted to a list of stocks approved as socially responsible by an investment research firm based in Sweden. Analysts at GES Investment Services decided...

Angola opens up on oil - news

Sustained pressure on governments to disclose how much revenue they receive from extractive companies appears to have borne fruit with a decision by Angola to reveal...

French bank creates CSR unit - news

The state-owned French investment bank Caisse des Depots et Consignations is to create a sustainable development division. The bank, which employs more than 41,000...

firms offered reporting tool - news

Companies suffering from questionnaire fatigue are being offered a reporting system that collates data on their social and environmental performance for electronic...

Cisco adopts global CSR strategy - news

Internet network company Cisco Systems is to establish a global CSR strategy over the next 12 months as part of a dramatic move away from its traditional philanthropic...

inbrief - news

Two more organizations are to join a network of CSR centres being formed in the Asia Pacific region this summer. The Responsible Business Initiative in Pakistan and...

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...

EP looks ahead to the next five years - news

Welcome to the sixth year of Ethical Performance. The CSR field has matured considerably, and at a pace few envisaged, since our first issue appeared in May 1999. To...

inbrief - news

Ethix, the Swedish SRI research company, is spreading its wings. Ethix, which was set up in August 2003 to serve the institutional investor market, has merged with...

inbrief - news

Two SRI analysts have left their jobs to start a company supplying ethical catering for CSR events. Vanessa and Clare Gabbett Mulhallen, sisters with catering...

CIS seeks views of its customers - news

The Co-operative Insurance Society is to offer its five million policyholders a say in developing the SRI policy applied to its £20billion ($36bn) investment portfolio....

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...

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...

firms lose marks through poor public disclosure - news

Companies are failing to give enough favourable detail when they make public their social and environmental performance, an investor-sponsored study of UK housebuilders...

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...

CSR ‘has no bearing on big corporate scandals’ - news

It is naive and unrealistic to expect that socially responsible companies should be less prone to internal fraud or accounting scandals, delegates at a Rome conference have...

Australia takes the lead with SRI disclosure law - news

The world’s toughest disclosure requirements on socially responsible investment come into force in Australia this month. From 11 March, companies providing...

ethical trading squeezed by purchasing practices - news

Companies with ethical supply chain codes have been told that their own purchasing practices are often one of the biggest obstacles to the implementation of their codes...

inbrief - news

The banking sector dominates new entrants on a list of the 20 most frequent stocks in the portfolios of European SRI managers. Four of the nine companies – Bank...

palm oil users in the dark on origins - news

Most companies using palm oil in their products do not appear to know whether it comes from sustainable sources, according to the UK investment company Isis Asset...

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...

Asia Pacific to get network of CSR centres - news

A network of corporate social responsibility centres will be formed in the Asia Pacific region this summer. The centres, in Australia, Hong Kong, Malaysia, the...

inbrief - news

The UK is maintaining its dominant position as Europe’s lead market for socially responsible investors, the Sustainable Investment Research International Group...

investors who think CSR is bad for firms are the contrarians now - news

Strange that the City of London, one of the strongholds of socially responsible investment, also contains the greatest proportion of investors who think that managing...

why the Race to the Top failed to reach a finish - news

A scheme to help major retailers compare and improve their social and environmental performance has ended in failure. Where did it all go wrong? Three years ago we...

SRI results enthuse bank - news

Morgan Stanley has decided to deepen its involvement in SRI after studying the share prices of companies with a good corporate social responsibility record....

analysts think positive on risk management - news

More than three-quarters of European fund managers and analysts believe management of social and environmental risks is good for business. A Deloitte study found 79 per...

chemical firms to set goals - news

The UK chemical industry has taken a step towards greater transparency by declaring it will publish social and environmental goals this summer. The Chemical...

winning entries generate innovative approaches to SRI - news

A competition established to stimulate new thinking on how to encourage institutional investors to take a long-term view of investment has sparked a host of innovative SRI...

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...

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...

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...

P&G adopts fair trade coffee - news

Procter & Gamble is to introduce fair trade coffee into its US product range through its coffee division Millstone. US shareholder activists have filed a number 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....

Aussie firms slow to disclose - news

Only one in ten of Australia’s biggest firms have so far entered details of their corporate responsibility programmes on a new free-access database. The...

smaller firms in Europe get SRI index - news

An index of socially responsible smaller companies has been launched by Kempen Capital Management of the UK and SNS Asset Management of the Netherlands. The...

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...

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....

second round on disclosure - news

The Carbon Disclosure Project is to send forms to FTSE500 companies next month asking them about their climate change mitigation strategies. The move follows last...

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...

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...

lift-off for SRI transparency guidelines - news

Fund managers in Europe have begun using guidelines intended to give the investing public – and companies – a clearer idea of how SRI funds decide which firms to...

investors join forces to strengthen their engagement - news

Eight large institutional investors have decided to combine forces to engage with companies on their social and environmental performance. They have agreed to share...

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

Holly Mills has joined Standard Life Investment’s corporate governance team as SRI analyst. Mills, who will work with SRI research manager Julie McDowell, was...

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...

US investors on the move - news

The most successful resolution so far this year at the annual meeting of a US company on a social or environmental issue has been at Cooper Industries. The resolution...

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...

Dutch pension funds ready to embrace SRI approach - news

Three-quarters of Dutch pension funds expect to take the social, environmental or ethical performance of companies into account when making investment decisions in the future....

GRI looks for major growth in use of reporting guidelines - news

The Global Reporting Initiative is seeking to triple the number of companies using its sustainability reporting guidelines within two years. The Amsterdam-based...

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...

inbrief - news

Monsanto has been given the lowest possible investment rating – CCC – by the SRI analyst firm Innovest. Frank Dixon, managing director of Innovest, said the rating...

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...

ethical funds drop in number - news

The number of UK ethical funds has dropped for the first time since records began in 1996. There were 62 funds in March 2002 but only 57 by the following December,...

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...

the next step in SRI for pension fund trustees - news

Pension funds need to disclose not just their SRI policy, but also how they are putting it into practice, says Emma Howard Boyd Despite miserable stock markets, the...

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...

SRI practice within a mainstream investor - news

How does a mainstream investor take account of social and environmental considerations within its investment process? EP asked Standard Life Analyzing the...

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...

fantasy SRI fund offers mandate - news

Fund managers have been invited to enter a global competition to find the best structure for a hypothetical pension fund run along socially responsible lines. The...

TUC aims to turn trustees - news

The Trades Union Congress is to encourage greater shareholder activism by making UK pension fund trustees more aware of corporate social responsibility matters. The TUC...

inbrief - news

The Dutch pension fund of the Shell group has awarded Zurich-based Sustainable Asset Management a mandate to manage €100million ($107m, £67m) of European equities along...

inbrief - news

In-depth articles on CSRand SRI are at ‘Viewpoints’ on www.ethicalperformance.com

WWF says BP is ‘resting on its laurels’ - news

A leading UK charity is to disinvest from BP over concerns about the oil company’s ethical performance in the past year. In a symbolic gesture, the UK arm of WWF will sell...

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...

trustees pinpoint social issues - news

Over a third of UK pension fund trustees believe the social and environmental performance of companies will have a significant impact on the market value of the FTSE 100 in...

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...

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

More women and individuals from ethnic minorities should be appointed to UK company boards, the Higgs review into corporate governance has concluded. The review...

inbrief - news

Pressure on US-listed companies to take greater account of their social and environmental performance is expected to increase following a landmark decision by the Securities and...

cleaning up corporate America finally pays a CSR dividend - news

The decision of the Securities and Exchange Commission to require US mutual funds to disclose their proxy voting policies and voting records ends a long-standing anomaly....

KLP bans 27 big names - news

One of Norway’s largest institutional investors has excluded 27 companies from its portfolio after setting a ‘minimum ethical standard’ for all its...

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...

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

Europe’s largest pension fund is to launch a $250million (£158m) socially responsible investment vehicle this month in which other pension funds will be able to invest....

common standards are needed for engagement to be effective - news

More companies are facing questions from investors about their social, environmental and ethical performance than ever before. Gone are the days when only a few companies,...

UK investors signal fresh era in activism - news

A body that represents virtually all UK institutional investors has said its members will adopt a more vigorous approach when voting at annual company meetings on resolutions...

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...

Nokia tops SRI league table - news

Nokia is the stock most commonly held by socially responsible investment funds in Europe. The Finnish telecoms firm is now a more popular pick than the previous...

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...

inbrief - news

Financial institutions are being offered tuition on socially responsible investment by the founders of the annual Triple Bottom Line Investment conference. Brooklyn Bridge’s...

inbrief - news

A Hong Kong investment manager has launched a socially responsible fund of Asian equities. In-house researchers at Kingsway Fund Management’s SRI Asia Fund will assess...

time for financial firms to lift the agency veil - news

Lenders need to apply social and environmental screens to the projects they finance to minimize reputational risk, says Alan Banks As SRI investment techniques...

the European Union nails its colours to a multi-stakeholder mast - news

The EC’s multi-stakeholder forum has two years to prove it will be an effective means of promoting corporate social responsibility. EP assesses the prospects...

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...

KPMG unit avoids job cutbacks - news

KPMG claims its CSR advisory service has emerged unscathed from recent cost-cutting measures at the firm. The company has made 700 redundancies across its UK operations,...

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...

inbrief - news

Sustainable Investment Research International is doubling its capacity to cover more than 1000 global corporations from the 500 international companies it covered in...

inbrief - news

Henderson Global Investors has published a guide on how it assesses the ethical performance of companies. The Henderson SRI research and engagement handbook outlines...

Pictet launches SRI equities fund - news

Pictet, the Swiss-based fund manager, is launching a retail fund that will invest in the equities of large European companies ‘expected to generate long-term added value...

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...

Morley targets the laggards - news

One of the UK’s largest fund managers has abstained or voted against the managements of 20 companies at annual meetings this year because they have failed to produce an...

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....

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...

agency rises out of Arese ashes - news

A new ratings agency has been formed to analyse the social and environmental performance of companies around the world. Vigeo, which will be based in Bagnolet, France, has...

Belgian agency sets up SRI index - news

Belgium-based ratings agency Ethibel has launched a sustainability index for use by institutional investors. The Ethibel Sustainability Index has been developed by Ethibel’s...

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

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.

hopes are high as Timms becomes CSR minister - news

The business world has welcomed the appointment of Stephen Timms as the UK government’s new corporate social responsibility minister. Timms, who was appointed to replace...

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...

investors demand better disclosure - news

Thirty institutional investors have significantly stepped up the pressure on companies to improve disclosure on their social and environmental impacts by jointly demanding...

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)....

don’t bother analysts with your CSR stories - news

Companies should stop complaining that financial analysts are ignoring their corporate responsibility initiatives, argues Roger Cowe I am beginning to tire of...

‘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...

drug firms head SRI matrix - news

Two pharmaceuticals companies have been ranked as the most ethically desirable FTSE100 investments in a ‘sustainability matrix’ developed by a major fund management firm....

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...

tobacco firm enters CSR arena - news

British American Tobacco will begin the process of publishing no fewer than 13 different social reports this month as it becomes the first cigarette manufacturer to enter the...

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...

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...

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...

Domini bags SRI deal in NY - news

Domini Social Investments has been selected to manage $190million (£134m) worth of City of New York investments along socially responsible investment lines. The...

inbrief - news

Only 23 of 101 SRI fund managers and analysts in Europe and the US are assessing the social and environmental performance of companies using ‘best practice’ methods,...

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...

Nestle tries to tackle questionnaire fatigue - news

One of the world’s largest food companies has become so fed up with processing questionnaires on its ethical performance that it may soon politely decline to complete them....

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...

the EC green paper: some early feedback - news

The green paper has prompted a large number of submissions from companies and other interested parties. EP reviews a selection of them The consultation period for...

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...

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...

firms keen to join FTSE4Good - news

More than 120 UK companies have approached FTSE to discuss their ethical performance since it launched the FTSE4Good index four months ago. FTSE says 122 businesses...

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

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

inbrief - news

Penny Shepherd has left the UK Social Investment Forum, a network of organizations and individuals with an interest in socially responsible investment. The forum’s...

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....

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

Henderson Global Investors has appointed Alex Gozzi as socially responsible investment business co-ordinator with overall responsibility for the operations of the SRI team in...

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...

fund manager engages with 57 companies - news

Jupiter Asset Management held 57 meetings with UK companies to discuss social and environmental issues in the six months to 31 March 2001. Figures from the...

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

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...

electricity sector best at reducing risk - news

Companies in the oil, gas and electricity sectors have been the most successful at reducing the social and environmental risks that affect their business, a new set 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...

Vodafone is top ethical stock - news

Vodafone heads a league table of UK companies favoured by ethical fund managers, according to the Ethical Investment Research Service. The mobile phone company has...

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

A conference on ‘Ethical Investment Management’ will be run by Euromoney from 21-22 June in London. Speakers include Penny Shepherd MBE, executive director of the UK...

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 temperature rises following Bush’s decision to reject Kyoto - news

There are at least four conclusions business can draw from the furore surrounding president George Bush’s decision not to back the Kyoto protocol. The first, and most...

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...

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...

troubled Iceland begins rethink on social issues - news

The frozen food retailer Iceland is to re-examine its social responsibility measures in the wake of a boardroom shake-up that has seen the company scrap its organics-only...

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....

Myners Review may boost SRI - news

The UK government is to ask institutional investors to become more active shareholders in order to improve the performance and behaviour of companies. The move will...

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...

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)....

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...

City begins to feel heat on ethical investment - news

Fund managers are feeling greater pressure to adopt socially responsible investment principles but are ill prepared to do so, a Deloitte & Touche study has concluded....

GRM provides SRI analysis for insurance giant - news

A London-based firm of analysts is to carry out research into the social and environmental performance of European companies for the asset management arm of CGNU, the worldís...

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 12th annual 'SRI in the Rockies' conference will be held from 9-12 September in Tucson, Arizona. The event for socially responsible investment professionals is run...

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...

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...

Henderson rebuilds SRI team - news

Henderson Global Investors has begun to rebuild its socially responsible investment team by appointing Rob Lake as head of strategy. Lake, who was previously director of...

Dutch fund moves toward SRI approach - news

The Dutch pension fund PGGM looks set to adopt socially responsible investment (SRI) principles across its entire portfolio. PGGM, which manages €50billion (£30bn) on...

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...

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...

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...

ETI attempts to define a 'living wage' - news

The Ethical Trading Initiative (ETI) has proposed a definition of what it believes should constitute a 'living wage'. The definition is designed to help corporate members of...

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...

Norway creates SRI fund - news

The Norwegian government has chosen the Ethical Investment Research Service to help it invest a small proportion of its oil revenues along socially responsible lines....

fund manager expands SRI unit to improve engagement - news

Friends Ivory & Sime (FIS) is expanding its socially responsible investment unit. FIS, the investment management arm of Friends Provident Group, will recruit two additional...

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...

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...

exploitation claims are found wanting - news

The business support services company Hays has strongly defended its use of Indian and Sri Lankan labour to process data for the UK government-owned Student Loans Company (SLC)....

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...

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...

Ethix SRI - companies

OpenSRI - companies

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...

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...

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...

NN Group publishes its 2016 Annual Report - reports

NN Group is pleased to announce the publication of its 2016 Annual Report. It consists of two distinct sections – Annual Review and Financial Report – providing an overview of our...

Legg Mason, Inc. Issues 2016 Corporate Social Responsibility Report - reports

Legg Mason and its Affiliates Boast 29 Years of Bringing ESG Strategies to Clients, Furthering Mission of “Investing to Improve Lives” In our 100+ years of investing, Legg Mason...

Tetra Pak Sustainability Update 2016 - reports

“Sustainability goes hand in hand with the Tetra Pak brand promise – PROTECTS WHAT’S GOOD™ – and the three pillars on which it stands: food, people and futures. Our...

Tetra Pak Launches 2015 Sustainability Update - reports

Tetra Pak has launched its 2015 sustainability report, which highlights the company’s achievements in environmental performance, social responsibility and good governance over the past...

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,...

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...

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.

Responsible Investment Annual Review 2011/12 - reports

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

TBLI Conference Nordic 2015 - calendar

This second TBLI CONFERENCE focusing on the NORDIC region will be held in cooperation with Copenhagen Business School. TBLI CONFERENCES offer a wealth of opportunity for networking...

TBLI Conference Asia 2015 - calendar

We are excited to announce TBLI CONFERENCE ASIA 2015, held in cooperation with  INSEAD in Singapore, 29-30 April. TBLI CONFERENCE offers a wealth of opportunity for networking with...

TBLI Conference Europe - calendar

We are very much looking forward to returning to The Netherlands for our 18th European event: TBLI CONFERENCE™ EUROPE 2014 will take place on 28 & 29 October 2014 in Amsterdam,...

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...

TBLI CONFERENCE™ USA 2013 - calendar

In existence for over 15 years, TBLI CONFERENCE™ consists of two annual conferences. These two-day events give the world’s leaders on sustainability an opportunity to network and...

FT/IFC Sustainable Finance Conference and Awards 2013 - calendar

The world faces not only persistent economic and financial uncertainty but also unparalleled resource constraints that are putting pressure on social and environmental systems, particularly in...

Fiat Industrial Group has published its first sustainability report - reports

This year Fiat Industrial Group – which was created on 1 January 2011 through the demerger of Fiat Group’s capital goods activities – published its first Sustainability Report.

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...

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.

Impact Investing 2012 - calendar

Investments for profit, people and the planet With some experts predicting a ten-fold increase in impact  investments to $500 billion by 2014 (1% of all managed assets), this...

ASrIA Briefing: Carbon Disclosure Project (CDP) Investor Roundtable - calendar

Low carbon growth is now widely accepted in Europe and North America as fundamental to generating long term shareholder value, avoiding dangerous climate change and helping the global economy...

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...

Mondi publishes 2010 Sustainable Development Report - reports

The Mondi Group has published its 2010 Sustainable Development Report.

Impact Investing 2011 - calendar

Investments for profit, people and the planet With some experts predicting a ten-fold increase in impact investments to $500 billion by 2014 (1% of all managed assets), Impact Investing 2011...

The 2011 Enhanced ESG Analysis Conference - calendar

A pragmatic exploration of the integration of ESG factors into traditional investment analysis. The 2011 conference is an entirely practical event, providing the tools and skills necessary to...

National Grid Publishes 09/10 CR Review - reports

Energy company National Grid has published its 2009/10 Corporate Responsibility Review, 'Shaping a Responsible Future'. The Review complements the company's online corporate responsibility report...

Low Carbon Investment in Asia Briefing Event - calendar

The briefing is a culmination of an 18-month project implemented by ASrIA to examine climate change issues relevant to investment in select industries in Asia and the implications of moving towards...

LEGO's VP of Sustainability on CSR Reporting - reports

The way that companies report and communicate sustainability is rapidly changing. The traditional one-way, annual printed CR reporting model appears to be creaking at the seams.

Sompo CSR Communication 2010 released - reports

Sompo Japan Insurance has released its Corporate Social Responsibility Communication. The report, which uses the phrase 'Looking One Step Ahead' as a keyword throughout, focuses again on the...

TBLI CONFERENCE™ ASIA 2011 - calendar

In existence for over 13 years, TBLI CONFERENCE™ consists of two annual conferences, in Europe as well as Asia. These two-day events give the world’s leaders on sustainability an opportunity to...

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.

Wall Street Green Summit X - calendar

The Wall Street Green Summit X is the annual conference in New York dedicated to environmental finance. The conference covers renewable energy finance, carbon trading and finance, SRI...

TBLI Conference - calendar

In existence for over 10 years, TBLI CONFERENCE™ consists of two annual conferences, in Europe as well as Asia. These two-day events give the world’s leaders on sustainability an opportunity to...

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)...

Carbon Disclosure Forum 2010 - calendar

ASrIA is pleased to invite you to attend the Carbon Disclosure Forum 2010.  The Forum will bring together senior executives, business managers and investors from Hong Kong and around the...

TBLI CONFERENCE™ ASIA 2010 - calendar

In existence for over 10 years, TBLI CONFERENCE™ consists of two annual conferences, in Europe as well as Asia. These two-day events give the world’s leaders on sustainability an opportunity to...

FT Investing in a Sustainable Future - calendar

The 2nd annual FT Investing in a Sustainable Future international conference, hosted by the Financial Times, will reveal how some of the top minds in today's corporate, financial and investment...

TBLI CONFERENCE™ ASIA 2009 - calendar

TBLI CONFERENCE™ ASIA 2009 is the largest global SRI and ESG learning and networking conference. Join the world’s leaders on sustainability to network, exchange information and ideas on the latest...

CSR International's CSR Masterclasses - calendar

Presented by: Dr Wayne Visser, Professor of CSR and author/editor of five books on CSR, including "The A to Z of Corporate Social Responsibility" and "Making a Difference". Build your knowledge on...

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...

Ethical sourcing forum Europe - calendar

This leadership forum will deliver new strategies and practices to address the latest social and environmental challenges facing global supply chain professionals and stakeholders. With its core...

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...

Anti-Malaria Education Programme supported by SC Johnson - reports

Latest figures show that more than half a million South Africans living in malaria-affected areas have been reached by an anti-malaria education programme supported by SC Johnson and RTI...

SC Johnson's 2006 Public Report - reports

SC Johnson has used its newly-released 2006 Public Report to encourage other companies to offset the environmental impacts of producing their own printed reports. The report is titled Doing...

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...

TBLI Conference 2007 - calendar

TBLI is the world's largest annual international learning and networking event on sustainable investment. During the two-day event, the latest developments on screening, auditing, reporting, SRI...

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,...

The Sompo Japan Insurance Corporate Social Responsibility Report 2005 - reports

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

Reaping the rewards of supporting dairy farmers - bestpractice

T here’s a Polish proverb that goes: “If the farmer is poor, then so is the whole country”. It’s a problem that Tetra Pak is highly aware of – it recognizes the...

Telecom Italia Mobile releases sustainability data - reports

TIM, the Italian leader in mobile telephony, has just posted a new Sustainability section on its website.

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...

Our Daily Bread: what does it REALLY cost? - calendar

There are only 100 days to go before entries close for a CSR-related competition open to allcomers. The non-profit organization Sustainable Ventures is offering a USD10,000 prize, ‘Our Daily...

OpenSRI to launch collaborative web platform - reports

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

ArcelorMittal publishes Corporate Responsibility report - reports

ArcelorMittal has announced the publication of its first Corporate Responsibility report 2007; Taking Responsibility for Transforming Tomorrow.

building a better future - bestpractice

Ciudad Bolivar is a socially deprived area of Colombia’s capital, Bogotá, and one of the most densely populated places in the world. Most of the 160,000 houses there have been poorly built by the...

making CSR pay - bestpractice

Traditional staff bonus schemes have usually paid employees in relation to their company’s financial results. But how would it be if end-of-year windfalls took into account non-financial factors...

nurturing biodiversity - bestpractice

British American Tobacco has teamed up with four conservation organizations to protect the richness of the natural world. In addition to funding conservation work, the...

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...

SRI Charts July - pages

SRI Charts - pages

 

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...

Marketing Services - pages

Products and Marketing Services As one of the most trusted sources of CSR industry news and analysis, Ethical Performance is read by industry opinion formers and decision makers across the...

Print advertising - pages

Print advertising We offer print advertising in both our monthly Ethical Performance newsletter and also in our quarterly publication Best Practice .   Ethical Performance...

Promote your event - pages

Products and Marketing Services As one of the most trusted sources of CSR industry news and analysis, Ethical Performance is read by industry opinion formers and decision makers across 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...

RSS Feeds - pages

RSS Ethical Performance offer RSS feeds of our reports and events services to allow you to constantly stay up to date with developments in CSR and SRI via email/an RSS reader....

About Us - pages

Dunstans Publishing Limited , an independent company, was formed in March 1999 by our founder Alastair Townley to provide news and analysis on issues and trends in corporate social...

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