Throughout the year, many of our impact/ESG partners release various reports discussing and evaluating sustainable and responsible investing. These reports contain statistics, introduce new products, and help to relieve some stigmas associated with the industry.
Our friends at the US SIF: The Forum for Sustainable and Responsible Investment released a report last week covering the basics of sustainable investing and providing a roadmap for asset owners to include ESG investments in their current accounts. The report, “Moving Forward with Sustainable Investing: A Roadmap For Asset Owners” is the third, and last, of three roadmaps and provides sample investment policy statements and various impact/ESG guidelines and resources to help an investor understand how to implement the alignment of their values with their investment assets.1
Lisa Woll, the CEO of US SIF, stated, "While institutional asset owners vary widely in organizational purpose and structure, they are uniquely positioned to shift the investment industry toward sustainability”. Ms. Woll went on to say, “By considering ESG factors in portfolio selection and shareholder engagement, asset owners can help ensure that their investments support—not contradict—their values or missions. Sustainable investing strategies can also help institutions and their asset managers minimize risk and improve returns over the long term."2
These types of reports help increase industry awareness, spread demand for value alignment, and educate investors. We will continue to update you on new reports in impact/ESG investing as they are disseminated and always welcome ideas for content for white papers and reports we produce at CCM.
To download a full report of the US SIF Foundation’s “Moving Forward with Sustainable Investing: A Roadmap For Asset Owners”, click here. Don’t wait, help spread the impact/ESG word.