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Stock Indexes / U.S.


Report Calls for Climate Resilient Stock Exchanges (01/06)
Arguing that risks associated with climate change are increasingly likely to destroy value, the Climate Disclosure Standards Board calls on stock exchanges to mandate corporate reporting that includes climate risk assessments.

Opportunities for Green Bond Investment Increasing (09/15)
The investment advisory firm Community Capital Management publishes a white paper describing several green bond opportunities that have become increasingly popular among sustainable fixed income investors.

Bank of America Delisted from Leading Sustainability Index (09/13)
The bank, which had been listed on the Dow Jones Sustainability Indexes despite its leading role in financing coal projects, is delisted in 2014, but questions remain over some of the Index's industry sector leaders and other constituents.

Third National Climate Assessment Published (05/06)
In its new report, the US Global Change Research Program asserts that the effects of climate change have already become a present day concern, and announces the launch of a website to help Americans receive reliable scientific information.

Stock Exchanges to Study Sustainability Reporting Standards (04/02)
The World Federation of Exchanges forms a sustainability working group to study environmental, social, and corporate governance (ESG) disclosure, and a coalition led by Ceres announces an initiative to engage global stock exchanges on the issue.

Non-Violent Protest or Terrorist Threat? (12/31)
FBI documents obtained by the Partnership for Civil Justice Fund reveal that coordination between the Bureau, the Department of Homeland Security, and the financial sector began even before the first demonstrations by the Occupy movement.

Corporate Laggards: Your Competitors are now Reporting (12/18)
A report from the Governance & Accountability Institute finds that more than half of S&P 500 companies now produce sustainability reports, and most that do use the Global Reporting Initiative framework.

Major Stock Market Indexes can Elevate ESG Risk for Investors (12/13)
A study by GMI Ratings analyzes the environmental, social, and corporate governance performance of major stock market indexes, and finds that most perform poorly against the research firm's normative distribution.

EU Nations Preparing a Financial Transaction Tax (12/12)
A similar measure before the US Senate appears to be going nowhere, despite the fact that such a tax would discourage high frequency trading and encourage a long-term approach to investing.

GMI Licenses Research for Corporate Governance Indexes (10/01)
The firm's agreement with the Global Index Group, which will create the first indexes focusing on corporate governance performance, is commended by governance advocate James McRitchie as a very important development for investors.

SAM Updates Dow Jones Sustainability Indexes (09/14)
Microsoft and Hewlett Packard are added to the DJSI World, but no US-based companies are included among the Index's 19 supersector leaders.

Emerging Markets ESG Updates Database of Contacts (08/18)
SocialFunds.com talks with Geoffrey Mazullo, whose twenty years of involvement with environmental, social, and corporate governance issues in emerging markets have provided him with a wealth of data and contacts compiled in a unique resource.

NASDAQ to Promote Sustainability Disclosure (07/13)
At Rio+20, the US-based stock exchange joins four counterparts in encouraging corporations to disclose environmental, social, and governance risks and opportunities.

2011 Sees Record Installations for Wind and Solar (03/16)
Clean Edge's 2012 trends report forecasts that the expansion of renewable technologies, which successfully weathered the economic downturn, will continue through 2021.

CEO Pay at S&P 500 Companies Up 37% in 2010 (12/19)
Increases in CEO pay are far greater than those of share prices, GovernanceMetrics International finds, and three of the highest paid executives are with companies whose shareowners have expressed dissatisfaction over pay packages.

NYSE Euronext and Bloomberg New Energy Finance Launch New Clean Energy Stock Indexes (11/30)
The indexes, which will track clean energy stocks in three regions globally, will soon be joined by industry-specific indexes; in the US, new sources of investment must be found to maintain the growth spurred by stimulus funds.

SRI in the Rockies: Public Policy as a Strategic Tool for Sustainable Investment (10/08)
Leading voices for shareowner action discuss public policy engagement at this year's SRI in the Rockies conference.

Trucost Environmental Data to Reach More Investors (08/19)
The environmental research provider partners with FactSet to add environmental risk management to the financial research company's offerings to clients.

Bill Would Give Federal Employees a Sustainable Investment Option (07/23)
Congressman Jim Langevin reintroduces the Federal Employees Responsible Investment Act, which would provide a Corporate Responsibility Index as an investment option for federal employees.

Tracking Error, Benchmarks, and Sustainable Investment Performance (07/02)
SocialFunds.com talks with George Gay of First Affirmative Financial Network about the performance of sustainable and responsible investment portfolios.

MSCI Launches Socially Responsible Index Series (06/29)
The indexes add exclusions of controversial industry sectors to the best-in-class criteria used by MSCI in its ESG index series.

Report Describes Ten Years of the FTSE4Good Index Series (06/09)
The groundbreaking index series, launched by FTSE and EIRIS in 2001, has led to improved ESG performance of companies through evolving standards and corporate engagement.

Dow Jones Sustainability Index Updated (09/17)
Dow Jones Sustainability World Index lists 320 corporate sustainability leaders, up from 312 in 2007.

Fixed Income Classes Get Indexes with ESG Performance Factors (08/20)
Three important financial players launch new corporate bond series.

New Social Awareness Index Started (05/09)
Credit Suisse and Innovest offer Social Awareness Index.

Sunny Days for New Solar Index and ETF (04/21)
Claymore Securities launches new ETF based on Melvin & Company's Global Solar Energy Index.

Two New Indexes of SRI Interest (02/05)
Standards & Poor's launches ESG-screened index of Indian companies and FTSE introduces its environment technology index.

New Index Contains Companies that Support Stewardship (01/24)
Index leader launches first index series based on the Dharmic religions.

S&P 500 Lags on Climate Disclosure, Electric Utilities Burning Economic Value Into Carbon (02/05)
Two recent reports use findings of the 2006 Carbon Disclosure Project to assess limits of transparency on climate risks and opportunities and drag on value creation at electric utilities.

Top Five Socially Responsible Investing News Stories of 2006 (01/05)
Green investing booms, microfinance pioneer wins Nobel Peace Prize, shareowner democracy increases, resolutions receive record votes, and UN launches Principles of Responsible Investment

Launch of Three New Clean Tech Indexes Culminates Banner Year for Green Investing (12/29)
The three Jefferies Global Clean Technology Indexes join the half-dozen green indexes introduced this year.

Another Clean Energy Exchange Traded Fund to Launch (12/12)
First Trust Advisors is slated to introduce an ETF that tracks the NASDAQ Clean Edge US Liquid Series Index early next year.

New Exchange Traded Fund Tracks Domini 400 Social Index (11/22)
Barclays Global Investors launches the iShares KLD 400 Social Index ETF.

Book Review: Green to Gold: How Smart Companies Use Environmental Strategy to Innovate, Create Value, and Build Competitive Advantage (11/20)
The plethora of real-life examples of corporate environmental initiatives is where readers will find value in this book from two authors associated with Yale.

KLD Fills Gap in Socially Responsible Investing by Launching Equity Income Index (11/07)
The KLD Dividend Achievers Social Index, created in partnership with Mergent, provides a new option for passive investment vehicles in this previously underdeveloped asset allocation in SRI.

Two New ETFs Fight Climate Change: One Bridges Shift to Cleaner Energy, One Pushes Cleantech (11/02)
The PowerShares WilderHill Progressive Energy Portfolio and the PowerShares Cleantech Portfolio offer investors increasing choice for investing in climate change solutions.

Winslow Conservation Index Outperforms the S&P 500 and Russell 2000 (10/25)
Winslow Management Company back-tested five-year performance of 15 companies focused on conservation, an oft-overlooked component of the alternative energy equation.

Blue Funds to Invest in Companies that Support Democrats (10/13)
The two new funds seek to capitalize on research that finds that Democrat-supporting companies significantly outperform Republican-supporting companies.

Investors Call on S&P 500 Companies to Use New Global Reporting Initiative G3 Guidelines (10/05)
Only 13 percent of the S&P 500 issues GRI reports--those that do see the move as insulating them against the possibility of future mandated disclosure on issues such as climate risk.

New Socially Responsible Investing Portfolios Offer Alternatives to SRI Mutual Funds (10/03)
Investment advisors can now offer retail clients separate accounts tracking seven different indexes, and a new index is geared toward high net worth individuals with Catholic values.

Book Review: The Business Case for Diversity (09/29)
DiversityInc presents compelling anecdotal evidence supporting the business case for diversity as well as copious empirical evidence, some of which is marred by editorial oversights.

Barclays Files for Permission to Launch iShares ETF Tracking the Domini Social Index (09/07)
The exchange-traded fund will likely have a low expense ratio, but will not conduct shareowner engagement like the other fund tracking the DSI, the Green Century Equity Fund, does.

Hydropower Stocks as an Alternative Energy Play (08/31)
Phaethon and Creative Investment Research recommend hydro to gain exposure to the energy boom, contending new technologies offer potential for reducing environmental impacts.

Green Century Equity Fund Seeks Shareowner Okay to Continue Tracking Domini Social Index (08/30)
Green Century also announced its intention to lower the expense ratio for the fund with aim of enlarging the fund's investor base.

Domini Shareowners Approve Shift from Index Tracking to Active Management (08/24)
The transition carries implications for investors, such as capital gains taxes, which Domini is strategically mitigating.

Alternative Energy Revolution Fueled by New Fund Launches Despite Sector Downturn (08/17)
The launch of the Guinness Atkinson Alternative Energy Fund testifies to optimism about the sub-sector echoed by the launch of the first renewable energy hedge fund by Ardsley Partners.

First Socially Responsible Investing Portfolio Devoted to Diversity Launched (07/31)
Minority-owned Creative Investment Research conceived of the portfolio to promote corporate diversity while targeting women and minority investors for economic empowerment.

Trillium Takes the Reins from Winslow in Managing the Green Century Balanced Fund (07/24)
The transition in portfolio managers has shifted the fund back to its roots as a core portfolio holding by reducing risk and diversifying holdings across the multi-cap space.

Parnassus Small Cap Fund Identifies Unique Sustainability Characteristics to Outperform Russell 2000 (07/19)
While the introduction of the Parnassus Workplace Fund a year ago piqued interest, the Parnassus Small Cap Fund unveiled at the same time is turning heads with strong financial performance.

Survey Reveals TIAA-CREF Investor Desire to Up Commitment to SRI (07/17)
TIAA-CREF promises to respond to participants, of whom over three-quarters prioritize social and environmental considerations in investing choices.

Domini Fund to Shift from Indexing to Active Management (05/26)
Domini Social Investments proposes shifting the Domini Social Equity Fund from tracking the Domini 400 Social Index to being actively managed by Wellington Management.

Listmania! Corporate Sustainability and Responsibility Lists Drive Improved Performance (05/25)
CSR lists take the old adage--what gets measured gets managed--one step further by spotlighting the ranking process, thereby encouraging better corporate social and environmental performance.

The Case for Categorizing Community Development Venture Capital as a New Asset Class (05/18)
A white paper by Pacific Community Ventures lays out the argument and identifies steps to promote growth in community development venture capital, such as standardizing social return metrics.

Another Clean Energy Index Launches to Capitalize on Transition from Dependence on Fossil Fuels (05/10)
The NASDAQ Clean Edge US Index joins several other recently launched clean energy indexes tracking solar photovoltaic, biofuel, wind, and fuel cell companies.

Student-Managed Socially Responsible Investing Fund Outperforms the Market (05/05)
The faculty advisor to the Arnone-Lerer SRI Fund at Villanova University attributes a quarter of the outperformance to environmental, social, and governance factors.

Wal-Mart Discloses Equal Employment Opportunity Data (04/14)
The company joined six others in the S&P 100 that publicly disclose their EEO-1 report, but Wal-Mart still faces shareowner action on union-busting and selling gems mined in Burma.

FTSE4Good Semi-Annual Review Boots 16 US Companies on Environmental Criteria (03/15)
Of the 19 deletions, only one company was dropped due to human rights (instead of environmental) criteria, and all but three deletions were US-based companies.

Evergreen Solar and Energy Conversion Devices Rated Outperformers in Piper Jaffray Solar Report (02/23)
The report continues a trend of mainstream equity research using socially responsible investing strategies, and SRI funds confirm this assessment through wide exposure to these two companies.

Two New Indexes Help Wean Us From Oil Addiction Via Clean Energy and Cleantech (02/10)
The WilderHill New Energy Global Innovation Index tracks clean energy companies internationally, while the Cleantech Index tracks cleantech companies in the US.

Changing of the Guard: Vanguard Pulls a Switcheroo on SRI Index Providers (10/06)
Vanguard is swapping the benchmark for its socially responsible investing index fund from the Calvert Social Index to the FTSE4Good US Select Index.

Dow Jones Sustainability Indexes Launch United States and North America Indexes (09/23)
The new indexes apply a best-in-class approach that differs from the approach of US socially responsible investing indexes currently available, which focus on exclusionary screening.

War Millionaires: Defense Contractor CEO Pay Up 200 Percent Since 9/11 (09/01)
The ratio between CEO and worker pay across the market climbs to 431 : 1, up from 301 : 1 last year, according to a new CEO pay study from United for a Fair Economy and the Institute for Policy Studies.

Book Review--The Market for Virtue: The Potential and Limits of Corporate Social Responsibility (08/31)
David Vogel scrutinizes the business case for CSR and finds no causal link between corporate virtue and profitability, but rather finds a robust niche market for it.

Toxic 100 Uses Enhanced Toxics Release Inventory Data to List Top Corporate Polluters (08/30)
The Toxic 100 aggregates facility-level TRI data to compute company-wide toxic emissions performance.

CalSTRS Follows Calvert Blueprint to Capitalize on Money Manager Diversity (08/09)
Both CalSTRS and Calvert see efforts to identify emerging money managers as smart business and socially responsible as well.

Book Review--Profitable Socially Responsible Investing?: An Institutional Investor's Guide (08/04)
An invaluable tool for fiduciaries considering SRI, the book advances original research finding competitive financial performance for positive screening.

Winslow Green Growth Fund: On the Rise Again (08/03)
Following up on its stellar 2003 performance, the environmentally-focused fund is again significantly outperforming its peers and benchmark.

Catching a Rising Knife: Sophia Collier Manages the Citizens Value Fund (05/20)
Whereas former portfolio manager Shelly Meyers tried to catch falling knives, Ms. Collier shifted to a more conservative strategy that has generated much better returns.

Ethical Funds Hires Manning & Napier to Manage Its North American Equity Fund (05/19)
Former portfolio manager Alliance Capital Management got the boot due to poor performance and a lack of diverse strategies to navigate market cycles.

Virgin Trees in Kleenex: Greenpeace Lambasts Kimberly-Clark Fiber Sourcing (05/06)
Between 15 and 30 percent of K-C tissue products fiber originates from the Canadian Boreal Forest, according to a Greenpeace report, and only 19 percent of its fiber is recycled.

Long-term Performance of 15 Year-Old Domini 400 Social Index Helps Validate SRI (05/05)
Since its 1990 inception, the DSI has outperformed the S&P 500, helping quash the widespread perception that socially responsible investing automatically underperforms.

Newly-Launched Funds Advance the Maturation of Socially Responsible Investment (05/03)
Calvert launches two fund of funds comprised of existing Calvert funds across a range of asset classes; Domini releases load-share clone of flagship fund for use by commission-based brokers.

Parnassus Workplace Fund Launches Today, Along With New Small- and Mid-Cap SRI Funds (04/28)
While many socially responsible investment funds assess workplace criteria, the Parnassus fund is the first to lead with this issue.

List of Global 100 Most Sustainable Companies Highlights Alcoa, BP, and Toyota (02/02)
Canadian corporate social responsibility magazine Corporate Knights sponsored the list, which is based on sustainability ratings from Innovest Strategic Value Advisors.

Two Socially Responsible Investment Exchange Traded Funds Launch (02/01)
The iShares KLD Select Social Index Fund seeks broad diversification and low risk, while the PowerShares WilderHill Clean Energy Portfolio ETF invests in renewable energy companies.

New Indexes Seek to Link Corporate Governance and Diversity to Financial Performance (12/15)
A DiversityInc index and joint FTSE-ISS indexes try to answer if diversity and corporate governance, respectively, correlate to financial outperformance.

FTSE4Good Raises the Bar With New Supply Chain Labor Standards Criteria (11/30)
Launched last week, the new criteria allow companies already in FTSE4Good indexes limited time to implement policies, systems, and eventually reporting on supply chain labor standards.

Calvert Fills Gap in Small- and Mid-Cap SRI Value Categories With Two New Funds (10/12)
The two new funds add diversification options to the socially responsible investment (SRI) palate.

First Alternative Energy Index Spawns Exchange Traded Fund (09/09)
The WilderHill Clean Energy Index, published by the American Stock Exchange, will serve as the basis for an exchange traded fund from PowerShares Capital Management.

The Value of Transformation: The Catholic Equity Fund (08/11)
After transforming itself from three actively managed funds into one index fund, the Catholic Equity Fund works to transform corporate practice through shareowner advocacy.

US Socially Responsible Investment Indexes Diverse in Style, Study Says (06/08)
A study presented at a recent socially responsible investment conference finds variability in US SRI index construction.

New SRI Index Optimizes Social and Environmental Performance and Controls Risk (06/02)
The KLD Select Social Index caters to institutional investors by underweighting companies with weak social and environmental performance instead of excluding them.

Socially Responsible Index Funds: Passive Management Means Less Expense (03/11)
SRI index funds offer competitive performance with lower expense compared to actively managed SRI funds.

Welcome to the Jungle: CSR Questionnaire Incompatibility Hampers Applicability (03/05)
A Nordic Partnership report finds wide variance in questions posed in corporate social responsibility surveys, calling into question their comparability and applicability.

Gazing in the Crystal Ball: 2004 Preview of Socially Responsible Investing Performance (01/16)
An overview of the trends that may affect SRI performance in the year ahead, among other issues to mull over when considering socially responsible investment.

SRI Domestic Equity Funds Edged Out By Their Non-SRI Counterparts in 2003 (01/15)
Socially responsible investment domestic equity mutual funds slightly lagged their non-SRI counterparts, while the Calvert Social Index outpaced the S&P 500 for the year.

Two New Real Assets Funds Attract $25 Million in Their First Two Months (12/03)
The Real Assets Social Leaders Fund and Social Impact Balanced Fund are off to a flying start, re-invigorating social investing in Canada.

Vanguard Fund Generates Strong Returns by Replicating the Calvert Social Index (10/24)
The Vanguard Calvert Social Index Fund outperformed more than four-fifths of its peers in the overall US mutual fund universe with similar investment styles over the past year.

FTSE4Good Indexes Add Bank of America, Delete Molson and ConocoPhillips (09/19)
As a result of its semiannual review, FTSE4Good adds Bank of America, a company deleted by DJSI, demonstrating yet another distinction between the indexes.

Foundation Begins to Reconcile Investments with Programs (07/22)
The Fetzer Institute uses screens and community investment to align a small portion of its assets with its social and environmental goals.

The Effects of 9/11 and the Iraq War on Islamic SRI Funds (04/18)
Socially responsible investment funds that reflect Islamic values shed light on the issue of anti-Islam sentiment, which has run rampant after 9/11 and through the Iraq War.

World Economic Forum Surveys CEO Attitudes Toward Corporate Citizenship (02/06)
The World Economic Forum CEO survey finds much enthusiasm but less substance in the adaptation of corporate social responsibility into core business activities.

Italian SRI Indexes Benchmark European and Global Equity and Bond Markets (12/13)
Milano, Italy-based E. Capital Partners manages seven SRI indexes.

DJSI and FTSE4Good Index Licensing Continues to Expand (11/08)
Index-based separate accounts, certificates, and exchange-traded funds are among the products being created based on these European SRI indexes.

FTSE4Good Indexes Add Companies After Semi-Annual Review (03/21)
FTSE4Good has significantly expanded its universe of socially responsible companies.

First Nasdaq-based Social Index Unveiled (02/12)
KLD and Nasdaq create the KLD-Nasdaq Social Index, the first index to screen Nasdaq companies for social and environmental criteria.

Morgan Stanley Dips Toe into Social Investing (07/18)
Morgan Stanley introduces the Morgan Stanley KLD Social Index Fund, which will track KLD's Large Cap Social Index.

FTSE4Good Index Series Announces Constituents (07/16)
Microsoft, AOL Time Warner and Intel are the top three in both the US 100 and Global 100 indexes.

KLD and Russell/Mellon to Offer Benchmarks for Screened Investments (05/29)
Launch of large cap index highlights KLD’s continued push to provide screened indexes across the domestic market.

Wal-Mart Booted Out of the Domini 400 (04/17)
KLD cites lack of leadership on labor controversies among reasons for removal.

Friends Ivory & Sime Spans the Atlantic with Two New Funds (02/09)
The London-based firm announces a fund invested in the U.S. and one in Europe, both for the U.S. market.

Social Index Funds Show the Way (02/07)
Almost nine years from its launch, Domini Social Equity Fund still leads the pack in terms of performance and raising investor awareness.

 

 
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