Stock Indexes / International
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.
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.
Instability in Middle East Dampens Investment (08/26)
A white paper from Business Monitor International analyzes foreign direct investment in the Middle East and North Africa and concludes that political instability has led to declines in several countries.
Colombian Securities Exchange Joins Sustainable Stock Exchanges Initiative (08/01)
The stock exchange becomes the second in Latin America to join the United Nations' initiative, and commissions a report from Sustainalytics on the state of sustainable investment in the region.
Ways to Assess Corporate Action on Climate Change (07/15)
The Carbon Tracker 200 list provides information on the unsustainable practices of the world's largest fossil fuel companies, and Ceres collaborates on a searchable database of climate change disclosures by US companies listed on the Russell 3000 index.
Coal Fired Power Consumption Slowing in China (06/09)
Carbon Tracker and the Association for Sustainable and Responsible Investment in Asia report that investors need to consider the implications of significant stranded assets in China's coal sector.
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.
NRDC Teams with Investment Firms to Offer Fossil Fossil Fuel Free Equity Index (04/29)
The Natural Resources Defense Council joins BlackRock and FTSE Group to launch a equity global index series that excludes companies engaged in exploration, ownership, or extraction of carbon-based fossil fuel reserves.
First Ranking of Corporate Sustainability in Colombia Published (04/05)
The ranking of the 20 most sustainable companies operating in Colombia uses research framework and methodology developed by Sustainalytics.
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.
EIRIS to Create Sustainable Index for Turkish Stock Exchange (11/25)
The agreement with Borsa Istanbul follows the London-based sustainable investment research firm's finding that companies in emerging markets with sustainable stock exchanges outperform their peers.
Sustainable Stock Exchanges can Influence Corporate ESG Performance (11/18)
EIRIS publishes results of interviews with 11 stock exchanges and finds that helping investors engage with companies on sustainability issues is a key motivating factor.
Latin American Sustainable Investment Forum Is Launched (11/02)
The Colombian Securities Exchange, Sustainalytics, and Deloitte drive the formation of the regional network which aims to increase collaboration and enhance knowledge relating to sustainable investment.
New Stock Indexes Champion Sustainability (09/27)
The United Nations Global Compact creates an index of 100 companies adhering to its principles, and STOXX launches two indexes using key performance indicators developed by Axel Hesse.
South Africa a Global Leader in Sustainable Investment (09/19)
Investment research by SinCo informs a new report on global best practice guidebook on sustainable investment and the incorporation of ESG factors by pension funds.
Corporate ESG Performance in Hong Kong and China Stagnant (09/09)
Asian research provider RepuTex-ESG analyzes the ESG performance of companies on the Hang Seng Corporate Sustainability Index Series and finds it basically unchanged from 2012.
German Stock Exchange 100th Business to Join Integrated Reporting Pilot (08/22)
The International Integrated Reporting Council announces that Deutsche Börse Group is the first stock exchange to join its pilot program in integrated reporting.
Gulf Persists Between Corporate Sustainability Claims and Performance (06/07)
Sixty percent of corporate respondents to an oekom research survey suggest that rating agencies and sustainable investors influence strategy.
Natural Capital and Integrated Reporting Among Trends for 2013 (02/18)
With the help of environmental research from Trucost, GreenBiz publishes the sixth annual edition of its State of Green Business Report, assessing major trends as well as the environmental performance of 500 US companies.
Corporate Knights Publishes Global 100 List of Leading Sustainable Corporations (01/28)
The Belgian metal recycling company Umicore tops the ninth annual list of sustainable large cap corporations, but the list also includes Enbridge, the Canadian operator of pipelines carrying oil from the controversial tar sands.
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.
Investors in UK Celebrate National Ethical Investment Week (10/17)
A survey conducted for the occasion reveals that almost half of adults with investments want large pension plans to sign onto the UK Stewardship Code, and research from EIRIS finds $18 billion invested in green and ethical retail funds.
Project Promoting ESG Disclosure in Emerging Markets Issues Final Report (10/16)
The Emerging Markets Disclosure Project notes that considerable improvements in ESG reporting have been driven by regulatory regimes such as sustainable stock exchanges, but calls for reliance upon standardized reporting to increase attractiveness of emerging markets for investors.
Assets Committed to Emerging Markets on the Increase (10/11)
A new survey by EIRIS suggests that while sustainable stock exchanges increase investor confidence in emerging markets investment, poor corporate attention to environmental, social, and corporate governance issues remains a barrier.
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.
Representation of Women on Boards Tops Ten Percent for First Time (03/08)
GovernanceMetrics International's annual report on gender diversity on corporate boards finds incremental improvements, but also that marked disparities persist between industrialized and emerging economies.
Book Review: Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (01/28)
Trucost executive Cary Krosinsky edits a book of essays demonstrating that sustainable investment in an era of growing resource scarcity yields significant opportunities for portfolio outperformance.
Corporate Knights Publishes Eighth Annual Ranking of Sustainable Companies (01/25)
Danish pharmaceutical firm Novo Nordisk tops the 2012 Global 100 and the United Kingdom leads countries with 16 companies on list.
Emerging Markets Investors Advised to Factor for Cost of Carbon (01/13)
SinCo and Trucost produce a report that identifies risks of a carbon tax to high-emitting companies, while analyzing the carbon footprints of South African equity funds.
Brazilian Stock Exchange Recommends that Companies Report or Explain (01/07)
BM&FBOVESPA, the Brazilian Stock Exchange, adopts report-or-explain position to encourage sustainability reporting by listing companies in advance of the Rio+20 conference in July.
Mexican Stock Exchange Launches Sustainability Index (12/08)
Bolsa Mexicana de Valores selects EIRIS and Ecovalores to develop framework for an Index assessing the environmental, social, and corporate governance performance of Mexican companies.
Largest South African Companies are Responding to Climate Change but Need to do More (12/06)
With the COP17 climate change conference occurring in South Africa, EIRIS analyzes the climate change performance of the 40 largest companies listed on the Johannesburg Stock Exchange.
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.
Asian Companies Show Improvement in ESG Reporting (10/06)
As sustainable investors increasingly turn their attention to emerging markets, EIRIS finds that environmental, social, and governance (ESG) performance by Asian companies needs improvement.
New Research Supports Outperformance of ESG Portfolios (08/08)
A white paper by RCM studies data compiled by MSCI ESG Research and finds that a portfolio comprised of best-in-class companies outperforms benchmark over five years.
Shanghai Stock Exchange to Launch Sustainable Development Industry Index (07/30)
The components of the Index will include companies engaged in energy efficiency as well as renewable energy and other low-carbon operations.
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.
Dow Jones Sustainability Index Updated (09/17)
Dow Jones Sustainability World Index lists 320 corporate sustainability leaders, up from 312 in 2007.
Report Names Most Controversial Companies (07/18)
The top ten environmental and socially controversial companies for the first six months of 2008 called out.
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.
Environmental, Social and Governance Standards: Glass Half-Empty or Half-Full? (11/28)
The spread of voluntary and mandatory ESG disclosure and performance standards for business raises the question, how robust is implementation and enforcement?
Launch of Five Climate Change Funds May Enrich Investors, But Won't Save the World (11/15)
Deutsche Bank, F&C, HSBC, Schroders, and Virgin Money launch climate funds, a trend that validates the role of finance in addressing--though not solving--global warming.
"Living" Companies Perform Better (10/12)
Corporations that care about people more than things are more sustainable and profitable, puts forth author and financial counselor Jay Bragdon.
KLD's New Index Finds Sustainable Companies the World Over (10/02)
KLD launches a Global Sustainability Index Series to benchmark top companies in all sectors across Asia Pacific, Europe and North America.
Leave Only Footprints: Measuring and Managing Corporate Carbon Emissions (09/04)
Corporate carbon footprinting is on the rise, but so too is the number of footprint methodologies, challenging companies and investors to discern the best options. Part two of a two-part article.
S&P Tracks Sustainability With a New Global Index (03/15)
S&P jumps into the growing pool of sustainability indexes with the launch of its Global Thematic Index Series.
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.
Global 100 List Raises the Profile of Sustainability at the World Economic Forum (and Beyond) (01/25)
Competition to make the third annual list of the 100 most sustainable companies--based on ratings by Innovest--continues to spur strong corporate social and environmental performance.
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.
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.
FTSE4Good Deletes Nine Companies on Environmental and Supply Chain Labor Standards (10/04)
FTSE4Good criteria promote incremental progress in corporate social responsibility performance, and climate change is the latest topic covered in newly proposed standards.
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.
Carbon Disclosure Project Finds Tipping Point in Awareness But Not Action on Climate Risks (09/19)
CDP4 reveals almost three quarters of FT500 tracking their greenhouse gas emissions, but less than half of those who think climate change poses risks are reducing GHG emissions.
DJSI Takes Holistic Approach to Assessing and Promoting Corporate Sustainability (09/11)
Dow Jones Sustainability Indexes assesses overall sustainability performance, driving constant improvement through the competitiveness to attain best-in-class status.
Assessing Job Creation as a Social Indicator Correlating to Financial Performance (07/06)
A new study from Switzerland-based Pictet & Cie argues that job creation eclipses all other labor issues as a key indicator of corporate social responsibility, and measures its impact on returns.
Norwegian Government Pension Fund Dumps Wal-Mart and Freeport on Ethical Exclusions (06/16)
The $230 billion global fund--one of the largest pension funds in the world--cited Wal-Mart for systematic human rights violations and Freeport for serious environmental damage.
Book Review--Managing the Business Case for Sustainability: The Integration of Social, Environmental, and Economic Performance (06/07)
The book presents a wide breadth of academic and practitioner perspectives on corporate social and environmental sustainability.
Bank of China International Investment Managers Launches First SRI Fund in China (06/06)
The fund combines quantitative screening with qualitative assessment on issues such as corporate governance and social responsibility, but it is unclear how it will handle human rights.
Japanese Fund First to Track KLD Global Climate 100 Index (05/19)
The construction methodology of the Global Climate 100 distinguishes it from other clean energy indexes, and distinguishes this fund from other Japanese eco funds.
Hog Manure Fertilizes Improvements in Environmental Management at Smithfield Foods (05/13)
Fines for Clean Water Act violations and a lawsuit settlement spur Smithfield to clean up its act and move toward environmental leadership, but it still has a way to go to complete a turnaround.
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.
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.
How to Determine the Top 100 Sustainable Companies in the World (01/28)
Innovest Strategic Value Advisors and Corporate Knights announce the Global 100 Most Sustainable Companies at the World Economic Forum, documenting financial outpeformance.
UK Kills Operating and Financial Review of Environmental and Social Information (12/08)
The move, which was seen as capitulation to the business community, leads to legal challenges.
Calvert World Values Fund Tackles Challenges of International Socially Responsible Investing (11/29)
The fund delivers double-digit three-year returns for shareholders while screening for corporate environmental, social, and governance performance in international and emerging markets.
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.
Domini Goes Abroad with New European Fund (09/22)
The fund allows US social investors to diversify their portfolios into a region with attractive investment opportunities and corporations with strong sustainability commitments.
Third Carbon Disclosure Project Survey Finds Increasing Action on Climate Change (09/21)
CDP3, now sponsored by 155 institutional investors with more than $21 trillion in assets, also reveals some significant footdragging by the Financial Times 500 companies.
A Next Generation SRI Strategy: The Henderson Industries of the Future Fund (09/13)
By extending to its entire portfolio a focus on ten sustainability industries, Henderson has conceived of a novel approach to socially responsible investing.
Banks and Financial Service Providers Figure Prominently in FTSE4Good Attrition, DJSI Matriculation (09/08)
Corporate social responsibility plays an important role at banks and financial service companies, which are not only recipients but also increasingly purveyors of socially responsible investment.
Most Canadian Extractive Companies Behind the Curve on Human Rights Policies (08/18)
Ethical Funds surveys Canadian energy and mining companies and finds less than a handful with comprehensive human rights policies, management systems, and disclosure mechanisms.
Ethical Investment Research Service Follows Socially Responsible Investing Growth around the Globe (07/26)
Spawned by the anti-apartheid movement seeking information on companies operating in South Africa, EIRIS has since grown astride with the expansion of SRI.
Vigeo-Ethibel Merger Forms New European Socially Responsible Investment Research Firm (07/07)
The Vigeo Group becomes the largest corporate social responsibility rating agency in Europe, with global operations that the newly-created company plans to expand.
Canadian Corporate Sustainability Reporting In Its Infancy, Shows Signs of Growth (06/08)
A lengthy report released yesterday by the Certified General Accountants Association of Canada provides a primer on sustainability reporting as well as a statistical snapshot.
Sustainable Asset Management Signs On to Eurosif Transparency Guidelines (05/31)
Although SAM already practices comprehensive disclosure, its fulfillment of the European Social Investment Forum guidelines reveals the strengths and weaknesses of standardization.
The Value of Local Expertise in SRI Research: Jantzi Research Knows Canada (05/25)
Jantzi Research conducts socially responsible investment research and corporate social responsibility rating and ranking focused on the Canadian market primarily for institutional investors.
Carrots and Sweets: Tying Executive Remuneration to Extra-Financial Performance Indicators (03/02)
A report from Henderson Global Investors and Universities Superannuation Scheme finds incentives for extra-financial performance tied to short-term instead of long-term indicators.
MMA Praxis International Fund Buoyed by Strong Performance in Global Markets (02/25)
Growth is concentrated in sectors and companies that are excluded by social and environmental screens.
Tale of Two Reports: Sustainability Yearbook Compares Extra-Financial to Financial Reporting (02/24)
Published jointly by Sustainable Asset Management and PricewaterhouseCoopers, the yearbook shows how adding extra-financial data to a financial report increases buy recommendations.
Web Design, Lobbying Disclosure Fuel Co-Operative Bank Win of UK Sustainability Reporting Awards (02/23)
The award judges distinguished between sustainability and corporate social responsibility reporting, noting that many reports identifying themselves as the former (which are more rigorous) were actually the latter.
First Australian and Israeli Socially Responsible Investing Indexes Launched (02/15)
The Maala SRI Index goes live on the Tel Aviv Stock Exchange, and both the Australian SAM Sustainability Index and the RepuTex SRI Index will launch imminently down under.
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.
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.
Apple Added, Time Warner and Petro-Canada Deleted from FTSE4Good Index Series (09/30)
The biannual review of FTSE4Good constituents resulted in the addition of 79 companies and the deletion of 23.
As Socially Responsible Investment Grows in Japan, FTSE4Good Launches New Index (09/23)
Following on the introduction of the first SRI index by Morningstar Japan last year, FTSE4Good unveils the second SRI index covering the Japanese market exclusively.
Dow Jones Sustainability Indexes Add General Electric and Drop Electrolux (09/03)
The annual change in the DJSI is based on recent assessment of corporate economic, environmental and social performance.
Handbook Reports on Sustainability Practice in South Africa (08/17)
Trialogue and the African Institute of Corporate Citizenship join forces to create a comprehensive text placing South African sustainability practice in a global context.
Can Corporate Social Responsibility Put the Brakes on HIV in Africa? (08/04)
A field report from Africa by Dan Rosan of the Interfaith Center on Corporate Responsibility.
Carbon Disclosure Project Report and Greenhouse Gas Protocol Release Second Editions (05/19)
Climate change initiatives get a significant boost this month with the release of two revised editions of a report and a protocol for addressing global warming.
Daiwa Launches Japan's Newest Socially Responsible Investment Fund (05/07)
The new Daiwa SRI Fund will focus not only social and environmental issues, but also corporate integrity, ethics compliance, and transparency.
Women Directors Rare Even in Developed Economies, According to First Global Study (04/20)
A UK-based socially responsible investment research firm study of companies in global developed economies finds only seven percent of board seats occupied by women.
Into Africa: The Paradox of Socially Responsible Investing in the Developing Continent (04/01)
To support sustainability in Africa, social investors can invest directly outside the SRI community, or else they can pursue community investment and shareowner action.
Philips Extends Sustainability Expectations to Suppliers, Including Child Labor Ban (03/29)
In its 2003 Sustainability Report, Philips Electronics introduced provisions requiring its 50,000 suppliers worldwide to practice social and environmental sustainability.
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.
Study Dissects SRI Performance by Different Social and Environmental Factors (01/28)
A Pictet study correlates financial performance with specific aspects of socially responsible investment, such as corporate governance and stakeholder relations.
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.
Australian SRI Funds Outperform Their Benchmark Over the Short- and Long-Term (11/19)
A new AMP Henderson report finds Australian socially responsible investing outperforms the S&P/ASX 200 over one-, two-, three-, and five-year periods.
Johannesburg Securities Exchange to Introduce Socially Responsible Investing Index (11/18)
In addition to requiring listed companies to comply with King II codes, JSE is also launching an SRI index based on triple bottom line and corporate governance practices.
Emerging Markets Represent Underdeveloped Opportunities for SRI, Study Says (10/30)
An International Finance Corporation report on socially responsible investing in emerging markets finds obstacles and opportunities.
European Smallcap SRI Index Launches (10/02)
Kempen Capital Management and SNS Asset Management fill a market gap with what they call the first SRI index in the world to focus on small capitalization companies.
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.
Dow Jones Sustainability Indexes Add Toyota, HP, Eject DaimlerChrysler, Bank of America (09/11)
After its annual review, DJSI adds companies it deems as having strong sustainability performance to its index universe, and deletes companies that lag in sustainability practice.
Morningstar Japan Launches First SRI Index Covering Japanese Market Exclusively (08/28)
The introduction of an socially responsible investing index by Morningstar Japan represents a significant milestone in the development of SRI in Japan.
Johannesburg Securities Exchange Requires Compliance with King II and Global Reporting Initiative (07/16)
Companies listed on the Johannesburg Securities Exchange will soon have to comply with King II corporate governance codes as well as Global Reporting Initiative guidelines.
Investors Managing $3 Trillion Back Blair's Extractive Industries Transparency Initiative (06/18)
Developing countries are being prodded to support oil and mining companies disclosure of payments the companies make to governments.
First Dutch Passively-Managed DJSI-based Index Fund Launched (06/17)
Theodoor Gilissen Bankiers has launched a passively-managed fund that tracks a Dow Jones Sustainability Index, the first such product in the Netherlands.
SRI Issues Will Impact Companies' Financial Performance, UK Pension Fund Trustees Say (02/25)
A recent survey finds that pension fund trustees in the United Kingdom view socially responsible investing (SRI) issues as linked to companies' future financial performance.
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.
Top Five Social Investing News Stories of 2002 (01/14)
The major social investing news stories of the year include significant corporate governance reforms and the success of community investment.
Italian SRI Indexes Benchmark European and Global Equity and Bond Markets (12/13)
Milano, Italy-based E. Capital Partners manages seven SRI indexes.
DJSI Adds "Sin" Stocks (12/06)
DJSI employs a best-of-sector strategy while FTSE4Good indexes exclude "sin" sectors, illustrating two widely-used approaches for benchmarking sustainability.
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.
Four New Indexes Track Best Practice Companies (08/27)
The Ethibel Sustainability Indexes apply positive screens for sustainable development and stakeholder involvement.
FTSE4Good to Fortify Human Rights Criteria (08/08)
FTSE4Good is conducting market consultation in preparation for strengthening human rights criteria for inclusion in its socially responsible indexes and funds.
Social Indexes Beef Up Environmental Criteria to Promote Corporate Social Responsibility (05/23)
FTSE4Good announces tougher environmental criteria for inclusion on its indexes, and answers critics who question whether this strategy will elicit corporate change.
The Matrix: a New Tool for Assessing Corporate Social Responsibility (05/22)
Each of two new initiatives employs a matrix to graphically represent the variables inherent in socially and environmentally responsible corporate practices.
FTSE4Good Indexes Add Companies After Semi-Annual Review (03/21)
FTSE4Good has significantly expanded its universe of socially responsible companies.
New European Sustainability Indexes Launched (10/15)
Four Dow Jones STOXX Sustainability Indexes are introduced to satisfy the growing demand for sustainability benchmarks in Europe.
Global Index Takes New Name, New Components and New Family (09/05)
The newly re-named Dow Jones Sustainability World Index undergoes an annual review to evaluate the sustainability performance of its component companies, and it becomes the member of a new index family.
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.
ARESE Launches New European Sustainability Index (07/03)
ASPI Eurozone is the first of a family of indexes that will include companies based solely on their sustainability performance.
Canadian Firm Launches Social Index (02/16)
Michael Jantzi Research Associates introduces the first index of socially responsible stocks in Canada.
Walden Reflects on Going Global (02/14)
Six months after launching the first socially responsible international index fund, Portfolio Manager Geeta Aiyer does not take the role of pioneer woman lightly.
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.