US SIF

Last updated

US SIF: The Sustainable Investment Forum is a US-based membership association located in Washington, DC. Its mission is to promote sustainable investing across all asset classes. [1]

Contents

Education

The US SIF Foundation's Center for Sustainable Investment Education provides education, research and thought leadership on sustainable investment to investors, investment advisors, consultants and analysts. [2]

Public policy

The US SIF Public Policy Program supports an agenda that advances sustainable investment to the national legislative and executive branches of government. [3] Through US SIF, the sustainable investment industry brings a distinct voice and set of priorities to legislative and regulatory initiatives. Establishing standards for reporting and ESG analysis will likely need regulatory changes. [4]

In an effort to counter pushback against ESG investing by Republican policy makers in 2022, US SIF published a detailed response to those attacks. [5]

Events

US SIF has organized an annual conference since 2011. [6] Conferences are focused on a broad range of environmental, social and governance issues, centered on substantive sessions and networking opportunities.

Related Research Articles

The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry. Since 1945, the institute has published the peer-reviewed, quarterly journal, the Financial Analysts Journal. It also publishes the Enterprising Investor blog.

Sustainability reporting refers to the disclosure, whether voluntary, solicited, or required, of non-financial performance information to outsiders of the organization. Generally speaking, sustainability reporting deals with information concerning environmental, social, economic and governance issues in the broadest sense. These are the criteria gathered under the acronym ESG.

<span class="mw-page-title-main">Caisse de dépôt et placement du Québec</span> Canadian institutional investment company

The Caisse de dépôt et placement du Québec is an institutional investor that manages several public and parapublic pension plans and insurance programs in Quebec. It was established in 1965 by an act of the National Assembly, under the government of Jean Lesage, as part of the Quiet Revolution, a period of social and political change in Quebec. It is the second-largest pension fund in Canada, after the Canada Pension Plan Investment Board. It was created to manage the funds of the newly created Quebec Pension Plan, a public pension plan that aimed to provide financial security for Quebecers in retirement. The CDPQ’s mandate was to invest the funds prudently and profitably, while also contributing to Quebec’s economic development. As of June 30, 2023, CDPQ managed assets of C$424 billion, invested in Canada and elsewhere. CDPQ is headquartered in Quebec City at the Price building and has its main business office in Montreal at Édifice Jacques-Parizeau.

<span class="mw-page-title-main">Global Reporting Initiative</span> International standards organization

The Global Reporting Initiative is an international independent standards organization that helps businesses, governments, and other organizations understand and communicate their impacts on issues such as climate change, human rights, and corruption.

<span class="mw-page-title-main">World Academy of Art and Science</span> International scientific organization

The World Academy of Art and Science (WAAS), founded in 1960, is an international non-governmental scientific organization and global network of more than 800 scientists, artists, and scholars in more than 90 countries.

<span class="mw-page-title-main">Socially responsible investing</span> Any investment strategy combining both financial performance and social/ethical impact.

Socially responsible investing (SRI), social investment, sustainable socially conscious, "green" or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive by proponents. Socially responsible investments often constitute a small percentage of total funds invested by corporations and are riddled with obstacles.

<span class="mw-page-title-main">Social finance</span>

Social finance is a category of financial services which aims to leverage private capital to address challenges in areas of social and environmental need. Having gained popularity in the aftermath of the 2008 Global Financial Crisis, it is notable for its public benefit focus. Mechanisms of creating shared social value are not new, however, social finance is conceptually unique as an approach to solving social problems while simultaneously creating economic value. Unlike philanthropy, which has a similar mission-motive, social finance secures its own sustainability by being profitable for investors. Capital providers lend to social enterprises who in turn, by investing borrowed funds in socially beneficial initiatives, deliver investors measurable social returns in addition to traditional financial returns on their investment.

Principles for Responsible Investment is a United Nations-supported international network of financial institutions working together to implement its six aspirational principles, often referenced as "the Principles". Its goal is to understand the implications of sustainability for investors and support signatories to facilitate incorporating these issues into their investment decision-making and ownership practices. In implementing these principles, signatories contribute to the development of a more sustainable global financial system.

The Office of Social Innovation and Civic Participation was an office new to the Obama Administration, created within the White House, to catalyze new and innovative ways of encouraging government to do business differently. Its first director was the economist Sonal Shah. The final director was David Wilkinson.

Environmental, social, and corporate governance (ESG) is a set of considerations, including environmental issues, social issues and corporate governance that can be considered in investing.

Eco-investing or green investing, is a form of socially responsible investing where investments are made in companies that support or provide environmentally friendly products and practices. These companies encourage new technologies that support the transition from carbon dependence to more sustainable alternatives. Green finance is "any structured financial activity that has been created to ensure a better environmental outcome."

Responsible Research Pte Ltd is an independent Environmental Social and Corporate Governance (ESG) research firm for global institutional asset owners and asset managers. Based in Singapore, Responsible Research analyses the ESG factors and regulatory landscapes that increasingly threaten portfolio returns in Asian markets.

<span class="mw-page-title-main">Coronation Fund Managers</span> South African fund management company

Coronation Fund Managers is a South African third-party fund management company, headquartered in Cape Town. The company has locations in all South African major centers and offices in, Ireland, United Kingdom and in Namibia where it is represented by Namibia Asset Management a strategic partner. As of December 2019 the company had Assets under management of R578 billion.

<span class="mw-page-title-main">Dwight Hall Socially Responsible Investment Fund</span>

The Dwight Hall Socially Responsible Investment Fund at Yale is an undergraduate-run socially responsible investment fund in the United States. Initially seeded with $50,000 from the Dwight Hall organization endowment, the fund is expected by the Dwight Hall Board of Directors and Trustees to grow to a $500,000 fundraising target. Managed by a committee of twenty undergraduate Yale College students, the fund makes use of traditional methods of socially responsible investing (SRI) to have a positive environmental and social impact while aiming to outperform standard investment benchmarks and maximize financial return.

<span class="mw-page-title-main">Institutional Shareholder Services</span> Proxy advisory firm

Institutional Shareholder Services Inc. (ISS) is a proxy advisory firm. Hedge funds, mutual funds and similar organizations that own shares of multiple companies pay ISS to advise regarding share holder votes. It is the largest such firm, with over 61 percent of the business.

<span class="mw-page-title-main">Sustainability Accounting Standards Board</span> Non-profit accounting standards organization

The Sustainability Accounting Standards Board (SASB) is a non-profit organization, founded in 2011 by Jean Rogers to develop sustainability accounting standards. Investors, lenders, insurance underwriters, and other providers of financial capital are increasingly attuned to the impact of environmental, social, and governance (ESG) factors on the financial performance of companies, driving the need for standardized reporting of ESG data. Just as the International Accounting Standards Board (IASB) and the Financial Accounting Standards Board (FASB) have established International Financial Reporting Standards and Generally Accepted Accounting Principles (GAAP), respectively, which are currently used in the financial statements, SASB's stated mission “is to establish industry-specific disclosure standards across ESG topics that facilitate communication between companies and investors about financially material, decision-useful information. Such information should be relevant, reliable and comparable across companies on a global basis.”

Arabesque Partners is an Anglo-German investment management firm founded in 2013, with headquarters in London and a research hub in Frankfurt. The company offers a quantitative approach to sustainable investing.

Thierry Philipponnat is an economist specialising in finance and on the link between economic theory and practice. He is the Chief Economist of Finance Watch.

Sustainable finance is the set of financial regulations, standards, norms and products that pursue an environmental objective. It allows the financial system to connect with the economy and its populations by financing its agents while maintaining a growth objective. The long-standing concept was promoted with the adoption of the Paris Climate Agreement, which stipulates that parties must make "finance flows consistent with a pathway towards low greenhouse gas emissions and climate-resilient development." In addition, sustainable finance had already a key role to play in the European Green Deal and in other EU International agreements, but since the COVID-19 pandemic its role is even more important.

Mirova is a global asset management company dedicated to sustainable investment and an affiliate of Natixis Investment Managers. As of September 30, 2023, Mirova and its affiliates manage €28.4 billion. The company is a mission-driven company, labeled B Corp.

References

  1. "The Forum for Sustainable and Responsible Investment". www.ussif.org. Retrieved 2016-06-16.
  2. "The Forum for Sustainable and Responsible Investment". www.ussif.org. Retrieved 2021-01-09.
  3. "The Forum for Sustainable and Responsible Investment". www.ussif.org. Retrieved 2021-01-09.
  4. Hortz, Bill (Dec 13, 2021). "Socially Responsive Investing: New Innovative Resources & Ongoing Needs".
  5. Hallez, Emile (August 29, 2022). "Amid a growing anti-ESG movement, sustainable investors want to correct misinformation". Investment News. Retrieved October 20, 2023.
  6. "The Forum for Sustainable and Responsible Investment". www.ussif.org. Retrieved 2021-01-10.