Sustainable Investing

Articles & White Papers:

PrivCaps's Private Equity ESG Summit Report | PrivCap, February 2017

Navigating the Sustainable Investment Landscape l World Resources Institute, December 2016

Building Highways to SDG Investing l Dutch Financial Sector, December, 2016

State of the Industry Analysis: TIIPing Points 2016 l The Investment Integration Project (TIIP), November 2016

Investment Policy: Process & Practice: Asset Owner’s Guide to Complete ESG Incorporation l Principles for Responsible Investment, October 2016

Report on US Sustainable, Responsible, and Impact Investing Trends 2016 l US SIF, 2016

Investors, Corporates, and ESG: Bridging the Gap l Pricewaterhouse Coopers' Governance Insights Center, 2016

ESG Investing: A Simple Approach l James Chong and G. Michael Phillips - California State University Northridge, The Journal of Wealth Management, 2016

ESG and Sustainable Hedge Fund Investing: Observations l Alternative Investment Group, September 2016

Rockefeller Brothers Fund: A Case Study in Impact Investing l The ImPact, September 2016

Achieving the Sustainable Development Goals: The Role of Impact Investing l Global Impact Investing Network, September 2016

Understanding the World of Impact Investing l Tom Mitchell - The Cambridge Institute, Trusts & Estates

Placed-Based Investing for Resilient Rural Development: The Emerging Eco-System for Impact Investing within Southern Rural Value Chains l Croatan Institute

Green Bonds and Environmental Integrity: Insights from CICERO Second Opinions l CICERO, May 2016

Investing For a Sustainable Future l MIT Sloan Management Review, May 2016

ICT Benchmarks Finding Report 2016 l KnowTheChain, 2016 

ESG Grows Up: An Executive Summary of the Privcap Video Series "ESG in Private Equity Comes of Age" l Privcap, 2016

Addressing ESG Factors Under ERISA l Principles for Responsible Investment, 2016

A Practical Guide to ESG Integration for Equity Investingl Principles for Responsible Investment, 2016

Environmental, Social, and Governance Issues in Investing: A Guide for Investment Professionals l CFA Institute, October 2015

Completing the Analysis: ESG Integration | NEPC Impact Investing Committee, November 2015

Understanding ESG Investing: Fundamentals and Implementation l Michael Viehs, Smith School of Enterprise and the Environment, 2015

Large Managers Increasingly Using ESG Factors in Investment Processes - Report l Pensions & Investments, October 2015

Essentials of Impact Investing: A Guide for Small-staffed Foundations l Mission Investors Exchange, September 2015

A Revolution in Equity Investing: A Deeper Dive into Nonfinancial Data l UBS, July 2015

Allocating Capital for Long-Term Returns | Generation Foundation, May 2015

Commonfund Study of Responsible Investing l Commonfund Institute, April 2015

ImpactBase Snapshot An analysis of 300+ Impact Investing Funds | ImpactBase, March 2015

Turning a Profit While Doing Good: Aligning Sustainability with Corporate Performance l By Georges Serafeim, Brookings Institute, December 2014

2014 Report on Sustainable and Responsible Investing Trends in the United 
States | 
US SIF, 2014

2014 Global Sustainable Investment Review Global Sustainable Investment Alliance, 2014

A New Vision of Value: Connecting Corporate and Societal Value CreationKMPG International, 2014 

Investing in the Clean Trillion:  Closing the Clean Energy Investment Gap| Ceres, 2014

Unleashing the Potential of US Foundation Endowments:  Using Responsible Investment to Strengthen Endowment Oversight and Enhance Impact | US SIF, 2014

The Impact of Corporate Social Responsibility on Investment Recommendations: Analysts’ Perceptions and Shifting Institutional LogicsStrategic Management Journal, March 2013

The 21st Century Investor: Ceres Blueprint for Sustainable Investing | Ceres, 2013

The Impact of Sustainable and Responsible Investment | US SIF, September 2013

2013 NACUBO-Commonfund Study of Endowments:  Chapter 3, Asset Allocation, Investment Policies, Restrictions and Environmental, Social and Governance (E/S/G) Criteria | NACUBO and Commonfund, 2013

From SRI to ESG:  The Changing World of Responsible Investing | Commonfund Institute, September 2013

The Impact of SRI: An Empirical Analysis of the Impact of Socially Responsible Investments on Companies l oekom research, May, 2013

Building the Capacity of Investment Actors to Use Environmental, Social and Governance (ESG) Information | Principles for Responsible Investment, March 2013

Environmental, Social and Governance Investing by College and University Endowments in the United States:  Social Responsibility, Sustainability, and Stakeholder Relations | IRRC Institute and Tellus Institute, July 2012

2012 Report on Sustainable and Responsible Investing Trends in the United 
States | 
US SIF, 2012

Inflection points: Philanthropy's Bermuda Triangle l Inflection Point Capital Management, April 2011 

After the Credit Crisis - the Future of Sustainable Investing l By Nick Robins, Cary Kronsinsky & Stephen Viederman, August 2009

Focus on: Stephen Viederman. Where do you see opportunities for powerful, effective investing today? l JEI