Filter:

Weekly News Round-Up: March 17th, 2017

Opportunities for Action Launching the Investment for Impact Research Prize l University of California Berkeley Haas School of Business The Center for Responsible Business at UC Berkeley Haas School of Business has just launched a $5,000 research prize for work on the role of impact investment aimed at improving society or the environment. The deadline for submitting papers is 11:59 PM Pacific time on April 3, 2017.  A distinguished panel of judges will select the winning paper in late June 2017 and publicly award the prize in September. The competition is open to studies from all disciplines tied to business, economics, law, public policy, or other social sciences. Unpublished working papers suitable for publication in peer-reviewed journals are eligible, as well as papers published in peer-reviewed...

Read More


Weekly News Round-Up: March 10th, 2017

Upcoming Events   Superbugs & Super Risks: The Investment Case for Action l Farm Animal Investment Risk & Return (FAIRR) Initiative, March 20th, 2017, 3:30 - 6:00 p.m. EST, New York, NY The FAIRR Initiative is pleased to invite members of the IEN community to join them for an event on antibiotic resistance and investment risk in New York City on Monday March 20th 2017, kindly hosted by BlackRock. The event will be a forum for investors to learn more about the material risks associated with this issue, to explore strategies to identify and manage these risks, and to share investor and company perspectives on opportunities and challenges in addressing resistance. RSVP by emailing events@fairr.org Webinar: The Evolution of SEC Disclosure – The Materiality of ESG...

Read More


Weekly News Round-Up: March 3rd, 2017

New Members BlackRock NEPC Mennonite Education Agency Upcoming Events Responsible Investment Forum l Private Equity International & UN PRI, March 7-8, 2017, New York, NY Find out why leading global investors are putting increasing pressure on US managers to adopt stricter ESG principles as they consider investing in private equity and other alternative asset classes. Building on the success of the longest-running ESG event in Europe, the Responsible Investment Forum comes to New York to bring together the most sophisticated LPs, GPs and service providers to discuss why, when, and how your firm should be implementing an effective ESG strategy. Webinar: Proxy Preview 2017 Report Release l As You Sow, the Sustainable Investments Institute (Si2), and Proxy Impact, March 8, 2017, 2:00 pm ET Proxy Preview 2017 is...

Read More


Weekly News Round-Up: February 24th, 2017

Upcoming Events Webinar: Proxy Voting and Shareholder Engagement for Endowments l Intentional Endowments Network, February 27, 2017, 12:30 - 1:30 PM ET The webinar will provide an overview of the value of proxy voting and additional forms of engagement for endowments that are involved in commingled funds through an outsourced CIO – including the current landscape, trends, specific issues, and why it is important for investors. Guidelines and opportunities of how to take action will also be provided. Webinar: Sustainable Investing through Hedge Funds | Intentional Endowments Network, March 9, 2017, 1:00 - 2:00 PM EST This webinar will provide an overview and opportunities of sustainable investing through hedge funds.  Because hedge funds have an ability to sell short, they can benefit not only...

Read More


Weekly News Round-Up: February 17, 2017

New Member Institutional Shareholder Services Inc. (ISS)    Sign-On Opportunities Dodd-Frank Section 1502 (Conflict Minerals Rule) Investor Statement Boston Common Asset Management, Responsible Sourcing Network, Trillium Asset Management, Mercy Investment Services, and US SIF invite you to sign an investor statement expressing support for continued implementation of Section 1502 (Conflict Minerals Disclosure) of the Dodd Frank Act. Last week, a proposed Executive Order was leaked which ordered that the required disclosure be put on hold for two years as other options were reviewed.  Please sign on by completing the form by Friday, February 17th.     New Resources 2017 ICCR Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, 2017 This guide presents ICCR member-sponsored resolutions — whether as lead...

Read More


Weekly News Round-Up: February 10th, 2017

New Member Pathstone Federal Street Upcoming Events  2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ IEN members will be delivering a plenary panel on factoring climate and sustainability considerations into the endowment investment process; and IEN will be hosting a half-day workshop on endowment investing.  Webinar: Gender Lens Investing l Intentional Endowments Network, February 17, 2017, 12:00 - 1:00 PM ET Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in varying forms across the globe. In this session, Kathleen McQuiggan and Julianne Zimmerman will explore why we should be investing more in women, the economic, social, and financial investment case...

Read More


Weekly News Round-Up: February 3rd, 2017

New Initiatives / Action Opportunities    Framework for U.S. Stewardship and Governance | Investor Stewardship Group (ISG) The corporate governance Framework articulates six principles that the ISG believes are fundamental to good corporate governance at U.S. listed companies. They reflect the common corporate governance beliefs that are embedded in each member’s proxy voting and engagement guidelines, and are designed to establish a foundational set of investor expectations about corporate governance practices in U.S. publicly-listed companies. The Framework goes into effect January 1, 2018 to give U.S. companies time to adjust to these standards in advance of the 2018 proxy season. ISG encourages other investors to sign up and support the framework.  Financial Institutions Worth $6.6 Trillion Set Standards for Financing Sustainable Development l UNEP...

Read More


Weekly News Round-Up: January 27th, 2017

New IEN Members Croatan Institute oekom research Inc.   New Reports   ESG Factors and Risk-Adjusted Performance: A New Quantitative Model l Granito & Partners, September 2016 Just published by the Journal of Sustainable Finance & Investment and available on Granito's website, the study relied on the Dow Jones Sustainability index to identify 157 companies that have good ESG performance. To contrast, and in order to bring statistical significance to the results, it randomly selected a greater number of companies — 809 — that are not listed on the DJSI. As the materiality of the ESG factors is highly related to the industry in which the firm operates, the study grouped equity stocks into 12 industries.  In all 12 industries studied, the...

Read More


Weekly News Round-Up: January 20th, 2017

Upcoming Events   Webinar: 2017 ESG Trends To Watch l MSCI, January 24, 2017, 11:00 AM EST This year may usher in a fundamental rethink for investors. Underlying all the major trends we identified for 2017 is a strategic decision point – do we change the way we think about investing, or is this business as usual in a new order? Join the authors of the 2017 ESG Trends to Watch Report, including MSCI’s Global Head of ESG Research Linda-Eling Lee, for an overview of the biggest ESG forces affecting institutional investors over the long haul. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly the ACUPCC). It...

Read More


Weekly News Round-Up: January 13th, 2017

New IEN Member  Terra Alpha Investments, LLC Upcoming Events   Webinar: KnowTheChain Benchmarking Findings l IEN, January 19, 2017, 2:30-1:30pm ET Benchmarks can play a powerful role in encouraging companies to uphold labor standards and protect workers’ rights. In 2016, KnowTheChain, a resource for businesses and investors to address forced labor abuses and human trafficking within their supply chains, benchmarked 60 large global companies on their efforts to address these risks. In this webinar, we will review the 2016 KnowTheChain benchmark findings and discuss how forced labor and human trafficking risks affect investors and can be addressed in their portfolios. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly...

Read More


Weekly News Round-Up: January 13th, 2017

New IEN Member  Terra Alpha Investments, LLC Upcoming Events   Webinar: KnowTheChain Benchmarking Findings l IEN, January 19, 2017, 2:30-1:30pm ET Benchmarks can play a powerful role in encouraging companies to uphold labor standards and protect workers’ rights. In 2016, KnowTheChain, a resource for businesses and investors to address forced labor abuses and human trafficking within their supply chains, benchmarked 60 large global companies on their efforts to address these risks. In this webinar, we will review the 2016 KnowTheChain benchmark findings and discuss how forced labor and human trafficking risks affect investors and can be addressed in their portfolios. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly...

Read More


Weekly News Round-Up: January 20th, 2017

Upcoming Events   Webinar: 2017 ESG Trends To Watch l MSCI, January 24, 2017, 11:00 AM EST This year may usher in a fundamental rethink for investors. Underlying all the major trends we identified for 2017 is a strategic decision point – do we change the way we think about investing, or is this business as usual in a new order? Join the authors of the 2017 ESG Trends to Watch Report, including MSCI’s Global Head of ESG Research Linda-Eling Lee, for an overview of the biggest ESG forces affecting institutional investors over the long haul. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly the ACUPCC). It...

Read More


Weekly News Round-Up: January 27th, 2017

New IEN Members Croatan Institute oekom research Inc.   New Reports   ESG Factors and Risk-Adjusted Performance: A New Quantitative Model l Granito & Partners, September 2016 Just published by the Journal of Sustainable Finance & Investment and available on Granito's website, the study relied on the Dow Jones Sustainability index to identify 157 companies that have good ESG performance. To contrast, and in order to bring statistical significance to the results, it randomly selected a greater number of companies — 809 — that are not listed on the DJSI. As the materiality of the ESG factors is highly related to the industry in which the firm operates, the study grouped equity stocks into 12 industries.  In all 12 industries studied, the...

Read More


Weekly News Round-Up: February 3rd, 2017

New Initiatives / Action Opportunities    Framework for U.S. Stewardship and Governance | Investor Stewardship Group (ISG) The corporate governance Framework articulates six principles that the ISG believes are fundamental to good corporate governance at U.S. listed companies. They reflect the common corporate governance beliefs that are embedded in each member’s proxy voting and engagement guidelines, and are designed to establish a foundational set of investor expectations about corporate governance practices in U.S. publicly-listed companies. The Framework goes into effect January 1, 2018 to give U.S. companies time to adjust to these standards in advance of the 2018 proxy season. ISG encourages other investors to sign up and support the framework.  Financial Institutions Worth $6.6 Trillion Set Standards for Financing Sustainable Development l UNEP...

Read More


Weekly News Round-Up: February 10th, 2017

New Member Pathstone Federal Street Upcoming Events  2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ IEN members will be delivering a plenary panel on factoring climate and sustainability considerations into the endowment investment process; and IEN will be hosting a half-day workshop on endowment investing.  Webinar: Gender Lens Investing l Intentional Endowments Network, February 17, 2017, 12:00 - 1:00 PM ET Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in varying forms across the globe. In this session, Kathleen McQuiggan and Julianne Zimmerman will explore why we should be investing more in women, the economic, social, and financial investment case...

Read More


Weekly News Round-Up: February 17, 2017

New Member Institutional Shareholder Services Inc. (ISS)    Sign-On Opportunities Dodd-Frank Section 1502 (Conflict Minerals Rule) Investor Statement Boston Common Asset Management, Responsible Sourcing Network, Trillium Asset Management, Mercy Investment Services, and US SIF invite you to sign an investor statement expressing support for continued implementation of Section 1502 (Conflict Minerals Disclosure) of the Dodd Frank Act. Last week, a proposed Executive Order was leaked which ordered that the required disclosure be put on hold for two years as other options were reviewed.  Please sign on by completing the form by Friday, February 17th.     New Resources 2017 ICCR Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, 2017 This guide presents ICCR member-sponsored resolutions — whether as lead...

Read More


Weekly News Round-Up: February 24th, 2017

Upcoming Events Webinar: Proxy Voting and Shareholder Engagement for Endowments l Intentional Endowments Network, February 27, 2017, 12:30 - 1:30 PM ET The webinar will provide an overview of the value of proxy voting and additional forms of engagement for endowments that are involved in commingled funds through an outsourced CIO – including the current landscape, trends, specific issues, and why it is important for investors. Guidelines and opportunities of how to take action will also be provided. Webinar: Sustainable Investing through Hedge Funds | Intentional Endowments Network, March 9, 2017, 1:00 - 2:00 PM EST This webinar will provide an overview and opportunities of sustainable investing through hedge funds.  Because hedge funds have an ability to sell short, they can benefit not only...

Read More


Weekly News Round-Up: March 3rd, 2017

New Members BlackRock NEPC Mennonite Education Agency Upcoming Events Responsible Investment Forum l Private Equity International & UN PRI, March 7-8, 2017, New York, NY Find out why leading global investors are putting increasing pressure on US managers to adopt stricter ESG principles as they consider investing in private equity and other alternative asset classes. Building on the success of the longest-running ESG event in Europe, the Responsible Investment Forum comes to New York to bring together the most sophisticated LPs, GPs and service providers to discuss why, when, and how your firm should be implementing an effective ESG strategy. Webinar: Proxy Preview 2017 Report Release l As You Sow, the Sustainable Investments Institute (Si2), and Proxy Impact, March 8, 2017, 2:00 pm ET Proxy Preview 2017 is...

Read More


Weekly News Round-Up: March 10th, 2017

Upcoming Events   Superbugs & Super Risks: The Investment Case for Action l Farm Animal Investment Risk & Return (FAIRR) Initiative, March 20th, 2017, 3:30 - 6:00 p.m. EST, New York, NY The FAIRR Initiative is pleased to invite members of the IEN community to join them for an event on antibiotic resistance and investment risk in New York City on Monday March 20th 2017, kindly hosted by BlackRock. The event will be a forum for investors to learn more about the material risks associated with this issue, to explore strategies to identify and manage these risks, and to share investor and company perspectives on opportunities and challenges in addressing resistance. RSVP by emailing events@fairr.org Webinar: The Evolution of SEC Disclosure – The Materiality of ESG...

Read More


Weekly News Round-Up: March 17th, 2017

Opportunities for Action Launching the Investment for Impact Research Prize l University of California Berkeley Haas School of Business The Center for Responsible Business at UC Berkeley Haas School of Business has just launched a $5,000 research prize for work on the role of impact investment aimed at improving society or the environment. The deadline for submitting papers is 11:59 PM Pacific time on April 3, 2017.  A distinguished panel of judges will select the winning paper in late June 2017 and publicly award the prize in September. The competition is open to studies from all disciplines tied to business, economics, law, public policy, or other social sciences. Unpublished working papers suitable for publication in peer-reviewed journals are eligible, as well as papers published in peer-reviewed...

Read More


Weekly News Round-Up: February 10th, 2017

New Member Pathstone Federal Street Upcoming Events  2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ IEN members will be delivering a plenary panel on factoring climate and sustainability considerations into the endowment investment process; and IEN will be hosting a half-day workshop on endowment investing.  Webinar: Gender Lens Investing l Intentional Endowments Network, February 17, 2017, 12:00 - 1:00 PM ET Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in varying forms across the globe. In this session, Kathleen McQuiggan and Julianne Zimmerman will explore why we should be investing more in women, the economic, social, and financial investment case...

Read More


Weekly News Round-Up: February 17, 2017

New Member Institutional Shareholder Services Inc. (ISS)    Sign-On Opportunities Dodd-Frank Section 1502 (Conflict Minerals Rule) Investor Statement Boston Common Asset Management, Responsible Sourcing Network, Trillium Asset Management, Mercy Investment Services, and US SIF invite you to sign an investor statement expressing support for continued implementation of Section 1502 (Conflict Minerals Disclosure) of the Dodd Frank Act. Last week, a proposed Executive Order was leaked which ordered that the required disclosure be put on hold for two years as other options were reviewed.  Please sign on by completing the form by Friday, February 17th.     New Resources 2017 ICCR Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, 2017 This guide presents ICCR member-sponsored resolutions — whether as lead...

Read More


Weekly News Round-Up: February 24th, 2017

Upcoming Events Webinar: Proxy Voting and Shareholder Engagement for Endowments l Intentional Endowments Network, February 27, 2017, 12:30 - 1:30 PM ET The webinar will provide an overview of the value of proxy voting and additional forms of engagement for endowments that are involved in commingled funds through an outsourced CIO – including the current landscape, trends, specific issues, and why it is important for investors. Guidelines and opportunities of how to take action will also be provided. Webinar: Sustainable Investing through Hedge Funds | Intentional Endowments Network, March 9, 2017, 1:00 - 2:00 PM EST This webinar will provide an overview and opportunities of sustainable investing through hedge funds.  Because hedge funds have an ability to sell short, they can benefit not only...

Read More


Weekly News Round-Up: February 3rd, 2017

New Initiatives / Action Opportunities    Framework for U.S. Stewardship and Governance | Investor Stewardship Group (ISG) The corporate governance Framework articulates six principles that the ISG believes are fundamental to good corporate governance at U.S. listed companies. They reflect the common corporate governance beliefs that are embedded in each member’s proxy voting and engagement guidelines, and are designed to establish a foundational set of investor expectations about corporate governance practices in U.S. publicly-listed companies. The Framework goes into effect January 1, 2018 to give U.S. companies time to adjust to these standards in advance of the 2018 proxy season. ISG encourages other investors to sign up and support the framework.  Financial Institutions Worth $6.6 Trillion Set Standards for Financing Sustainable Development l UNEP...

Read More


Weekly News Round-Up: January 13th, 2017

New IEN Member  Terra Alpha Investments, LLC Upcoming Events   Webinar: KnowTheChain Benchmarking Findings l IEN, January 19, 2017, 2:30-1:30pm ET Benchmarks can play a powerful role in encouraging companies to uphold labor standards and protect workers’ rights. In 2016, KnowTheChain, a resource for businesses and investors to address forced labor abuses and human trafficking within their supply chains, benchmarked 60 large global companies on their efforts to address these risks. In this webinar, we will review the 2016 KnowTheChain benchmark findings and discuss how forced labor and human trafficking risks affect investors and can be addressed in their portfolios. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly...

Read More


Weekly News Round-Up: January 20th, 2017

Upcoming Events   Webinar: 2017 ESG Trends To Watch l MSCI, January 24, 2017, 11:00 AM EST This year may usher in a fundamental rethink for investors. Underlying all the major trends we identified for 2017 is a strategic decision point – do we change the way we think about investing, or is this business as usual in a new order? Join the authors of the 2017 ESG Trends to Watch Report, including MSCI’s Global Head of ESG Research Linda-Eling Lee, for an overview of the biggest ESG forces affecting institutional investors over the long haul. 2017 Presidential Climate Leadership Summit | Second Nature, February 13-15, 2017, Tempe, AZ This Summit celebrates the 10th anniversary Second Nature's Climate Leadership Network (formerly the ACUPCC). It...

Read More


Weekly News Round-Up: January 27th, 2017

New IEN Members Croatan Institute oekom research Inc.   New Reports   ESG Factors and Risk-Adjusted Performance: A New Quantitative Model l Granito & Partners, September 2016 Just published by the Journal of Sustainable Finance & Investment and available on Granito's website, the study relied on the Dow Jones Sustainability index to identify 157 companies that have good ESG performance. To contrast, and in order to bring statistical significance to the results, it randomly selected a greater number of companies — 809 — that are not listed on the DJSI. As the materiality of the ESG factors is highly related to the industry in which the firm operates, the study grouped equity stocks into 12 industries.  In all 12 industries studied, the...

Read More


Weekly News Round-Up: March 10th, 2017

Upcoming Events   Superbugs & Super Risks: The Investment Case for Action l Farm Animal Investment Risk & Return (FAIRR) Initiative, March 20th, 2017, 3:30 - 6:00 p.m. EST, New York, NY The FAIRR Initiative is pleased to invite members of the IEN community to join them for an event on antibiotic resistance and investment risk in New York City on Monday March 20th 2017, kindly hosted by BlackRock. The event will be a forum for investors to learn more about the material risks associated with this issue, to explore strategies to identify and manage these risks, and to share investor and company perspectives on opportunities and challenges in addressing resistance. RSVP by emailing events@fairr.org Webinar: The Evolution of SEC Disclosure – The Materiality of ESG...

Read More


Weekly News Round-Up: March 17th, 2017

Opportunities for Action Launching the Investment for Impact Research Prize l University of California Berkeley Haas School of Business The Center for Responsible Business at UC Berkeley Haas School of Business has just launched a $5,000 research prize for work on the role of impact investment aimed at improving society or the environment. The deadline for submitting papers is 11:59 PM Pacific time on April 3, 2017.  A distinguished panel of judges will select the winning paper in late June 2017 and publicly award the prize in September. The competition is open to studies from all disciplines tied to business, economics, law, public policy, or other social sciences. Unpublished working papers suitable for publication in peer-reviewed journals are eligible, as well as papers published in peer-reviewed...

Read More


Weekly News Round-Up: March 3rd, 2017

New Members BlackRock NEPC Mennonite Education Agency Upcoming Events Responsible Investment Forum l Private Equity International & UN PRI, March 7-8, 2017, New York, NY Find out why leading global investors are putting increasing pressure on US managers to adopt stricter ESG principles as they consider investing in private equity and other alternative asset classes. Building on the success of the longest-running ESG event in Europe, the Responsible Investment Forum comes to New York to bring together the most sophisticated LPs, GPs and service providers to discuss why, when, and how your firm should be implementing an effective ESG strategy. Webinar: Proxy Preview 2017 Report Release l As You Sow, the Sustainable Investments Institute (Si2), and Proxy Impact, March 8, 2017, 2:00 pm ET Proxy Preview 2017 is...

Read More


Get up to date IEN News

Sign up for our Newsletters