General Sustainable Investing

IEN Resources

Primer: Intentionally Designed Endowments (2018)

Briefing Paper: The Business Case for ESG (2016)

Article: The Intentionally Designed Endowment (AGB's Trusteeship Magazine, 2017) 

White Paper: Investing in Clean Energy: Campuses and Endowments (2016)

 

Other Resources

Companies Must Take The Higher Road Toward A Sustainable Future | Ceres, February 2018
Turning Point: Corporate Progress on the Ceres Roadmap for Sustainability l Ceres, February 2018
Responding to Megatrends: Investment Institutions Trend Index 2017 | PRI, December 2017
The Transformation of Growth: How Sustainable Capitalism Can Drive a New Economic Order l Generation Foundation, June 2017
The Value of Corporate Purpose: A Guide for CEOs and Entrepreneurs| KKS Advisors & The Generation Foundation, May 2017
Navigating the Sustainable Investment Landscape l World Resources Institute, December 2016
CFA Institute Resources - a full library of over 100 papers and presentations addressing sustainable investing topics such as CEO pay to clean energy, green bonds and board diversity.
Introduction to ESG Investment l Japanese Ministry of the Environment Working Group on Incorporating Issues Regarding Sustainability into Investment, January 2017
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
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
Placed-Based Investing for Resilient Rural Development: The Emerging Eco-System for Impact Investing within Southern Rural Value Chains l Croatan Institute
Investing For a Sustainable Future l MIT Sloan Management Review, May 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
Completing the Analysis: ESG Integration | NEPC Impact Investing Committee, November 2015
Large Managers Increasingly Using ESG Factors in Investment Processes - Report l Pensions & Investments, October 2015
A Revolution in Equity Investing: A Deeper Dive into Nonfinancial Data l UBS, July 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 Global Sustainable Investment Review | Global Sustainable Investment Alliance, 2014
A New Vision of Value: Connecting Corporate and Societal Value Creation | KMPG International, 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 Logics | Strategic Management Journal, March 2013
The 21st Century Investor: Ceres Blueprint for Sustainable Investing | Ceres, 2013
The Impact of Sustainable and Responsible Investment | US SIF, June 2016
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
2018 Report on Sustainable and Responsible Investing Trends in the United States | US SIF, 2018
Inflection points: Philanthropy's Bermuda Triangle l Inflection Point Capital Management, April 2011
Opportunities for Powerful, Effective Investing - Interview with Stephen Viederman l The Journal of Environmental Investing, 2014
Investing Intentionally at the Systems Level | Intentional Endowments Network, 2017
KnowTheChain Benchmarking Findings | Intentional Endowments Network, January, 2017
Webinar: Sustainable Agriculture Investing | Intentional Endowments Network, May, 2017
Webinar: Sustainable Investing through Hedge Funds | Intentional Endowments Network, March, 2017
"Building a Foundation for the 21st Century" | Heron Foundation, January 2016
Council on Foundations
The Pope’s Encyclical and the Response from Catholic Institutions l Prime Buchholz, January, 2017
Invested in Change: Faith-Consistent Investing in a Climate-Challenged World (pdf) | ICCR, April, 2015
Sustainable Investing (pdf) | Wespath, July, 2014
Socially Responsible Investing Videos | The Church Pension Fund
Health Care Without Harm
Network Insights: Impact Measurement in the Healthcare Sector l GIIN, March, 2017
CalSTRS Sustainable Investment Practices
CalPERS: Towards Sustainable Investment & Operations

 

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