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Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

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2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


The Road to Paris - Global Companies Speak Out Calling fo...

    October 2015 The Road to Paris – Global Companies Speak Out Calling for Action on Climate Change Compiled by Trudy Pham & Timothy Smith – Walden Asset Management   Introduction – Discussions about the importance of the Conference of the Parties (COP) and the decisions to be made in Paris on climate change have reached a new level of intensity. Investors, governments, environmental organizations, NGOs and companies are all part of the global buzz about COP.  Recently, the Governor of Bank of England, Mark Carney, in a major address, asserted that the warming climate presents major risks to the global economy and global financial stability.  He called climate change “the Tragedy of the Horizon” (think Tragedy of the...

Read More


Thoughts on ESG Investing and Fossil Fuel Consumption

Thoughts on ESG Investing and Fossil Fuel Consumption  By Fred Rogers, Vice President and Treasurer of Carleton College The problem of climate change is real and its resolution requires a reduction in the consumption of fossil fuels worldwide.  For this to occur, there must be a reduction in global demand, and thus both:  (1) serious investment in alternative energy sources and (2) changes in social and economic behavior.  While the UN Task Force is focused on GHG emissions and the socio-economic impacts of both climate change and the strategies of GHG reduction, much of the campus dialogue about climate change has been focused on the 350.Org initiative of divesting from the top 200 fossil fuel companies.  There are many reasons to...

Read More


Selling Stranded Assets: Profit, Protection, and Prosperity

By Bob Litterman, Chairman, Risk Committee, Kepos Capital; and Chairman, Board of Trustees, Commonfund  Can you protect your endowment, make money, and support action to reduce carbon emissions at the same time?   Sell stranded assets.   Many institutional investors including endowments, foundations, pensions, and even sovereign wealth funds are considering or have already divested from coal and other fossil fuel companies.   At the US based World Wildlife Fund, where I chair the investment committee, we addressed this issue a little over two years ago.  We asked ourselves what would be the impact on our portfolio holdings if appropriate incentives to reduce greenhouse gas emissions were instituted globally.   The answer was obvious – certain assets such as reserves of coal and expensive...

Read More


Divest-Invest in the Pacific Northwest

   

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HSU Helps Lead Push for Fossil Free, Greener Investing

 

Read More


HSU Helps Lead Push for Fossil Free, Greener Investing

 

Read More


Divest-Invest in the Pacific Northwest

   

Read More


Selling Stranded Assets: Profit, Protection, and Prosperity

By Bob Litterman, Chairman, Risk Committee, Kepos Capital; and Chairman, Board of Trustees, Commonfund  Can you protect your endowment, make money, and support action to reduce carbon emissions at the same time?   Sell stranded assets.   Many institutional investors including endowments, foundations, pensions, and even sovereign wealth funds are considering or have already divested from coal and other fossil fuel companies.   At the US based World Wildlife Fund, where I chair the investment committee, we addressed this issue a little over two years ago.  We asked ourselves what would be the impact on our portfolio holdings if appropriate incentives to reduce greenhouse gas emissions were instituted globally.   The answer was obvious – certain assets such as reserves of coal and expensive...

Read More


Thoughts on ESG Investing and Fossil Fuel Consumption

Thoughts on ESG Investing and Fossil Fuel Consumption  By Fred Rogers, Vice President and Treasurer of Carleton College The problem of climate change is real and its resolution requires a reduction in the consumption of fossil fuels worldwide.  For this to occur, there must be a reduction in global demand, and thus both:  (1) serious investment in alternative energy sources and (2) changes in social and economic behavior.  While the UN Task Force is focused on GHG emissions and the socio-economic impacts of both climate change and the strategies of GHG reduction, much of the campus dialogue about climate change has been focused on the 350.Org initiative of divesting from the top 200 fossil fuel companies.  There are many reasons to...

Read More


The Road to Paris - Global Companies Speak Out Calling fo...

    October 2015 The Road to Paris – Global Companies Speak Out Calling for Action on Climate Change Compiled by Trudy Pham & Timothy Smith – Walden Asset Management   Introduction – Discussions about the importance of the Conference of the Parties (COP) and the decisions to be made in Paris on climate change have reached a new level of intensity. Investors, governments, environmental organizations, NGOs and companies are all part of the global buzz about COP.  Recently, the Governor of Bank of England, Mark Carney, in a major address, asserted that the warming climate presents major risks to the global economy and global financial stability.  He called climate change “the Tragedy of the Horizon” (think Tragedy of the...

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

Read More


Application of Fiduciary Duty to Sustainable Investment Practices Susan N. Gary, University of Oregon School of Law, Keith L. Johnson, Reinhart Boerner Van Deuren s.c., Megan K. Jackson, Reinhart Boerner Van Deuren s.c. (November, 2015)   Trustees and directors who manage funds as fiduciaries have to consider their duties of loyalty and care when they create investment policies or make investment decisions. Two recent statements, one from the Internal Revenue Service (the “IRS”) and one from the Federal Department of Labor (the “DOL”), provide guidance on the fiduciary rules, and confirm that fiduciaries can consider material environmental, social and governance (“ESG”) factors as part of an investment strategy that combines ESG factors with traditional financial tools. Trustees and directors who oversee...

Read More


2016 Proxy Season Brings Opportunity to Accelerate Corpor...

Concerned About Climate and other Environmental Risks? 2016 Proxy Season Brings Opportunity to Accelerate Corporate Sustainability Progress By Stuart Dalheim As we turn the corner into 2016, our attention turns to the upcoming elections.  No, I am not referring to the elections for public office that already dominate the airwaves (though they are important too), but the opportunity investors have to participate in shareholder democracy by voting proxies during corporate annual general meetings. Springtime marks the height of the proxy season, which means investors can use their position as owners to vote on slates of corporate directors, make their voices heard about executive compensation packages, and cast ballots on a wide range of social and environmental shareholder proposals. Investors are...

Read More


Anthony Cortese's Peer Discussion after AASHE 2015

After the 2015 AASHE conference, First American Education Finance hosted a peer discussion, led by IEN's Principal Anthony Cortese. There were 40 attendees from higher education. The full video of this discussion can be found below. 

Read More


Audrey Choi TED Talk: Prioritizing Investing for Social C...

Can global capital markets become catalysts for social change? According to Audrey Choi, CEO of Morgan Stanley’s Institute for Sustainable Investing, almost half of global capital is owned by individuals and that gives them the power to make a difference by investing in companies that champion social values.      

Read More


Divest-Invest in the Pacific Northwest

   

Read More


Fiduciary Duty is Not an Obstacle to Addressing ESG

By Sonal Mahida, Senior Consultant, U.S. Strategic Projects, PRI   Intro Outdated interpretations and limited understandings of materiality have led to the misconception that addressing environmental, social and governance (ESG) factors falls outside the scope of fiduciary duty.  As a result, incompatibility with fiduciary duty has often been given as a reason by asset managers and advisers for not incorporating ESG factors into the investment decision-making process.  A recent Principles for Responsible Investment (PRI) report “Fiduciary Duty in the 21st Century,” published along with UNEPFI, UNEP Inquiry and the UN Global Compact, looked  at fiduciary duty across eight markets--US, Canada, UK, Germany, Brazil, Australia, Japan and South Africa--and found that for asset owners, fiduciary duty is not an obstacle to action....

Read More


HSU Helps Lead Push for Fossil Free, Greener Investing

 

Read More


Selling Stranded Assets: Profit, Protection, and Prosperity

By Bob Litterman, Chairman, Risk Committee, Kepos Capital; and Chairman, Board of Trustees, Commonfund  Can you protect your endowment, make money, and support action to reduce carbon emissions at the same time?   Sell stranded assets.   Many institutional investors including endowments, foundations, pensions, and even sovereign wealth funds are considering or have already divested from coal and other fossil fuel companies.   At the US based World Wildlife Fund, where I chair the investment committee, we addressed this issue a little over two years ago.  We asked ourselves what would be the impact on our portfolio holdings if appropriate incentives to reduce greenhouse gas emissions were instituted globally.   The answer was obvious – certain assets such as reserves of coal and expensive...

Read More


The Road to Paris - Global Companies Speak Out Calling fo...

    October 2015 The Road to Paris – Global Companies Speak Out Calling for Action on Climate Change Compiled by Trudy Pham & Timothy Smith – Walden Asset Management   Introduction – Discussions about the importance of the Conference of the Parties (COP) and the decisions to be made in Paris on climate change have reached a new level of intensity. Investors, governments, environmental organizations, NGOs and companies are all part of the global buzz about COP.  Recently, the Governor of Bank of England, Mark Carney, in a major address, asserted that the warming climate presents major risks to the global economy and global financial stability.  He called climate change “the Tragedy of the Horizon” (think Tragedy of the...

Read More


Thoughts on ESG Investing and Fossil Fuel Consumption

Thoughts on ESG Investing and Fossil Fuel Consumption  By Fred Rogers, Vice President and Treasurer of Carleton College The problem of climate change is real and its resolution requires a reduction in the consumption of fossil fuels worldwide.  For this to occur, there must be a reduction in global demand, and thus both:  (1) serious investment in alternative energy sources and (2) changes in social and economic behavior.  While the UN Task Force is focused on GHG emissions and the socio-economic impacts of both climate change and the strategies of GHG reduction, much of the campus dialogue about climate change has been focused on the 350.Org initiative of divesting from the top 200 fossil fuel companies.  There are many reasons to...

Read More


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