Research by Our Members

US SIF members frequently issue research reports and guides on socially responsible and sustainable investment issues. A short list of recent releases appears below; check this page periodically for updated listings.

Reports:

• As You Sow Foundation. Proxy Season Preview: Spring 2010. (2010)
• Calvert Investments. Materiality of Disclosure Required by the Energy Security through Transparency Act. (2010)
• Center for Social Philanthropy. Educational Endowments and the Financial Crisis: Social Costs and System Risks in the Shadow Banking System. (2010)
• Center for Social Philanthropy. Report on Social Convenings of Endowments on Commingled Fund Proxy Voting. (2009)
• Center for Social Philanthropy. Fully Leveraging Philanthropic Assets for Long-Term Social and Environmental Impact. (2009)
• Ceres. The 21st Century Corporation: The Ceres Roadmap for Sustainability. (2010)
• Ceres and the Environmental Defense Fund. Climate Risk Disclosure in SEC Filings. (2009)
• Community Capital Management. A Comparative Analysis: Taxable Municiple Bonds and Corporate Bonds. (2010)
• Community Capital Management. Green Fixed Income Investing. (2009)
• The Corporate Library. Governance Ratings and Equity Returns. (2010)
• The Corporate Library. Wall Street Mental Blocks: 10 Conceptual Barriers to Responsible Investment in the United States. (2010)
• Deutsche Bank DB Climate Change Advisors. Investing in Climate Change 2010 - A Strategic Asset Allocation Perspective. (2010)
• EIRIS. Improving Vedanta Resources' governance of responsible business practices. (2010)
• EIRIS. Socially responsible investment: A practical introduction for charity trustees. (2010)
• EIRIS. Climate Change Tracker 2010: Europe.(2010)
• EIRIS and CAER. Indigenous rights: risks and opportunities for investors. (2009)
• Friends of the Earth. Smaller, Simpler and More Stable: Designing carbon markets for environmental and financial integrity. (2009)
• Green Century. A Greener Portfolio: 2009 Carbon Footprint Analysis, Green Century Balanced Fund. (2009)
• Green Century and As You Sow. Seeking Safer Packaging: Ranking Packaged Food Companies on BPA. (2009)
• The Hauser Center for Nonprofit Organizations at Harvard University and Initiative for Responsible Investment. From Transparency to Performance: Industry-Based Sustainability Reporting on Key Issues. (2010)
• Investor Environmental Health Network. Bridging the Credibility Gap: Eight Corporate Liability Accounting Loopholes that Regulators Must Close. (2009)
• Jantzi-Sustainalytics. Insurers and Climate Change: Taking Risk Management to the Next Level. (2010)
• Jantzi-Sustainalytics. Bitter Harvest: Child Labour in the Cocoa Supply Chain. (2010)
• Jantzi-Sustainalytics. Water: The Next Carbon.(2009)
• Mercer. Shedding light on responsible investment: Approaches, returns and impacts. (2009)
• Mercer and International Finance Corporation. Gaining ground: Integrating environmental, social and governance (ESG) factors into investment processes in emerging markets. (2009)
• National Federation of Community Development Credit Unions. Low-Income Communities and the Great Recession. (2010)
• Pax World Management and Clean Air-Cool Planet. Risk and Opportunity in a Low-carbon Business Climate. (2011)
• Responsible Endowments Coalition. Maximizing Returns to Colleges and Communities: A Handbook on Community Investment. (2009)
• Trucost. Carbon Counts USA: The Carbon Footprints of Mutual Funds in the US. (2009)
• Trucost and RLP Capital. Carbon footprints, performance and risk of US equity mutual funds. (2010)
• Walden Asset Management. The U.S. Chamber of Commerce's Opinion on Climate Change. (2010)
• Walden Asset Management. The Business Case for Sustainability & CSR Reporting: Selected Quotes from the Business Community. (2010)

For more research on socially responsible investing, visit www.sristudies.org.