How Do I SRI?
The US SIF Foundation has published five handbooks under its "How Do I SRI" series. One is a primer for individual investors to get started in sustainable and impact investing. The other handbooks in the series provide a brief background on an issue, explore how SRI can be employed to address it and provide informational resources for the reader.
Getting Started in Sustainable and Impact Investing: A Guide for Retail Investors is a concise resource to help retail, non-accredited investors start investing for impact. It covers investment options, including mutual funds and ETFs, direct ownership of stocks, and community-oriented cash and fixed income products. It also provides information on how to get professional investment help from financial advisors or through robo-advisors that offer SRI options. The guide concludes with helpful resources to review.
Investing to Advance Women: A Guide for Individual & Institutional Investors highlights investment vehicles and strategies, including shareholder engagement, in which investors can participate to increase economic opportunities for women in the United States and around the world. The guide reviews options across a range of asset classes and vehicles, including stocks, mutual funds, fixed income and cash instruments.
Investing to Curb Climate Change: A Guide for the Institutional Investor is designed for investors such as foundations, family offices, university endowments, pension funds, insurance companies, banks and registered investment companies. Individuals who are accredited investors will also find this a helpful source of information. This guide highlights strategies available for institutional investors to manage climate change risks in their investment portfolios and help generate solutions. The guide highlights strategies that investors can utilize across all asset classes, including private equity. The guide also outlines several public policy initiatives that will facilitate investments in clean energy and energy efficiency as well strategies for influencing organizations and institutions in their communities to adopt more climate-sensitive investment policies.
Investing to Curb Climate Change: A Guide for the Individual Investor seeks to meet the increasing interest of a wide range of investors in using their investment dollars to address the risks of climate change and to help generate solutions. The guide highlights strategies that retail investors can use not only to address climate change within their own holdings of stocks, mutual funds, fixed income and cash instruments, but also to encourage institutions in their communities to adopt more climate-sensitive investment policies. The guide also suggests several public policy initiatives investors can support to facilitate investments in clean energy and energy efficiency.
Confronting Corporate Money in Politics seeks to assist investors concerned about the growing and largely undisclosed flows of corporate money to influence elections and politics in the United States. The guide highlights practical strategies that investors can use to encourage corporations whose shares they own to disclose or curb their political expenditures. It also offers strategies for investors in mutual funds and bank accounts. In the realm of public policy, the guide suggests initiatives for investors to support.
To learn more about the kinds of impacts sustainable, responsible, and impact investment has had in recent years, please consult The Impact of Sustainable and Responsible Investment. In this document, you will find examples of these impacts:
- Changing the Investment Industry and Adding Options for Investors
- Improving Companies Through Active Ownership and Engagement
- Helping Communities and Individuals
- Influencing Public Policy and Developing Organizations to Promote Sustainable Investment