Publications

US SIF Foundation thanks the following organizations for their support of the 2012 Report on Sustainable and Responsible Investing Trends in the United States, which will be released in November 2012. To learn about sponsorship, please contact Supap Jitta at sjitta (at) ussif.org.

Visionary:

Benefactor:

Supporting Sponsors:

Following are selected publications currently available from US SIF. Some publications are available for purchase online through our publications order form. Please request other publications and volume orders by emailing info(at)ussif.org.

	Sustainability Trends in US Alternative Investments In recent years, the market of alternative investment funds engaged in sustainable and responsible investing has expanded rapidly. This report provides a detailed snapshot of private equity and venture capital funds, property investment funds and hedge funds based in the United States that consider environmental, social and corporate governance criteria in fund management. It documents the growth in their numbers and assets from 2010 to 2011, and examines the networks and field-building organizations that have helped to facilitate growth in this field. PDF version is $185 for non-member accredited investors, FREE for members. Printed version is $195 for non-member accredited investors, $50 for members. Request Executive Summary > Order Online >
	Opportunities for Sustainable and Responsible Investing in US Defined Contribution Plans This report finds that the number of defined contribution retirement plans in the United States offering a sustainable and responsible investing (SRI) choice could double in the next two to three years, based on a survey of hundreds of plan sponsors. The report includes a resource guide for plan sponsors interested in adding an SRI option. PDF version is $85 for non-members, FREE for members. Printed version is $95 for non-members, $50 for members. Order Online >
	Resource Guide for Plan Sponsors Adding a Sustainable and Responsible Investing Option to a Defined Contribution Plan. This step-by-step guide assists plan sponsors considering the addition of a sustainable and responsible investment (SRI) option to their defined contribution (DC) retirement plan. The steps outlined in this guide will help sponsors demonstrate the feasibility of SRI as an investment option and address their situation-specific concerns about SRI. PDF Download >
	US SIF 2010 Annual Report US SIF’s second Annual Report using the Global Reporting Initiative (GRI) Guidelines provides an overview of the programs and accomplishments of US SIF and US SIF Foundation in 2010. It also presents a calculated estimate, for the first time, of the organizations’ combined annual carbon footprint. Click here to see our GRI Statement \| PDF Download >
	2010 Report on Socially Responsible Investing Trends in the United States The latest survey of the extent of SRI in the United States. US SIF researchers were commissioned to identify major trends in responsible investing. This report includes chapters on ESG integration by institutional investors and money managers, shareholder advocacy and community investing. Click here for executive summary \| Order Online >
	Social Investment Forum 2009 Annual Report The Social Investment Forum's first Annual Report using the Global Reporting Initiative (GRI) Guidelines. PDF Download >
	Creating a Sustainable World: A Guide to Responsible Stewardship of Tribal Assets A resource guide on how American Indian financial portfolios can integrate socially responsible investment strategies into the management of tribal and other Native organizational assets. PDF Download >
	Investment Consultants and Responsible Investing: Current Practices and Outlook in the United States This report analyzes the results from a survey of U.S. investment consultants about their clients' interest in investment strategies that consider corporate environmental, social or governance criteria in addition to traditional financial analysis, and how they are responding. PDF Download >
	Community Investing Toolkit for the Faith Community The faith-based toolkit is an introductory guide to community investing featuring quick and efficient ways for faith-based investors to get involved in community investing. PDF version is FREE \| Printed copy is $30 for nonmembers; $15 for members (one complimentary copy is available to US SIF members at no charge). Order Online >
	The Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions A resource guide for foundations to manage risk and leverage their investment assets more fully with their core philanthropic purpose, while creating lasting value. Printed version is $30 for non-members, $15 for members, volume discounts available. Download in PDF format \| Download accompanying PowerPoint presentation \| Order Online >
	2007 Report on Socially Responsible Investing Trends in the United States A comprehensive survey of the extent of SRI in the United States. US SIF researchers were commissioned to identify major trends in responsible investing. The year-long process involved an exhaustive review of thousands of institutions and private money managers. Executive Summary \| PDF version FREE to members \| Printed version is $75 for nonmembers, $50 for members. Order Online >