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Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Events
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2021
Investor letter to President Biden on policy recommendations (02/2021)
US SIF comment letter is support of Nasdaq board diversity proposal (01/2021)
2020
Toward a Just and Sustainable Economy | Policy Proposals for the Next Administration (10/2020)
US SIF comment letter on DOL proxy voting rulemaking (10/2020)
Investor Sign-on Letter to Nation's Leaders to Take Action on Covid-19 Crisis (9/2020)
Joint letter on Improper Exclusion of Evidence on the Impact of Rule 14a-8 Proposal (9/2020)
Joint Report on DOL ESG Rule Comments (8/2020)
US SIF comment letter to DOL on ERISA and ESG (7/2020)
US SIF letter requesting comment period extension for ERISA – ESG rulemaking (6/2020)
US SIF Comment Letter on Extractives Industry Disclosure Rulemaking (6/2020)
US SIF Comment Letter on MD&A Disclosure Modernization (6/2020)
Joint letter to SEC on investor opposition to Rule 14a-8 rulemaking (4/2020)
US SIF letter to Congress supporting supplemental CDFI funding (3/2020)
Joint letter to SEC on shareholder proposals during COVID-19 pandemic (3/2020)
US SIF Comment Letter Opposing Proposed Rule Changes to Shareholder Rights (Rule 14a-8) (1/2020)
US SIF Comment Letter Opposing Proposed Rule on Proxy Advisory Firms (1/2020)
2019
2018
US SIF Letter to Senate Banking Committee on Proxy Process (12/2018)
Joint Petition for SEC Rulemaking on ESG Disclosure (10/2018)
US SIF Letter to SEC Supporting Shareholder Rights Group Proxy Season Report (8/2018)
US SIF Comments on SEC Draft Strategic Plan 2018-2022 07/2018
US SIF Letter Opposing HR 5756 to Change Shareholder Resubmission Thresholds 05/2018
Investors Comment Letter Opposing the Clean Power Plan Repeal 04/2018
Investor letter opposing expanded offshore fossil fuel drilling 03/2018
Joint letter to Senate Banking Committee on S. 2155 and shareholder proposal provisions 03/2018
US SIF Letter to Senate Opposing Proxy Advisor Legislation 03/2018
2017
US SIF Letter Opposing Proxy Advisor Legislation (HR 4015) 12/2017
US SIF Letter to the House opposing the Financial CHOICE Act (H.R. 10) 06/2017
US SIF Letter on Section 844 of the Discussion Draft of the Financial CHOICE Act 04/2017
Joint Report - The Business Case for the Current SEC Shareholder Proposal Process 04/2017
US SIF Response to Senate Banking Committee Request for Proposals to Foster Economic Growth 04/2017
US SIF Clean Power Plan Statement 03/2017
US SIF Comment Letter on Reconsideration of Conflict Minerals Rule Implementation 03/2017
US SIF Comment Letter on Reconsideration of Pay Ratio Rule Implementation 03/2017
Investor Statement on Reconsideration of Conflict Minerals Rule Implementation 02/2017
2016
US SIF Comment Letter on Form 5500 12/2016
US SIF Joint Report on SEC Disclosure 09/2016
CII Letter to Senate Banking on Proxy Advisory Firms 09/2016
US SIF Comment Letter on Regulation S-K Disclosure 07/2016
US SIF Letter to SEC on 1504 rulemaking 03/2016
2015
Investor Statement on Conflict Minerals Ruling 09/2015
US SIF Comments on President Obama's Release of the Final Clean Power Plan 08/2015
US SIF Letter to the SEC on Staff Review of Rule 14a-8(i)(9) 07/2015
Investor Letter to the SEC on Staff Review of Rule 14a-8(i)(9) 07/2015
2014
US SIF Letter to the EPA on the Carbon Pollution Rule for Existing Power Plants 12/2014
US SIF Letter to SEC on Disclosure Effectiveness Review 09/2014
Letter to Keith Higgins, Director of the SEC's Division of Corporation Finance, regarding the stakeholder meeting on Rule 14a-8 08/2014
US SIF Statement on HR 5016 07/2014
Letter to SEC Chair Mary Jo White and Director Keith Higgins regarding Disclosure Effectiveness Review 07/2014
Multi-stakeholder Group Letter to Special Envoy Feingold 05/2014
Investor Letter to the SEC Regarding the Shareholder Proposal Process 05/2014
Investor Letter on Federal Court Decision Denying Suspension of Conflict Mineral Reporting Rule 05/2014
Investor Statement on Conflict Mineral Court Ruling 04/2014
US SIF Submission on the Proposed SEC 2014-2018 Draft Strategic Plan 03/2014
Investor Letter to the SEC in support of political spending disclosure rule 01/2014
2013
US SIF Comment Letter to the SEC on Proposed Pay Ratio Disclosure Rule 12/2013
Investor Letter in support of EPA's proposed Carbon Pollution Standard for new power plants 09/2013
Investor Statement to SEC regarding API vs. SEC 08/2013
US SIF Submission to the IIRC on the Consultation Draft of the Integrated Reporting Framework 07/2013
Multi-stakeholder Group Letter to the European Commission regarding conflict minerals 06/2013
US SIF Statement on President Obama's plan to address Climate Change 06/2013
US SIF letter regarding SEC Commissioner appointments 05/2013
Investor Statement on Bangladesh 05/2013
Letter to SEC Chairman Mary Jo White on Executive Pay Provisions of Dodd-Frank 04/2013
US SIF letter of support for HR 1278 04/2013
Corporate Reform Coalition press release on corporate political contributions 04/2013
US SIF Statement on Fossil Fuels and Sustainable and Responsible Investment 03/2013
US SIF Statement on Shareholder Resolutions and Corporate Responsibility 03/2013
2012
US SIF Letter to SEC Chairman Mary Schapiro 2/2012
Investor Letter to SEC on lawsuit challenging conflict minerals rule 11/2012
Multi-stakeholder Group (MSG) Letter on lawsuit challenging conflict minerals rule 11/2012
US SIF Letter to the SEC Investor Advisory Committee 09/2012
Investor Statement on Foreign Corrupt Practices Act 08/2012
US SIF Letter to the Editor regarding Wall Street Journal article, "The SEC Does Dodd-Frank" 08/2012
Multi-Stakeholder Statement on SEC rule on section 1502 of Dodd-Frank 08/2012
US SIF Letter to the Editor regarding Washington Times editorial 08/2012
US SIF Comment Letter to EPA on Proposed Carbon Pollution Standard for New Power Plants 06/2012
US SIF Letter to the Editor regarding Washington Post piece, "More shareholders call on companies to disclose their political spending" 05/2012
Letter to Senators on Investor Protections in the JOBS Act 03/2012
Letter to Republican Leadership re: Business Transparency on Trafficking and Slavery Act (HR 2759) 01/2012
2011
US SIF Letter to the Editor regarding WSJ piece, "Shutting Up Business" 12/2011
Comment letter to Senators on the nomination of Richard Cordray to head the CFPB 12/2011
US SIF comment letter to the International Integrated Reporting Committee (IIRC) 11/2011
Comment Letter to SEC on Conflict Minerals 11/2011
Comment Letter to SEC on Corporate Political Spending 11/2011
US SIF Comment Letter to EPA on Proposed Mercury and Air Toxics Rule 08/2011
US SIF Comment Letter to the SEC on Pay Disparity 04/2011
US SIF Comment Letter on SEC Draft Rule on Conflict Minerals Disclosure 03/2011
US SIF Comment Letter on SEC Draft Rule on Extraction Issuer Payments to Governments 03/2011
US SIF Comment Letter on SEC Draft Rule on Mine Safety Disclosure 01/2011
2010
US SIF and Calvert Investments Letter to SEC on 1504 Rulemaking Process 11/2010
US SIF Comments to the SEC on the U.S. Proxy System 10/2010
US SIF Response to Chamber and Roundtable Suit 09/2010
US SIF Letter to the SEC on Proxy Access 08/2010
US SIF Letter to House-Senate Conference Committee on Priority Financial Reform Issues 06/2010
US SIF Letter to the Senate on Financial Reform Bill 04/2010
Lisa Woll and Joe Keefe Op Ed in Huffington Post on Financial Reform 04/2010
US SIF Letter to Senate Banking Committee on Financial Reform 02/2010
US SIF Letter to Congress on Financial Reform 02/2010
2009
US SIF Letter to the SEC on ESG Disclosure 07/2009
US SIF Letter to SEC on Proxy Disclosure and Solicitation Enhancements 09/2009
US SIF Letter on the Consumer Financial Protection Agency Act of 2009 08/2009
US SIF Letter to SEC on Proxy Access 08/2009
US SIF Letter to SEC on ESG Disclosure 07/2009
US SIF Comment on the U.S. EPA 's Proposed Rule on the Mandatory Reporting of GHG 06/2009
US SIF article on ESG Disclsoure in Environmental Finance 02/2009
Sign-on Letter to Establish an Office for Innovation in Corporate Social Responsibility 01/2009
2007
US SIF Letter on SEC releases dealing with the shareholder resolution process and access to the proxy 09/2007
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