Holistic Approach to Socially Responsible Investing Webinar

In recent months, some SGI members have been revisiting their policies for socially responsible investment. Such periodic reviews can be an opportunity see this ministry in a fresh light. We must evaluate the quality, forms, and priorities of our commitments as to how effectively they serve the needs of our institutions’ mission and, in a preferential way, the needs of those most vulnerable and the care for creation. In such moments, we may find the conviction to respond to the signs of the times and to change the course into which habit and convenience have settled us and our institutions. These are privileged opportunities for each member institution to consider anew how to align investments with our deepest values.

On Friday, April 12, we were joined in our webinar by two leaders within the Interfaith Center on Corporate Responsibility (ICCR): Anita Green of Wespath Investment Management and Susan Smith Makos of Mercy Investment Services. Each shared the approach that their organizations utilize for socially responsible investing.

We are very grateful for the presence of both our guests in this webinar, for their commitment to work on this issues, and their generosity in sharing their wisdom with us.

As always, we welcome your feedback via a confidential evaluation found here. Slides from the webinar are found here.

If your institution is reviewing its policy for socially responsible investment, we are happy to help. Please, contact Frank Sherman or Chris Cox. We also recommend US SIF’s free Roadmap For Money Managers and its Roadmap For Financial Advisors. We also provide a number of resources here on our website.

Decarbonizing Electricity Webinar

SGI has been leading important work on climate change with regional utilities. Today, we hosted our first educational webinar of 2019 where we learned more about how we can advance those conversations. We hosted Dan Bakal of Ceres and Franz Litz, program consultant at the Great Plains Institute. Dan has been a key partner in our dialogues with the utilities. Franz has led innovative efforts to bring together policy makers, regulators, utilities, and NGOs to take action on climate change. In particular, he has led the building of a Road Map to Decarbonization in the Midcontinent.

We are very grateful for the presence of both our guests in this webinar, for their commitment to work on this issues, and their generosity in sharing their wisdom with us.

As always, we welcome your feedback via a confidential evaluation found here. Slides from the webinar are found here.

Supply Chain Human Rights Webinar

Dispersed global supply chains for many items in our daily lives veil immense violations of human rights. This webinar cuts to the heart of many SGI corporate engagements. Pat Zerega, director of Shareholder Advocacy at Mercy Investment Services, speaks about ethical recruitment (which reduces human trafficking). We hear, as well, from Mary Beth Gallagher of the Tri-State Coalition for Responsible Investment, of her work with Tyson and the poultry sector.

We are so very grateful for the presence of our colleagues from Mercy Investment Services and Tri-State in this webinar.

As always, we welcome your feedback via a confidential evaluation found here. Slides from the webinar are found here.

Member Webinar: Shareholder Resolution Process

Today, we hosted our latest webinar for member education on the “Shareholder Resolution Process.” ICCR’s Guide to Filing Shareholder Resolutions is a great tool. We are grateful that Tim Smith of Walden Asset Management and Pat Miguel Tomaino of Zevin Asset Management were able to join us. Their input was a great contribution. Without further ado, here is the video:

 

SGI Webinar Recording: Health

Hearing from both members and ICCR colleagues (Donna Meyer of Mercy Investment Servces and Meg Jones-Monteiro of the ICCR staff), this webinar provides tools for an understanding of our engagements in nutrition, insurance, pharmaceuticals, tobacco, and opioids as well as global health issues. This webinar also proposes time efficient ways of deepening our engagement with these issues.

The article, mentioned by Donna, about the relative expenses of research and development and marketing for pharmaceutical companies can be found here or in a PDF version here.

If you have any questions from the content of the webinar, please, feel free to direct them to us at SeventhGenerationInt@gmail.com.

As always, we welcome your feedback via a confidential evaluation found here.

SGI Health Webinar on April 20

We are pleased to offer our second quarterly webinar on shareholder engagement in health. The webinar will take place on Friday, April 20th, at 10 a.m. (Central). It will last 90 minutes. We will hear from both members and ICCR colleagues who lead components of our health campaigns. This webinar will provide tools for an understanding of our engagements in nutrition, insurance, pharmaceuticals, tobacco, and opioids as well as global health issues. This webinar will also propose time efficient ways of deepening our engagement with these issues.

SGI members should have received an email with the data to log on to the webinar. If for some reason you have not received it, please contact our associate director, Chris Cox, at SeventhGenerationInt@gmail.com.

SGI Webinar Recording: Member Orientation

This morning, we hosted a webinar for member orientation. Let’s begin by offering thanks to Sr. Nora Nash, OSF and Tom McCaney of PA-CRI for joining us. Also, we are thankful to Mark Peters, Director of Justice, Peace and Reconciliation, ‎Priests of the Sacred Heart and SGI board member, who shared of his experience as a member. Thanks, too, to all of our members who joined us as well as those who will watch the webinar here.

We hope that webinar:

  • Inspires confidence that our work in shareholder advocacy can make a difference on important issues
  • Provides examples of how shareholder advocacy is done
  • Offers a few first steps, best practices for those beginning in this ministry
  • Introduces a community of people committed to change who work alongside us


The slides from the webinar are here.

Additional recommended resources include:

Important: As always, your feedback allows us to improve our webinars. Please, follow this link to provide your input.