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We help our members turn values into action through responsible investing.

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Helping you turn your values into responsible investments

Did you know $1 of every $8 under professional management in the U.S. is now invested in socially responsible investment strategies? SGI offers various resources on how investors can leverage their rights as shareholders and engage with companies according to socially responsible practices that we are guided and inspired by. Below are free tools and guides that provide direction on responsible investment policies so you can translate values into action.

A resource prepared by CERES and BlackRock, this 68-page resource gathers the perspectives of numerous colleagues in socially responsible investing. It also concludes with a very helpful collection of resources.

This free, downloadable PDF from US SIF is a guide for financial advisors on how to incorporate sustainable, responsible and impact investing (SRI) into their practice.

This free, downloadable PDF from US SIF is a comprehensive guide for money managers on how to incorporate sustainable, responsible and impact investing at their firms.

Like the previous two documents, this is a free, downloadable PDF from US SIF. This resources is intended for asset owners.

By formalizing an investment process in a policy, asset owners differentiate emotions from facts when making investment decisions, keeping a relentless focus on performing in line with their investment strategy in an evidence-based manner. This guide helps asset owners to revise and develop their investment policy and incorporate all long-term factors, including ESG considerations, into their investment decisions, no matter whether these decisions are made directly or indirectly.

This paper provides a methodical approach in crafting a clear and explicit investment strategy that avoids common pitfalls including skipping steps, lack of consensus/board-alignment, lack of detail/flexibility or creating a strategy without sufficient consideration of how it will be implemented.

PRI's discussion paper on strategic asset allocation reviews some of the options available to asset owners and asset managers by reviewing three steps within strategic asset allocation – setting of objectives, reviewing targets & ranges and identifying opportunities at an asset class level.

This introductory guide provides an overview of how asset owners can integrate responsible investment principles and practices into their selection, appointment and monitoring of investment managers.

Regulators and beneficiaries are increasingly requiring more active asset ownership. A panel of experts discusses some of these issues and talk-through where asset owners can work collaboratively with investment managers through the selection, appointment and monitoring process.

This guide provides a step-by-step description of how asset owners can integrate responsible investment principles and practices into their selection, appointment and monitoring of investment managers.

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  • Annual SGI Conferences
  • SGI Shareholder Resolutions
  • Guides, Toolkits, and Overviews