Tools for faith-based action

We offer various tools for members to influence corporate behavior, inspired by our values.

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Materials to advance corporate responsibility

SGI provides its members with various tools to engage with companies they invest in to promote corporate social responsibility.

The Mutual Fund Performance Chart displays all sustainable and responsible mutual funds offered by US SIF's institutional member firms. This public tool is meant for individual investors to compare cost, financial performance, screens and voting records of competing funds. All listed funds are open to new investors.

From As You Sow, these six tools give grades to  3,000 of the most popular mutual funds and ETFs based on their holdings of companies exposed to fossil fuels,  guns, gender equality, deforestation, weapons, and tobacco.

This tool is a means for investors to evaluate how well the companies in a fund's portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries. It makes it possible to find sustainable funds even if not marketed specifically as products that support a socially responsible investing approach.

From Scott Lesmes, Partner, in the Corporate Group at Morrison & Foerster LLP, this resource responds to common questions. (2017)

For many companies and mutual funds, Yahoo Finance now provides a sustainability score. For instance, here is the score for Apple. To find this rating, if available, for a fund or a company, simply search in Yahoo Finance for the company. Arriving at the company screen, on the far right is a tab for "Sustainability."

The website tracks how fund managers vote their proxies.

U.S. Sustainable & Impact Investing Trends

Calvert Investments: Policy Engagement Toolkit

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Related resources

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  • Annual SGI Conferences
  • SGI Shareholder Resolutions
  • Incorporating ESG / SRI Strategies