Resources

Resources

SGI seeks to provide resources to its Members and the Responsible Investing Community that will support their shareholder engagement, investment processes, or commitment to Catholic Social Teaching.

    • Sustainable & Responsible Mutual Fund Chart from US SIF (The Forum for Sustainable and Responsible Investment). 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.
    • Fossil Free Funds. Are your savings invested in fossil fuels? Search for mutual funds from your portfolio or retirement plan and find the fossil fuels hidden within, a resource from As You Sow.
    • Morningstar Sustainability Rating™. 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.
    • Morningstar® Portfolio Carbon Risk ScoreTM. This tool gives investors a means to evaluate the carbon risk embedded in a fund’s portfolio. Based on company-level evaluations of carbon risk conducted by Sustainalytics using asset-weighted carbon-risk rating of companies held in a portfolio, the rating evaluates the degree to which a company’s economic value is at risk in the transition to a low-carbon economy. Portfolios that exhibit low overall carbon risk and have lower-than-average exposure to companies with fossil-fuel involvement will receive the Morningstar Low Carbon Designation. This designation, represented by a green leaf icon, is meant to help investors quickly and easily identify low-carbon funds and, in general, to educate key stakeholders and the public about the availability of low-carbon investment choices. The designation is an indicator that a portfolio’s holdings are in general alignment with the transition to a low-carbon economy.
    • ICCR Guide to Proxy Resolutions. This guide explains the basics in 27 PowerPoint slides: why file a resolution, filing procedures, critical dates, next steps, the filing packet, cover letter tips, verifying stock ownership, structure and content of resolutions, co-filing and collaboration, and beyond.
    • ICCR’s Shareholder Advocacy Learning Center. To view this material, readers need to login to the ICCR members’ area. Filled with a wealth of tools  and valuable resources, it is a great introduction to ICCR and shareholder advocacy.
    • Yahoo Finance. 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.”
    • ProxyDemocracy. The website tracks how fund managers vote their proxies.

2018 Resources

SGI Quarterly Webinars

Every three months, SGI will host a webinar. Here is a listing of our recordings:

Climate Change Resources

Corporate Governance Resources

Environmental Justice Resources

Food Safety and Sustainability Resources

Health Resources

Water Stewardship Resources