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.
    • 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.

2018 Resources

  • 2018 Corporate Resolution Filing Deadlines (XLSX) (PDF)

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