Webinar: Fossil Fuels: Engage or Divest

On Monday, November 9th, the U.S. Federal Reserve Bank recognized climate as a risk. Investors of all types can no longer afford to be on auto-pilot concerning investments in fossil fuels. This webinar explores two options: active engagement or divestment. We hear from Rob Berridge and Morgan LaManna of Ceres on how the recommendations of the CA 100+ and the Task Force on Climate-related Financial Disclosures (TCFD) can enhance engagement with companies. We hear from Fr. Peter Bisson, S.J., former provincial of the Canadian Jesuit province. Under his leadership, the province became the first province to divest from fossil fuels shortly after Laudato Si’. Again, we are very grateful for the presence of Rob, Morgan, and Fr. Peter in this webinar, for their commitment to this work, and their generosity in sharing their wisdom and experience with us. As always, we welcome your feedback via a confidential evaluation found here. Slides are available here.

Webinar: Positive Screens: Going Beyond the Negative

On Friday, August 21st, SGI’s quarterly webinar addressed adopting positive portfolio screens. Many portfolios rely simply upon negative screens, the exclusion of certain companies from investment consideration based on social or environmental criteria. A negative screen, for instance, can preclude investing in tobacco, gambling, alcohol or weapons manufacturing. John Mueller of Dana Investment Advisors and Ariane de Vienne of Institutional Shareholder Services (ISS) discuss how one might view and implement positive selection criteria from the perspective of the asset manager and the asset owner. Again, we are very grateful for the presence of John and Ariane in this webinar, for their commitment to this work, and their generosity in sharing their wisdom and experience with us. As always, we welcome your feedback via a confidential evaluation found here. Slides are available here.