Other great SRI literature & information…

The following literature and links are items that we have not been involved in producing but have found interesting, useful and/or insightful!

Most of these items are intended for use by investment professionals only and are for information purposes only. This material does not constitute investment advice.

To be kept up to date sign up to our ‘inSRI’ newsletter (also intended for use by industry professionals only)

M&G Joffy’s journal ESG overview video
Green Finance Taskforce report March 2018
HLEG final report and EU action plan
Pensions & Social Investment – Law Commission review
Pensions Regulator Guidance for DB scheme trustees including reference to climate and sustainability
Law Commission ‘DB schemes and Social Investment’ consultation responses (due to report May 17 – delay by election)
Global Sustainable Investment Review (GSIR) 2016 (a collaborative global SIF publication supported by Bloomberg)
The Purposeful Company report 2017 – from the Big Innovation Centre
ShareAction – investor resources (includes reports to support investor engagement)
Sarasin and Partners article on different ways investors can encourage shift to lower carbon Jan 17
The Pensions Regulator – Investment Governance trustee guide 2016
ClientEarth (Lawyers) – ‘Navigating Climate Risk’ pdf 2016
FSB Taskforce on Climate Related Financial Disclosure (launched 12/15 at COP21)
Climate Wise – Closing the Protection Gap (CISL)
Univ of Cambridge Institute for Sustainable Leadership – ‘ A New Climate For Business – planning your response to the Paris Agreement on Climate Change’ (Insurance Industry focus)
Mark Carney Climate speech 22 September 2016
Sarasin Stewardship Report 2016
The Pensions Regulator – Guide to Investment Governance for pension trustees July 2016
EdenTree Insight – Biofuels and other expert papers 2016
Eurosif SRI study/report 2016
Transparency Times May 2016
WHEB Impact Measurement Report (second report) published April 2016
First State Sustainability / RI report
FTSE4Good information / home page and FTSE ESG Ratings
Pictet ‘Mega.online’ – expert commentary on ‘Mega Trends’ a new standalone website
UKSIF Good Money Week October 2015 consumer research
Standard Life millenials survey GMW 2015
EdenTree Amity Insights list – thought provoking papers on ethical issues and related business risks
Citywire SRI video (quoting Parmenion ethical fund manager) – Dispelling SRI myths
APFA financial adviser market in numbers report March 2015 (not an SRI report)
G7 climate change position June 2015
IIGCC letter to G7 Finance Ministers May 2015
WHEB Reporting Impact_2014 published April 2015
Alliance Trust Investment 2 minute YouTube video clip setting out why sustainable investment makes sense
Friends Life Stewardship policy wording and support material (new as at Q1 2015)
RobecoSAM YouTube video introduction to ‘Sustainable Investment’
Link to Guardian news coverage of Mark Carney talking about a ‘Carbon Bubble’
F&C ‘Responsible’ range press release & literature link http://www.fandc.com/documents/responsible-investment-funds-summary-criteria/
Eurosif biennial SRI report 2014
Kames Ethical Survey July 2014 (source: Kames Investment)
Blue & Green Tomorrow ‘Voice of the Adviser’ survey 2014 (source: BGT)

This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.