US Sustainable Responsible And Impact Investing Trends 2014
10
th
ED
IT
IO
N
REPORT ON
US Sustainable, Responsible and
Impact Investing Trends
2014
impact companies governance companies environmental
SRI
social
sustainable
responsible
capital
investment
Report on U
S Sustainable, Responsible and Impact Investing Trends
3
Sponsors and Donors
Donor
Wallace Global Fund www.wgf.org Visionary Sponsor
Lead Sponsors
Neuberger Berman www.nb.com/pages/public/en-us/ socially-responsive-investing.aspx
Bloomberg www.bloomberg.com/bcause/ Trillium Asset Management www.trilliuminvest.com Benefactors
General Sponsors
TIAA-CREF www.tiaa-cref.org/public assetmanagement/
Bank of America about.bankofamerica.com/en-us/ global-impact/environmental-sustainability.html
BlackRock www.blackrock.com Boston Common Asset Management www.bostoncommonasset.com Breckinridge www.breckinridge.com Calvert Investments www.calvert.com CBIS www.cbisonline.com Community Capital Management www.ccmfixedincome.com Legg Mason www.leggmason.com Morgan Stanley www.morganstanley.com Sentinel Investments www.sentinelinvestments.com/ sustainable-investing
Walden Asset Management www.waldenassetmgmt.com 1919 Investment Counsel www.1919ic.com 4 Report on US Sustainable, Responsible and Impact Investing Trends
Reflections on Sustainable, Responsible and Impact Investing Trends, 2014
What’s in a name? ESG, Ethical, Green, Impact, Mission, Responsible, Socially
Responsible, Sustainable and Values are all labels that investors apply today to their strategies to consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. While the variety of labels can sometimes be confusing, the core message is clear. A growing number of investors, institutions and financial professionals are deploying and managing capital to build a more sustainable and equitable economy.
This year’s Trends Report is an exciting milestone, marking the 10th edition of the biennial
th
ED
IT
IO
N
REPORT ON
US Sustainable, Responsible and
Impact Investing Trends
2014
impact companies governance companies environmental
SRI
social
sustainable
responsible
capital
investment
Report on U
S Sustainable, Responsible and Impact Investing Trends
3
Sponsors and Donors
Donor
Wallace Global Fund www.wgf.org Visionary Sponsor
Lead Sponsors
Neuberger Berman www.nb.com/pages/public/en-us/ socially-responsive-investing.aspx
Bloomberg www.bloomberg.com/bcause/ Trillium Asset Management www.trilliuminvest.com Benefactors
General Sponsors
TIAA-CREF www.tiaa-cref.org/public assetmanagement/
Bank of America about.bankofamerica.com/en-us/ global-impact/environmental-sustainability.html
BlackRock www.blackrock.com Boston Common Asset Management www.bostoncommonasset.com Breckinridge www.breckinridge.com Calvert Investments www.calvert.com CBIS www.cbisonline.com Community Capital Management www.ccmfixedincome.com Legg Mason www.leggmason.com Morgan Stanley www.morganstanley.com Sentinel Investments www.sentinelinvestments.com/ sustainable-investing
Walden Asset Management www.waldenassetmgmt.com 1919 Investment Counsel www.1919ic.com 4 Report on US Sustainable, Responsible and Impact Investing Trends
Reflections on Sustainable, Responsible and Impact Investing Trends, 2014
What’s in a name? ESG, Ethical, Green, Impact, Mission, Responsible, Socially
Responsible, Sustainable and Values are all labels that investors apply today to their strategies to consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. While the variety of labels can sometimes be confusing, the core message is clear. A growing number of investors, institutions and financial professionals are deploying and managing capital to build a more sustainable and equitable economy.
This year’s Trends Report is an exciting milestone, marking the 10th edition of the biennial