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Socially Responsible Investment Archive

Published 2010

Responsible Investment Questions for Fund Managers

The Guide is divided into two sections for ease of use. The first section is designed to help foundations who are new to RI and would like to engage their current fund managers in a discussion about the possibility of implementing an RI approach. The second section is for foundations who seek to go to the market to assess the different RI offerings provided by Canadian fund managers.

Download Responsible Investment Questions for Fund Managers (424 kb PDF)

Published 2009

Education and Training on Responsible Investing for Canadian Foundations and Endowments

Strandberg Consulting co-authored this report for Environment Canada on the resources and publications available for foundations and endowments regarding responsible and community investment and provided recommendations to advance RI amongst foundations.

Download Education and Training on Responsible Investing for Canadian Foundations and Endowments (148 kb PDF)

Published 2009

ESG Screens

A compilation of the diverse screns used by various SRI Groups around the world.

Download ESG Screens (424 kb PDF)

Published 2009

SRI Components – Working Draft

Working draft of Coro’s SRI Components, to provide guidance to retail SRI investors on opportunities for high impact investing. Sponsored by Ethical Funds.

Download the working draft of SRI Components in English (2.1 MB PDF)
Download the working draft of SRI Components in French (2.72 MB PDF)

Published 2009

Draft SRI Continuum: From Limited Social Change to High Social Change Impact

There is an emerging continuum from SRI “lite” to SRI deep, as chronicled in the study, “Future of SRI”. A further evolution is that SRI firms are expected to model the kinds of practices they require of their investee companies. This model is an initial attempt to scope out this continuum, from the perspective that firms with a more robust SRI value proposition will be able to compete more effectively in a crowded SRI market. This project is funded by Ethical Funds Inc.

Download the draft SRI Continuum (79 kb PDF)

Published 2008

Sustainable Investing for Mission-Based Organizations

Coro co-authored this publication. Note the Roadmap for Sustainable Investing p. 11.

Download Sustainable Investing for Mission-Based Organizations (1.32 MB PDF)

Published 2008

Responsible Investment Primer

An overview of responsible investment for community foundations.

Download the Responsible Investment Primer PowerPoint presentation (6.6 MB PPT)

Published 2006

The Future of SRI

Corporate Knights Water and Pollution Issue – 2006
All signs are pointing to the mainstreaming of socially responsible investment practices over the next 10 years.

Download

Published 2006

Green Building and Infrastructure Fund Study

This study conducted by Trent Berry, Compass Resource Management Ltd., examines the opportunity of establishing a Green Building Investment Fund. Coro Strandberg was an advisor on this study in her role as a sustainability consultant for the 2010 Olympics.