Social Issues in Socially Responsible Investment Portfolios

Posted on Apr 2017

in Social Sustainability

Socially responsible investing is on the rise, and with it, investor attention to the social dimensions of SRI. This is a list of the social issues in socially responsible investment portfolios as of March 2017.

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Credit Union Social Purpose Assessment Tool

Posted on Jan 2017

in Sustainable and Social Finance

North American credit unions are clarifying their social purpose to better meet customer needs, play a stronger role in fostering resilient and co-operative communities and grow their businesses.

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Risk Management’s New Tool: Corporate Social Responsibility

Posted on May 2016

in Implementation and Integration

Credit unions may have a silent weapon in their risk management arsenal: corporate social responsibility (CSR). This report explores the question: Can credit union social responsibility be leveraged as a risk mitigation strategy? Is there a CSR and risk management connection?

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Developing a Credit Union CSR Policy

Posted on Feb 2015

in Sustainable and Social Finance

This is a study of CSR Policies designed as a reference tool for credit unions developing a CSR Policy.

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Credit Union Assets Leverage Checklist Tool

Posted on Feb 2015

in Sustainable and Social Finance

Handy checklist tool to help credit unions identify and prioritize resources and assets to leverage in their CSR strategies.

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Non-financial Metrics in the Financial Sector

Posted on May 2014

in Sustainable and Social Finance

This is a scan of non-financial (social, environmental) metrics used by financial sector CSR / sustainability leaders to inform and guide their CSR strategy.

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CSR Finance: A Credit Union Backgrounder

Posted on Feb 2014

in Sustainable and Social Finance

Case studies of four values-based / mission-driven banking models to inform credit union strategic planning for CSR.

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CSR Products and Services Scan for Financial Institutions

Posted on Feb 2014

in Sustainable and Social Finance

A global scan of CSR Products and Services offered by financial institutions. Includes an overview of 84 CSR products including loans, deposits, mortgages and wealth management products.

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Social Enterprise Investment Readiness Factors

Posted on Nov 2013

in Sustainable and Social Finance

This is a list of “investment readiness” factors for social enterprises developed with input from social finance investors, intermediaries and recipients.

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Scaling the Social Finance Pipeline: Challenges and Opportunities

Posted on Nov 2013

in Sustainable and Social Finance

This is a report on the challenges and opportunities of scaling the social finance pipeline funded by Employment and Skills Development Canada.

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Literature Scan for Social Finance: Challenges and Opportunities to Scaling the Pipeline

Posted on Nov 2013

in Sustainable and Social Finance

This report summarizes results from a literature scan on the characteristics of prospective social finance recipients and the barriers and challenges they face in accessing social finance capital.

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Credit Union Social Responsibility Reporting

Posted on Mar 2012

in Sustainable and Social Finance

This is a comprehensive how-to guide to advice credit unions on producing a corporate social responsibility report.

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