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4 Managing Finances :
Socially Responsible Investment
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- A. Introduction
Recent years have witnessed a significant growth in socially responsible investment (SRI) among banks, insurers, and etc. Many charities, foundations and other non-profit organisations are in fact among leading institutional investors and cannot be ignored for their significant financial assets. Their interest in social investment has also increased, and some of them have adopted social investment practices.Charities and foundations may take conventional SRI approaches, to take account of social, environmental, corporate governance factors in their investment, such as positive/negative screening using social/environmental criteria to select appropriate investment, or shareholder advocacy to encourage more responsible business practices through proxy voting and dialogue.Apart from the SRI forms, primarily driven by their charitable purpose, more unique investment practices have also emerged in their own context, i.e. programme related investment (PRI), for example,community development finance.
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- B. Charity SRI
It is a joint initiative by the EIRIS Foundation and the UK Social Investment Forum (UKSIF) and perhaps one of the few resource websites as such dedicated to charity's ethical investment. It provides information to charities on why and how to invest ethically. The website also includes sections for service providers and charity supporters. It provides some key tool kits such as Investing Responsibly: A practical introduction for charity trustees. The Responsible Investment Approaches of Common Investment Funds (CIFs), Responsible Investment Approaches to Non-Equity Investments: An introduction for charity trustees.
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- C. The Foundation Partnership on Corporate Responsibility
It is an US based association of foundations working to link their grant making values with their investments to promote greater social responsibility of corporation. It is perhaps another few websites dedicated solely on this subject. It contains useful best practice in social investment with samples of Foundation Investment Policies. It also includes a quite comprehensive list of SRI related resources for Foundations.
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- D. The Primer for Responsible Investment Management of Endowments
PRIME: the Primer for Responsible Investment Management of Endowments. Has been developed by the European Social Investment Forum (Eurosif) and the Bellagio Forum for Sustainable Development and in cooperation with the European Foundation Centre (EFC) in order to help foundations integrate SRI in their long term management of endowments. The Primer is designed to assist trustees, officers and directors of foundations to better understand and integrate Responsible Investment practices.
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- E. The Mission in the Marketplace: How Responsible Investing Can
This guide is for foundations to manage risk and leverage their investment assets in accordance with their core philanthropic purpose, through the investment strategies of screening, share owner advocacy, community investing and social venture capital. It also gives specific SRI suggestions for foundations in various fields, such as health, environmental, human rights and etc.
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- F. Foundations and Social Investment in Europe Survey Report
The Report provides the overview of European foundations currently engaged in SRI, PRI and etc. through the survey conducted. It also discusses the barriers and challenges and opportunities for their SRI practice.
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- G. Foundations and Social Investment
The briefing and full report were launched by the Esme Fairbairn Foundation. They describe the principles and concepts behind social investment and use UK and USA case studies to explain how social investments work in practice with foundations. In particular, these documents highlight social investment approaches, their pros and cons and critical success factors.
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- H. Program-Related Investing
This guide was prepared by the Ford Foundation. Experienced funders provide step by step guidance to make program-related loans and equity investments that advance a foundation's mission — from explaining the concept to the board to structuring and closing deals.
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- I. Green philanthropy-Funding Charitable Solutions to Environment Problems
Specially aiming at environmental issues, this report outlines the main priorities for those donors who are supporting environment charities.
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- Institutional Investor's Group on Climate Change (IIGCC)
The Institutional Investors Group on Climate Change (IIGCC) is a forum for collaboration between pension funds and other institutional investors on issues related to climate change. It seeks to promote better understanding of the implications of climate change amongst our members and other institutional investors; and to encourage companies and markets in which IIGCC members invest to address any material risks and opportunities to their businesses associated with climate change and a shift to a lower carbon economy.
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- K. FSG Social Impact Advisors
FSG Social Impact Advisors is a non-profit organization that works with foundations, corporations, governments, and non-profits to accelerate the pace of social progress through consulting projects, research, and other initiatives. Particularly it has researched on mission investment. Several research reports in this subject are available online: The Power of Strategic Mission Investing; Investing for impact: managing and measuring proactive social investments Shell Foundation, Foundation Strategy Group; Compounding Impact: Mission Investing by U.S. Foundations.
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- L. The United Nations Environment Programme Finance Initiative (UNEP FI)
The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the private financial sector. UNEP FI works closely with over 160 financial institutions who are signatories to the UNEP FI Statements, and a range of partners organizations to develop and promote linkages between the environment, sustainability and financial performance. Through regional activities, a comprehensive work programme, training programmes and research, UNEPFI carries out its mission to identify, promote, and realise the adoption of best environmental and sustainability practice at all levels of financial institution operations.
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- M. Principles for Responsible Investment
The Principles for Responsible Investment is a UN initiative, which sets out a voluntary framework for the incorporation of environmental, social and corporate governance (ESG) issues into the main stream investment process.
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- N. Global Reporting Initiative (GRI)
The "Global Reporting Initiative" is a large multi-stakeholder network of thousands of experts, in dozens of countries worldwide, who participate in GRI's working groups and governance bodies, use the GRI Guidelines to report, access information in GRI-based reports, or contribute to develop the Reporting Framework in other ways – both formally and informally.
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- O. European Social Investment Forum
The Forum is a pan-European group whose mission is to address sustainability through financial markets. Current member affiliates of Eurosif include pension funds, financial service providers, academic institutes, research associations and NGOs. The association is a not-for-profit entity that represents assets totaling over €600bn through its affiliate membership.
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- P. European Foundation Centre (EFC)
The European Foundation Centre is an international association of foundations and corporate funders dedicated to creating an enabling legal and fiscal environment for foundations, documenting the foundation landscape, strengthening the infrastructure of the sector,and promoting collaboration, both among foundations and between foundations and other actors, to advance the public good in Europe and beyond. It has also conducted research about socially responsible investment for foundations among other things.
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- Q. International Inter-faith Investors Group- 3iG
The International Inter-faith Investors Group is a non-profit, multi-faith philanthropic foundation with faith groups members. The mission of the Group is to contribute to a just and sustainable society through responsible investment in a spirit of genuine interfaith dialogue and co-operation. It is designed to assist the faith groups in facilitating and advancing their engagement in long term investment particularly through the positive approach, and to provide research and information to enhance its development.
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