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The value of applying SRI Impact Investing principles to your investment portfolio. Written by US SIF Foundation. Artifex Financial Group is a member of US SIF and incorporates SRI into model portfolios and custom client portfolios.

O F S U S TA I N A B L E A N D RESPONSIBLE INVESTMENT

Compliments of Artifex Financial Group

www.artifexfinancial.com 855.752.6644

Table of  2    FOREWORD 3     EXECUTIVE SUMMARY 6    INTRODUCTION 7     CHAPTER ONE  Changing The Investment Industry And ...
The US SIF Foundation is pleased to share this paper that highlights the positive impact that sustainable and responsible ...
Executive Sustainable and responsible investors have been, and continue to be, a force for positive change.   They have he...
financial institutions, as well as in retail products and on retail platforms for domestic and international community dev...
industries to disclose their payments to national governments.  By advocating for the creation of the Consumer Financial P...
Sustainable and responsible investors have used several strategies to effect change, often in partnership with other indiv...
Changing The Investment Industry and Adding Options For Investors Sustainable and responsible investment professionals hav...
Impact on the Professional Investment Industry ESG Criteria Incorporation  For many sustainable and responsible investors,...
Indices generate historical statistics that support a deeper understanding of ESG investing through a data stream that pro...
spans environmental, social, ethical and governance indicators, is updated by the research firm EIRIS.  FTSE4Good also reg...
AT THE OUTSET OF 2012, ALTERNATIVE INVESTMENT VEHICLES    PRIVATE EQUITY AND VENTURE CAPITAL FUNDS, PROPERTY AND REAL ESTA...
Global Advisors  SSgA , the investment management business of State Street Corporation, offers a green bond strategy for i...
Impact investing  In the last few years, numerous institutions have begun to use the term    impact investing    to descri...
sustainable world.  These investors now have access to experienced financial advisors and money managers who have in-depth...
Improving Companies Through Active Ownership And Engagement Sustainable investors have engaged in shareholder advocacy for...
proxy ballots, ranging from the approval of boards of directors to shareholder proposals on ESG issues.  According to the ...
Environmental Issues Climate Risk  Sustainable and responsible investors have paid close attention to companies    policie...
withdrawals and assessed company follow-through on agreements negotiated by investors between 2007 and 2010.  Findings ind...
IN 2010, SHAREHOLDER RESOLUTIONS REGARDING HYDRAULIC FRACTURING    OR    FRACKING       AT SIX COMPANIES WON NOTABLY HIGH ...
Indigenous Peoples    Rights For more than a decade, investors have advocated for the rights of indigenous peoples, includ...
Freedom of Expression and Privacy Companies around the world face government pressure to comply with domestic laws and pol...
SHAREHOLDER RESOLUTIONS ASKING COMPANIES TO INSTITUTE AN ADVISORY VOTE ON COMPENSATION EARNED AVERAGE SUPPORT OF MORE THAN...
In 2003, Calvert Investments developed model nominating committee charter language for corporate boards.  This model langu...
THE NUMBER OF RESOLUTIONS FILED ON CORPORATE POLITICAL SPENDING ROSE TO MORE THAN 100 A YEAR IN 2011 AND 2012, UP FROM AN ...
policy commitments, Domini withdrew its shareholder proposal.44 In response to shareholder engagement, Accenture adopted a...
Northern Pulp and Blue Wolf Capital   Community, Indigenous Peoples    Rights, Environmental and Workplace Issues Blue Wol...
the company agreed to engage with the investors, public officials, the local community board, teachers and organizations o...
Helping Communities and Individuals Sustainable and responsible investment benefits individuals and communities in a numbe...
 1     focus on marginalized areas or communities that conventional market activity does A not reach  in practice, low-inc...
thereby reducing discriminatory credit practices known as redlining.  The National Community Reinvestment Coalition, a Was...
decades, first because of suburbanization, and then because of the mill   s closure in 1987.   When the developer had been...
Other Small Business Loans and Development Small businesses represent the vast majority of businesses in the United States...
aimed to direct more than  500,000 in micro-loans to small businesses in New Orleans.  The Good Work Network educates, coa...
Microenterprise Business Lending to micro-enterprises is an important strategy in the effort to improve the economic well-...
Influencing Public Policy and Developing Global Standard-Setting Organizations For years, sustainable and responsible inve...
Dodd-Frank Financial Reform Law In 2010, sustainable investors in the United States won an important victory with the pass...
the US Chamber of Commerce, the National Association of Manufacturers, and the Business Roundtable.    Payments to US or F...
Climate Change Issues   In a multi-year campaign, concerned investors successfully encouraged the SEC to issue guidance to...
the final rule in December 2011.  One commentator explained the significance of the EPA   s decision  It   s worth lifting...
announced that it had reached a settlement with the plaintiffs.  The monetary payout was reputed to be significant.  As th...
Rather than offer shares in CNPC, the company only listed shares in PetroChina.  Nonetheless, the initial offer of PetroCh...
      Asia  Association of Sustainable and Responsible Investors in Asia  ASrIA   Responsible Investment Research Associat...
The Council of Institutional Investors  CII  Founded in 1985, the Council of Institutional Investors  CII  is a non-profit...
The Principles provide a voluntary framework by which all investors can incorporate ESG issues into their decision-making ...
this type of analysis is legally permissible and    arguably required    as part of fiduciary obligation in nine jurisdict...
This paper details the impressive impact of sustainable and responsible investment  SRI .  It provides stories, facts, and...
  1.  Principles for Responsible Investment,   ttp   www.unpri.org about-pri about-pri   accessed August 2013 . h   2.    ...
1 2.    orld Bank Green Bonds, available at http   treasury.worldbank.org cmd htm WorldBankGreenBonds.html W  accessed Jul...
34.     hurch of the Brethren Benefit Trust Press Release, ConocoPhillips commits to indigenous peoples    rights with  C ...
54.     DFI Fund Announces Provider to Expand the Capacity of CDFIs to Support Financing for Healthy Food Retail, C CDFI F...
910 17th Street, NW, Suite 1000 Washington, DC 20006 THE IMPACT OF SUSTAINABLE AND RESPONSIBLE INVESTING 51 202-872-5361  ...

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