SocialFunds.com Press Releases
October 22, 2001
New Guide Helps Institutional Investors Pursue Sustainable and Responsible Investment Strategies
Publication by SRI World Group Is the First of Its Kind
Brattleboro, VT - October 22, 2001 - Institutional investors can achieve competitive financial
returns when implementing sustainable and responsible investment strategies, while at the same time
meeting their fiduciary responsibilities. This is the major finding of a new guide for
institutional investors entitled "Sustainable and Responsible Investment Strategies: A Guide for
Fiduciaries and Institutional Investors." The guide is published by SRI World Group, Inc., a
financial information services and consulting firm, and is now available on the company's website
The guide is focused on institutional investors such as
pension funds, universities, religious organizations, and foundations. It details how institutional
investors - representing approximately $7 trillion in assets - can customize strategies to identify
risk and capitalize on market opportunities, while simultaneously generating social and
environmental benefits for their participants and beneficiaries. Strategies analyzed in the guide
include corporate governance, proxy voting, shareowner resolutions, screening, and best-in-class
"Our research illustrates that any institution can implement sustainable and
responsible investing without abrogating its fiduciary responsibilities," said Jay Falk, President
of SRI World Group. "We are pleased to be the first in providing a framework that helps
institutions analyze these investment options, apply them, and profit from them."
financial performance of sustainable and responsible investment strategies is examined from four
different perspectives: indexes, mutual funds, institutional portfolios, and composite portfolios.
Through this examination, SRI World Group concludes that these strategies provide competitive
long-term financial returns when compared to appropriate benchmarks.
The guide is
designed for trustees and institutional staff members, but contains data and documentation that
investment consultants may find valuable as well. According to Falk, "This comprehensive guide to
incorporating social, economic, and environmental factors into the investment process enables
institutional investors to make informed decisions about the potential benefits to their
organization, members, participants, and beneficiaries."
The guide is the first in a
series of new products for institutional investors to be offered exclusively through
www.InstitutionalShareowner.com, a new service of SRI World Group, Inc. SRI World Group, Inc. also
operates www.SocialFunds.com, the Internet's most comprehensive personal finance site devoted to
For more information contact Doug Wheat (802) 251-0500.