Publications & Tools

Socially Responsible Investment

 

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.
Published 2010
Download Responsible Investment Questions for Fund Managers (424 kb PDF)

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ESG Screens
A compilation of the diverse screns used by various SRI Groups around the world.
Published 2009
Download ESG Screens (424 kb PDF)

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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.
Published 2009
Download Education and Training on Responsible Investing for Canadian Foundations and Endowments (148 kb PDF)

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Responsible Investing - a Community Foundations of Canada National Program
A resource for foundations and institutional investors on responsible investing which Coro helped to develop and to wich she contributes publications.
Published 2008
Vist the Responsible Investing website

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Sustainable Investing for Mission-Based Organizations
Coro co-authored this publication. Note the Roadmap for Sustainable Investing p. 11.
Published 2008
Download Sustainable Investing for Mission-Based Organizations (1.32 MB PDF)

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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.
Published 2008
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)

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Responsible Investment Primer
Community Foundations of Canada Pilot Project, July 2008.
Published 2008
Download the Responsible Investment Primer PowerPoint presentation (6.6 MB PPT)

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Green Building and Infrastructure Fund Study - Advisory Role
This study conducted by Trent Berry, Compass Resource Management Ltd., examines the opportunity of establishing a Green Building Investment Fund.
Published 2006
Read more about the Green Building and Infrastructure Fund Study

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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.
Published 2009
Download the draft SRI Continuum (79 kb PDF)

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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.
Published 2006
Download The Future of SRI (120 kb PDF)

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The Future of Socially Responsible Investment:
This thought leaders study assesses the trends and drivers of socially responsible investing over the coming decade.
Published 2005
Download The Future of Socially Responsible Investment (386 kb PDF)

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A 2% investment in green building design up front leads to an average life cycle savings of 20% of total construction expenses.
- From USGBC report "Why Build Green?"

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