2005 Report on Socially Responsible Investing Trends in the United States. Social Investment Forum Industry Research Program January 2006
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1 2005 Report on Socially Responsible Investing Trends in the United States Social Investment Forum Industry Research Program January 2006
2 Content and Method Three core SRI strategies measured: Social and Environmental Screening Shareholder Advocacy Community Investing Measures involvement in SRI strategies as of December 31, 2004 Quantitative, behavioral analysis: quantifies strategic behavior rather than gauging SRI marketing or intent
3 What is SRI? Socially Responsible Investing (SRI) is an investment process that considers social and environmental consequences of investments, both positive and negative, within the context of rigorous financial analysis.
4 SRI in the US
5 Assets in SRI SRI strategies: Screening: $1,685 billion Shareholder Advocacy: $703 billion Screening + Advocacy: ($117 billion) Community Investing: $20 billion Total: $2.29 trillion
6 Socially Screened Mutual Funds
7 Socially Screened Mutual Funds US $ Billions Assets: $179 bn in % growth in assets since fold increase since 1995
8 Socially and Environmentally Screened Funds Totals $179 bn total assets 201 screened funds Mutual Funds $148 bn total assets 151 funds Variable Annuities $11 bn 22 underlying funds Other Pooled Products $19 bn 28 portfolios
9 Mutual Fund Screening Frequency 2005 Multiple Screening Predominates
10 Most Prevalent Screens in Mutual Funds 2005
11 Mutual Fund Screening Asset-Weighted 2005
12 Mutual Fund Flows: Equity Funds
13 Mutual Fund Flows: Fixed-Income Funds
14 Socially Screened Separate Accounts
15 Institutional Investor Involvement in Screening
16 Social Screening by Institutional Investors
17 Shareholder Advocacy
18 Social Shareholder Resolutions
19 Social Shareholder Resolutions Proposed * Source: IRRC * 2005 data through 8/31/05
20 Leading Social-Issues Resolutions
21 Shareholder Successes 6 Key Examples Climate Risk and Global Warming Political Contributions Disclosure CSR and Sustainability Reporting Anti-bias Employment Policies Global Health Pandemics International Labor Standards & Human Rights
22 Key Advocacy Trends 4 Key Examples Mutual Fund Proxy Disclosure More Public Proxy Voting by Institutions Active University Endowments Investor Network on Climate Risk
23 The Corporate Governance-SRI Nexus Climate Risk 5 Key Examples Improved Shareholder Proxy Access Excessive Executive Compensation Board Diversity, Composition, and Independence Social and Environmental Risk Management
24 Community Investing
25 Impressive Growth in Community Investing Capital
26 Expansion of Community Investing Sectors
27 Community Investing Institutions Today Banks: $10.15bn Credit Unions: $ 5.10bn Loan Funds: $ 3.44bn Venture Capital: $ 0.87bn TOTAL $19.6BN
28 Emerging Trends in SRI Sudan Divestment and Dialogue Riding the Green Wave Environmental Equity Mandates Cleantech and Green Energy New SRI Products Exchange-Traded Funds (ETFs) New Socially Screened Funds & Indices Alternatives: SRI Hedge Funds and Double Bottom Line Private Equity and VC Widened Access to Community Investing Globalization of SRI
29 Sponsors AltruShare Securities Calvert Christian Brothers Investment Services, Inc. Citizens Funds Co-op America Domini Social Investments, LLC The Dreyfus Corporation First Affirmative Financial Network, LLC Institutional Shareholder Services, Inc. KLD Research & Analytics, Inc. Light Green Advisors, LLC Neuberger Berman, LLC, A Lehman Brothers Co. Opportunity Finance Network Pax World Funds Trillium Asset Management Corporation United Methodist Church General Board of Pension and Health Benefits Walden Asset Management, a Division of Boston Trust & Investment Management
30 Note on Chart Figures The numbers identifying the charts in this presentation pertain to the chart numbers in the complete 2005 Report of Socially Responsible Investing Trends in the United States. The report is available at
31 About the Publishers The Social Investment Forum Foundation is a national nonprofit organization providing research and education on socially responsible investing. The Forum Foundation provides cutting-edge research on the trends, practice, performance, and impact of social investing. The Social Investment Forum, Ltd. is a national nonprofit membership association dedicated to promoting the concept, practice, and growth of socially and environmentally responsible investing.
32 2005 Report on Socially Responsible Investing Trends in the United States Social Investment Forum 1612 K Street, NW, Suite 650 Washington, DC (202)
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