The news stories below primarily concern studies on SRI performance and
surveys of investor attitudes.
Advisers can use this information to better
prepare themselves for meetings with clients.
Shareowner Activists Request Better Disclosure of Strategic Risks by Oil Sands Developers
Investor group led by Boston Common Asset Management in the US and FairPensions in the UK joins
forces to engage with BP and Shell on disclosure of strategic risk mitigation in Canadian oil sands
developments.
Connecticut AG Sues Rating Agencies for Their Role in Financial Meltdown
Lawsuit charges that Moody's and Standard & Poor's knowingly assigned inflated ratings to
investments backed by sub-prime loans in order to earn lucrative fees.
Lack of Government Policy, Not Technology, Is Barrier to Climate Change Mitigation
A climate scientist and a business leader join forces to assert the validity of climate science,
and recommend the adoption of a market-based cap-and-trade program.
More Than 60 Companies Voluntarily Adopt Annual Shareowner Votes on Executive Compensation
Companies adopting say-on-pay include many in the financial industries, and all TARP recipients
mandated to do so last year; in the absence of legislation or regulations, activist shareowners
file more than 70 resolutions on the issue this year.
Investors File Record Number of Shareowner Resolutions on Climate Change
Organizations that have filed resolutions addressing oil sands operations, quantitative greenhouse
gas emissions reduction targets, and coal ash waste disposal, express strong support for SEC
guidance on climate change disclosure.
UNEP Report Describes Urgent Need to Address E-Waste
With growth of e-waste in developing countries expected to multiply by 2020, the report identifies
technologies that can increase recycling rates and generate jobs in a low-carbon economy.
Vodafone Tops List of Sustainable ICT Companies
Ranking of the largest global information and communication technology companies finds strengths in
product innovation and supply chain engagement, but room for improvement in emissions reduction and
stakeholder engagement.
Social Investors Brainstorm Responses to Citizens United
Possible actions in response to the Supreme Court decision include voluntary disclosure of
corporate political spending, regulatory action by the SEC, and Congressional legislation.
MSCI Will Acquire RiskMetrics
Implications are uncertain for the ESG investment research industry, whose consolidation has been
driven in large part by acquisitions by RiskMetrics.
Shareowner Activists Galvanized by Citizens United Decision
Financial and reputational risks associated with corporate political spending lead to successful
shareowner engagement and request that S&P 500 companies agree to disclose political donations.
PRI Commits Investors to Consideration of Environmental, Social, and Governance Issues
A white paper published by the Corporate Library explores the impact and potential of the
Principles for Responsible Investment in North America.
People Capital Launches Peer Lending Platform for Qualified Education Loans
Following an SEC clarification of peer lending products as securities, People Capital hopes that
social investors will use its lending platform to execute their missions.