Adding values to strong performance Move the Nuclear Weapons (and - - PowerPoint PPT Presentation

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adding values to strong performance
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Adding values to strong performance Move the Nuclear Weapons (and - - PowerPoint PPT Presentation

Sep 03, 2023 273 likes •392 views

Adding values to strong performance Move the Nuclear Weapons (and Fossil Fuel) Money Webinar - April 21, 2020 1 What I hope to cover: Brief introduction of Friends Fiduciary Situate divestment in framework of SRI Religious investors and

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Move the Nuclear Weapons (and Fossil Fuel) Money Webinar - April 21, 2020

Adding values to strong performance

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Brief introduction of Friends Fiduciary Situate divestment in framework of SRI Religious investors and screening Common roadblocks to divestment Shareholder engagement as a strategy for change

What I hope to cover:

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Founded in 1898 by Quakers Today serving over 400 Quaker organizations across the country. Non-profit with an all Quaker Board. Investment Management Unique Quaker values screening and shareholder advocacy. Four commingled investment fund

  • fferings plus custom solutions.

Fossil Fuel Free Balanced Fund in 2014.

Firm Overview

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DIRECT IMPACT INVESTING

Selected investments for specific result; return often at less than market rate.

SCREENING

Values determine what is or isn’t in the portfolio. Negative (e.g. divestment) Positive

SHAREHOLDER ENGAGEMENT

Once a company is owned, how investors can continue to express their values.

How Investors Implement SRI

Religious investors implement SRI through:

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Screening - Investment Frameworks

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Negative

SCREENING

Avoiding or excluding industries and companies based on values.

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Screening - Investment Frameworks

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SCREENING

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Favoring companies with better ESG records. Favoring companies that have less exposure (business ties) to divested sector/companies (e.g. banks that finance fossil fuel companies).

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Roadblocks to Divestment

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VALUES Definitions DIVERSIFICATION RETURNS IMPLEMENTATION

Common Roadblocks:

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Shareholder Engagement - Levers for Change

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ENGAGEMENT

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Through socially responsible investing you can:

Meet or beat capital market returns; Maintain a diversified portfolio Invest consistent with your organizational values; and Support positive change in the world.

Benefits of SRI

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Partners and Resources

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  • Intentional Endowments Network – “Intentionally Designed Endowments Primer”

▪ http://www.intentionalendowments.org/primer

  • Fossil Fuel Free Indexes – Carbon Underground 200 Index
  • http://fossilfreeindexes.com/divestinvest/
  • Rainforest Action Network– “Banking on Climate Change: Fossil Fuel Finance Report

2020” ▪ https://www.ran.org/bankingonclimatechange2020/

  • Interfaith Center on Corporate Responsibility – International faith-based organization

focusing on shareholder engagement.

  • https://www.iccr.org/
  • Unfriend Coal– “Insuring Coal No More” – benchmarking report for insurance company

coal exit policies

  • https://unfriendcoal.com/2019scorecard/
  • Ceres Investor Network– Investor coalition focusing on environmental

shareholder engagement and policy advocacy.

  • https://www.ceres.org/networks/ceres-investor-network
  • United Nations Principles for Responsible Investment– International investor organization

that promotes responsible investing.

  • https://www.unpri.org/esg-issues/environmental-issues/climate-change