Publications

The Social Investment Forum thanks the following firms and organizations for sponsoring the 2009/10 edition of Socially Responsible Investing Trends in the United States, scheduled for publication in the fourth quarter of 2010. To learn about becoming a Trends sponsor, contact meg@socialinvest.org.

Benefactors:

Lead Sponsor:

General Sponsors:

Following are selected publications currently available from the Social Investment Forum. Some publications are available for purchase online through our publications order form. Please request other publications and volume orders by emailing info@socialinvest.org.

Social Investment Forum 2009 Annual Report

The Social Investment Forum's first Annual Report using the Global Reporting Initiative (GRI) Guidelines. PDF Download >

Creating a Sustainable World: A Guide to Responsible Stewardship of Tribal Assets

A resource guide on how American Indian financial portfolios can integrate socially responsible investment strategies into the management of tribal and other Native organizational assets. PDF Download >

Investment Consultants and Responsible Investing: Current Practices and Outlook in the United States

This report analyzes the results from a survey of U.S. investment consultants about their clients' interest in investment strategies that consider corporate environmental, social or governance criteria in addition to traditional financial analysis, and how they are responding. PDF Download >

Community Investing Toolkit for the Faith Community

The faith-based toolkit is an introductory guide to community investing featuring quick and efficient ways for faith-based investors to get involved in community investing. PDF version is FREE | Printed copy is $30 for nonmembers; $15 for members (one complimentary copy is available to SIF members at no charge). Order Online >

The Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions

A resource guide for foundations to manage risk and leverage their investment assets more fully with their core philanthropic purpose, while creating lasting value. Printed version is $30 for non-members, $15 for members, volume discounts available. Download in PDF format | Download accompanying PowerPoint presentation | Order Online >

2007 Report on Socially Responsible Investing Trends in the United States

A comprehensive survey of the extent of SRI in the United States. SIF researchers were commissioned to identify major trends in responsible investing. The year-long process involved an exhaustive review of thousands of institutions and private money managers. Executive Summary | PDF version FREE to members | Printed version is $75 for nonmembers, $50 for members. Order Online >

Social Investment Forum Directory

The resource guide to socially responsible investment services. Use the guide to find advisors money managers, mutual funds, and research organizations that will help individual or institutional investors develop their own social investment strategies. (55 pp.) FREE. S&H charges apply to bulk orders.
You may also view directory listings online >

Defined contribution plans and socially responsible investing in the United States

This survey provides a look at the current status and future outlook for SRI options in DC plans from the perspective of plan sponsors, plan administrators, and consultants. June 2007. PDF download >

Resource guide for plan sponsors: Adding a socially responsible investment option to your DC plan

This step-by-step guide assists plan sponsors considering the addition of a socially responsible investment (SRI) option to their defined contribution (DC) retirement plan. June 2007. PDF download >

To get your copy of any of the above publications, please e-mail info@socialinvest.org.
Are you paying the nonmember fee? Join the Social Investment Forum online today.