Shareholder activism an important tool in making positive changes. It is one of the three strategies used in socially responsible investing (SRI). It involves using your rights as a shareholder to make changes. You can address environmental, social and corporate governance (ESG) issues.
In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.
In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment operations) at Calvert Investments. Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies. They have come out with some lower expense ratio index SRI funds.
Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading provider of ESG data, to calculate the rating. All funds with at least 50% of their assets in firms that have been rated by Sustainalytics will receive a rating.