US SIF Publishes Comprehensive Roadmap


Stockholm (NordSIP) – On August 15, the US Forum for Sustainable and Responsible Investment (US SIF) published a new report entitled: “Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers”. This document represents a comprehensive guide for money managers who wish to incorporate sustainable, responsible and impact investing. It includes best practices and practical steps that support the implementation of sustainable investing strategies. This roadmap is the second released by the US SIF this year, after the publication of the 2018 “Financial Advisor Roadmap: Incorporating Sustainable, Responsible and Impact Investing Into Your Practice.” Later this year, the organisation plans to issue a third guide dedicated to asset owners.

“As the field expands, we consistently hear that asset managers need basic information about how to get started in creating ESG-focused products and strategies. We also believe that asset managers need to continually build out their offerings and provide transparency about their investing process,” said Lisa Woll, CEO of the US SIF Foundation as quoted by the US SIF. “The Money Manager Roadmap is a tool that asset managers can use whether they are just starting out or are experienced practitioners moving toward a more rigorous practice.”

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The roadmap includes insights from member firm’s portfolio managers and covers a number of steps to help money managers develop sustainable investment programs and products. Among other points, the paper covers the establishing a board oversight and identifying sources of ESG data, research and training, as well as developing and implementing and ESG incorporation and investor engagement strategies. Measuring and managing impact are also covered. The guide is available on the US SIF’s website.

Like SWESIF or EUROSIF, the US SIF is a foundation whose mission is to advodate for SRI and impact accross asset classes, and which includes members from various interest groups, such as investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, broker-dealers, community investing organizations and nonprofit organizations. As a testimony to the organisation’s influence globally, and particularly in the US, Barron’s included Lisa Woll, as well as 13 of US SIF member firms in its list of “The 20 Most Influential People in ESG Investing”, last June.

Photo by Aaron Schwartz from Pexels

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