Abstract
So, let us say for a moment the board has bought in to the fifth imperative, “Be Impactful”, and the board now wants to retool your organization’s portfolio to start heading down this path. What do you do and what resources are available? First, the board will need to decide whether you are about sustainability or you have more stringent requirements. Are there certain values, beliefs, or principles held by your organization that need to be expressed in the portfolio?
This process, once established, requires ongoing quarterly review and reporting. It also requires a rewrite to the investment policy statement. There may be additional consideration given to how the portfolio and mission of the organization are supporting the United Nations’ Sustainable Development Goals. More information on these goals, organizations, and principles is provided in the chapter.
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Notes
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See www.sasb.org
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See www.unpri.org
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See www.ussif.org
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Douglas, Elyse et al., “Responsible Investing: Guide to ESG Data Providers and Relevant Trends”, Journal of Environmental Investing Vol. 8 No. 1, 2017.
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Merker, C.K., Peck, S.W. (2019). OK, We’ve Bought In…Now What?. In: The Trustee Governance Guide. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-21088-5_16
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DOI: https://doi.org/10.1007/978-3-030-21088-5_16
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