Source: www.epa.gov
Topic: Investment Firm
Sort Desciption: Investment research and advisory firms are increasingly considering environmental and social ... Green Investment Firms. Recognize Performance Track ...
Content Inside: Updated February 2006 Investment research and advisory firms are increasingly considering environmental and social performance as an indicator to evaluate and rate companies. Three leading financial firms, Calvert Group, Innovest Strategic Value Advisors, and KLD Research & Analytics Inc., all use Performance Track data in their research methods. These compa- nies find the Performance Track data to be one effective way to assess a company’s value and overall environmental performance. Calvert Group, Ltd.— A Bethesda, MD based company, Calvert provides investment products and information on socially respon- sible investing to shareholders, financial advisors, institutional investors, and individuals. Calvert has been using Performance Track data for the past couple of years as an indicator of a company’s environmental performance and quality of management. The environment is one of seven factors that Calvert uses to determine if a com- pany is eligible for investment in a Calvert mutual fund. Calvert considers a company’s decision to participate in Performance Track as a good indicator of its overall corporate environmental management and gives credit to those companies that have enrolled two or more facilities in Performance Track. Calvert uses data from several other EPA voluntary programs to gauge a company’s commitment to going beyond compliance. For more information about Calvert and its products and services, visit www.calvertgroup.com. Innovest Strategic Value Advisors— Headquartered in New York, NY, Innovest is an investment research and advisory firm specializing in analyzing companies’ performance on environmental, social, and strategic governance issues. Innovest evaluates companies using a Wall Street approach and uses benchmarking to compare companies with their peers. Many of Innovest’s clients are money managers that use Innovest’s research and grading as a way to incorporate environmental research into their fina ...
