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Sustainable Investment Practices

Aligning proxy-voting guidelines with sustainability objectives is often a key first step towards integrating ESG. Ceres’ “Proxy Voting for Sustainability” guide and staff experts provide practical tools and guidance for asset owners and managers with fiduciary responsibilities that include proxy voting so they are able to vote more consistently and responsibly on sustainability issue

WindmillsThe shared learning opportunities, best practices, guidance and staff expertise available to INCR members help investors navigate the constantly evolving world of sustainability and climate-sensitive investment. INCR members are leaders in North America in integrating environmental, social and governance (ESG) considerations throughout the investment value chain.

Proxy Voting for Sustainability

Aligning proxy-voting guidelines with sustainability objectives is often a key first step towards integrating ESG. The Ceres guide Proxy Voting for Sustainability provides practical tools and guidance for asset owners and managers with fiduciary responsibilities that include proxy voting so they are able to vote more consistently and responsibly on sustainability issues.

Forward-thinking investors are integrating climate change and sustainability factors throughout the investment process, including asset allocation and valuation models. In early 2009, Ceres staff surveyed the world’s 500 largest asset managers on the integration of climate change into their investment process.

Asset Managers' Practices Survey

Forward-thinking investors are integrating climate change and sustainability factors throughout the investment process, including asset allocation and valuation models. In early 2009, Ceres staff surveyed the world’s 500 largest asset managers on the integration of climate change into their investment process.

The survey Investors Analyze Climate Risks and Opportunities: A Survey of Asset Managers’ Practices highlights specific best practices and outlines questions that investors can ask to better ensure that asset managers are giving climate change risks and opportunities the attention they deserve. INCR members look to this report and its recommendations as they further their own climate and sustainability integration.

INCR Consultants Working Group

Institutional investors are also examining their investment consultant and manager procurement practices to ensure that sustainability and climate factors are being considered throughout the investment value chain. The INCR Consultants Working Group focuses on engaging the consulting industry on ESG integration.

Janet Cowell“In North Carolina, we know that with the outer banks there could potentially be sea level rise if we don’t curb global emissions of carbon. We also know that there could be changing agriculture zones, and we are traditionally a strong agricultural state. So there are a lot of concerns abut how climate change could affect the economy over time.”

North Carolina State Treasurer Janet Cowell (INCR Member)

Investing in Energy Efficiency

Keystone HELP was introduced by the Pennsylvania State Treasurer in 2006 as a means for providing homeowners with unsecured loans for improving the energy efficiency of their homes and heating systems. The Treasury created an innovative public-private partnership with AFC First Financial, a consumer lender with an established regional presence in energy financing. The Treasury now expects that the sale of its $25 million portfolio of energy efficiency loans will serve as a prototype for national efforts to take such loans to scale on a secondary market.

Read more about HELP...

Climate Bond Standard

Ceres and INCR members including the California State Teachers’ Retirement System and the California Treasurer have been involved in the development of The Climate Bond Standard, a metric that assures that a bond is contributing to the delivery of a clean energy economy.

Read more about the Climate Bond Standard...

Investor Action Plan

INCR’s key strategies and initiatives for addressing climate changes, water scarcity. And related sustainability risks and opportunities, in the areas of investment practices, corporate engagement and policy advocacy, are set forth in the 2012 Investor Action Plan.