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SRI Timeline: 1971-2008
Reflections
 
 
 
 
 
 
 

SRI Timeline: 1971-2008

   
 
Corporate Milestone KLD Milestone
Industry Event SRI Milestone
 
 
1970-79

 
1971 Industry Event Interfaith Center for Corporate Responsibility (ICCR) founded

  1971 Industry Event Pax World Fund launched, first socially responsible mutual fund

1980-89

 
1984 Industry Event

Bhopal disaster occurs


1988 Corporate Milestone KLD Research & Analytics founded

1989 Industry Event Exxon Valdez disaster occurs

  1989 Industry Event Ceres (As the Coalition for Environmentally Responsible Economies) founded

1990-99

1990 Corporate Milestone KLD’s Domini 400 Social Index, first broad-based SRI benchmark index, launched

  1990 Industry Event The Ceres Principles drafted, as the Valdez Principles

1991 Corporate Milestone

Domini Social Equity Fund, the first socially screened index fund,                          launched


1992 Industry Event

Jantzi Research Inc. founded


1994 Corporate Milestone

SOCRATES, the first computerized social investment database, launched


  1994 Industry Event South Africa sanctions end

1995 Corporate Milestone

KLD becomes founding member of US Social Investment Forum


1997 Industry Event

The Global Reporting Initiative established


1998 Corporate Milestone

KLD Compliance released


1999 Corporate Milestone

KLD Catholic Values 400 launched


  1999 Corporate Milestone $1 billion in assets under management in funds based on KLD’s indexes

2000-08
2000 Industry Event

Sustainable Investment Research Institute Pty Ltd (SIRIS) founded


2001 Corporate Milestone

Top 3,000 US companies by market capitalization now profiled in SOCRATES


2001 Corporate Milestone

KLD Large Cap & Broad Market Indexes launched


  2001 Corporate Milestone SOCRATES 5.0, the first on-line social investment database, developed by KLD

  2001 Industry Event EUROSIF founded

  2001 Industry Event Collapse of Enron

2002 Corporate Milestone

KLD begins offering emerging markets research


2003 Industry Event

Investor Network on Climate Risk launched at first Institutional Investor Summit on Climate Risk at the UN


2004 Corporate Milestone

KLD Social Select Index, first socially responsible ETF, launched


2005 Industry Event

Principles for Responsible Investment (PRI) launched


  2005 Corporate Milestone KLD creates Index group

  2005 Corporate Milestone

KLD Global Climate 100 index launched


2006 Corporate Milestone

KLD Sudan Compliance service released


  2006 Corporate Milestone

KLD 400 Social Index iShares ETF, the first benchmark social ETF, launched


  2006 Corporate Milestone

KLD launches Dividend Achievers Social Index (DASI), first dividend Index


2007 Corporate Milestone

KLD Global Sustainability Index, the first family of benchmark sustain­ability indexes launched


  2007 Corporate Milestone

KLD Iran Compliance service released


  2007 Corporate Milestone

$11 billion in assets under management in funds based on KLD’s indexes


2008 Corporate Milestone

KLD launched first fixed income sustainability index

       
 
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