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Resources, Directories and Lists
Note: See also “Web Sites”, below.
Bibliographies
Business
Principles and Best Practices
Community
Investing
Investment
Policies
Proxy
Voting Guidelines (UK)
Proxy
Voting Guidelines (US)
Bibliographies
Studies in the Field of Socially Responsible Investing http://www.sristudies.org/ Established by Lloyd Kurtz, this website focuses mainly on studies relating to performance issues.
Business
Principles and Best Practices
Michael J. Kane, “Resources for Promoting Global Business Principles and Best Practices: A Directory of People, Organizations and Web Sites” (1999/2003). Astonishing, huge annotated directory. http://www.csrwire.com/directory/
Community
Investing
E. McMurtrie, ed., Glossary of Community Development Terms, pamphlet available from the Publications section of the Public and Community Affairs Department of the Federal Reserve Bank of Boston (617) 973-3459. Very useful.
Investment
Policies
KLD Social Ratings Criteria http://www.kld.com/research/ratings.html The social screens applied in creating KLD’s Social Indexes.
National Conference of Catholic Bishops, "Socially Responsible Investment Guidelines", November 12, 1991. http://www.usccb.org/finance/srig.htm A masterpiece. The prototype for all mission-based investment documents.
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Proxy
Voting Guidelines (UK)
Newton Investment Management Ltd., “Responsible Investment: Guidelines and Procecures” (London: 2004). Available from Newton, Mellon Financial Centre, 160 Queen Victoria Street, London EC4V 4LA UK. Tel.: +44 207.332.9000 or institutional@newton.co.uk
Proxy
Voting Guidelines (US)
“Exercising Authority, Restoring Accountability: AFL-CIO Proxy Voting Guidelines” (rev. ed. 2003), AFL-CIO, 815 16th Street, N.W., Washington, DC 20006 Phone: (202) 637-5000. A very good example of a mature set of guidelines by a leader in the field. http://www.aflcio.org/corporateamerica/capital/toolbox.cfm
California Public Employee Retirement System (CalPERS), Domestic Corporate Governance Guidelines http://www.calpers-governance.org/principles/domestic/ Valuable resource but not as well written or organized as it might have been.
Connecticut Treasurer’s Office, Corporate Guidelines http://www.state.ct.us/ott/ Click on “corporate guidelines” which takes you to a page connecting .pdf files on votes and policies. Very detailed; quite comprehensive.
Franklin Templeton Asset Strategies, LLC, “Proxy Voting Policies & Procedures” www.franklintempleton.com/retail/jsp_cm/home/proxy/proxy_policy_ftas.jsp A nice model for a delegated proxy administration and for general proxy guidelines. See also www.franklintempleton.com/retail/jsp_cm/home/proxy/proxy_policy_main.jsp an index to all Franklin Templeton’s funds – which seem to have the same policies and procedures.
Wisconsin Investment Board, Proxy Guidelines. Highly conservative in its approach to issues, but a model in how to format and organize document. (Links to guidelines’ .pdf files appear at bottom of page.) http://www.swib.state.wi.us/governance.asp
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