Forum for Sustainable and Responsible Investment

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The Forum for Sustainable and Responsible Investment (US SIF) is the US membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. It is a non-profit 501(c)(6)organization. Its activities are supported by the US SIF Foundation, a non-profit 501(c)(3), which is responsible for and manages educational, research and programmatic activities.[1]


History[edit]

US SIF and US SIF Foundation were called the Social Investment Forum Ltd. and the Social Investment Forum Foundation in 2010. Their names were changed in 2011.

Products and Services[edit]

US SIF provides research, education, and advocacy services to investors, asset managers, financial advisors, and policymakers. It promotes the integration of environmental, social, and governance (ESG) factors into investment decision-making while advancing policies and regulations that support sustainable and responsible investing. US SIF’s and the US SIF Foundation’s primary activities and strategies for advancing sustainable investing include:

  • Research, including a biennial Report on US Sustainable Investing Trends, as well as fact sheets and guidebooks on sustainable investing;
  • Education and training through online, live virtual and in-person courses for financial professionals and retail investors. It offers, in collaboration with the College for Financial Planning, the only sustainable investment designation in the United States;
  • Outreach to legislators and regulators while providing members opportunities to engage in advancing public policy;
  • Public awareness campaigns for sustainable investing by educating the media and speaking at key investor events;
  • Opportunities for US SIF members to enhance their professional expertise through US SIF webinars, other programs and networking;
  • Opportunities for the sustainable and impact investing community to convene at annual national conference and at local events.[2]

Membership[edit]

The members of US SIF represent $5 trillion [3]in assets under management or advisement in 2022. They include investment management and advisory firms, mutual fund companies, ​asset owners, data and research firms, financial planners and advisors, broker-dealers, banks, credit unions, community development financial institutions and non-profit associations. [4]In 2022, US SIF modified its methodology. Asset manager reporting changed as well. These changes resulted in sustainable investment AUM of $8.4 trillion, significantly lower than in past years. U.S. professionally managed assets (non-sustainable investment) at year end 2021 totaled $66.6 trillion.[5]

Key People[edit]

Lisa Woll, CEO

Diederik Timmer, Chair

References[edit]

  1. [https://www.ussif.org/Files/Publications/2010_Annual_Report.pdf 2010 US SIF and US SIF Foundation Annual Sustainability and Financial Report]. US SIF.
  2. About Us. US SIF.
  3. membership. US SIF.
  4. Institutional members. US SIF.
  5. [https://www.ussif.org//Files/Trends/2022/Trends%202022%20Executive%20Summary.pdf US SIF 2022 Report On US Sustainable Investing Trends]. US SIF.