Reports
UKSIF publishes periodic reports on innovations and best practices in sustainable investment and finance. For example, we publish a biannual report on how the pension funds of the UK's Corporate Reponsibility Leaders are approaching responsible investment. The 2009 report is listed below.
2009
- Responsible Business: Sustainable Pension [June] (PDF, 1.34 MB)
2008
- Sustainable Alternatives [November] (PDF, 601.01 KB)
2007
- Local Government: Responsible Pension [November] (PDF, 2.12 MB)
- Responsible Business: Sustainable Pension [October] (PDF,1.56 MB)
- Sustainable and Responsible Finance in the UK: Celebrating 15 years of UKSIF [September] (PDF, 4.24 MB)
- Reader's Guide to 'Responsible Investment in Focus' [August] (PDF, 135.52 KB)
- Responsible Investment in Focus: How leading public pension funds are meeting the challenge [April] (PDF, 972.54 KB)
- Green Opportunity: Accelerating the Financing of Low Carbon Assets [March] (PDF, 2.51 MB)
2006
- UKSIF / EIRIS charity project report: the Responsible Investment approaches of common investment funds [October] (PDF, 619.09 KB)
- UKSIF / EIRIS charity project report: Responsible Investment approaches to non-equity investments - An introduction for charity trustees [September] (PDF, 551.13 KB)
- UKSIF report: Discovering new SRI institutional investment opportunities [June] (PDF, 242.44 KB)
- Just Pensions - Will
2005
- UKSIF guide to Child Trust Funds [December]
- Just Pensions - An assessment of SRI engagement: A study on supply chain labour standards [December]
- UKSIF letter to FT [November]
- Just Pensions – Full set of sector notes [November]
- Transparency Guidelines for addressing ESG issues within institutional investment - external pilot [September]
- Investing Responsibly: a technical guide for financial advisers [June]
- Annual lecture 2005 [April]
- Christine Farnish, NAPF - full text of lecture PDF File 57KB
- Howard Pearce, Environment Agency Pension Fund - full text of response PDF File 46KB
- Environment Agency Pension Fund: Environment Overlay Strategy PDF File 110KB
- Press Release - Christine Farnish to unveil the NAPF's latest thinking on SRI and shareholder activism at UKSIF's 2005 Annual Lecture PDF File 44KB
- Just Pensions - Responsible investment trustee toolkit [April]
- UKSIF article: Study shows rich look for social responsibility, by John Foster [January]
2004
- UKSIF / Eurosif Transparency Guidelines for engagement and voting in institutional investment - Pilot version [December]
- Highlights from HMT's 'Myners Principles for institutional investment decision-making: Review of Progress [December]
- Investing Responsibly: A Practical Toolkit for Financial Advisers [November]
- Download the Practical Toolkit PDF File 61KB
- Personal Fact Find (provided by Lee Coates) PDF File 31KB
- Personal Fact Find (compatible with Synaptic Systems Software) PDF File 44KB
- Investing Responsibly: A Technical Guide for Financial Advisers PDF File 415KB
- Letter of recommendation from Paul Smee, Director General, AIFA PDF File 90KB
2003
- UKSIF annual lecture 2003 [October]
- Collaborative investor engagement enters new era [August]
- UKSIF Summer event [July]
- UKSIF Briefing - speaking the same language [June]
- SRI: A global revolution, by Russel Sparkes [January]
2002
- Executive Summary of thesis by Duncan McLaren on engagement by institutional investors [October]
- Executive Summary of thesis by Stephanie Maier on engagement by institutional investors [October]
- UKSIF Briefing - Cabinet Office Strategy Unit proposes that charity trustees should disclose on SRI [September]
- UKSIF event - CDFA launch [April]
- UKSIF report - CDFIs, a new financial instrument for social, economic and physical renewal [February]
- Just Pensions Report - Assessing engagement: A survey of UK practices on SRI [February]
2001
- UKSIF Article - the New Global Investors by Bob Monks, written by Russell Sparkes [November]
- UKSIF Annual Lecture - The Rt Hon Michael Meacher MP, Minister for the Environment [October]
- Parliamentary Brief / UKSIF report on SRI [July]
- Just Pensions - Guide for trustees and fund managers [May]
- UKSIF report [May]
- Consultation on a Trade Association for CDFIs [PDF 127kb]
- Feedback analysis [PDF 63kb]
- UKSIF Article - A history of ethical investment [May]
- All-Party Parliamentary Group on SRI[February]
2000
- UKSIF Annual Lecture - Stephen Timms MP, Financial Secretary to the Treasury [November]
- UKSIF report - Response of UK Pension Funds to the SRI Disclosure Regulation [October]
- Social Investment Taskforce Report [October]
- UKSIF Article - A history of ethical investment [August]
- UKSIF Articles - Abstracts of articles by Dr Alan Lewis [July]
- UKSIF Article - SRI comes of age, by Russell Sparkes [June]
- All-Party Parliamentary Group on SRI [February]
1999
- UKSIF Article - Europe embraces social investment [October]
- UKSIF Annual lecture - Charities and SRI, Michael Brophy [October]
- UKSIF Article - Charities must learn to borrow as well as beg [September]
- UKSIF Summer Event report - APPG on SRI reception - Micro-credit for Micro-enterprise [July]
- UKSIF Article - Ed Mayo Speech to Conference "Ensuring continued success in Ethical Investment" [July]
- UKSIF Article - Pensions Week supplement "SRI - is it time to go green?" [June]
- All-Party Parliamentary Group on SRI Briefing - How can Company Law Review contribute to SRI? [June]
- UKSIF Report - Social exclusion: Capital for enterprise, employment and community development [May]
- UKSIF Event Report - Flexibility in Pensions Investment - The opportunity for Ethical Pensions [March]
- UKSIF Briefing - Modern Company Law for a competitive economy [March]
- All-Party Parliamentary Group on SRI Briefing - Financial Services and Markets Bill [February]
- UKSIF Article - A viewpoint on pension funds and ethics - NAPF Bulletin [January]
- All-Party Parliamentary Group on SRI [January]
1998
- UKSIF Article - Government ministers sign up as Social Investors [December]
- All-Party Parliamentary Group on SRI - Community Reinvestment Disclosure [December]
- UKSIF Event Report - Mission-related investing in practice, Viederman [September]
- UKSIF Annual lecture – The role of Socially Responsible Pensions, John Denham MP [August]
- UKSIF Briefing - Growth Areas in the Social Economy, Sattar, Mayo [June]