Join us in San Francisco on April 30

Sustainable and Responsible Investing: The Future of the Market Place

University Club of San Francisco

Tuesday, April 30, 2013

This event will raise your understanding of Sustainable and Responsible Investing (SRI), how the industry is growing, the impact opportunities for investors, how companies are responding and the establishment of industry-based sustainability standards. Harvard’s SRI initiatives will also be discussed.

Sustainable and Responsible Investing (SRI) now encompasses an estimated $3.74 trillion out of $33.3 trillion in the U.S. investment marketplace. SRI recognizes that corporate responsibility and societal concerns are valid parts of investment decisions. SRI considers both the investor’s financial needs and an investment’s impact on society. SRI investors encourage corporations to improve their environmental, social, and governance practices. Investment approaches similar to SRI include mission investing, double or triple bottom line investing, ethical investing, and green investing.

Harvard University recently announced that it will create a Social Choice Fund as an option for alumni donors by July 2013. This announcement follows a year-long campaign led by the Responsible Investment at Harvard Coalition advocating for the creation of a socially and environmentally responsible alternative for the $30.7 billion endowment. The growing group of students and alumni wants Harvard to become the leading responsible university endowment.

Patricia Farrar-Rivas, CEO, Veris Wealth Partners
Veris Wealth Partners, a wealth management firm with partners having many years of investment advisory experience, believes that superior investment performance and creating positive impact are complementary parts of a holistic investment strategy. Their work is grounded in research showing that investing in companies committed to sustainable business practices creates the opportunity to deliver superior investment results.

Jean Rogers, Founder and Executive Director, Sustainability Accounting Standards Board
The Sustainability Accounting Standards Board, based in San Francisco, was incorporated in July, 2011 for the purpose of establishing industry-based sustainability standards for the recognition and disclosure of material environmental, social and governance impacts by companies traded on U.S. exchanges. SASB is accredited by the American National Standards Institute.

Nina Gardner
, A.B. ’82, Member of the Advisory Board, Responsible Investment at Harvard Coalition; Founder and Director of Strategy International

6:00-6:45 Sign-in and Reception Members $10
6:45-7:45 Presentations Non Members $20
7:45-8:00 Q&A



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