Progammes nationaux

Ressources : les fondations communautaires et l’investissement responsable

En 2007, les Fondations communautaires du Canada ont commencé à collaborer avec des experts-conseils en investissement responsable afin de favoriser l’action des fondations membres dans ce domaine.

Cette collaboration a permis de colliger une mine de ressources, que nous mettons ici à la disposition de ceux et celles qui veulent en apprendre plus sur l’investissement responsable dans le contexte des fondations. Un grand merci aux conseillers de notre programme pilote.

Bases de l’investissement responsable
Information générale sur l'investissement responsable
Recherche et tendances
Rendement financier
Questions fiduciaires
Investissement communautaire
Vote par procuration
Organismes et sites Internet

Bases de l’investissement responsable

Canada

Éducation et formation sur l’investissement responsible pour les fondations canadiennes : Inventaire et analyse des besoins
Betsy Martin et Coro Strandberg pour l'Association pour l'investissement responsible, 2009

Sustainable Investing Handbook for Mission-Based Organizations
Guardian Ethical Management Inc., 2008.

Putting Responsible Investment into Practice:
A Toolkit for Pension Funds, Foundations and Endowments, SHARE, 2008.

Responsible Investment Webinar: An Introduction
Community Foundations of Canada, 2010.

R.-U.

PRIME Toolkit: Primer for Responsible Investment Management of Foundations
Bellagio Forum for Sustainable Development and Eurosif, 2006.

The Value of Environmental, Social and Governance Factors for Foundation Investments
EIRIS Foundation Charity Project, 2009.

États-Unis

Solutions for Impact Investors: From Strategy to Implementation
Steven Godeke and Raúl Pomares, Rockefeller Philanthropy Advisors, 2009

Mission-Related Investing: A Policy and Implementation Guide for Foundation Trustees
Steven Godeke with Doug Bauer, Rockefeller Philanthropy Advisors, 2008.

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Information générale sur l'investissement responsable

Investissement Responsable : Questions Aux Gestionnaires De Fonds

Pratiques exemplaires en matière d’investissement responsable pour les fonds de pension canadiens
Mercer pour l'Association pour l'investissement responsable, 2009

Investing for Impact: A Snapshot of EGA Members' Leveraged Investment Strategies
Environmental Grantmakers Association, 2008.

Helping Charities Invest Responsibly
EIRIS Foundation, 2008.

Mission Investing (MI) Strategy
More for Mission.

Mission Investing Policy
More for Mission.

Composantes de l'ISR
Strandberg Consulting (en français et en anglais).

Mission Investing for Small Foundations
Association of Small Foundations (se vend 15 $).

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Recherche et tendances

What Capital When?
Blueprint R&D, 2009

Investing for Social and Environmental Impact
the Monitor Group, 2009.

The Future of Socially Responsible Investment
Coro Strandberg, 2005.

Revue 2008 de l'investissement socialement responsable au Canada
Association pour l'investissement responsable, 2008.

RBC Dexia Special Report - Responsible Investing: Stepping up to the Mainstream
RBC Dexia Investor Services, May 2007.

Investing in Change: Mission-Based Investing for Foundations
Endowments and NGOs, Michael Jantzi Research Associates Inc., 2003.

2006 SRI Institutional Investment Directory
Ce répertoire contient une liste exhaustive des gestionnaires financiers institutionnels et des conseillers en placement spécialisés dans l’investissement responsable.

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Rendement financier

Demystifying Responsible Investment Performance: A review of key academic and broker research on ESG factors
The Asset Management Working Group of the United Nations Environment Programme Finance Initiative and Mercer, 2007.

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Questions fiduciaires

Fiduciary Responsibility: Legal and practical aspects of integrating environmental, social and governance issues into institutional investment
The Asset Management Working Group of the United Nations Environment Programme Finance Initiative, 2009.

A Legal Framework for the Integration of Environmental, social and Governance Issues into Institutional Investment
The Asset Management Working Group of the United Nations Environment Programme Finance Initiative, 2005.

The Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions,
Social Investment Forum Foundation, 2007.

Compounding Impact: Mission Investing by US Foundations
Sarah Cooch and Mark Kramer, 2007.

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Investissement communautaire

The State of Community/Mission Investment of Canadian Foundations
Coro Strandberg for Community Foundations of Canada and Philanthropic Foundations of Canada, 2010

Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through Mission Investing Blueprint Research & Design Inc. and GPS Capital Partners LLC, 2009

Money and Mission: Social Enterprise in Calgary
The Calgary Foundation et al, 2009

Current practices and trends in mission investing
More for Mission, 2009

The Social Purpose Capital Marketplace: An Opportunity for the Canadian Charitable Sector,
Coro Strandberg, Tides Canada Foundation, 2007.

Directory of program-related investing skills and strategies for new PRI funders
PRI Makers Network.

Scan of the Community Investment Sector in Canada
Coro Strandberg and Brenda Plant, 2004.

A Case Study – Expanding Philanthropy: Mission-Related Investing at the F.B. Heron Foundation,
Southern New Hampshire University School of Community Economic Development, 2007.

A Toolkit for Foundations and Individual Investors: Harnessing Your Investments to Help Solve the Climate Crisis
Ceres, Investor Network on Climate Risk, Environmental Grantmakers Association, 2008.

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