Evolutions in Sustainable Investing -- Contents -- Acknowledgments -- About the Editor -- About the Contributors -- Introduction -- CHAPTER 1 The Sustainability Imperative -- Sustainability: A Business Megatrend -- Getting the Vision Right -- Getting the Execution Right -- Building a Sustainability Performance System -- Summary -- Note -- CHAPTER 2 Jupiter Ecology -- Roots of the Fund -- Jupiter Ecology's Investment Process -- Good Governance -- Building a Following -- Building on Firm Foundations -- Assessing Companies for the Long Term -- Voting and Engagement: Participating in the Process of Change -- Finding Great Green Companies -- Fund Performance -- Notes -- CHAPTER 3 A Predictor of Performance -- Investment in Natural Capitalism -- Discovering Opportunities -- Identifying the Companies of the Future -- Summary -- CHAPTER 4 Highwater Global -- Hawken Takes on Domini -- Fund Drivers Based on Global Sustainable Themes -- Finding Investment Opportunities -- Sustainable Investing Is Responsible Investing -- Summary -- Notes -- CHAPTER 5 Further Context -- Starting Point for Measuring Sustainability -- Sustainability 2.0's Five Factors -- Summary -- Notes -- CHAPTER 6 Sustainable Asset Management -- SAM's Origins and Evolution -- Building a Sustainable Investing Practice: Basic Business Segments -- Measuring Intangibles: Sustainability Research Methodology -- Sustainability Lens: Active Portfolio Management -- SAM and Performance -- SAM's Extended Family: Dow Jones Sustainability Indexes -- Sustainability Advocacy and Company Engagement -- Summary -- Notes -- CHAPTER 7 Domini and BP -- Domini Social Investments -- Safety, Environmental, and Ethical Concerns -- Domini Investment Philosophy -- Business Model Analysis: Key Performance Indicator Alignment Model -- Integrating Business Model Alignment and Stakeholder Relationship Strength -- Notes.

CHAPTER 8 The Story of Calvert -- Unconventional History -- Calvert's People -- Calvert's Methodologies: Signature, Solution, and SAGE -- Calvert's Performance -- Summary -- Notes -- CHAPTER 9 Winslow -- Blazing a Trail -- Investment Process -- Performance Considerations -- Summary -- Notes -- CHAPTER 10 Portfolio 21 -- Portfolio 21: A History -- Theory of Sustainability and Change -- In Search of Forward-Looking Companies -- Results -- Summary -- Notes -- CHAPTER 11 Northwest and Ethical Investments -- Humble Beginnings -- New Direction -- Evolving Investment Approach -- Corporate Engagement Program -- Key Products and Performance over Time -- Looking Forward: NEI's Merger with Northwest Funds -- Note -- CHAPTER 12 Looking for a Green Century: Passive-Indexed versus Active Portfolio Management -- Background -- Green Century Funds -- Green Century Equity Fund -- Trillium Asset Management and the Balanced Fund -- Trillium Asset Management Corporation -- Carbon Footprint of the Balanced Fund -- Seeking Safer Packaging: The Bisphenol-A Report -- Shareholder Advocacy -- Summary -- Notes -- CHAPTER 13 Pictet Water -- Evolution of Investment Strategy over Time: Original versus Current Mission -- Founders and Key Decision Makers -- Methodology -- Metrics: What Is Important and Why -- Pictet's Investments -- Companies Pictet Has Not Invested in, and Why -- Performance Review -- Summary -- Notes -- CHAPTER 14 Inflection Point Capital Management and Strategically Aware Investing -- Strategically Aware Investing -- Beyond Environmental, Social, and Governance toward a New Model of Corporate Sustainability -- Portfolio Construction -- Investment Process -- Summary -- Note -- CHAPTER 15 Environmental Metrics -- Theoretical and Practical Needs for Sustainable Investment -- Available Data and Metrics -- Challenges and Opportunities Moving Forward -- Summary.

Notes -- CHAPTER 16 Crawford Chemicals: Carbon Risk Management in an Uncertain Environment -- Crawford's Environmental Dilemma -- Markets for Carbon Permits and Cap and Trade -- European Union Emissions Trading Scheme -- Pros and Cons of the Market for Carbon Permits -- Predicament of Sustainability in the Chemical Industry -- Summary -- Notes -- CHAPTER 17 Using Statistical Tools -- Understanding the Trend -- Summary -- Notes -- CHAPTER 18 Barriers to Sustainable Investing -- Missing Planet Problem -- Overcoming the Barriers -- Strategy and Tactics -- Notes -- CHAPTER 19 The Silent "S" in ESG -- Assessing Social Metrics to Increase Business Performance -- Risk Management -- Summary -- CHAPTER 20 Sustainable Investing: A Ten-Year Perspective -- The New Normal -- Climate Change Mitigation, Adaptation, and Sustainability Research -- Adaptation as Key to Investment and Practice -- Ecosystem Services -- Making Use of Data and Findings -- Summary -- Notes -- CHAPTER 21 Bloomberg -- Providing Investor Insight and Increasing Transparency -- Summary -- Notes -- CHAPTER 22 Aviva -- Aviva's History and Investment Philosophy -- Aviva's SRI Investment Process -- SRI Portfolio Construction -- Case Study 1: Green Tires -- Case Study 2: The Responsible Supply Chain -- Engagement Across All Asset Classes -- Conclusion -- Notes -- CHAPTER 23 Generation Investment Management -- A New Model for Global Equities -- Summary -- Notes -- CHAPTER 24 Insight Investment: Reflections and Lessons Learned from Integrating Sustainability -- About Insight -- Investment Research on ESG Issues -- Case Study: Climate Change -- Case Study: European Electricity Utilities -- Case Study: Biofuels -- Reflections/Takeaways from the Case Studies -- Summary -- Notes -- CHAPTER 25 The Unexpected Role Model: Chinese Environmental and Energy Policy.

China's Resource Scarcity and Its Empirical Need for Efficiency -- Shaping Chinese Energy-Efficiency Norms -- Chinese Policy Setting -- Translating China's Environmental Policies into Industrial Opportunities -- Summary -- Notes -- CHAPTER 26 Ethical Asia -- Reporting Is on the Rise -- CSR Works when Companies and Society Are Aligned -- Focuses in Asia: Labor and Environment -- Summary -- CHAPTER 27 Mitigating ESG Risk in Asian Portfolios -- The Challenge: Lack of Disclosure -- ESG Integration in Asian Portfolios -- Funding ESG Research -- Building Institutional Capacity -- Use of Indexes, Benchmarking, and Screening -- Summary -- Notes -- CHAPTER 28 Sustainable Investing and Canada -- The Basics -- Growth of Canada's Sustainable Investment Industry -- Context and Trends -- Summary -- Notes -- CHAPTER 29 High-Risk Areas, Resources, and Sustainability -- Blacklisted -- Background -- Enter Rio Tinto -- Ordinary Business Activities -- Summary -- Notes -- CHAPTER 30 Sustainable Investing in Africa's Frontier Markets -- Stronger Economics: The Case for Investing in Africa -- Sustainability Issues in Africa -- Role of Indexes -- International Exposure -- Future Trends: ESG, Media Coverage, and Networks -- Summary -- Notes -- CHAPTER 31 Evolution of ESG in India -- Sustainability Issues in India -- Opportunities in India's Sustainable Investing Market -- Considering the Integration of ESG Factors -- Summary -- References -- CHAPTER 32 Indexes -- The "What" and "Why" of Indexes -- Index Architecture -- Research Quality and Independence -- Lessons from the Leading Sustainability Indexes -- Company Reactions to Indexes and Their Impacts -- Summary -- Notes -- CHAPTER 33 How Asset Owners Can Achieve a Sustainable Investing Framework -- Importance of Values and Beliefs -- Integrated Allocations and Targeted Allocations -- Risk Factors and ESG Beta.

Quantitative Methods of Risk and Return -- Monitoring Framework -- Summary -- Notes -- CHAPTER 34 On Performance -- SRI Techniques -- ESG Affects Investment Performance -- Trends from Performance Reports -- Summary -- Notes -- CHAPTER 35 Private Equity -- Private Equity as a Niche of General Asset Management -- PE's Fit within Sustainable Investing -- Development Finance Institutions Leverage of Emerging Markets Private Equity -- PE-Specific ESG Methods -- PE Best Practices and ESG Case Studies -- Contrasting PE and Listed Equity Investors -- New SI Activity in the PE Asset Class -- PE Allocations Increase -- Increased PE Funds Focused on Emerging Markets -- Future Sustainability Themes in PE -- Summary -- Notes -- CHAPTER 36 Blue Wolf: Implications for Private Equity -- Challenges and Opportunities -- Generating Results -- Labor Relations Coda -- Summary -- CHAPTER 37 New Business Models, Measurement, and Methodologies -- Resources and Products versus Wealth -- Trend of Doing More with Less -- Improving Overall Performance -- Summary -- CHAPTER 38 Terminology and Intention -- Values -- Financial Performance -- Fiduciary Duty: Universal Ownership -- Impact -- Mapping Techniques to Motivation -- Summary -- Notes -- CONCLUSION -- Notes -- APPENDIX A Sample Curriculum -- Syllabus -- APPENDIX B Investors -- Index.