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Mission

The Sustainable Investment Institute (Si2), a non-profit organization based in Washington, D.C., conducts impartial research and publishes reports on organized efforts to influence corporate behavior on social and environmental issues.

Si2 closely follows shareholder resolutions proposed by investor activists, analyzing changing reform campaigns and identifying key points of contention in reports that enable institutional investors to make informed, independent decisions about their votes and views on these proposals. In addition to educational proxy research materials for members, SI2 publishes reports for the interested public on related emerging issues.

Si2 seeks to elevate the debate on investor responsibility and expand the market for robust, impartial analysis of corporate sustainability concerns. Much of the extant research on socially responsible investing and corporate performance is gathered and maintained in proprietary databases by financial service firms, which limits the ability of academic researchers and the public at large to independently and accurately assess corporate behavior. By conducting original research on these issues and making reports more readily available, Si2 will enrich civil society’s knowledge and understanding. It will both inform investors and spur dialogue between key stakeholders and corporations, helping to identify solutions that benefit the world.

Founding members believe that a public interest research institute best realizes the organization’s intended mission; establishment as an independent institute differentiates Si2 from other companies, activists and research firms in the field. We avoid conflicts of interest by not taking a position on the issues we cover.


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CORPORATE POLITICAL SPENDING SHAREHOLDER PROPOSAL RESULTS AND PROXY SEASON ASSESSMENT: Si2 has posted to our blog report showing the results of shareholder resolutions over the last five years (2010-2014) and reporting on these results in the context of 2014 proxy season results. The report is available on our blog and may be useful for those considering the pending SEC corporate political spending disclosure petition.
Fourteen more resolutions on ESG issues are pending before the end of 2014. Coming up in September are votes at NetApp on a board committee on responsibility, political spending oversight and disclosure at H&R Block, Smith & Wesson, FedEx and Darden Restaurants, among others.