Investment consultants typically need to:
- Be experts on global developments in SRI & corporate governance
- Be seen to be experts on these developments … so that they attract new asset owner clients
Link to QuickStart tips for investment consultants
To do this, investment consultants typically use the following aspects of SRI-CONNECT:
Market Buzz
- Raise their profile by distributing to institutional asset owners any pro-active research that they publish on sustainable investment topics
- Receive news, research and reports from companies, SRI research providers and others – also notifications of discussions, events and blogs – all filtered to their own specific interests
- Search the SRI-CONNECT database for research and reports
Directory
- Find and filter profiles to identify asset managers’ and other suppliers’ capabilities
Marketplace
- Identify from the Marketplace consultancy projects that asset owners are tendering for.
Network
- Maintain a profile to present their SRI capabilities to institutional asset owners
- Host and participate in industry events and briefings
- Discuss industry developments with customers, peers and suppliers
- Build and manage their own SRI network via the groups, events and messaging functions
On SRI
For investment consultants, the 'On SRI' section contains:
- SRI Primer – which considers SRI from first principles and aims to address all of the questions that newcomers may have about the industry. For the more advanced, it also describes 21 distinct SRI strategies, outlines progress in 5 asset classes and addresses the question of ‘proof, prejudice & investment performance’
- Ecology of SRI – this report
SRI-kipedia
- Source - updated information on the SRI industry, its markets and deployed strategies
- Contribute - to this ‘work-in-progress’ knowledge-base on the SRI industry
Registration and membership
- Some of these services are freely available to all browsers
- Most are only available to ‘registered users’ (registration is free)
- Some are restricted to subscribed members (subscription is cheap!)
For full details, see Registration and subscription
