Updated Database of Contacts in the Field of Socially Responsible Investment (SRI) published today – December 31, 2010

Today Emerging Markets ESG publishes an updated Database of Contacts in the Field of Socially Responsible Investment (SRI).

The Partners for Financial Stability (PFS) Program published an initial database of contacts in the field of SRI on the capital markets research page of the PFS Program website on October 25, 2002. It contained contact information about more than 275 organizations whose SRI activities were reported online and/or in the financial press.  Thereafter, the PFS Program updated the database nine times.

Emerging Markets ESG published a 10th edition of the database in July 2010.

This 11th edition of the database, with current information as of December 31, 2010, contains 1,240 organizations divided among the following 15 categories: Academia (43 institutions); Awards and Prizes (21); Companies – Listed Companies (388); Conferences and Events (423); Exchanges (ten): Financial Institutions (171); Governmental Organizations (62); Indices (49), Media (73); Networks (43); Non-Governmental Organizations (220); Professional and Trade Associations (67); Public-Private Partnerships (ten); Rating and Research (74); and Standard-Setting Organizations (eight). It includes institutions from 67 countries in Africa, Asia, Australia, Europe, North America and South America.  Please note that the total number of organizations refers to organizations and therefore does not include conferences/events.

This edition of the database contains two new categories:  exchanges and standard-setting organizations.  Also, the category previously named professional associations is now named professional and trade associations.  A table of contents appears as the first worksheet and a statistics worksheet appears as the last worksheet in the database.

Several observations may be made about the updated database, which was compiled between July 1 and December 31, 2010:

First, the geographical diversity of the database continues to expand.  Fir the first time the database includes events in Bulgaria, Costa Rica and Romania as well as institutions from Bolivia, Iceland, Kenya, Malta, Mauritius and Vietnam. This edition of the worksheet also includes the designation “unspecified,” since the website of several institutions does not specify a country where the institution is located.

Second, the scope of institutions engaged in SRI continues to expand.  Additions were made to each category of the database.  In this edition of the survey there is a noticeable increase in the number of events about and institutions engaged in impact investing as well as venture philanthropy.

Third, this edition of the database includes recently-launched indices in China, Egypt, Italy, Korea and Mexico.

Fourth, as noted in the three most recent editions of the database, the number of conferences and events on SRI topics continues to increase.  During the second half of 2010 this trend gathered considerable place.  The number of conferences and events on SRI topics increased from 281 (as of June 30, 2010) to 423 (as of December 30, 2010).  Of these, 142 conferences/events took place in the USA and 92 in the UK.  A new category of webinar was added to the conferences/events worksheet, since several events take place in cyberspace.

Due to acquisitions, consolidation and mergers in several areas, including corporate governance advisory, proxy voting and research, every effort was made to update contact information in each worksheet.  If a reader notes any out-of-date information, please contact Emerging Markets ESG.  We will update the entry.

The 12th edition of the updated database will be published in early July 2011.

Some ideas for the future include publishing separate databases of contacts in specific fields, such as clean energy or microfinance.  Emerging Markets ESG would appreciate your feedback and suggestions on this idea.

To download the database, please click on the link below:

(Updated) Database of Contacts in the Field of Socially Responsible Investment (SRI) – December 2010