Blueprint for Sustainable Investing

Ceres produced the Blueprint for Sustainable Investing to facilitate understanding of growing risks of climate change, resource scarcity, population growth, human/labour rights, energy demand and access to water. The Blueprint aims to encourage investors to think more comprehensively about risk management and to satisfy fiduciary responsibilities to act on behalf of beneficiaries.

Ceres is an advocate for sustainability leadership. Founded by a small group of investors in 1989 in response to the Exxon Valdez oil spill, Ceres has since been working to weave sustainable strategies and practices into the fabric and decision-making of companies, investors and other key economic players.

Ceres worked with expert input from their Investor Network on Climate Risk and many other expert contributors to develop the Blueprint.

“The 21st Century Investor: Ceres Blueprint for Sustainable Investing” published with 10 key steps:

  • Establish a Commitment to Sustainable Investment Through a Statement of Investment Beliefs

  • Establish Board Level Oversight of Sustainability Policies and Practices

  • Identify Sustainability Issues Material to the Fund

  • Evaluate Asset Allocation for Material Sustainability Risks

  • Select an Investment Strategy and Integrate Sustainability Criteria

  • Select an Investment Strategy and Integrate Sustainability Criteria

  • Evaluate Manager Performance Against Sustainable Investment Expectations

  • Establish Engagement Strategies and Proxy Voting Guidelines Consistent with Sustainable Investment Goals

  • Support Policies and Market Initiatives that Promote a Sustainable Global Economy

  • Integrate Sustainable Investment Criteria Across All Asset Classes and Strategies

Read more on the Ceres website.