Jump to main content.


Green Investment Firms Recognize Performance Track

Recognition | Networking | Regulatory and Administrative Benefits | Services | Green Investing

Adobe Acrobat Reader for PDFs

Green Investing Resources

A March 17, 2005 article in SocialFunds.com describes Performance Track's role in social investing.

For general information on trends in socially and environmentally responsible investing, visit the Social Investment Forum.

A presentation (PowerPoint file, 184 KB, 19 pp.) by Innovest CEO Hewson Baltzell at the 2004 Performance Track Members Event provides an overview of how Innovest rates firms and how Performance Track membership may make companies more attractive to investors.

The Global Environmental Management Initiative (GEMI) has published a paper entitled Clear Advantage: Building Shareholder Value (PDF, 468 KB, 41 pp.) that helps businesses understand how to measure, manage, and communicate EHS to the financial community.

EPA's Strategy for Determining the Role of Environmental Management Systems (EMSs) in Regulatory Programs (PDF, 169 KB, 20 pp.) will help EPA identify the benefits and pitfalls of providing options in permitting and regulatory requirements for organizations with EMSs, such as Performance Track members.

An EPA report, Green Dividends? The Relationship Between Firms' Environmental Performance and Financial Performance (PDF, 155 KB, 33 pp.), published in 2000, explores the environment-finance connection.

Financial Ticker Tape Graphic

Investment research and advisory firms are increasingly considering environmental and social performance as an indicator to evaluate and rate companies. This practice can benefit top-performing publicly traded companies, including many Performance Track members, by making them more attractive to investors and increasing their brand recognition.

Four leading financial firms, Calvert Group, Innovest Strategic Value Advisors, KLD Research & Analytics Inc. and Trucost Plc all use Performance Track data in their research methods. These companies find the Performance Track data to be one effective way to assess a company's value and overall environmental performance. See EPA's press release of March, 2004 for more details, and read the individual descriptions below.

EPA is willing to cooperate with other investment firms to encourage the development of programs that promote environmental protection. Please note that U.S. EPA cannot endorse the purchase or sale of products or services of any specific investment firm. The Agency urges the public to carefully read the prospectus and other relevant materials before investing.

Calvert Group, Ltd. - A Bethesda, MD based company, Calvert provides investment products and information on socially responsible investing to shareholders, financial advisors, institutional investors, and individuals. Calvert has been using Performance Track data for the past couple of years as an indicator of a company's environmental performance and quality of management. The environment is one of seven factors that Calvert uses to determine if a company is eligible for investment in a Calvert mutual fund. Calvert considers a company's decision to participate in Performance Track as a good indicator of its overall corporate environmental management and gives credit to those companies that have enrolled two or more facilities in Performance Track. Calvert uses data from several other EPA voluntary programs to gauge a company's commitment to going beyond compliance.

For more information about Calvert and its products and services, visit www.calvertgroup.com .



Innovest Strategic Value Advisors Logo Innovest Strategic Value Advisors - Headquartered in New York, NY, Innovest is an investment research and advisory firm specializing in analyzing companies' performance on environmental, social, and strategic governance issues. Innovest evaluates companies using a Wall Street approach and uses benchmarking to compare companies with their peers. Many of Innovest's clients are money managers that use Innovest's research and grading as a way to incorporate environmental research into their financial investment processes. Innovest evaluates a company's management performance by identifying negative or positive management trends. Innovest has been using Performance Track data since it was originally released. They believe that membership in Performance Track shows that a company is proactive and confident about their environmental management program. Innovest encourages companies to take advantage of Performance Track because it can result in added value, increased profits, reduced risks, new product development, and cost savings.

For more information about Innovest and its services, visit www.innovestgroup.com or contact Marc Brammer, Senior Analyst at mbrammer@innovestgroup.com.

See EPA's press advisory on Innovest and Performance Track, dated August, 2003.



KLD Research and Analytics Inc. Logo KLD Research & Analytics Inc. - KLD, located in Boston, MA, is a provider of social research for institutional investors. KLD serves institutional clients who wish to integrate social criteria into their investment decisions. By providing positive and negative ratings on companies, KLD is able to offer investors an idea of how a company performs on social and environmental issues. KLD began using Performance Track in 2001 as part of its research process to categorize companies and to understand how the companies operate. KLD uses Performance Track data because it provides information about a company's waste reductions, including how those reductions are achieved. Specifically, Performance Track data provides detail about the actual pollution prevention methodologies that a company uses to avoid and reduce waste, which allows KLD to identify genuine pollution prevention versus pollution control or waste shifting. KLD considers corporate participation in Performance Track a positive indicator that a company's Environmental Management System is well implemented. Corporate participation in Performance Track also provides detailed information about how well a company addresses such issues as waste and pollution prevention.

For more information on KLD, visit www.kld.com or contact Andrew Brengle, Senior Research Analyst at (617) 426-5270, abrengle@kld.com.



Trucost Plc, taking the environment into account Trucost Plc is an environmental research organization that helps companies and investors measure the environmental impacts of business activities in quantitative and financial terms.

Founded in 2000, Trucost has developed considerable experience and expertise in the area of environmental performance, analysis, and reporting, offering advice and research to major corporations, both public and private, institutional investors, and two UK Government bodies: the Department for Environment, Food, and Rural Affairs (Defra) , and the Environment Agency .

Trucost has worked with leading multinational companies in a range of business sectors, as well as major institutional investors that use Trucost’s research to support due diligence and active engagement activities by incorporating environmental performance measurement into their investment decisions.

Over the past six years Trucost has built up a database of the environmental impacts and disclosures of over 3000 companies from the FTSE All-Share, S&P 500, Nikkei 225, DJ EuroSTOXX, and MSCI indices, with the greenhouse gas database being the world’s largest repository of quantified and comparable data. Data quality from companies based in the United States is ensured by using Performance Track to verify the provided information.

For more information about Trucost, visit www.trucost.com or email Mike Wallace at mike.wallace@trucost.com.


Performance Track Home | Where You Live | Basic Information | Apply for Membership | Benefits | Criteria
Implementation | Members | Partners | Resource Center | Publications | Calendar | Site Map


Local Navigation


Jump to main content.