SRI in the Rockies is the annual national conference of the sustainable and responsible investing (SRI) industry. The conference was founded in 1990 by George R. Gay (1), and has grown from 45 to 650 participants. Attendees include investment professionals in the SRI industry: licensed investment professionals, SRI mutual fund companies, asset managers, community development financial institutions, social research and proxy voting organizations, faith-based institutional investors, and social change non-profits.

Agenda

The conference agenda includes Professional Education and Social Issues tracks. Representative topics include: Emerging Markets, Responsible Property Investing, Cleantech, Community Investing, Shareholder Advocacy, SRI Portfolio Performance, Measuring Impact.

Location

SRI in the Rockies convenes primarily in western North America. The most recent sites include San Antonio, TX; Tucson, AZ, Whistler, British Columbia, Canada; Santa Ana Pueblo, NM; Colorado Springs, CO; Snowbird, UT, Keystone, CO.

Carbon Offsets

SRI in the Rockies purchases carbon offsets to cover meeting and lodging room space and staff travel. NativeEnergy has been the carbon offset provider since 2006, providing support to alternative energy projects on Native American lands and elsewhere.

Conference Venue Requirements

SRI in the Rockies requires prospective venues to complete the Best Practice Survey of the Green Hotel Initiative, a program of Ceres. In addition, selection criteria include a review of the venue’s environmental practices, the property’s carbon footprint, availability of locally grown and/or organic food products, access to public transportation, recycling practices, and cultural sensitivity to Native American or First Nations images, language, and cultural or religious sites.

Conference Producers

SRI in the Rockies is produced by First Affirmative Financial Network, LLC. The company is based in Colorado Springs, Colorado. First Affirmative is an Independent Registered Investment Advisor (SEC File #801-56587).

Plenary Speaker Interviews

Short interviews of many of the plenary speakers are conducted prior to the conference and sent out as podcasts through various social media. They are also available on the SRI in the Rockies website.

Moskowitz Prize

The Moskowitz Prize is awarded annually at the SRI in the Rockies Conference for excellence in academic research on a topic germane to the sustainable and responsible investment industry by the Center for Responsible Business at the Haas School of Business, University of California at Berkeley. The Prize is named after research pioneer Milt Moskowitz, one of the first researchers to look for the connection between good corporate citizenship and profitability. Summaries of the winning studies are available through the Center's website.

SRI Service Award

Presented each year at SRI in the Rockies, the SRI Service Award has been given annually since 1991. The award recognizes outstanding contributions made by recipients to the responsible investment industry. Conference participants cast ballots during the first two days of the conference for nominees who have demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other industry leaders.

Social Investment Forum Annual Meeting

The Social Investment Forum (SIF) is the US membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing. The Annual Meeting of Members of the Social Investment Forum is held each year at SRI in the Rockies.

See also

• Carbon offset
  Carbon offset
  A carbon offset is a reduction in emissions of carbon dioxide or greenhouse gases made in order to compensate for or to offset an emission made elsewhere....
  
  
• Community development financial institution
  Community development financial institution
  Community development financial institutions are financial institutions which provide credit and financial services to underserved markets and populations, primarily in the USA but also in the UK...
  
  
• Corporate social responsibility
  Corporate social responsibility
  Corporate social responsibility is a form of corporate self-regulation integrated into a business model...
  
  
• Corporate Governance
  Corporate governance
  Corporate governance is a number of processes, customs, policies, laws, and institutions which have impact on the way a company is controlled...
  
  
• Environmental Social and Corporate Governance
  Environmental Social and Corporate Governance
  Environmental, Social and Corporate Governance, also known as ESG, describes the three main areas of concern that have developed as the central factors in measuring the sustainability and ethical impact of an investment in a company or business...
  
  
• Ethical banking
  Ethical banking
  An ethical bank, also known as a social, alternative, civic, or sustainable bank, is a bank concerned with the social and environmental impacts of its investments and loans. Ethical banks are part of a larger societal movement toward more social and environmental responsibility in the financial...
  
  
• Interfaith Center on Corporate Responsibility
  Interfaith Center on Corporate Responsibility
  The Interfaith Center on Corporate Responsibility is a coalition of 275 faith-based institutional investors. Founded in 1973, the organization advocates for corporate social responsibility and files shareholder resolutions and engages in dialogue with corporate management on issues such as global...
  
  
• Microfinance
  Microfinance
  Microfinance is the provision of financial services to low-income clients or solidarity lending groups including consumers and the self-employed, who traditionally lack access to banking and related services....
  
  
• Socially responsible investing
  Socially responsible investing
  Socially responsible investing , also known as sustainable, socially conscious, or ethical investing, describes an investment strategy which seeks to consider both financial return and social good....
  
  
• Sustainability Reporting
  Sustainability Reporting
  Corporate sustainability reporting has a long history going back to environmental reporting. The first environmental reports were published in the late 1980s by companies in the chemical industry which had serious image problems...
  
  
• Triple bottom line
  Triple bottom line
  The triple bottom line captures an expanded spectrum of values and criteria for measuring organizational success: economic, ecological, and social...