Press Release

Social Investment Forum Announces New and Returning Board Members

CONTACT:

Patrick Mitchell, (703) 276-3266 or pmitchell@hastingsgroup.com.  

 


WASHINGTON, D.C.

November 17, 2009

The Social Investment Forum (SIF), the national nonprofit membership association for the socially responsible investment (SRI) industry, has elected and re-elected a total of five members to its board of directors.

The five Social Investment Forum board members are: Jan Bryan, an investment advisor with the First Affirmative Financial Network; Cliff Rosenthal, president and CEO of the National Federation of Community Development Credit Unions; Leslie Lowe, director of the Energy & Environment Program at the Interfaith Center on Corporate Responsibility; Ingrid Dyott, managing director of Neuberger Berman's SRI team; and Paul Hilton, director of Advanced Equities Research at Calvert.  Lowe and Dyott are the two returning members of the SIF board.

 

Social Investment Forum Board Chair Cheryl Smith said: “The five recently elected SIF board members represent a remarkably wide range of sectors and professional expertise which will be well utilized in their work to advance the field of socially responsible and sustainable investing. SIF also wants to thank and celebrate the service of board members Reggie Stanley, senior vice president at Calvert, Kathy Leonard, vice-president Investments at UBS Financial Services and Kathy Stearns, an investment advisor with First Affirmative Financial Network, who are stepping off the board at the end of this year.   

 

Jan Bryan is a Financial Planning Association® member, a Certified Financial Planner® Certificant, and an Accredited Investment Fiduciary® professional.  A fee-based advisor, Bryan’s Registered Investment Advisory firm is the First Affirmative Financial Network. 

 

After 10 years working in food co-op development and anti-hunger advocacy for Native American, migrant farmworker, and urban minority organizations, Cliff Rosenthal joined the National Federation of Community Development Credit Unions in 1980, becoming its CEO in 1983.  In 1982, Rosenthal helped design one of the first community development financial institutions (CDFIs) in the United States.

 

Leslie Lowe directs the Energy & Environment Program at the Interfaith Center on Corporate Responsibility (ICCR). Lowe analyzes corporate environmental performance and disclosure of environmental risks and directs research projects and shareowner initiatives for ICCR members and a network of socially responsible investment firms, public pension funds and foundations. The Energy and Environment program covers: climate change, water sustainability, food safety and security, bio-fuels, renewable energy, and extractive industries.

 

For the past 12 years, Ingrid Dyott has been an integral part of Neuberger Berman’s socially responsive group. Dyott is a managing director and portfolio manager on the Socially Responsive Investing (SRI) team.  Dyott is responsible for financial, social and environmental analysis of the firm’s SRI portfolio.  She also is an associate portfolio manager of the Neuberger Berman Guardian Fund.

 

Paul Hilton is director of Calvert’s Advanced Equities Research at Calvert, which is focused on integrating environmental, social, and governance factors into traditional financial analysis. Prior to joining Calvert, Hilton was portfolio manager of Socially Responsible Investing at Dreyfus.  He also served as an analyst in the Social Awareness Investment program at Smith Barney Asset Management and an analyst at the Council on Economic Priorities (CEP).  Hilton co-founded SIRAN, a working group of SIF, in 2004. He is treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI) and former co-chair of its Asset Management Working Group. 

 

"The Social Investment Forum is very fortunate to have three new and two returning board members to work with us in the expanding the numbers of individual professionals and institutions engaged in SRI" said SIF Chief Executive Officer Lisa Woll. "Interest in socially responsible investing continues to grow, especially since the global financial crisis has brought many core SRI issues -- like transparency and good governance -- to the forefront of the policy debate."

 

 

ABOUT SOCIAL INVESTMENT FORUM

 

The Social Investment Forum (http://www.socialinvest.org) is the U.S. national nonprofit membership association for professionals, firms and organizations dedicated to advancing the practice and growth of socially responsible investing (SRI).  Critical to responsible investment practice is the consideration of environmental, social and corporate governance criteria in addition to standard financial analysis.  Nearly 400 SIF members support SRI through portfolio selection analysis, shareholder advocacy and community investing. 

 

Contact information above

 

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