The SRI Conference 2015 Fossil Fuels Divestment Survey
HowlonghaveyoubeenintheSRI/ESGfield?
Response
C ount
Lesst hanayear.
16
3.3%
1-3years.
66
13.7%
3-10years.
131
27.2%
10-25years.
231
47.9%
Not applicablet ome.
32 6.6%
Don’t know/not sure.
6
1.2%
Total: 482
Inwhichofthefollowingfieldsdoyoupractice?Feelfreetopickasmanyasapply.
Response
PublicMarket s:Screened
Equit ies/ESGInt egrat ion.
C ount
267
66.3%
180
44.7%
104
25.8%
157
39.0%
158
39.2%
PublicMarket s:Screened
FixedIncome/Green
Bonds.
Privat eEquit y/Privat e
Debt .
Communit yImpact
Invest ing.
Shareowner
Advocacy/Engagement .
Not applicablet ome.
58
14.4%
Total: 403
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Doyoucurrentlymanageportfoliosthatare100%freeoffossilfuelextractioncompanies
(manufacturers/suppliers)?
Response
C ount
Yes.
186
41.8%
No.
209
47.0%
Weareimplement ing
planst oof f er
port f oliost hat donot
50
11.2%
includef ossilf uel
ext ract ioncompanies.
Total: 445
Afterdivestingoffossilfuelextractioncompanies,whereareyoureallocatingthoseinvestmentassets?
Response
RenewableEnergy
Companies.
CleanT echnology
Companies.
FossilFuelIndust ry
ServicesCompanies.
Proport ionat elyacross
t heremainingport f olio.
Ot her,(pleasespecif y)
C ount
93
59.2%
82
52.2%
13
8.3%
88
56.1%
40 25.5%
Total: 157
Doyoubelievetherearegrowingrisksassociatedwithinvestinginfossilfuelextractors/manufacturers?
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Response
C ount
Yes.
343
No.
49
11.1%
Don’t know/not sure.
51
11.5%
77.4%
Total: 443
Doyoubelievethat2015istherighttimeforinvestorstoassessandperhapsaltertheirapproachto
investingintraditionalenergycompanies(coal,oil,gas)?
Response
Yes,nowist heright
t ime.
C ount
318
72.8%
It isnot yet t heright
t ime,but it willbe
25
5.7%
soon.
No,t hisisnot t het ime.
35 8.0%
Don’t know/not sure.
59
13.5%
Total: 437
Doyousee“fossilfuelfreeinvesting”(avoidingfossilfuelextractioncompanies)asanimportanttrend
inthesustainable,responsible,impactinvestingspace?
3of7
Response
Yes,it 'st hebiggest
t rendat t hemoment .
Yes,it ’samajort rend
t owat ch.
No,it ’saminort rend.
No,it ’snot af ocusor
t rendat all.
Don’t know/not sure.
C ount
150
34.5%
204
46.9%
40 9.2%
22
5.1%
19
4.4%
Total: 435
Howwouldyoudescribethelevelofinterestamongtheretailinvestorsyouworkwithinreducingtheir
investmentexposuretofossilfuelextractioncompaniesand/orthemostcarbon-intensivecompanies?
Response
C ount
St rongint erest .
104
23.8%
Someint erest .
185
42.3%
Verylit t leint erest .
54
12.4%
Noint erest .
14
3.2%
Don’t know/not sure.
14
3.2%
Not applicablet ome.
66 15.1%
Total: 437
Doyouthinkthereisinterestonthepartofinstitutionalinvestorstoreducetheirholdingsinfossilfuel
extractioncompaniesand/ormorecarbon-intensivecompanies?
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Response
C ount
St rongint erest .
37
Someint erest .
229
Verylit t leint erest .
92
21.2%
Noint erest .
16
3.7%
Don’t know/not sure.
35 8.1%
Not applicablet ome.
25 5.8%
8.5%
52.8%
Total: 434
Doyoubelievethatthereisgrowing“strandedassets”financialriskinfossilfuelextractioncompanies?
Response
C ount
Yes.
264
No.
63
Don’t know/not sure.
107
60.8%
14.5%
24.7%
Total: 434
Doyoubelievethatthemovementtodivestfromfossilfuelextractioncompaniesisexpandingto
includecompaniesthatproducelargeGHG(greenhousegas)emissions?
Response
C ount
Yes.
203
No.
92
Don’t know/not sure.
137
47.0%
21.3%
31.7%
Total: 432
Areyoumoredeliberateinremovingcarbon-intensivefossilfuelcompaniesduringtheportfolioselection
processthanyouweretwoyearsago?
5of7
Response
C ount
Yes.
186
43.1%
Nochange.
114
26.4%
Not yet .Weareint he
processof
implement ingnew
27
6.3%
port f olioselect ion
st andards.
Not applicablet ome.
105
24.3%
Total: 432
Haveyouparticipatedinanyshareowneradvocacyeffortswithpubliclytradedfossilfuelcompanieson
behalfofclients?
Response
C ount
Yes.
115
26.6%
No.
165
38.2%
Not yet ,but weplant o
dosoint hef ut ure.
Not applicablet ome.
35
8.1%
117 27.1%
Total: 432
Pleaseidentifytheshareowneradvocacyeffortsinwhichyouhaveengaged.Feelfreetopickasmany
asapply.
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Response
C ount
Report ongoalsand
planst oaddresscarbon
80
81.6%
66
67.3%
68
69.4%
47
48.0%
35
35.7%
62
63.3%
36
36.7%
asset risk.
Set quant it at ivegoals
f orgreenhousegas
reduct ion.
Reviewandreport on
publicpolicyadvocacy
onenergypolicyand
climat echangeposit ion.
Report onnat uralgas
f laringorf ugit ive
emissions,andgoalsf or
reduct ioninoperat ions.
Addanindependent
boardmemberwit h
environment al
expert ise.
Report onwat eruseand
plansf orwat eruse
reduct ion/riskt o
operat ionsf roma
diminishingwat er
supply.
Discouragemount aint op
removalpract ices.
Total: 98
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