Rose Foundation : Environmental Fiduciary Project

Environmental Fiduciary Project

The prevailing "wisdom" that the economy and the environment represent opposing interests has guided the thinking of many governmental and business leaders for generations, with disastrous, worldwide effects on the environment, workers, and communities. But there is a growing recognition that global warming, toxic pollution, and ecosystem destruction are also macro-economic financial threats.

The Environmental Fiduciary Project leverages huge pools of capital towards environmental sustainability and the precautionary principle. The Project encourages trustees responsible for pension funds, foundation endowments and other large investment portfolios to respond to the increasing evidence that environmental performance is an economic value driver.

Leveraging State Investments

The Project works with organized labor and shareholder activists to leverage state investments towards labor and environmental standards.

Occupying Our Money

As part of a national, "Carry the Cash" Campaign promoted by Confluence Philanthropy, the Rose Foundation recently invested in a Solar CD. But what started out as a simple bank deposit turned into an organizational commitment to occupy our money.

The Environmental Fiduciary Series

The Environmental Fiduciary Project co-authored and widely distributed the Environmental Fiduciary series of white papers. These publications make the business case for greater environmental sustainability, teach trustees and money managers how to evaluate environmental risk and performance, and serve as a call to action for investors to demand the triple bottom line of financial, environmental and social return.

SEC Petition

The Project filed a citizen petition with the United States Securities Exchange Commission (SEC) asking for a crackdown on environmental accounting fraud.

Educated Trustees

The Project has educated trustees at national investment conferences.

Mission Related Investing

The Rose Foundation has leveraged triple bottom line performance in its own investments. In addition to rigorous financial analysis, all of the Rose Foundation's investments are oriented towards achieving maximum environmental, social and community benefit.

Shareholder Advocacy

Rose Foundation has filed shareholder resolutions to pressure companies such as the Maxxam Corporation to operate more sustainably. The Maxxam Shareholder Campaign, conducted from 1995 - 2001, was widely credited with helping to save key portions of northern California's Headwaters Redwood Forest.

Philanthropic Community Activism

The Rose Foundation is active in the foundation community around the issues of responsible philanthropy and corporate responsibility.

Previous Programs

Environmental Fiduciary Project

New Voices Are Rising

Grassroots Funds

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