Committee on Socially Responsible Investing
| Charge | Members
| Minutes | For
More Information |
The UUA's Committee on Socially Responsible Investing was established
in June of 2000 by the UUA Board of Trustees in response to the recommendations
of the "Task Force on Socially Responsible Investing." Their
report, which can be found here,
outlines their recommendations and forms the basis of the Committee's
charge from the board. The text of this charge is as follows:
Charge to the Committee[1]
The Committee will:
- Maintain and assist with implementation of SRI policies and practices
with respect to funds
over which the Trustees have responsibility (including alternative
and community development investments) that reflect UU values, especially
as expressed by the GA resolutions and Statements of Immediate Witness,
Board resolutions and UU Principles and Purposes.
- Assist the Investment Committee in the implementation of the UUA's
SRI responsibilities as set forth in the Investment
Guidelines adopted by the Board and amended from time to time.
- Utilize shareholder activism to express
UU values to the corporations in which our funds are invested, including
dialogues with corporate managers, proxy
voting, and filling resolutions on specific issues.
- Broaden coalitions with other like-minded
faith-based organizations, coordinating with the Washington
Office, the Office of Public Witness, and other UUA departments and
constituencies, as appropriate.
- Communicate SRI policies and activities to the Board, staff, member
congregations, and other constituencies. Expand services
to the member congregations and individual UUs with respect to the
implementation of SRI programs and establishment of more powerful coalitions
in pursuit of shareholder activism and positive social change.
- Develop an ongoing process of assessment and audit of the effectiveness
of the SRI policies and practices.
[1]Source: Abstract from the Minutes of the UUA Board of Trustees Meeting
of April 21-22, 2001
Committee Members:
 |
| Committee and Staff, September 2006 |
Rev. Sydney Morris (Chair)
(w) 906.370.3927
samorris@uuma.org
Rev. Sheldon Bennett (UU Ministers Association Liaison)
United First Parish (Unitarian)
1306 Hancock Street
Quincy, MA 02169
(p) 617-773-1290
(f) 617-773-7499
swbennett@earthlink.net
Tim Brennan (ex officio)
25 Beacon Street
Boston, MA 02108
(w) 617-948-4305
(fax) 617-367-3237
tbrennan@uua.org
Dan Brody (Ex-officio, with vote)*
(w) 617-720-8411
dbrody@uua.org
Joan Cudhea
(h) 858-272-4118
jcudhea@earthlink.net
Glenn C. Farley, CIMA
GlennColemanFarley@gmail.com
Jim Gunning (ICCR liaison)
(w) 201-836-5901
(fax) 201-836-8553
jimgunning@optonline.net
Stephanie R. Leighton, CFA
Trillium Asset Management Corp.
711 Atlantic Ave.
Boston MA 02111
(w) 617-423-6655
(fax) 617-482-6179
sleighton@trilliuminvest.com
Susan Leslie (staff liaison)
25 Beacon Street
Boston, MA 02108
(w) 617-948-4607
sleslie@uua.org
Vanessa Lowe
(w): 202-622-8669
vaness32@earthlink.net
Will Saunders (UUA Board of Trustees Liaison)*
wsaunders@uua.org
Craig Scholl (Investment Committee Liaison)*
craig_scholl@ssga.com
Minutes from the Committee's Most Recent Meeting
For More Information
For more information about the work of the Committee, contact Susan
Leslie, Director of the Office for Congregational Advocacy and Witness,
and Staff Liaison for the Committee on Socially Responsible Investing, at
(617) 948-4607.
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