COLORADO SPRINGS, CO -- 11/03/09 --
SRI in the Rockies, the largest and
longest-running sustainable and responsible investing conference in the
world, has announced that Reginald Stanley, Senior Vice President and Chief
Marketing Officer at Calvert Investments, and Robert Zevin, founder of
Robert Brooke Zevin Associates and one of the godfathers of socially
responsible investing, were selected as co-winners of the 2009 SRI Service
Award.
The annual SRI Service Award recognizes outstanding contributions to the
socially responsible investment industry. Winners are selected based on a
number of criteria, including leadership within the sustainable and
responsible investment industry, significant innovations in SRI investing,
communication and cooperation with other professionals in the industry, and
success in improving the public's awareness and acceptance of SRI. The SRI
Service Award is presented at the SRI in the Rockies Conference,
which is produced by First Affirmative Financial Network in collaboration
with the Social Investment Forum.
"It is an exciting time of growth and opportunity for responsible
investing," said Steve Schueth, President of First Affirmative Financial
Network, producer of SRI in the Rockies. "These service award winners shine
the light on our roots and point the way to a future that reflects our
vision for a better world."
About the Winners
Reggie Stanley has integrated financial and mission-based initiatives
throughout his twenty-five years of investment, economic development, and
entrepreneurial experiences. He is a current Director of the Social
Investment Forum and has been active in establishing the industry's "CEO
Summits" and a variety of other high-impact initiatives. For the past nine
years, Mr. Stanley has led the marketing and product development
initiatives for Calvert
Investments, helping to champion and support advisor, fiduciary, and
investor interest in sustainable investing. He also served as President of
Boston Community Managed Assets and has held several leadership positions
at Fidelity Investments, Bain & Company and McKinsey & Company. He has
served on numerous community and non-profit boards, including Echoing
Green, Calvert Foundation, Gay and Lesbian Advocates Defenders, and Greater
DC Cares. A recent Fellow of the Southern Africa/United States Center for
Leadership and Public Values, he earned his MBA and BA at the Wharton
School, University of Pennsylvania.
Robert Zevin has been a leader in socially responsible investing since 1967
and pioneered the use of modern portfolio theory. He started what is now
Walden Asset Management in 1975, making it the first explicit socially
responsible investment unit in any bank. He was also a principal architect
of the first Calvert Social Investment Fund in 1982. Mr. Zevin was a leader
in the movement to divest from apartheid South Africa and has founded,
co-founded, and led numerous social change organizations including Resist
(against the war in Vietnam), United States Servicemen's Fund (anti-war GI
coffee houses), Haymarket Foundation (change not charity), Affirmative
Investments (direct community investments), and Shared Interest (support
for informal economy in South Africa). A Harvard PhD in economics, Mr.
Zevin has taught at Berkeley, Columbia, and Harvard and published two books
and numerous articles about economic history and social policy. For almost
a dozen years he has been leading and building Robert Brooke Zevin Associates.
Stanley and Zevin join a prestigious group of industry leaders who have won
the annual SRI Service Award over the years, including:
2008: Bob Walker, The Ethical Funds Company
2007: Conrad MacKerron, As You Sow Foundation
2006: Mark Regier, MMA Praxis
2005: Shelley Alpern, Trillium Asset Management
2004: Anita Green, Pax World Funds
2003: Peter Camejo, Progressive Asset Management/Financial West Group
2002: Michelle Chan, Friends of the Earth
2001: Steve Lydenberg, Domini Social Investments
2000: Frank Coleman, Christian Brothers Investment Services
1999: Lloyd Kurtz, Nelson Capital Management
1998: Steve Schueth, First Affirmative Financial Network
1997: George Gay, First Affirmative Financial Network
1996: Amy Domini, Domini Social Investments
1995: Jerome Dodson, Parnassus Investments and Alisa Gravitz, Green
America (co-winners)
1994: Tim Smith, Walden Asset Management
1993: Joan Bavaria, Trillium Asset Management / CERES
1992: Peter Kinder, KLD Research & Analytics
1991: Ed Winslow, Progressive Asset Management/Financial West Group
About First Affirmative
First Affirmative Financial Network, LLC (http://www.firstaffirmative.com)
is an independent fee-only Registered Investment Advisor (SEC File
#801-56587). First Affirmative specializes in socially responsible,
sustainable, and transformative investment management and consulting, and
supports a nationwide network of investment professionals who specialize in
serving socially conscious investors. First Affirmative produces the annual
SRI in the Rockies Conference (http://www.SRIintheRockies.com),
the premier conference for the sustainable and responsible investment
industry in North America.
About the Social Investment Forum
The Social Investment Forum (http://www.socialinvest.org) is the U.S.
membership association dedicated to advancing the concept, practice, and
growth of socially and environmentally responsible investing. SIF members
integrate economic, environmental, social, and governance factors into
their investment decisions. SIF membership includes social investment
practitioners and institutions, including financial professionals,
analysts, portfolio managers, banks, mutual funds, researchers,
foundations, community development organizations, and public educators.
More information about the Forum, including the 2007 Report on Socially
Responsible Investing Trends in the United States, is available on the SIF
website.
Media Questions
Mo Shafroth for First Affirmative and SRI in the Rockies: 720-470-3653 /
mshafroth@csg-pr.com
Note: Any mention of specific companies, securities, or mutual funds should
not be considered a recommendation to buy or sell those companies,
securities, or mutual funds.
