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BOSTON COMMON ASSET MANAGEMENT, LLC Take Action! Boston 2010 Easy Things You Can Do To Have An Impact   September 16, 2010 Steven Heim, Director of ESG Research & Shareholder Engagement Boston Common Asset Management, LLC 84 State Street, Suite 940, Boston, MA  02109 702 Marshall Street, Suite 611, Redwood City, CA 94063 Tel: (617) 720-5557  Fax: (617) 720-5665 Web: www.bostoncommonasset.com [email_address]
Integrated Investing Financial Return & Social Change Financial Factors Sustainability Factors Sustainable Financial Returns Results Fundamentals Valuation End-Market Growth Social Governance Environmental Integrated Investment Portfolio Shareholder Engagement
ESG Investment Matrix The information provided in this report should not be considered a recommendation to purchase or sell any particular security.  There is no assurance that the securities discussed herein will remain in the account’s portfolio at the time you receive this report or that securities sold have not been repurchased.  The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings.  It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Stock Selection ESG Research Portfolio Construction Quantitative Screening
Sustainable Guidelines Example: Climate Change ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Investing in Sustainability Environment We invest in companies… Whose products are part of the solution Whose technologies enable cleaner manufacturing/products Whose product profiles include sustainable products Whose practices promote sustainability Vestas Wind Systems First Solar Praxair Cummins Emerson Electric Honda Staples Canon The information provided in this report should not be considered a recommendation to purchase or sell any particular security.  There is no assurance that the securities discussed herein will remain in the account’s portfolio at the time you receive this report or that securities sold have not been repurchased.  The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings.  It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
ESG Initiatives Beyond Screening ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The information provided in this report should not be considered a recommendation to purchase or sell any particular security.  There is no assurance that the securities discussed herein will remain in the account’s portfolio at the time you receive this report or that securities sold have not been repurchased.  The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings.  It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
Collaborations Work with U.S. & International Organizations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Multiple Stakeholders Environment Social Governance Government Shareholders Ecology Customers Employees Communit y Corporation Management
Multi-Stakeholder Engagement   ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Direct Engagement Coal Financing
[object Object],[object Object],[object Object],[object Object],[object Object],Direct Engagement Coal Financing
Cross-Industry Collaboration Mineral trade and conflict in the Democratic Republic of Congo   ,[object Object],[object Object],[object Object]
Cross-Industry Collaboration Mineral trade and conflict in the Democratic Republic of Congo   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Easy Things You Can Do To Have An Impact

  • 1. BOSTON COMMON ASSET MANAGEMENT, LLC Take Action! Boston 2010 Easy Things You Can Do To Have An Impact September 16, 2010 Steven Heim, Director of ESG Research & Shareholder Engagement Boston Common Asset Management, LLC 84 State Street, Suite 940, Boston, MA 02109 702 Marshall Street, Suite 611, Redwood City, CA 94063 Tel: (617) 720-5557 Fax: (617) 720-5665 Web: www.bostoncommonasset.com [email_address]
  • 2. Integrated Investing Financial Return & Social Change Financial Factors Sustainability Factors Sustainable Financial Returns Results Fundamentals Valuation End-Market Growth Social Governance Environmental Integrated Investment Portfolio Shareholder Engagement
  • 3. ESG Investment Matrix The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that the securities discussed herein will remain in the account’s portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Stock Selection ESG Research Portfolio Construction Quantitative Screening
  • 4.
  • 5. Investing in Sustainability Environment We invest in companies… Whose products are part of the solution Whose technologies enable cleaner manufacturing/products Whose product profiles include sustainable products Whose practices promote sustainability Vestas Wind Systems First Solar Praxair Cummins Emerson Electric Honda Staples Canon The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that the securities discussed herein will remain in the account’s portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
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  • 8. Multiple Stakeholders Environment Social Governance Government Shareholders Ecology Customers Employees Communit y Corporation Management
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  • 13.