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Occupational Health & Safety & Socially Responsible Investment

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Occupational Health & Safety & Socially Responsible Investment . What is Socially Responsible Investing (SRI) • The integration of environmental and social and governance (ESG) factors into the investment decision making process.

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Occupational Health & Safety


Socially Responsible Investment


What is Socially Responsible Investing (SRI)

  • • The integration of environmental and social and governance (ESG) factors into the investment decision making process.
  • Issues include such things as environmental performance, relations with communities, human rights, and health and safety
  • SRI investors range from individuals to many of the world’s largest pension funds and mutual fund companies

Growth of SRI in Europe

  • Retail SRI in Europe totals more than €48.7 billion in assets – increase of 102% from year before
  • Institutional SRI in Europe totals about €2 trillion

Growth of SRI in US

  • US$2.71 trillion in assets, up 18% from 2005

Double Bottom Line of SRI

SRI investors integrate ESG factors into their investment decision making process for two main reasons.

1. Aligns investments with the values of the individual or institution.

2. To avoid risk


SRI & Risk

  • •SRI investors believe that companies that effectively manage ESG factors (such as occupational health and safety) will be more profitable in the long run.
  • Examples of Health & Safety Risk:
  • Injuries and fatalities affect productivity
  • Potential fines or lawsuits related to workplace accident.
  • Reputation and ability to attract talented employees.

Investment Policies Require Consideration of ESG Factors

•SRI investors have policies in place that REQUIRE investments to be consistent with values and manage ESG risk

OPSEU Pension Trust - $10 billion fund

Statement of Investment Policies and Procedures

“We will be vigilant regarding the condition of workers employed and citizens affected by the companies in which we invest…we support and encourage fair wages, benefits, and working conditions for workers employed by our assets. ”


SRI and Microfinance

•MFIs increasingly attract institutional and individual investors due to their double bottom line


Examples of SRI Investments in Microfinance

  • •Calvert Investments invests approximately $25 million in MFIs
  • PGGM, large Dutch pension fund, committed US$304 million to the microfinance sector.
  • Last week, PKA, the €15billion Danish pensions fund, announced planned investment in microfinance


  • • MFI are increasingly using sophisticated tools to evaluate social impact.
  • Occupational health and safety is not typically being evaluated
  • Socially responsible investors, from a values-perspective as well as from a financial risk perspective will increasingly want to know that the MFI’s they are investing in or may invest in are considering safety and health issues in the loaning process.


  • For MFIs to attract investment dollars from large SRI funds, there will be increasing need for:
    • Consideration of health and safety issues in loan application.
    • Regular monitoring of safety and health performance.
    • Mechanisms that encourage continual improvement.
    • Regular reporting.