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About the Social Investment Organization

Established in 1989, the Social Investment Organization (SIO) is the national non-profit association for the socially responsible investment industry in Canada. It is funded primarily from membership dues and is accountable to its membership. 

SIO's Three-Year Workplan Priorities 2010-2012 (approved by the SIO Board on November 25, 2009)

Building Understanding │Fostering Growth : SIO Annual Report 2009

Améliorer la compréhension │Favoriser la croissance : Rapport annuel 2009 de l'AIR

 

SIO Staff

Eugene Ellmen, Executive Director

Andrika Boshyk, Assistant Director

Sarah Thomson, Membership and Communications Coordinator

 

SIO Directors

Renee Arnold, Vice President, Canadian Marketing, Aberdeen Asset Management, Chicago

Jordan Berger, Principal / Canadian Head of Responsible Investment, Mercer, Toronto (Secretary)

Jennifer Coulson, Manager, Shareholder Action Program, Northwest & Ethical Investments L.P., Vancouver

Cheryl Crowe, SRI Specialist, Assiniboine Credit Union, Winnipeg (President)

Dermot Foley, Vice-President of Strategic Analysis, Inhance Investment Management/Vancity, Vancouver

Hélène Gagné, Directrice, Commercialisation, VP Fonds de placement, Fédération des Caisses Desjardins, Montréal

Gary Hawton, CEO, Meritas Mutual Funds, Kitchener (Treasurer)

Doug McGee, Vice President, Financial Advisory Services, Alterna Savings, Toronto

Christina McLeod, Partner / Portfolio Manager, Genus Capital Management, Vancouver

Debra Sisti, Vice President, Canadian Research, RiskMetrics Group, Toronto

Stephen Whipp, Financial Advisor, Manulife Securities, Victoria

Don Wilson, Financial Security Advisor, Freedom 55 Financial, Toronto (Vice-President)

 

SIO Mandate

  • To take a leadership role in furthering the use of social and environmental criteria within the investment community in Canada.
  • To raise public awareness of socially responsible investment
  • To establish the case for environmental/social analysis with other investment organizations.
  • To provide a forum and information source on socially responsible investment for our members and the public

 

SIO members believe that socially responsible investment represents a useful investment tool to enhance returns and reduce risk.  It is also a catalyst for positive social change.