The Social Investment Organization has released a three-year growth plan, focusing on strategic initiatives to support the SRI industry among three key stakeholder groups: advisors, foundations and pension funds.

The plan, developed through the Board's own strategic planning process and a series of member consultations in 2007 and 2008, identifies a number of barriers to growth in the SRI industry, including a lack of advisor awareness, lack of foundation involvement in SRI, and lack of domestic resources to assist pension funds in adopting SRI policies and practices.

The plan identifies educational opportunities for SIO to work with other organizations to create advisor and foundation awareness programs, as well as a potential new pension roundtable to facilitate SRI development among pension funds.

"The Growth Plan is the blueprint for the SIO activity right through to 2011," said Eugene Ellmen, Executive Director of the SIO.  "This will be the guiding document to help staff and the Board plan for the future."

The Growth Plan also forecasts an improvement in service to SIO's existing and future members, including: annual national SRI conferences, provision of public policy research capability and a partnership with the academic sector.

"These will create on-going sources of intellectual and social capital that will foster industry-wide innovation and more successful exploitation of SRI market potential," states the plan.

The plan identifies milestones for the organization to enable the Board to measure progress toward the SIO's objectives over the three-year period.

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