Socially

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• Socially
• Responsible
• Investing
• AT ASSINIBOINE CREDIT
  UNION
• CSR Forum
• JUNE 1, 2006
• CHERYL CROWE
• SOCIALLY RESPONSIBLE INVESTMENT SPECIALIST

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Our SRI Strategy
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Create Dedicated SRI Position

• Act as a SRI resource to internal sales
  representatives and to existing members
• Develop external awareness in the community by
  engagement
• Develop internal awareness/education on specific
  environmental, social governance issues
• Develop new business opportunities for ACU
• Develop sales tools to assist sales
  representatives and ACU members
• Create a passion for the issues behind the SRI
  product

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Leverage the CSR advantage

• Green branch
• Top 100 Employer in Canada award
• ACU Board governance
• Community/micro loan programs
• Ethical Sustainability award

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Profile cooperative solutions

• Position SRI mutual funds such as Ethical Funds
  Inhance Funds as cooperative SRI solutions
• Offer sales advantages such as low load options
  for such funds

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Promote local community investing

• Offer specialized products that promote community
  investing- Jubilee Fund (Community loan fund )
  Ensis Growth Fund (MB labour sponsored fund)
• Position the credit union as investment in your
  community- i.e. term deposits

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Advocate for SRI

• Get actively involved in the
• SRI movement
• Social Investment Organization (Board)
• Ethical Funds (Board)
• Jubilee Fund (Board)
• Canadian Community Investment Network (Founding
  Members)
• Canadian Business for Social Responsibility
  (Member)

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What makes this SRI strategy successful?

• Specialized knowledge and experience in CSR, SRI
  CED
• Engagement with internal/external stakeholders
• Development of specialized tools programs
• Commitment from senior management and board