Socially Responsible Investing

Responsible Investing Responsible Investing Professor Hector R Rodriguez School of Business Mount Ida College Business, Society & Environment

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Course Map – Topics Covered in Course

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Some Background

[object Object],[object Object],[object Object],[object Object],[object Object],Objectives of Stock Ownership

[object Object],[object Object],Source: “Socially Responsible Investing: an Introduction,” Calvert: (2003) What is Responsible Investing?

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: “Environmental Drivers & Shareholder Value,” ClearBridge Advisors: (2008) Underlying Thesis

[object Object],Origins of Social Investing 1920’s 1960’s 1980’s Sin Stocks

Typical Decision Process Pax World – US$ 2.53Bi Environment Climate change Community Indigenous People Welfare Labor Relations Product Safety and Integrity Diversity Workplace healthy and safety Corporate governance Gender Empowerment Human Rights Double Diligence Financial Analysis Social Analysis Calvert – US$ 3.17Bi Governance and Ethics Workplace Environment Product Safety & Impact International Operations and Human Rights Indigenous people’s rights Community relations

[object Object],[object Object],[object Object],RI Indexes

Source: “ 2007 Report on Socially Responsible Investing Trends in the United States;” Social Investment Forum 2007 $2.7 trillion – the amount invested in RI-screened accounts (mutual funds, institutional investors and high-net-worth individuals) The RI Market: Exhibiting Solid Growth

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Aaron Chatterji, “Breaking Down the Wall of Codes,” UC Berkeley: (2005) RI Indexes

[object Object],[object Object],[object Object],[object Object],Dow Jones Sustainability Index

[object Object],RI Performance

[object Object],[object Object],[object Object],Lackluster RI Performance

Responsible Investing - Domini Investments “Live Link”

Socially Responsible Investing

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (20)

Andere mochten auch

Andere mochten auch (7)

Ähnlich wie Socially Responsible Investing

Ähnlich wie Socially Responsible Investing (20)

Mehr von Hector Rodriguez

Mehr von Hector Rodriguez (20)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

Socially Responsible Investing