Socially Responsible Investing (SRI)2

Socially Responsible Investing (SRI)2 - SRI Socially...

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SRI Socially Responsible Investing Trevor O’Grady Jeri Miller Kyle Albers
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Socially Responsible Investing Considers investor’s financial needs and investment’s impact on society Encourages corporations to improve social, environmental and governance practices Three core strategies: Social Screening, Community Investing, and Shareholder Advocacy
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Socially Responsible Investing Estimated $2.71 trillion out of $25.1 trillion in the U.S. investment marketplace
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Negative Screens Avoid companies involved in harmful or immoral industries: Tobacco Gambling Defense/Weapons Animal Testing
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Positive Screening Invests in companies with: Good social, environmental, and corporate governance practices Good performance in following categories: CSR Product/Services Environment Human Rights Labor Relations Employment/Equality Community Investment
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This note was uploaded on 08/06/2008 for the course ESM 281 taught by Professor Cerf during the Spring '08 term at UCSB.

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Socially Responsible Investing (SRI)2 - SRI Socially...

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