Download or read book Socially Responsible Finance and Investing written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2012-08-31 with total page 528 pages. Available in PDF, EPUB and Kindle. Book excerpt: A detailed look at the role of social responsibility in finance and investing The concept of socially responsible finance and investing continues to grow, especially in the wake of one of the most devastating financial crises in history. This includes responsibility from the corporate side (corporate social responsibility) as well as the investor side (socially responsible investing) of the capital markets. Filled with in-depth insights and practical advice, Socially Responsible Finance and Investing offers an important basis of knowledge regarding both the theory and practice of this ever-evolving area of finance. As part of the Robert W. Kolb Series in Finance, this book showcases contributed chapters from professionals and academics with extensive expertise on this particular subject. It provides a comprehensive view of socially responsible foundations and their applications to finance and investing as determined by the current state of research. Discusses many important issues associated with socially responsible finance and investing, like moral hazard and the concept of "too big to fail" Contains contributed chapters from numerous thought-leaders in the field of finance Presents comprehensive coverage starting with the basics and bringing you through to cutting-edge, current theory and practice Now more than ever, we need to be mindful of the social responsibilities of all investment practices. The recent financial crisis and recession has changed the financial landscape for years to come and Socially Responsible Finance and Investing is a timely guide to help us navigate this difficult terrain.

Download or read book Socially Responsible Finance and Investing written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2012-10-09 with total page 528 pages. Available in PDF, EPUB and Kindle. Book excerpt: A detailed look at the role of social responsibility in finance and investing The concept of socially responsible finance and investing continues to grow, especially in the wake of one of the most devastating financial crises in history. This includes responsibility from the corporate side (corporate social responsibility) as well as the investor side (socially responsible investing) of the capital markets. Filled with in-depth insights and practical advice, Socially Responsible Finance and Investing offers an important basis of knowledge regarding both the theory and practice of this ever-evolving area of finance. As part of the Robert W. Kolb Series in Finance, this book showcases contributed chapters from professionals and academics with extensive expertise on this particular subject. It provides a comprehensive view of socially responsible foundations and their applications to finance and investing as determined by the current state of research. Discusses many important issues associated with socially responsible finance and investing, like moral hazard and the concept of "too big to fail" Contains contributed chapters from numerous thought-leaders in the field of finance Presents comprehensive coverage starting with the basics and bringing you through to cutting-edge, current theory and practice Now more than ever, we need to be mindful of the social responsibilities of all investment practices. The recent financial crisis and recession has changed the financial landscape for years to come and Socially Responsible Finance and Investing is a timely guide to help us navigate this difficult terrain.

Download or read book Socially Responsible Investment written by Russell Sparkes and published by John Wiley & Sons. This book was released on 2003-03-14 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over recent years there has been rapid consumer-led growth in investing in socially responsible companies to the extent that it has had an influence on corporate policies. New regulations recognise the public interest by requiring all pension funds to declare their ethical policy. Investors can no longer just consider the financial aspects of a company before investing but also have to consider the complex world of ethical investments. Should the ethical policy take precedence over the financial aspects? Should policies be inclusive or exclusive? What percentage of a company's income has to come from unacceptable sources before the source is excluded? Should any exclusion policy also extend to those involved in selling or transporting goods deemed unacceptable? This is the first book to look at socially responsible investment from the perspective of the institutional investor, who will be led through the complex dilemmas of socially responsible investment with practical examples and advice.

Download or read book Socially Responsible Investment in a Global Environment written by Hung-Gay Fung and published by Edward Elgar Publishing. This book was released on 2010-01-01 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: The authors have done an excellent job explaining the development and practice of Socially Responsible Investment (SRI). Under the recent recognition of Corporate Social Responsibility (CSR) in Asia and its strong emphasis by US and European corporations, this book provides important guidance to students and professionals who are interested in the effects and implications of SRI. This book is truly informative and should be on the reading list of all fund managers and CFOs of international corporations which are serious about CSR. Louis T.W. Cheng, Hong Kong Polytechnic University Individual investors and corporate heads have the responsibility to keep abreast of major changes in the marketplace. Socially responsible investment is one of those changes. Fung, Law and Yau provide, in a single source, a great opportunity to get up to date on an area that will be a force for years to come. I encourage any thoughtful investor or manager to read this book. Thomas Schneeweis, University of Massachusetts Amherst, US Socially responsible investment (SRI) is becoming increasingly popular and can be potentially rewarding to all parties concerned. This book discusses the opportunities, challenges, and practices of SRI in a global financial environment in a consistent and integrated framework of risk management. It also covers a wide variety of environmental, social, and corporate governance (ESG) issues related to various participants, such as values-based retail, institutional investors, corporations, banks, supranational agencies, and non-governmental organizations. Readers are provided with the perspectives of SRI from various players in the financial community from values-based investors to fiduciaries to supranational agencies. The authors analyse the incorporation of ESG issues into investment practices within a regulatory, legal, reputational, and operational risk management framework. Academics, corporate executives, government regulators and policymakers, bankers, and non-governmental organizations involved with sustainable development will find much of interest in this book.

Download or read book CSR and Socially Responsible Investing Strategies in Transitioning and Emerging Economies written by Kuna-Marsza?ek, Anetta and published by IGI Global. This book was released on 2020-01-17 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most important activities of enterprises today is responsible entrepreneurship. Corporate social responsibility (CSR) activities can help to forge a stronger bond between employees and corporations, can boost morale, and can help both employees and employers feel more connected with the world around them. Moreover, the growing importance of this concept results from the fact that it is perceived as an effective tool for increasing competitiveness, improving the image of the company, or contributing to the generation of higher profits. In today’s world, an active commitment to social responsibility is becoming more common for a company. CSR and Socially Responsible Investing Strategies in Transitioning and Emerging Economies is an essential reference source that identifies the scale and scope of implementation of CSR and socially responsible investing strategies and standards in companies operating in different transitioning and emerging economies as well as assessing the global effects of these activities. Featuring research on topics such as economic growth, responsible investing, and business ethics, this book is ideally designed for managers, executives, directors, corporate professionals, government officials, industry leaders, academicians, students, and researchers in the fields of international economics, international business, marketing, finance management, and public relations.

Download or read book The Evolution of Sustainable Investments and Finance written by Francesco Gangi and published by Springer Nature. This book was released on 2021-03-19 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over the last decade, socially responsible investments (SRIs) have become paramount to both professionals and academics. In the aftermath of the financial crisis of 2007-8, practitioners have become much more involved in new financial models that integrate returns and positive social and environmental impacts. The authors argue that previous irresponsible financial models are anachronistic, and propose a new relationship between stakeholder and shareholder. Starting from the mainstreaming of SRI, this book recovers the social function of banks and the innovative role of crowdfunding and venture capital models. The book offers a unified perspective for firm and funder, making it a timely and invaluable read for scholars and practitioners interested in sustainable development and social impact finance.

Download or read book Sustainable Finance and Impact Investing written by Alan S. Gutterman and published by Business Expert Press. This book was released on 2021-02-09 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides readers with a basic understanding of sustainable finance and impact investing including history, definitions of impact, current trends and drivers, future challenges, and an overview of the key players in the global impact ecosystem. The term impact investing first appeared in 2008. Today the most commonly used definition is investing made with the intention to generate positive, measurable social and environmental impact alongside a financial return. A wide range of individual and institutional investors that have already entered the impact investment marketplace and continued growing enthusiasm can be expected given that feedback from investors indicated that portfolio performance has generally met or exceed their expectations for both social and environmental impact and financial return. Established companies have been compelled to respond to calls by institutional investors to incorporate responsible environmental, social, and governance initiatives into their business models as a condition to continued support in public capital markets. Other companies seeking to demonstrate to impact investors their commitment to environmental and social responsibility have opted for emerging forms of legal entities, so-called social enterprises, which explicitly incorporate sustainability and multi-stakeholder interests into their governance and reporting frameworks. This book provides readers with a basic understanding of sustainable finance and impact investing including history, definitions of impact, current trends and drivers, future challenges, and an overview of the key players in the global impact ecosystem. The book also describes impact investment structures and instruments, social enterprises, and impact measurement and reporting.

Download or read book Investing from the Heart written by Jack A. Brill and published by Three Rivers Press. This book was released on 1993 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt: An up-to-date and complete guide to investing money in socially responsible stocks and mutual funds--while making as much or more in return than you would in traditional investments. Socially responsible investing is now a burgeoning $700 billion-dollar-a-year industry. Includes a basic investment primer and advice on choosing a broker.

Download or read book Investing for Change written by Augustin Landier and published by Oxford University Press on Demand. This book was released on 2009 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt: Examines the problems with globalization with regard to social standards, outsourcing, and reduced safety regulations and the impact these dramatic changes are having on society, the investor, and business in the present day around the world.

Download or read book ESG and Responsible Institutional Investing Around the World A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

Download or read book You Are the Change written by Stephan Kerby and published by . This book was released on 2019-08-17 with total page 123 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the objective of making complex information more accessible, Stephan Kerby has created a guide to socially responsible investing and shareholder advocacy that both educates and motivates the reader. This guide is a worthwhile read for any investor regardless of income level, religion, or political affiliation. The strategies presented in these pages are versatile and broadly applicable in the movement toward greater social responsibility. Here is where financial security meets global accountability. Stephan Kerby entered the profession of financial advising in 2000 after playing professional basketball abroad. The birth of his son and life away from sports created a desire to learn more about personal finance to prepare financially going forward. As he worked and traveled, Stephan contemplated how to manage his family's finances and ensure that his investments aligned with his ethical principles and love of animals. This process uncovered a passion for educating himself and others on the topics of standard investments, socially responsible investing (SRI), and financial planning. He has given talks on the subject in many parts of the US, including Colorado, Florida, Iowa, Kentucky, Maine, Minnesota, New Hampshire, and Ohio. Stephan spent 18 years as an Independent Advisor/RIA before partnering with long-time friend and founder of KMF Advisors, Brad Davis, to run the Socially Responsible Investment division. Stephan became the first advisor in the United States to earn the new Chartered SRI Counselor (CSRIC(tm)) designation through the College for Financial Planning. He and his wife Amber enjoy hiking with their children and dogs, foraging, and plant-based cooking.

Download or read book Socially Responsible Investments written by Mario La Torre and published by Springer. This book was released on 2018-12-27 with total page 173 pages. Available in PDF, EPUB and Kindle. Book excerpt: This Palgrave Pivot aims to build a bridge between corporate social responsibility (CSR) and sustainable finance in financial markets. It investigates classic CSR topics in the light of a modern conception of sustainability. The first part emphasizes four relevant topics in the CSR panorama of financial institutions: banks remuneration practices; human capital disclosure; the impact of environmental performance on banks, and finally, the institutional investors’ attitude towards socially responsible investments (SRIs). The second part explores CSR practices within the financial markets and discusses risk-return profiles of SRI and non-SRI indexes in different time frames. It investigates whether thematic social responsible funds obtain different risk-return than traditional funds, and finally, assesses whether equity crowdfunding could foster social innovation. This book is aimed at scholars and students who are interested in social impact investing and practitioners involved in the social impact market.

Download or read book Socially Responsible Investing For Dummies written by Ann C. Logue and published by John Wiley & Sons. This book was released on 2009-01-06 with total page 484 pages. Available in PDF, EPUB and Kindle. Book excerpt: Generate a good return as well as goodwill with this guide to ethical investments Want to make money while you make a difference in the world? Socially Responsible Investing For Dummies, a 2010 Green Book Festival award winner, is as practical, hands-on guide to smart social investing that shows you how to maximize your profits while remaining true to your values. You get expert advice in targeting an issue you're passionate about, researching potential investments, and putting your socially responsible choices into action. Get started with social investing basics — understand what it is, why it works, and how investors define social responsibility Navigate the socially responsible enterprise — discover the business principles that help ethical organizations thrive Conduct your research — determine whether an investment has financial potential and also serves your personal needs Evaluate your investment choices — from stocks and bonds to mutual funds and ETFs to real estate and high finance, select the best investments and adjust your portfolio over time Get help from the pros — find brokers, financial planners, and mutual fund companies that can help you with your decisions Ensure your success — see how to diversify, monitor your investments, join forces with others, vote your proxies, keep your perspective, and more Keep up with investment trends — discover how to take advantage of new investment products and stay on top of industry changes Recognize truly socially responsible investments — understand how to tell socially responsible investment opportunities from "feel good" opportunities In Socially Responsible Investing For Dummies you will find: A clear introduction to social investing Issues to invest in, from environmental to international The different types of investments How to buy and sell Fiduciary responsibilities for the social investor How to use your investment clout to influence a company's performance Ten social investing traps you must avoid Activist investing success stories

Download or read book 21st Century Investing written by William Burckart and published by Berrett-Koehler Publishers. This book was released on 2021-04-13 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt: How institutions and individuals can address complex social, financial, and environmental problems on a systemic level—and invest in a more secure future. Investment today has evolved from the basic, conventional approach of the past. Investors have come to recognize the importance of sustainable investment and are more frequently considering environmental and social factors in their decisions. Yet the complexity of the times forces us to recognize and transition to a third stage of investment practice: system-level investing. In this paradigm-shifting book, William Burckart and Steve Lydenberg show how system-level investors support and enhance the health and stability of the social, financial, and environmental systems on which they depend for long-term returns. They preserve and strengthen these fundamental systems while still generating competitive or otherwise acceptable performance. This book is for those investors who believe in that transition. They may be institutions, large or small, concerned about the long-term stability of the environment and society. They may be individual investors who want their children and grandchildren to inherit a just and sustainable world. Whoever they may be, Burckart and Lydenberg show them the what, why, and how of system-level investment in this book: what it means to manage system-level risks and rewards, why it is imperative to do so now, and how to integrate this new way of thinking into their current practice. “Burckart and Lydenberg are the Wayne Gretzkys of investing: Showing us not where investing is, but where it’s going.” —Jon Lukomnik, Managing Partner, Sinclair Capital; Senior Fellow, High Meadows Institute

Download or read book Responsible Investment Banking written by Karen Wendt and published by Springer. This book was released on 2015-06-15 with total page 674 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides evidence on the relevance of environmental and social factors in decision making. It discusses the Gold Standard Frameworks for integrating extra-financial risks into the philosophy, culture, strategies, products and value chain management procedures of investment and banking and highlights the current emergence of global administrative law. New emerging topics like positive impact investing and finance, climate friendly markets, human rights, the enhanced role of fiduciary duties and shared values are approached with a lot of examples for practical application. Steps towards a new banking culture, a new climate for double loop learning and sustainable financial innovation are outlined and the additional benefits of robust stakeholder engagement explained. The anthology paves the way from robust impact and risk management to positive impact creation and a new investment culture. As well, challenges for the implementation and ways to overcome them are broadly discussed. The book is rooted in the fact that institutions and investors which fail to professionally integrate the management of extra-financial risk into their whole lending and investment chain and fail to move to positive impact creation may well loose positions and mandates and finally the trust of their clients, partners and stakeholders. The contributing authors of this anthology are internationally renowned experts in the field of ESG and impact investing. The compendium brings together practitioners and academics to allow a confluence of thoughts, concepts and viewpoints. This huge variety of perspectives and approaches makes this volume a comprehensive compendium on responsible investment and banking.

Download or read book Evolutions in Sustainable Investing written by Cary Krosinsky and published by John Wiley & Sons. This book was released on 2011-12-27 with total page 512 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sustainable Investing is fast becoming an essential method of generating long-term returns, moving beyond the negative approaches to socially responsible investing that have dominated the field. This book, our second on the subject, provides over 15 case studies of leading global investors and companies demonstrating how they successfully apply sustainability aspects to their core strategies. Learn from prominent thought leaders Dan Esty and Paul Hawken among others who have contributed key chapters. Our chapter on performance shows clearly how these strategies have been working once negative approaches are parsed out by those examining fund returns. This book also examines in great depth what data exists, and what's on the horizon, to best measure & capture sustainability successfully. Regional perspectives, including 3 chapters on Asia, and focuses on Canada, Australia, Africa & India are also included, as is a look across asset classes. Sustainable Investing, when performed with a positive perspective, has been outperforming the mainstream, unlike negative approaches designed to match benchmark returns. From eco-efficiency to sustainability-driven innovation and beyond, investors of all shapes & sizes need to know how best to position themselves for the radical market shifts underway.

Download or read book Perspectives in Sustainable Equity Investing written by Guillaume Coqueret and published by CRC Press. This book was released on 2022-03-08 with total page 135 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sustainable investing has recently gained traction throughout the world. This trend has multiple sources, which span from genuine ethical concerns to hopes of performance boosting, and also encompass risk mitigation. The resulting appetite for green assets is impacting the decisions of many investors. Perspectives in Sustainable Equity Investing is an up-to-date review of the academic literature on sustainable equity investing. It covers more than 800 academic sources grouped into six thematic chapters. Designed for corporate sustainability and financial management professionals, this is an ideal reference for ESG-driven financiers (both retail and institutional). Students majoring in finance or economics with some background or interest in ESG concerns would also find this compact overview useful. Key Features: Introduces the reader to terms and nomenclature used in the field. Surveys the link between sustainability and performance (including risk). Details the integration of sustainable criteria in complex portfolio optimization. Reviews the financial liabilities induced by climate change.