Socially Responsible
Investment
ARTICLES
Scott Budde and Amy O'Brien, Socially Responsible Investing Comes of Age, New York, NY: TIAA-CREF, December 2006.
article-budde-obrien.pdf (250KB)
Steven D. Carden and Olive Darragh, "A halo for angel investors,"
The McKinsey Quarterly, No. 1, 2004.
article-carden-harragh.pdf (140KB)
Jay W. Eisenhofer and Gregg S. Levin, “Does Corporate Governance Matter
to Investment Returns?” Corporate Accountability Report, vol. 3., no.
7, Sept. 23, 2005.
article-eisenhofer.pdf (25KB)
Rona Fried and Marjorie Kelly, “Getting Started In Community Investing, Business Ethics,” Summer 2003.
article-fried-kelly.pdf
(99KB)
Jon Gertner, “A new world order Jed Emerson's capitalist utopia. Can
social value reward investors, companies?” Money Magazine, October 28,
2002.
article-gertner.pdf (25KB)
Joseph F. Keefe, “Sustainable Investing as an Emerging Investment Discipline,”
Portsmouth, NH: Pax World Investments, November 2008.
article-keefe.pdf (140KB)
Alexander Kempf and Peer Osthoff, “Socially Responsible Investing on Financial
Performance,” Cologne, Germany: University of Cologne, May 2006.
article-kempf-osthoff.pdf (400KB)
Michael A. Levine, “Legislating Corporate Social Responsibility,”
GreenBiz.com, April 2007.
article-levine.pdf
(64KB)
Marc Orlitzky, Frank L. Schmidt, Sara L. Rynes, “Corporate Social and
Financial Performance: A Meta-analysis,” Organization Studies, vol. 24,
no. 3, 2003, pp. 403-441.
article-orlitzky-et-al.pdf (25KB)
Gary Pivo, "Is There a Future for Socially Responsible Property Investments?"
Real Estate Issues, Fall 2005.
article-pivo.pdf (140KB)
Jack Quarter, Isla Carmichael, Jorge Sousa, and Susan Elgie, “Social
Investment by Union-Based Pension Funds and Labour-Sponsored Investment Funds
in Canada,” Relations Industrielles/Industrial Relations, vol. 56, no.
1, 2001, pp. 92-115.
article-quarter-et-al.pdf (25KB)
Tracey Rembert, “CSR in the Cross-Hairs,” Business Ethics Online, Spring 2005.
article-rembert.pdf
(92KB)
S. Prakash Sethi, ”Investing in Socially Responsible Companies is a Must
for Public Pension Funds – Because There is no Better Alternative,”
Journal of Business Ethics, vol. 56, pp. 99-129 (2005).
article-sethi.pdf
(286KB)
*NEW*
Lisa Woll, “Shining a Light,” London, UK: Environmental Finance,
September 2009, p. 25.
article-woll.pdf
(3MB)

BOOKS
Amy L. Domini, Socially Responsible Investing: Making a Difference
and Making Money, Chicago, IL: Dearborn Trade, 2001.
Steven Lydenberg, Corporations and the Public interest: Guiding
the Invisible Hand, San Francisco, CA: Berrett-Koehler, 2005.
Russell Sparks, Socially Responsible Investment: A Global Revolution,
London, UK: Wiley, 2002.

PAPERS
Jeffrey Barber, Mapping the movement towards sustainable production
and consumption in North America, Rockville, MD: Integrative Strategies
Forum, January 2006.
paper-barber.pdf (25KB)
Amir Barnes and Amir Rubin, Corporate Social Responsibility as
a Conflict between Owners, Working Paper, no. 20, Berkeley, CA:
Center for Responsible Business, University of California, Berkeley,
2005.
paper-barnes-rubin.pdf (25KB)
Timothy Freundlich, Blended Value Investment and a Living Return,
paper presented at conference of the Brookings Blum Roundtable:
The Private Sector in the Fight against Global Poverty, Washington,
D.C.: The Brookings Institution, August 3, 2005.
paper-freundlich.pdf (25KB)
Nadja Guenster, Jeroen Derwall, Rob Bauer, and Kees Koedijk, The
Economic Value of Corporate Eco-Efficiency, Herlen, The Netherlands:
ABP Investments, July 25, 2005.
paper-guenster-et-al.pdf (25KB)
Joe Keefe and Steven D. Lydenberg, Corporate Governance, Social Responsibility,
and Obligations of Ownership: Background Paper for State Treasurers and Legislators.
Providence, RI: Domini Social Investments LLC, 2003.
paper-keefe.pdf (25KB)
Peter D. Kinder (President, KLD Research & Analytics, Inc.), “Pensions
& the Companies They Own: Fiduciary Duties in a Changing Social Environment,”
Symposium on Business & the Broader Culture: Corporate Retirement Security:
Social & Ethical Issues, Boulder, CO: University of Colorado at Boulder,
Leeds School of Business, March 11, 2005.
paper-kinder.pdf
(239KB)
Susan H. Mac Cormac, with Jonathan Glass and Julie Cooke, "The Emergence of New Corporate Forms: The need for alternative corporate designs integrating financial and social missions," Paper no. 9, Summit on the Future of the Corporation, Paper Series on Corporate Design, edited by Allen White and Marjorie Kelly, Boston, MA: Nov. 13-14, 2007, pages 88-99.
paper-mac-cormac-et-al.pdf
(160KB)
Berkell K. Stone, John B. Guerard, Mustafa N. Gueltekin, and Greg
Adams, Socially Responsible Investing Screening: Strong Evidence
of No Significant Cost for Actively Managed Portfolios, San Francisco:
CA, Moskowitz Prize Honorable Mention, June 2001.
paper-stone-et-al.pdf (25KB)
*NEW*
Meg Voorhes, Investment Consultants and Responsible Investing: Current Practice
and Outlook in the United States, Washington, DC: Social Investment Forum Foundation,
December 2009.
paper-voorhes.pdf
(3.5MB)
Sandra Waddock, Taking Corporate Responsibility Seriously? Trends…Pressure…and
Moving Forward, paper presented in Rome, Italy: 4th International
Seminar on Corporate Citizenship (Taking CSR Seriously), Oct. 15-16,
2004.
paper-waddock.pdf (25KB)
Sandra Waddock, What Will It Take To Create a Tipping Point for
Corporate Responsibility? Working Paper, Boston, MA: Boston College,
2003.
paper-waddock.pdf (25KB)
Doug Wheat, Performance of Socially and Environmentally Screened
Mutual Funds, Brattleboro, VT: SRI World Group, Inc., 2002.
paper-wheat.pdf (25KB)
Allen L. White, Fade, Integrate or Transform? The Future of CSR,
San Francisco, CA: Business for Social Responsibility, August 2005.
paper-white.pdf (25KB)

REPORTS
Aaron Bernstein, Incorporating Labor and Human Rights Risk Into Investment Decisions,
Boston, MA: Harvard Law School, Capital Matters, no.2, Sepetember 2008.
paper-bernstein.pdf (630KB)
Thomas W. Dunfee, ed., Social Screening of Investments [conference
proceedings], Philadelphia, PA: Carol and Lawrence Zicklin Center
for Business Ethics Research, The Wharton School of the University
of Pennsylvania, Feb. 3-4, 2000.
report-dunfee.pdf (25KB)
Equity Trust Inc., A Student Handbook on Community Investment
by Colleges and Universities, Turners Falls, MA: Equity Trust Inc.,
Dec. 2002.
report-equity-trust.pdf (25KB)
European Commission (Employment & Social Affairs), Corporate
social responsibility: a business contribution to sustainable development
[white paper], Brussels, Belgium: European Communities, July 2002.
report-european-commission.pdf (25KB)
Ford Foundation, The Double Bottom Line: Competitive Advantage through Community
Investment, New York, NY: Ford Foundation, 2004.
report-ford-foundation.pdf (25KB)
Jessica Freireich and Katherine Fulton, Investing for Social & Environmental
Impact, Cambridge, MA: Monitor Institute, January 2009.
report-freireich-fulton.pdf (5.2MB)
Paul Harkin, Socially Responsible Investing: How the SRI industry has failed
to respond to people who want to invest with conscience and what can be done
to change it, Sausalito, CA: Natural Capital Institute, October 2004.
report-harkin.pdf (1.5MB)
James Hawley and Andrew Williams, Universal ownership: exploring opportunities
and challenges: Conference report, Moraga, CA: Center for the Study of Fiduciary
Capitalism, Saint Mary’s College of California, April 10-11, 2006.
report-hawley-williams.pdf
(160KB)
Tracy Fernandez Rysavy, ed., Investing in Communities, Washington, D.C.: Social
Investoment Forum and Co-op America, 2002.
report-rysavy.pdf (25KB)
Social Investment Forum, 2007 Report on Socially Responsible Investing Trends
in the United States: Executive Summary, Washington, DC: Social Investment Forum,
2007.
report-sif-exec-sum07.pdf (3.9MB)
Social Investment Forum and Mercer Investment Consulting, Defined contribution
plans and socially responsible investing in the United States: A survey of plan
sponsors, administrators and consultants, New York, NY: Mercer Investment Consulting,
June 2007.
report-sif-mercer.pdf
(724KB)
Coro Strandberg, The
future of socially responsible investment: Thought leader study, Vancouver,
British Columbia: Vancity Credit Union, May 2005.
report-strandberg.pdf (640KB)
Trillium Asset Management, 2003 Sustainability Report, Boston,
MA: Trillium Asset Management, 2003.
report-trillium.pdf (25KB)
Simon Zadek, Mira Meme, and Richard Sarmans, Mainstreaming Responsible
Investment, Geneva, Switzerland and London, England: World Economic
Forum and AccountAbility, January 2005.
report-zadek-et-al.pdf (25KB)
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