Socially Responsible Investment

Articles  \  Books  \  Papers  \  Reports

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)