Practical analysis for investment professionals

Socially Responsible Investment (SRI)


Carbon Free? Really?

In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.

In Practice Summary: Social Responsibility (SR) Screens and Fund Performance

Does environmental, social, and governance (ESG) investing add or subtract value from investment portfolios? According to the findings of a trio of researchers, summarized in the new In Practice series, the answer is neither: Investors can both match index performance while also “doing good” for the environment and society.

The Stampede into ESG

The recent stampede of asset managers into environmental, social, and governance (ESG) investing is reminiscent of another time and another industry, says Christopher K. Merker, PhD, CFA.

ESG in Emerging Markets and Beyond: Where Is the Alpha?

Taking environmental, social, and governance (ESG) factors into account and avoiding unsustainable investment choices is not a theoretical fad but a robust downside protection mechanism and an attractive outperformance opportunity deserving of attention.

Climate Bonds: More Than Hot Air

The debate over climate change continues, but governments, institutional investors, and other market actors are already changing how they allocate capital.

The Big Picture of Responsible Investing: An Interview with Rob Lake

To better see "the big picture" of responsible investing, which emphasizes environmental, social, and governance (ESG) issues, we spoke with Rob Lake, an independent advisor who helps asset owners invest responsibly.

Best of 2013: Understanding SRI and Islamic Finance

Though the market is still dominated by conventional financial instruments, recent years have seen increasing interest in SRI and Islamic finance. More than 10% of the total assets under management in the United States are now invested following SRI practices, and this year British Prime Minister David Cameron announced that the United Kingdom will become the first non-Muslim country to issue an Islamic bond.

Why Isn’t There More Collaboration between Islamic Finance and SRI?

Islamic finance and the forms of finance generally referred to as sustainable and responsible investing (SRI) are yet to actively collaborate with each other. One would think that to strengthen their position in a market dominated by conventional finance, Islamic finance and SRI would be sharing their successes and failures, coming together for joint ventures, and supporting each other on issues for which they have similar views. But such collaboration has not occurred. Building bridges between the two remains an opportunity that is waiting to be seized upon by the industry leaders from the two sides.

Impact Investing: Turning a Profit and Changing the World

Impact investing, a rapidly growing sector of socially responsible investing (SRI), represents the nexus of philanthropy and traditional finance: It expands the definition of return on invested capital to include both financial and social returns.

CSR in China Likely to Improve with Rising Income

According to "The Corporate Social Responsibility of Chinese Corporations," a new research paper from Ye Cai, Carrie Pan, and Meir Statman of Santa Clara University, the levels of CSR in China are relatively low but likely to grow with rising income levels.



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