Primer on SRI

Over time, I am hoping that this site will serve as a primer on socially responsible investing (SRI). Below is an outline of the information I plan to cover (not in chronological order). Please feel free to suggest other topics or ask questions by leaving a comment on the page.


I. What is socially responsible investing?

II. Why might someone use this investment approach? (two posts)

III. What power do investors have, and how can they exercise it?

Rating companies on environmental, social, and governance (ESG) criteria

IV. What issues do SRI researchers look at?  (related post) (hot off the presses)

V. How do researchers measure company performance on these issues? (related post) (hot off the presses)

Constructing a portfolio on the basis of ESG ratings

VI. How do portfolio managers integrate ESG research?

VII. What sort of portfolios are available using SRI?

VIII. What managers offer SRI portfolios, and how do their approaches differ?

Evaluating Success

IX. What effect has any of this had?


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