- Editor’s Choice
|(2008 - Present)
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Below is a select list of
articles that not only
imbibe the spirit of Investing for the Soul, but also are highly
informative and inspirational. Click on category that interests you:
EIRIS research points to biodiversity risk for investors, by Daniel
Brooksbank, December 20, 2010, Responsible Investor, UK.
Brave New World: Investors and Nanotechnology, by Stephanie
LeNguyen, Jantzi-Sustainalytics, Canada.
The Ethical and Non Ethical Mutual Funds Comparison, by Rosa Adamo,
Angela Coscarelli, Domenica Federico and Antonella Notte, American
Journal of Economics and Business Administration, Volume 2, Issue 4,
Carbon footprints, performance and risk of US equity mutual funds,
November 29, 2010, Trucost, UK. (Registration required, which is free,
to view study.)
Report: Socially Responsible Investing Assets in US Top $3 Trillion;
Nearly 1 Out of Every 8 Dollars Under Professional Management, press
release, November 9, 2010, Social Investment Form, USA.
European RI market doubles to €5 trillion in 2 years, despite crisis:
Eurosif survey, by Hugh Wheelan, October 13, 2010, Responsible
Sustainability draws the wealthy, by Sophia Grene, September 5,
2010, The Financial Times, UK.
Socially responsible mutual fund cuts out ’too-big-to-fail’ banks,
by Becky Yerak, July 14, 2010, The Chicago Tribune, USA.
A Tale of Values-Driven and Profit-Seeking Social Investors, by
Jeroen Derwall, Kees Koedijk, and Jenke Ter Horst, July 13, 2010, School
of Economics and Management, Tilburg University, The Netherlands.
Study Finds ESG Delivers Financial Benefit, by risklab. See study:
E.S.G. Risk Factors in a Portfolio Context. A good discussion on the
results can be seen at:
Quant study shows significant, long-term ESG risk reduction and return
boost, by Hugh Wheelan, March 24, 2010, Responsible Investor,
How to Read a Corporate Social Responsibility Report: A user′s guide,
January 26, 2010, Boston College Center for Corporate Social
Performance of Social Investment Forum Member Mutual Funds as of
December 31, 2009, media release, January 21, 2009, USA.
Taking stock: how leading stock exchanges are
addressing ESG issues and the role they can play in
enhancing ESG disclosure, November 2009, EIRIS,
Ethical Finance: Does Britain Care? November
28, 2009, Ipsos MORI /EIRIS, UK.
Role of Stock Exchanges on Corporate ESG Disclosure
Gains Traction, by Robert Kropp, November 4,
2009, SocialFunds, USA.
SEC reverses position on environmental and social
shareholder resolutions, by Daniel Brooksbank,
November 1, 2009, Responsible Investor, UK.
Best Practices in Responsible Investment for
Canadian Pension Funds, and
Education and Training on Responsible Investing for
Canadian Foundations and Endowments: An Inventory
and Needs Analysis, November 2009, Social
Investment Organization, Canada.
87% of IFAs advise on ethical investments, by
Nicole Blackmore, October 30, 2009, Money
Most portfolio managers shun their own funds, by
Dan Jamieson, October 25, 2009, Investment News,
New Study Finds That Investors Gain 2.5% a Year by
Investing in Sin Stocks, press release, October
21, 2009, NYU Stern, USA.
Sovereign funds to boost ethical investing and
SWFs and ethical investing: serving multitude of
objectives, by Natsuko Waki, October 5, 2009,
Investors Climate Change Toolkit, which helps
investors integrate climate change factors into
their investing decisions.
Climate Change Compass: The road to Copenhagen,
August 2009, EIRIS, UK.
Sustainable Investing In Emerging Markets (July
2009), July 2009, International Finance
Investing In Corporate Governance: Maximizing
by Ric Marshall, The Corporate Library, USA.
Carbon Risks in UK Equity Funds, July 2009,
Trucost/ WWF/Mercer, UK.
Responsible Investing: a paradigm shift, from niche
to mainstream, July 2009, Robeco/Booz & Company,
Fiduciary responsibility: legal and practical
aspects of integrating environmental, social and
governance issues into institutional investment,
July 2009, UNEP Finance Initiative, Switzerland.
Soc Gen named best European sustainability research
house for 2009: full Thomson Extel rankings, by
Hugh Wheelan, June 18, 2009, Responsible
Jantzi-Macleans 50 Most Socially Responsible
Corporations, June 18, 2009, Macleans.ca,
Interest in SRI rises four fold, by Shveta
Pathak, June 8, 2009, Business24/7, United
US carbon cap and trade could wipe out some US
companies future earnings: report, by Barry B.
Burr, June 3, 2009, Responsible Investor, UK.
Investors Moving To Fee-Only Advisers During Crisis,
by Murray Coleman, May 5, 2009, IndexUniverse.com,
"Green" Winners, A. T. Kearney, USA.
"Carbon footprints" of top U.S. mutual funds
revealed in groundbreaking Trucost report, press
release, April 8, 2009, Trucost, USA.
Sustainable Investing Fund Is Launched in Africa,
by Robert Kropp, April 15, 2009, SocialFunds, USA.
Financial sector lagging badly on ESG – EIRIS,
April 23, 2009, Environmental Finance, UK. To
see actual study,
EDHEC: No alpha from SRI funds for Europeans, by
Barry B. Burr, March 9, 2009, Pensions &
Investments, USA.S&P U.S. Carbon Efficient Index, March 9, 2009,
Standard & Poor’s, USA.
Christian Brothers Investment Services Announces
Results of New Catholic SRI Survey, press
release, March 9, 2009, Christian Brothers
Investment Services, USA.
Goal of New Index Series Is to Advance Gender
Equality, by Robert Kropp, March 11, 2009,
Social Funds, USA.
2009 Responsible Investing Guide, February 2009,
Corporate Knights, Canada.
Three simple steps to improve sell-side broker
research, by Hugh Wheelan, January 19, 2009,
Responsible Investor, UK. To download actual
Sell side research, three modest reform proposals,
by Michael Mainelli, Jamie Stevenson and Raj
Analysis: untried courts test Malaysia’s Islamic
finance appeal, by Y-Sing Liau, December 19,
2008, Reuters news posted on Exeltra
Management blog, Hong Kong.
‘SRI funds not outperforming,′ by Sophie Grene,
December 14, 2008, Financial Times, UK.
U.S. Interest in Shariah Finance Opens Dangerous
Doors, Critics Say, November 13, 2008, Fox
Green investing proves a winning strategy - study,
by Martin de Sa’Pinto,
November 13, 2008, Reuters, Switzerland.
ESG improvements, but ‘striking′ disparity between
best and worst UK managers: FairPensions, by
Hugh Wheelan, November 10, 2008, Responsible
Click here for asset managers rankings.
And for the
FairPensions Investor Responsibility report, UK.
Thomson Reuters Extel names Europe′s best SRI
research and fund management houses, November 6,
2008, by Hugh Wheelan, Responsible Investor,
Responsible investment 17.5% of the European funds
industry, October 1, 2008, CSR Europe, Belgium.
Political views affect firms’ corporate social
responsibility, September 17, 2008, Source:
Wiley, published in PHYSORG.com, USA.
New era for sustainable investing, by Sophia
Grene, August 31, 2008, Financial Times, UK.
Environmental, Social and Governance: Moving to
Mainstream Investing? August 20, 2008, Business
for Social Responsibility, USA.
The Renaissance Green IPO Index, Renaissance
ESG to be one of six major investment trends in next
five years: Watson Wyatt, by Hugh Wheelan, July
31, 2008, Responsible Investor, UK.
SB20: The World’s Top Sustainable Business Stocks,
July 25, 2008, SustainableBusiness.com, USA.
Know what you own. Investors can screen US
mutual funds on issues that are important to them. Calvert Funds, USA.
China plans 1st "socially responsible" mutual fund,
reporting by Charlie Zhu; Editing by Edmund Klamann,
March 11, 2008, Reuters, China.
UKSIF and REA launch FiNeSse, February 29, 2008,
Board connections and mutual fund returns, by
Lauren Cohen, Andrea Frazzini, and Christopher
Malloy, National Bureau of Economic research, USA.
Imitate or Differentiate? Evaluating the validity of
corporate social responsibility ratings, by
Aaron K. Chatterji, Fuqua School of Business, Duke
University and David I. I. Levine, Haas School of
Business, University of California, Berkeley. USA.
Ethical funds’ exposure not so green, by Tom
Stevenson, February 6, 2008, The Daily Telegraph,
Corporate Knights Global 100 Most Sustainable
Corporations Announced in Davos, January 23,
2008, Corporate Knights Magazine, Canada.
Corporate Citizens 2007, January, 2008, CRO
The EIRIS Green & Ethical Funds Directory,
January, 2008, EIRIS, UK.
Investors Against Genocide, USA.
Regarding Environmental Sustainability &
Social Performance in Business
Hard to tell whether CSR has a positive effect on profitability or not,
by Cristiana Manescu, December 6, 2010, University of Gothenburg,
Gov. Schwarzenegger Signs Legislation to Combat Human Trafficking,
press release, September 30, 2010, Office of the Governor, California,
New Legal Protections for Social Entrepreneurs, by John Tozzi, April
22, 2010, Bloomberg/Businessweek, USA.
Global Stakeholder Influence Examined in New Boston
College Report, press release, November 19,
2009, Boston College Center for Corporate
EIRIS: North American Companies Catching up on
Climate Change, press release, October 27, 2009,
EIRIS, UK. For a good review of the report, see
Are North American Companies Improving Their Climate
Change Performance? By Robert Kropp, October 27,
2009, SocialFunds.com, USA.
Damning report into online sustainability reporting,
by Jo Confino, October 22, 2009, The Guardian, UK.
Stanford Professor Receives 2009 Moskowitz Prize,
by Robert Kropp, October 28, 2009, SocialFunds, USA.
9 companies bag social responsibility awards,
October 20, 2009, ExpressBuzz, India.
Disney and Microsoft Top List of 50 U.S. Companies
Recognized as Leaders in Corporate Social
Responsibility, October 15, 2009, press release,
Boston College, USA.
Steelcase and Whirlpool Emerge as Sector Climate
Leaders, September 30, 2009, ClimateBiz, USA.
America’s 10 Greenest Brands? By Marc Gunther,
September 29, 2009,
Best Global Brands 2009, September 28, 2009,
Business Week, USA.
Green Rankings - Newsweek.com,
September 21, 2009, USA. For a good insight into how
the date was determined and compiled, see
Joel Makower’s commentary at GreenBiz.
ESG equals fiduciary duty, says IPE survey, by
Nina Röhrbein, September 18, 2009, IPE, Europe.
China is leaving the U.S. in the dust as it surges
ahead on clean energy, by Terry Tamminen,
September 17, 2009, GRIST, USA.
First-Ever Survey Shows Emerging Market Banks
Growing Interest in Climate Change, press
release, September 17, 2009, Reuters, USA.
Bank Sarasin′s Sustainability ratings 2009 for car
manufacturers: Toyota and Peugeot lead the field,
September 16, 2009, Bank Sarasin, Switzerland.
Corporate Responsibility (CR) Index, BITC, UK.
Despite Record Growth, Only a Tiny Fraction of Firms
Report on Sustainability, July 16, 2009,
Quantifying Labor and Human Rights Portfolio Risk,
by Aaron Bernstein, June 2009, The Labor & Worklife
Program at Harvard Business School, USA.
Damage to Ecosystems Can Lead to Financial Losses
and Reputational Risks for Companies, by Robert
Kropp, June 10, 2009, SocialFunds.com, USA.
Companies Show Little Awareness of Climate Change
Risks, Report Finds, GreenBiz, USA.
Ivey/Jantzi research report shows CSR trending
upwards, press release, May 13, 2009, Richard
Ivey School of Business and Jantzi Research,
GE Wins Award for Best Sustainability Reporting,
April 10, 2009, Environmental Leader, USA.
World′s Most Ethical Companies, April 2009,
EDF Maps 1,200 Companies Poised to Benefit from
Climate Laws, March 2, 2009, GreenBiz.com, USA.
A Review of ESG Practices in Large Emerging Market
Companies, March 2009, SIRAN, USA.
Corporate Citizens 2009, March 9, 2009, CRO
Insurance Regulators Adopt Climate Change Risk
Disclosure, March 17, 2009, press release,
National Association of Insurance Commissioners,
Insurers Must Reveal Climate Change Risks, March
19, 2009, ClimateBiz, USA.
The 100 Top Green IT Companies, February 27,
2009, Uptime Institute press release on lohas.com,
Covalence Ethical Ranking 2008, January 2009,
Covalence SA, Geneva, Switzerland.
Factory Labour Standards in Emerging Markets: An
Investor Perspective, January 2009, by F&C
Investments. Courtesy of Responsible Investor,
U.S. research offers chance to address
nanotechnology social, ethical concerns, January
27, 2008, Nanowerk, USA. To see the
comprehensive new report on this subject, click
Nanotechnology: the social and ethical issues,
by Ronald Sandler, USA.
Mandatory CSR Reporting for Denmark’s Largest
Companies, January 8, 2009, Greenbiz.com,
IBM, Tesco and Dell Receive Top Scores in First-Ever
Ranking of Consumer & Tech Companies on Climate
Change Strategies, December 11, 2008, Ceres,
Research Review: Corporate Governance in Emerging
Markets: An Investor’s Roadmap, December 2008,
F&C Investments, UK.
Institutional Investors′ Perspective on their
Responsibility for Corporate ESG Policies,
December 2008, Novethic/BNP Paribas, France.
Announcing Canada’s 10 Most Admired Corporate
Cultures(TM), 2008, November 19, 2008, CSRWire,
The Observer Good Companies Guide, by Ruth
Sunderland, November 16, 2008, The Observer,
UK. (On list, go to her November 16, 2008,
10 most ’accountable’ big companies, November
14, 2008, FORTUNE, USA.
Report Finds That Most Corporations Fail to Address
Risks That Threaten Long-Term Profitability,
November 12, 2008, by Robert Kropp, SocialFunds,
USA. For actual report:
The State of Responsible Business in 2008:
Implications for PRI signatories, October 2008,
Guide to greener electronics, November 2008,
EPA Climate Leaders Now 200 Partners Strong, Eight
Companies Establish New Greenhouse Gas Reduction
Goals, press release, July 24, 2008,
Environmental Protection Agency, USA.
Sustainable Development in the Mining and Minerals
Sector: the Case for Partnership at Local, National
and Global Levels, by Kathryn McPhail, ICMM. For
an overview of the paper see:
The Dutch Curse of Mining, by Jack Caldwell,
June 23, 2008, Mining and Resources, USA.
10 Worst Corporate Polluters, by Harry Hurt III,
March 2008, Conde Nast Portfolio, USA.
Launch of OASIS The FIRST U.S. ORGANIC standard for
the BEAUTY AND personal care industry, press
release, March 5, 2008, Natural Newswire,
Execs won over by business case for sustainable
investment, by Sarah Griffiths, February 14,
2008, BusinessGreen, USA.
Corporate social responsibility increases company
value, February 11, 2008, Innovations Report,
Studies Deem Biofuels a Greenhouse Threat, by
Elisabeth Rosenthal, February 8, 2008, The New
York Times, USA.
Banks Take Steps Addressing Climate Change but Long
Road Ahead: Report, January 11, 2008,
Corporate social responsibility - Looking five years
forward and back, by Mallan Baker, January 7,
2008, Ethical Corporation, UK.
Measurement & Economics
Happy growth in a Buddhist economy, by Jeffrey D Sachs, August 28,
2010, TODAYonline, USA.
What′s Wrong with the GDP
(Gross Domestic Product) as a Measure of Progress, by
Redefining Progress, U.S.A.
Contents of the Genuine
Progress Indicator, by Redefining Progress, U.S.A.
The Genuine Progress Indicator attempts to portray more accurately than
the Gross Domestic Product (GDP) measure, the true economic and social
welfare of society.
Index of Sustainable
Economic Welfare (ISEW) by Friends of the Earth, UK.
& Spirituality Information
World’s first ETF for Christians from Deutsche Bank, by Cara Waters,
December 13, 2010, Financial Times, UK.
Islamic finance sector to touch $1.5tn by 2012, says Al-Aboodi, by
Mahmood Rafique, November 25, 2010, Arab News, Saudi Arabia.
GETTING PERSONAL CANADA: Virtue May Now Trump Vice, by Monica
Gutschi, August 11, 2010, The Wall Street Journal, USA.
The Impact of Faith-Based Screens on Investment Performance, by
Esmeralda O. Lyn and Edward J. Zychowicz of the Frank G. Zarb School of
Business, Hofstra University, Hempstead, NY, USA.
New guidance to help more charity trustees invest responsibly, EIRIS
Foundation and Charity Finance Directors’ Group (CFDG), UK.
Vatican backs new equities index, by Phil Craig, April 26, 2010,
Financial News, UK.
A new study reveals that U.S. companies are less likely to accept
financial risks when they are based in communities where religion is
important, by David Villano, March 7, 2010, Miller-McCune, USA.
Faith-Based Investors Press Dozens of Top Companies
to Say if U.S. Chamber of Commerce Speaks for Them
in Opposing Health Care Reform,
press release, November 10, 2009, Interfaith
Center on Corporate Responsibility, USA.
Church of England’s new mission: to save hedge funds
-Times Online by Ruth Gledhill, October 7, 2009,
Timesonline, UK. Also see
Hindus & Jews denounce Church of England for
blessing hedge funds, October 8, 2009, Punjab
Six in 10 Americans Want Religion in Business,
July 17, 2009, MC Marketing Charts, USA.
Faith in Capitalism
Conference in London’s Central Mosque, press release, June 17, 2009,
The American Dream is now simpler, by John
Zogby, December 30, 2008, Ener Pub, USA.
Investment and Engaging with Companies: A Guide for
Faith Communities, July 23, 2008, The Ecumenical
Council for Corporate Responsibility (ECCR), UK.
Indian index has a religious edge, by Raja M,
January 23, 2008, Asia Times, Hong Kong.
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