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Relevant bibliographies by topics / Responsible investment

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Academic literature on the topic 'Responsible investment'

Author: Grafiati

Published: 4 June 2021

Last updated: 16 May 2023

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Journal articles on the topic "Responsible investment"

1

Plakys, Modestas. "International Socially Responsible Investment Funds." Mokslas - Lietuvos ateitis 1, no. 3 (April 11, 2011): 56–60. http://dx.doi.org/10.3846/153.

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The study deals with socially responsible investment funds as the type of investment funds universe. European and USA market for socially responsible investment funds is presented. The dynamics of assets under the management and number of these funds in the market are considered. The approaches for socially responsible investments are studied and reasons for increased interest in such investments are named. The main reasons why the global socially responsible funds become more and more popular are: an increase of interest of community in socially responsible companies, in problems regarding climate and environment changes, in government attitude towards alternative energy and investments of private and public pension funds.

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Jessen, Pernille. "Optimal responsible investment." Applied Financial Economics 22, no. 21 (May 22, 2012): 1827–40. http://dx.doi.org/10.1080/09603107.2012.684786.

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Tobias Peylo, Benjamin. "Rational socially responsible investment." Corporate Governance 14, no. 5 (September 30, 2014): 699–713. http://dx.doi.org/10.1108/cg-08-2014-0089.

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Purpose – The purpose of this paper is first to give an in-depth discussion of the criticism of socially responsible investment's (SRI) alleged incompatibility with the concept of rational investment constituting an inferiority to conventional investment so as to disprove unwarranted arguments and identify potential for improvement of SRI. The second objective is to propose a framework that places SRI and conventional investment on the same level of rationality. Methodology – The discussion is based on a literature study. The framework uses a previously published multidimensional optimization approach and embeds it into a new, integrated methodology for investment decisions in the presence of SRI objectives. The framework is empirically evaluated using historic stock market data. Findings – The main findings show that SRI is not necessarily less rational than conventional investment; it can be implemented in an equally stringent and clearly defined methodology. The empirical results prove that investors can pursue SRI objectives without sacrificing performance. Research limitations – Focus is on the German stock market; in the future, research will be expanded to cover international markets. Practical implications – The results may contribute to enhance the SRI methodology. Social implications – Investors may be encouraged to consider SRI, strengthening the concept of sustainability. Originality/value – In the literature, the question of SRI’s compatibility with rational investment has often been cited but seldom scrutinized. An in-depth analysis combined with a framework to exploit of the learnings has yet been missing.

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BinMahfouz, Saeed, and M. Kabir Hassan. "Sustainable and socially responsible investing." Humanomics 29, no. 3 (August 23, 2013): 164–86. http://dx.doi.org/10.1108/h-07-2013-0043.

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PurposeThere is a great deal of research that has been done to investigate the investment characteristics of conventional socially responsible investment portfolios compared to their broader conventional counterparts. However, the impact of incorporating sustainability criteria into the traditional Sharia screening process has not so far been investigated. Therefore, the study aims to give empirical evidence as to whether or not incorporating sustainability socially responsible criteria in the traditional Sharia screening process has a significant impact on the investment characteristics of the Islamic investment portfolio.Design/methodology/approachThe paper examines the investment characteristics of four groups of investment portfolios mainly, Dow Jones Global Index, Dow Jones Sustainability World Index, Dow Jones Islamic Market World Index and Dow Jones Islamic Market Sustainability Index. To improve the robustness of the study, the analysis was carried out at different levels. First, absolute mean return and t‐test were used to examine whether the difference between the different groups of investments is statistically significant or not. Second, risk adjusted equilibrium models, both single‐index and Fama and French multi‐index, were employed. This is to control for different risk exposure and investment style bias associated with different investment portfolios examined.FindingsThe paper finds that neither the Sharia nor the sustainability screening process seems to have an adverse impact on the performance and systematic risk of the investment portfolios compared to their unrestricted conventional counterparts. Therefore, Muslim as well as socially responsible investors can choose investments that are consistent with their value systems and beliefs without being forced to sacrifice performance or expose to higher systematic risk.Originality/valueThe study contributes to the existing literature by giving new evidence on the impact of incorporating sustainability criteria into the traditional Sharia screening process that has not so far been investigated.

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Yelnikova, Yuliia, Inna Makarenko, Alina Artemenko, and Maryna Gorodetska. "Investigation of Socially Responsible Investment Strategies Taxonomy." European Journal of Management Issues 30, no. 3 (September 23, 2022): 177–86. http://dx.doi.org/10.15421/192216.

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Purpose: To generalize a taxonomy of responsible investment strategies based on assessing the main trends in the development of SRI at the global level and by major geographical regions. Analyse the types of existing SRI strategies and rank them according to their leading positions and active use in different geographical regions. Design/Method/Approach: System-structural in order to generalize approaches to the typology of socially responsible investment strategies in accordance with the current assets structure managed by investment managers, including by geographical regions; systematic analysis to identify current trends and patterns in the investment processes in line with the Sustainable Development Goals (SDGs); statistical and graphical methods for quantitative and visual presentation of analysis results. Findings: The current mechanism of socially responsible investments distribution in comparison with traditional assets is characterized; global trends in the field of SRI are assessed; the taxonomy of SRI strategies in accordance with general scientific approaches and classifications of international investment organizations aimed at achieving the Sustainable Development Goals at the global level has been formed and generalized. Theoretical Implications: A comprehensive assessment of global investment processes is carried out in the context of responsible investment and achievement of the Sustainable Development Goals; the most optimal approaches to the RI strategies typology have been determined based on its current trends, the level of attraction of them in different regions in order to apply them in the impact investments programs, developing the country's profile as an investment donor. Research Limitations/Future Research: The the obtained results will be used in the further study of the transformation of the stock market in Ukraine based on the responsible trajectory and fractal analysis. Also, identified responsible investment strategies can serve as a basis for developing the investment profile of the impact investment donor country, as well as for highlighting priority areas for attracting investments to restore the country's economy after crises, military conflicts and other macroeconomic destabilization factors. The study was performed within the state budget research “Fractal model of the stock market transformation in Ukraine: socially responsible investment to achieve the Sustainable Development Goals” № 0121U100473 Paper type: Empirical

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Beloe, Sebastian. "A responsible investment?—an overview of the socially responsible investment community." World Futures 56, no. 4 (February 2001): 409–16. http://dx.doi.org/10.1080/02604027.2001.9972814.

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7

Ghiloni, F. "SOCIALLY RESPONSIBLE INVESTMENT REGIME." Trusts & Trustees 5, no. 10 (October 1, 1999): 38. http://dx.doi.org/10.1093/tandt/5.10.38.

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Gutsche, Gunnar, and Bernhard Zwergel. "Investment Barriers and Labeling Schemes for Socially Responsible Investments." Schmalenbach Business Review 72, no. 2 (February 21, 2020): 111–57. http://dx.doi.org/10.1007/s41464-020-00085-z.

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Sharma, Renuka, Kiran Mehta, and Vishal Vyas. "Responsible Investing: A Study on Non-Economic Goals and Investors’ Characteristics." Applied Finance Letters 9, SI (November 18, 2020): 63–78. http://dx.doi.org/10.24135/afl.v9i2.245.

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The notion of rational investment is not attuned with the idea of socially responsible investment. Incongruence with conventional investments, the SRI/sustainable investment/ethical investment is pertained to ethical, environmental and social criteria (Eccles and Viviers,2011). All investors are not single-minded for an objective of wealth creation. The welfare of society and the environment are among the other drivers of investment. In certain cases, investors do prefer sustainable development to personal financial aspects (Beal et al., 2005). The present study has primarily focused on assessing the relationship between individual investors’ attributes and their noneconomic goal in order to comprehend their socially responsible investment behaviour specifically in Indian scenario. The findings of study are useful for fund managers, regulators and researchers as study has provided useful insights regarding behaviour of Indian investors for responsible investments.

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Barca, El-Mehdi. "Familiarity of Algerian Investors with Socially Responsible Investment (SRI)." International Journal of Management Science and Business Administration 1, no. 4 (2015): 73–85. http://dx.doi.org/10.18775/ijmsba.1849-5664-5419.2014.14.1005.

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Socially responsible investment (SRI) is attracting increasing interest worldwide and is also an excellent strategy for the future. Although SRI is present in emerging markets, very few studies to date have examined its reach within these markets and familiarity of investors with this concept. In our study we surveyed 300 Algerian investors in order to investigate reasons why SRI in Algeria is still low. The objective of this research is to analyze and put light on what are the reasons behind investors’ choice of investments toward or against SRI and to provide some recommendations helping to promote SRI in Algeria. The results based on the questionnaire survey demonstrate that SRI is still not-known to lots of Algerian investors. It is also found that financial institutions and advisors have a positive impact by bringing SRI concept closer to investors. Also, accrediting SRI products by public authorities influence massively the orientation of investors toward the SRI.

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Dissertations / Theses on the topic "Responsible investment"

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Osthoff, Peer. "Socially responsible investment." Berlin Logos-Verl, 2008. http://d-nb.info/992155460/04.

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2

Cox, Paul. "Institutional investment and responsible investing." Thesis, University of Exeter, 2009. http://hdl.handle.net/10036/98368.

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The four refereed journal articles and one government research report that form the core of this submission for a PhD represent my work in the subject area of institutional investment and responsible investing. The research, as a whole, has two major areas of focus. One area of focus is the behaviour of institutional investors. The research first examines different types of institutional investor and their demand for the characteristics of social and environmental performance within their equity portfolios. The research next examines the fund managers that institutional investors appoint to manage their assets. Attention is paid to the different locations of fund management as well as the features that determine the degree of competition between fund managers. The research examines these different fund management settings and the demand for the characteristics of social and environmental performance within their equity portfolios. A further issue investigated is whether different types of institutional investor pay greater attention to responsible investment when investing domestically than overseas. The second area of focus is the study of responsible investment based on grounded research methods. The main contributions are an assessment of how fund managers perceive that responsible investment achieves financial performance, the communication between fund managers and corporate directors for the purpose of responsible investment, the use of information and staff within responsible investment, and costs and charges associated with responsible investment. Both areas have contributed to policy debates and development, and have prompted other researchers to publish and undertake fieldwork. The commentary, which forms Part A of this submission, illustrates these features by reference to the five publications that are reproduced in their entirety in part B.

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Hoepner, Andreas G. F. "Essays on responsible investment, research output analyses and investment performance evaluation." Thesis, University of St Andrews, 2010. http://hdl.handle.net/10023/2130.

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This thesis includes four essays, of which each comprises two original contributions. Based on this thesis’ eight contributions, we add knowledge or understanding to the literatures on responsible investment, research output analyses and investment performance evaluation. First, we develop the first generic, reliable approach to benchmark research area output (e.g. journal articles or books), which we expect to appeal to governments’ increasing interest in monitoring their research funding investments. Second, we apply this approach to the research area of responsible investment, which is currently backed by an about $ 7 trillion industry. We find that the (quality weighted) quantity of responsible investment’s research output is statistically significantly under-proportional compared with peer research areas. One of several explanations for this result lies in the intransparency of the current responsible investment literature. Third, we develop an approach to research synthesis, which improves a research area’s transparency without experiencing many weaknesses of conventional literature reviews. We title this approach Influential Literature Analysis (ILA). Fourth, we apply ILA to the relatively intransparent responsible investment literature. One of our many findings is that responsible assets with their ceteris paribus under-proportional total risk might appear artificially unattractive when assessed by the most common investment performance measure, the Sharpe ratio, which is biased in favour of high risk assets due to its currently unsolved negative excess return problem. Fifth, we develop a generic, reliable and robust solution to the negative Sharpe ratio problem, which investors can customise according to their specific increasing incremental disutility of risk functions. Six, we generalise our solution to the negative Sharpe ratio problem, which allows us to solve the negative (excess) return problems of over twenty other investment performance measures. Seventh, we develop independent, statistically sophisticated tests of the sufficiency and quality of suggested solutions to the negative Sharpe ratio problem, since all existing tests a-priori assume the superiority of a specific solution. In contrast, our tests are only based on the Sharpe ratio itself and two basic axioms of investment theory. Hence, they are conceptually unrelated to our solutions. Eighth, we apply these tests using two different data samples to all existing solutions to the negative Sharpe ratio problem. We find that investors are best advised to use our solutions, the H⁶-, H⁷- or H⁸-measure, in their evaluation of investment performance from a Sharpe ratio like perspective.

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Drut, Bastien. "Socially responsible investment and portfolio selection." Doctoral thesis, Universite Libre de Bruxelles, 2011. http://hdl.handle.net/2013/ULB-DIPOT:oai:dipot.ulb.ac.be:2013/209829.

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This thesis aims at determining the theoretical and empirical consequences of the consideration of socially responsible indicators in the traditional portfolio selection. The first chapter studies the significance of the mean-variance efficiency loss of a sovereign bond portfolio when introducing a constraint on the average socially responsible ratings of the governments. By using a sample of developed sovereign bonds on the period 1995-2008, we show that it is possible to increase sensibly the average socially responsible rating without significantly losing in terms of diversification. The second chapter proposes a theoretical analysis of the impact on the efficient frontier of a constraint on the socially responsible ratings of the portfolio. We highlight that different cases may arise depending on the correlation between the expected returns and the socially responsible ratings and on the investor’s risk aversion. Lastly, as the issue of the efficiency of socially responsible portfolios is a central point in the financial literature, the last chapter proposes a new mean-variance efficiency test in the realistic case where there is no available risk-free asset.
Doctorat en Sciences économiques et de gestion
info:eu-repo/semantics/nonPublished

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MÅNSSON, JACOBSSON EMELIE, and TINA EDWALL. "The Impact from Sustainable Responsible Investment." Thesis, KTH, Skolan för industriell teknik och management (ITM), 2017. http://urn.kb.se/resolve?urn=urn:nbn:se:kth:diva-226169.

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Harnett, Elizabeth S. "Responsible investment and ESG : an economic geography." Thesis, University of Oxford, 2018. http://ora.ox.ac.uk/objects/uuid:2ea40d92-cec6-48a1-8461-c6bd29d09622.

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There is a growing awareness of, and commitment to, Responsible Investment (RI) in the institutional investment markets internationally. RI is defined as the consideration of environmental, social and/or governance (ESG) issues in long-term oriented investment decision-making. As the role of ESG in determining investment risk and opportunity becomes more evident, and as ESG data becomes more available, RI is increasingly seen as an area of potential investment innovation. This thesis applies institutional, evolutionary and relational economic geography theories to examine this trend, exploring the mainstreaming of RI through novel empirical and conceptual research. This thesis examines the investment learning processes and information channels available in Western liberal market economies of the UK, US and Australia. It adopts economic geography knowledge and innovation frames towards answering the question: 'Now that ESG information is more widely available in the investment markets, why has this not catalysed a greater shift towards RI integration in mainstream investment decisions?'. Learning, language and leadership factors within the institutional investment industry are all argued to help answer this question. This research uses a mixed method approach, with analysis based on a survey of 154 investment professions, 97 semi-structured interviews and a case of RI innovation. This thesis develops a conceptual framework of the communication channels and information sources used in investors' innovation-decision-process, drawing attention to the importance of both social and asocial learning processes in generating and sharing knowledge about climate issues within investment markets. Following this, the thesis examines the role of 'local buzz' and 'global pipelines' in facilitating access to, and uptake of, ESG information. Levels of buzz and pipelines are found to vary in different financial centres, and are facilitated by formal and informal networking linked to RI groups. Importantly, then, this thesis finds that both spatial and relational proximity influence investors' access to ESG information and RI knowledge. The second half of this thesis examines whether and how RI information, knowledge and practice can be integrated into existing individual and organisational decision-making frameworks. It highlights the need to better translate RI information into investment-relevant language, and provides an example of how environmentally-driven stranded assets can be reframed as a version of sunk costs, contributing novel spatial-temporal theorisations of this concept. Through an illustration of RI decision-making by the investment consultant Mercer and the University of Sydney endowment fund, this thesis highlights that the capacity to integrate RI through the investment chain does exist. However, willingness to do so is found to be hindered by institutional and organisational path dependent norms, reduced only in some firms by seeing RI as an innovative area of competitive advantage from growing client demand. This thesis therefore finds that RI is being adopted in increasingly more mainstream investment firms, but this is not always fully integrated throughout the firm, and that uptake is geographically varied based on exposure to networks of information and knowledge sharing, and institutional, organisational and individual norms. Ultimately, this thesis therefore contributes towards understandings of the processes underpinning the mainstreaming of RI, but also contributes to broader economic geographies of investment, knowledge sharing and innovation.

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Barwick-Barrett, Matthew. "The performance of socially responsible investment portfolios." Thesis, Cardiff University, 2015. http://orca.cf.ac.uk/77707/.

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A recent trends report estimates that the total value of US-domiciled assets under management using socially responsible investment (SRI) strategies is $6.57 trillion. This represents more than one out of every six dollars under professional management in the United States (Forum for Sustainable and Responsible Investment, 2014). In Europe, a recent report by the European Sustainable Investment Forum reports that the total value of European assets under management using SRI strategies is in excess of €6.9 trillion (Eurosif, 2014). Consequently, the importance of SRI to financial practitioners and academics is considerable. This thesis examines the performance, risk and exposures of US SRI indices, UK SRI equity funds (domestic and global) and US SRI funds (large cap, mid-small cap, balanced and bond) to investigate a number of issues relating to the performance of SRI portfolios. The work highlights the potential psychological returns which may be related to investing in SRI funds through shareholder activism and discusses the relationship between the potential risks and returns that are associated with this form of investing. The study finds that the requirement to screen can detrimentally affect the performance of SRI portfolios, but that these effects are more pronounced for UK funds which predominately employ negative screening techniques, than US SRI portfolios (indices and funds) which principally employ positive and restricted screening methodologies. The investigation also discovers that SRI portfolios with smaller investment choice, such as those that can only invest in the UK stock market are more affected by SRI screening than those with large investment universes such as global or US equity funds. This finding is consistent with the smaller investment universe of an SRI fund, making it more likely SRI screening will affect the fund’s performance and risk. Post screening, a fund manager may find it more difficult to purchase assets with the potential to provide a good return or to diversify risk effectively. SRI screening also affects the sector exposures, industry exposures, systematic risk and idiosyncratic risks of UK SRI funds, indicating that screening can result in SRI portfolios holding significantly different assets from conventional funds. In addition, the intensity with which a UK SRI fund screens is shown to significantly affect risk-adjusted performance. Importantly, this study also finds that US SRI funds are more likely to vote affirmatively with shareholder proposals which relate to social and environmental issues than their conventional counterparts and are more likely to vote against company management on these issues. This finding is consistent with SRI investors receiving a psychological return through the shareholder activism of SRI funds.

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De, Klerk Jakob. "Private equity and responsible investment in Namibia." Diss., University of Pretoria, 2017. http://hdl.handle.net/2263/59814.

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Private equity (PE) firms are facing increasing pressure from their investors to consider environmental, social and governance (ESG) factors in their investment processes. Few studies have been performed on ESG issues, which confine the understanding of ESG profiles to very few countries. For this reason there is a need to better understand whether responsible investing (RI) practices are restricted to certain countries or whether the drivers and maturation differ between PE markets. This paper investigates the extent to which PE firms incorporate ESG into their investment processes, focussing on the Namibian PE industry. This study was a qualitative study using data collected via 17 semi-structured interviews. These interviews included ten PE firms, three limited partners, two portfolio companies, the Namibian Financial Institutions Supervisory Authority and the economic policy advisory services department within the Ministry of Finance. Computer-assisted qualitative data analysis software was used to process the data. Thematic coded analysis was performed on the data, and relationships were defined in accordance with the categorisation of themes. The research found that while the Namibian PE industry does consider ESG factors within their investment practice, the integration of ESG factors in investment processes are somewhat limited. The Namibian PE industry is regulated, though ESG is not specifically addressed in the regulatory framework. Furthermore the drivers of and motivation for ESG differ between developed and developing markets, and limited partner education on ESG is needed to promote the integration of ESG factors in the PE industry.
Mini Dissertation (MBA)--University of Pretoria, 2017.
nk2017
Gordon Institute of Business Science (GIBS)
MBA
Unrestricted

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Nilsson, Marcus. "Four essays on socially responsible fixed income investment." Thesis, University of Reading, 2017. http://centaur.reading.ac.uk/73804/.

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Socially responsible investment (SRI) can be defined as an investment strategy that considers environmental, social, and governance (ESG) information, in addition to financial information, when analysing and conducting investments. The market for SRI has experienced a dramatic growth in recent years, outshining many other investment strategies. The size of the global SRI market now exceeds $21 trillion. These developments have attracted considerable attention from academic research, where the majority of studies have investigated if SRI performs significantly differently in comparison to conventional investments. Even though the global SRI market consists of approximately 40% fixed income assets, the overwhelming majority ofacademic studies have analysed the performance of SRI equity investment and left the area of SRI fixed income largely unexplored. This Ph.D. thesis comprises offour empirical essays and aims to contribute to the area of SRI fixed income. Progress into fixed income asset pricing models has been slow. Consequently, the first essay enhances the Elton et al. (1995) four¬factor model by introducing a duration factor, a global bond factor, and three exchange rate factors. The resulting nine-factor model can explain up to 95.42% ofreturn variations in fixed income fund portfolios and up to 99.97% of the return variations in individual fixed income funds in time series analysis. The second essay studies the performance of 120 SRI fixed income funds relative to conventional funds. lbis essay distinguishes itself from previous SRI fund studies by carefully addressing shortcomings identified in previous matching approaches by applying a firm matching approach. The third essay investigates if ESG expertise differentiates SRI fixed income funds in terms of their financial performance. The findings of this essay show that ESG engagement activities are a significantly differentiating performance factor. Specifically, funds from fund companies not involved in ESG engagement activities are found to perform significantly worse. The fourth essay investigates the relationship between responsible investing and bond performance, by constructing portfolios of bonds based on ESG ratings of the issuing company. The findings of this essay suggest that no news is good news in ESG bond portfolios. On the whole this thesis contributes greatly to the largely unexplored area of SRI fixed income investment.

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Schopohl, Lisa. "Essays on institutional investment and socially responsible investing." Thesis, University of Reading, 2017. http://centaur.reading.ac.uk/69599/.

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This thesis contributes to the growing body of research on socially responsible investing (SRI) and institutional investment. Throughout the three main chapters of the thesis, I empirically investigate how institutional investors incorporate environmental, social and ethical considerations into their investment practices. First, I assess the impact of different political dimensions on the equity holdings of 31 U.S. state pension funds. I provide evidence that pension funds with Democratic leaning members tend to tilt their portfolios more strongly towards companies with higher environmental and social performance and that pressures by Democratic state politicians intensify this tendency. Additionally, I show that the sample funds neither under- nor outperform on their politically motivated SRI holdings, implying that their SRI preferences are unlikely financially-driven. Next, I investigate how Scandinavian public asset owners balance their financial and ethical objectives through exclusionary screening. I empirically analyse the performance effect of the exclusion of “unethical” companies from the portfolios of two leading Nordic investors, Norway’s Government Pension Fund-Global (GPFG) and Sweden’s AP-funds. I show that the portfolios of excluded companies do not generate an abnormal return relative to the funds’ benchmark indices, indicating that the exclusion decisions generally did not harm fund performance. Finally, I evaluate the extent to which investors account for the financial materiality of environmental and social factors in their shareholder activism. I find that a considerable amount of investor resources is spent on advancing immaterial issues through shareholder proposals. While certain “dedicated” investors such as public pension funds, endowments, religious institutions and asset managers are better at targeting financially material issues, the overall shareholder base does not differentiate between the financial materiality, or otherwise, of a proposal. Material proposals neither receive greater vote support nor does the market react more positively to learning that a company has been targeted by a material proposal.

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Books on the topic "Responsible investment"

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Wendt, Karen, ed. Responsible Investment Banking. Cham: Springer International Publishing, 2015. http://dx.doi.org/10.1007/978-3-319-10311-2.

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Ballestero, Enrique, Blanca Pérez-Gladish, and Ana Garcia-Bernabeu, eds. Socially Responsible Investment. Cham: Springer International Publishing, 2015. http://dx.doi.org/10.1007/978-3-319-11836-9.

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3

Ward, Sue. Socially responsible investment. London: Directory of Social Change in association with EIRIS, 1986.

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Kendall, Joshua, and Rory Sullivan. Responsible Investment in Fixed Income Markets. London: Routledge, 2022. http://dx.doi.org/10.4324/9781003055341.

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Vandekerckhove, Wim, Jos Leys, Kristian Alm, Bert Scholtens, Silvana Signori, and Henry Schäfer, eds. Responsible Investment in Times of Turmoil. Dordrecht: Springer Netherlands, 2011. http://dx.doi.org/10.1007/978-90-481-9319-6.

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Jemadari, Kamara, ed. Socially responsible investment and economic development. Ann Arbor, Mich: Division of Research, Michigan School of Business, University of Michigan, 1986.

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Vandekerckhove, Wim. Responsible investment in times of turmoil. Dordrecht: Springer, 2011.

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Jin, Henry Hongbo. Socially responsible investment in Japanese pensions. Cambridge, MA: National Bureau of Economic Research, 2005.

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A, Law Sheryl, and Yau Jot, eds. Socially responsible investment in a global environment. Cheltenham, UK: Edward Elgar, 2010.

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Zarbafi, Elisa M. Responsible Investment and the Claim of Corporate Change. Wiesbaden: Gabler, 2011. http://dx.doi.org/10.1007/978-3-8349-6202-7.

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Book chapters on the topic "Responsible investment"

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Laurence, Eberhard Harribey. "Socially Responsible Investment." In Encyclopedia of Corporate Social Responsibility, 2258–63. Berlin, Heidelberg: Springer Berlin Heidelberg, 2013. http://dx.doi.org/10.1007/978-3-642-28036-8_124.

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Friesenbichler, Reinhard. "Socially Responsible Investment." In Corporate Social Responsibility, 1023–41. Berlin, Heidelberg: Springer Berlin Heidelberg, 2015. http://dx.doi.org/10.1007/978-3-662-43483-3_67.

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Puaschunder, Julia M. "Socially Responsible Investment." In Global Encyclopedia of Public Administration, Public Policy, and Governance, 1–6. Cham: Springer International Publishing, 2018. http://dx.doi.org/10.1007/978-3-319-31816-5_3563-1.

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Rimmel, Gunnar. "Socially responsible investment." In Accounting for Sustainability, 171–79. 1 Edition. | New York: Routledge, 2020.: Routledge, 2020. http://dx.doi.org/10.4324/9781003037200-16.

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Hyrske, Anna, Magdalena Lönnroth, Antti Savilaakso, and Riikka Sievänen. "Responsible Investment reporting." In The Responsible Investor, 167–71. London: Routledge, 2022. http://dx.doi.org/10.4324/9781003284932-12.

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Hyrske, Anna, Magdalena Lönnroth, Antti Savilaakso, and Riikka Sievänen. "Responsible Investment approaches." In The Responsible Investor, 63–82. London: Routledge, 2022. http://dx.doi.org/10.4324/9781003284932-7.

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Puaschunder, Julia M. "Socially Responsible Investment." In Global Encyclopedia of Public Administration, Public Policy, and Governance, 12190–95. Cham: Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-030-66252-3_3563.

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Sherwood, Matthew W., and Julia Pollard. "The impact of common investment theories on ESG investment trends." In Responsible Investing, 161–73. 1 Edition. | New York : Routledge, 2019.: Routledge, 2018. http://dx.doi.org/10.4324/9780203712078-6.

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Sherwood, Matthew W., and Julia Pollard. "The impact of common investment theories on ESG investment trends." In Responsible Investing, 112–22. 2nd ed. London: Routledge, 2023. http://dx.doi.org/10.4324/9781003213666-6.

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Ballestero, Enrique, Blanca Pérez-Gladish, and Ana Garcia-Bernabeu. "The Ethical Financial Question and the MCDM Framework." In Socially Responsible Investment, 3–22. Cham: Springer International Publishing, 2014. http://dx.doi.org/10.1007/978-3-319-11836-9_1.

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Conference papers on the topic "Responsible investment"

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Vorontsova, Anna, Inna Makarenko, Yuriy Petrushenko, Tetiana Ostapchuk, and Olena Boiko. "Categories of Responsible Investment: Bibliometric Landscape." In 2021 11th IEEE International Conference on Intelligent Data Acquisition and Advanced Computing Systems: Technology and Applications (IDAACS). IEEE, 2021. http://dx.doi.org/10.1109/idaacs53288.2021.9660993.

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"SOCIALLY RESPONSIBLE PROPERTY INVESTMENT (SRPI): A REVIEW OF UK INVESTMENT PRACTICES." In 2006 European Real Estate Society conference in association with the International Real Estate Society: ERES Conference 2006. ERES, 2006. http://dx.doi.org/10.15396/eres2006_232.

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Iurieva, Larisa V. "Personnel Costs as an Element of Investment in Regional Human Capital." In International Conference «Responsible Research and Innovation. Cognitive-crcs, 2017. http://dx.doi.org/10.15405/epsbs.2017.07.02.39.

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Kholis, Nur, Roichatul Aswidah, and Iman Prihandono. "Responsible Investment in Indonesia Mineral Mining Sector." In 3rd International Conference on Law and Governance (ICLAVE 2019). Paris, France: Atlantis Press, 2020. http://dx.doi.org/10.2991/aebmr.k.200321.039.

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Egorova, D. A. "Сhallenges And Prospects For The Development Of Responsible Investment In Russia." In Proceedings of the II International Scientific Conference GCPMED 2019 - "Global Challenges and Prospects of the Modern Economic Development". European Publisher, 2020. http://dx.doi.org/10.15405/epsbs.2020.03.132.

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"THE SIGNIFICANCE OF UK COMMERCIAL PROPERTY IN SOCIALLY RESPONSIBLE PROPERTY INVESTMENT." In 15th Annual European Real Estate Society Conference: ERES Conference 2008. ERES, 2008. http://dx.doi.org/10.15396/eres2008_218.

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"RESPONSIBLE PROPERTY INVESTMENT-SUSTAINABLE STRATEGIES FOR GREEN BUILDING FUNDS IN EUROPE." In 17th Annual European Real Estate Society Conference: ERES Conference 2010. ERES, 2010. http://dx.doi.org/10.15396/eres2010_329.

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Beloshitskiy, A. V. "The role of the government in the development of green financing." In General question of world science. Наука России, 2021. http://dx.doi.org/10.18411/gq-31-07-2021-13.

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The study focuses on the role of the government in financing the green economy and the development of the market of socially responsible investment. The paper considers the Russian and foreign experience of governmental support of green financing, as well as some tools to stimulate green investments. Conclusions are drawn about the effective configuration of the state and the private sector to stimulate green investments.

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Li, Zhao-hui, and Jun-feng Li. "An analysis on the relation between socially responsible investment and firm value." In 2011 International Conference on Electronics, Communications and Control (ICECC). IEEE, 2011. http://dx.doi.org/10.1109/icecc.2011.6067972.

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Chetverikov, Alexey Sergeevich. "USING THE PRINCIPLES OF SOCIALLY RESPONSIBLE INVESTMENT IN THE RUSSIAN STOCK MARKET." In Российская наука: актуальные исследования и разработки. Самара: Самарский государственный экономический университет, 2022. http://dx.doi.org/10.46554/russian.science-2022.02-2-215/218.

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Reports on the topic "Responsible investment"

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Arjaliès, Diane-Laure, Julie Bernard, and Bhanu Putumbaka. Indigenous peoples and responsible investment in Canada. Western Libraries, Western University, September 2021. http://dx.doi.org/10.5206/092021ip26.

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This report explores the engagement between Indigenous Peoples and the Responsible Investment (RI) industry in Canada. Based on interviews with stakeholders, observation of industry conferences, and documentary evidence collected during the first year of the pandemic (i.e., March 2020-March 2021), this report offers an overview of the current discussions regarding Indigenous Peoples in the RI industry. RI is an investment approach that incorporates Environmental, Social, and Governance (ESG) factors into the selection and management of investments (RIA, 2021). In 2019, the Responsible Investment Association (RIA) estimated that assets in Canada managed using one or more RI strategies2 were worth $3.2 trillion, or 61.8 per cent, of total Canadian assets under management (RIA, 2020).

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Jin, Henry Hongbo, Olivia Mitchell, and John Piggott. Socially Responsible Investment in Japanese Pensions. Cambridge, MA: National Bureau of Economic Research, November 2005. http://dx.doi.org/10.3386/w11747.

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Banya, Roland Mwesigwa. Landscape Analysis of Social Investment in East Africa. Centre on African Philanthropy and Social Investment, April 2022. http://dx.doi.org/10.47019/2022.rr13.

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ocial investment in East Africa is a nascent but fast-growing phenomenon with immense potential to realize the achievement of the sustainable development goals. It plays a very important role in the financing of a plethora of development sectors in East Africa, for instance, financial inclusion and poverty eradication, health and well-being, education, responsible energy production and consumption in the region. This article applies a mixed methods approach to carry out a non-exhaustive landscape analysis of the social investment market in East Africa with a keen focus on Kenya, Uganda and Tanzania. Based on relevant literature, available secondary data and a survey administered to social investors, this article applies the basic social investment market framework to highlight the dominant players in the demand and supply market spheres. The findings show that the supply of investment capital is misaligned with the demand from organizations and businesses and demand outweighs the supply. This article further analyses the challenges faced by the social investment players and also provides viable recommendations to drive the scale of social investment in East Africa.

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Perera, Duminda, Ousmane Seidou, Jetal Agnihotri, Mohamed Rasmy, Vladimir Smakhtin, Paulin Coulibaly, and Hamid Mehmood. Flood Early Warning Systems: A Review Of Benefits, Challenges And Prospects. United Nations University Institute for Water, Environment and Health, August 2019. http://dx.doi.org/10.53328/mjfq3791.

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Floods are major water-related disasters that affect millions of people resulting in thousands of mortalities and billiondollar losses globally every year. Flood Early Warning Systems (FEWS) - one of the floods risk management measures - are currently operational in many countries. The UN Office for Disaster Risk Reduction recognises their importance and strongly advocates for an increase in their availability under the targets of the Sendai Framework for Disaster Risk Reduction, and Sustainable Development Goals (SDGs). However, despite widespread recognition of the importance of FEWS for disaster risk reduction (DRR), there’s a lack of information on their availability and status around the world, their benefits and costs, challenges and trends associated with their development. This report contributes to bridging these gaps by analyzing the responses to a comprehensive online survey with over 80 questions on various components of FEWS (risk knowledge, monitoring and forecasting, warning dissemination and communication, and response capabilities), investments into FEWS, their operational effectiveness, benefits, and challenges. FEWS were classified as technologically “basic”, “intermediate” and “advanced” depending on the existence and sophistication of FEWS` components such as hydrological data = collection systems, data transfer systems, flood forecasting methods, and early warning communication methods. The survey questionnaire was distributed to flood forecasting and warning centers around the globe; the primary focus was developing and least-developed countries (LDCs). The questionnaire is available here: https://inweh.unu.edu/questionnaireevaluation-of-flood-early-warning-systems/ and can be useful in its own right for similar studies at national or regional scales, in its current form or with case-specific modifications. Survey responses were received from 47 developing (including LDCs) and six developed countries. Additional information for some countries was extracted from available literature. Analysis of these data suggests the existence of an equal number of “intermediate” and “advanced” FEWS in surveyed river basins. While developing countries overall appear to progress well in FEWS implementation, LDCs are still lagging behind since most of them have “basic” FEWS. The difference between types of operational systems in developing and developed countries appear to be insignificant; presence of basic, intermediate or advanced FEWS depends on available investments for system developments and continuous financing for their operations, and there is evidence of more financial support — on the order of USD 100 million — to FEWS in developing countries thanks to international aid. However, training the staff and maintaining the FEWS for long-term operations are challenging. About 75% of responses indicate that river basins have inadequate hydrological network coverage and back-up equipment. Almost half of the responders indicated that their models are not advanced and accurate enough to produce reliable forecasts. Lack of technical expertise and limited skilled manpower to perform forecasts was cited by 50% of respondents. The primary reason for establishing FEWS, based on the survey, is to avoid property damage; minimizing causalities and agricultural losses appear to be secondary reasons. The range of the community benefited by FEWS varies, but 55% of FEWS operate in the range between 100,000 to 1 million of population. The number of flood disasters and their causalities has declined since the year 2000, while 50% of currently operating FEWS were established over the same period. This decline may be attributed to the combined DRR efforts, of which FEWS are an integral part. In lower-middle-income and low-income countries, economic losses due to flood disasters may be smaller in absolute terms, but they represent a higher percentage of such countries’ GDP. In high-income countries, higher flood-related losses accounted for a small percentage of their GDP. To improve global knowledge on FEWS status and implementation in the context of Sendai Framework and SDGs, the report’s recommendations include: i) coordinate global investments in FEWS development and standardise investment reporting; ii) establish an international hub to monitor the status of FEWS in collaboration with the national responsible agencies. This will support the sharing of FEWS-related information for accelerated global progress in DRR; iii) develop a comprehensive, index-based ranking system for FEWS according to their effectiveness in flood disaster mitigation. This will provide clear standards and a roadmap for improving FEWS’ effectiveness, and iv) improve coordination between institutions responsible for flood forecasting and those responsible for communicating warnings and community preparedness and awareness.

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Tobing-David, Vierna E. The Gender Transformative and Responsible Agribusiness Investments in South-East Asia programme: Phase 1 evaluation report. Oxfam GB, March 2019. http://dx.doi.org/10.21201/2019.4092.

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Abramitzky, Ran, and Victor Lavy. How Responsive is Investment in Schooling to Changes in Redistribution Policies and in Returns. Cambridge, MA: National Bureau of Economic Research, May 2011. http://dx.doi.org/10.3386/w17093.

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Chauhan, Dharmistha, and Swapna Bist Joshi. The World Bank in Asia: An assessment of COVID-19-related investments through a care lens. Care-responsive investments and development finance. Oxfam, December 2021. http://dx.doi.org/10.21201/2021.8182.

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International financial institutions (IFIs) and multilateral development banks have been playing a vital role in the response, recovery and ‘build back anew’ agenda from the COVID-19 pandemic. This is especially true of the World Bank Group (WBG), given its high volumes of committed investments across sectors, especially in low-income and vulnerable countries. This report presents, through case studies, how care-responsive the World Bank’s COVID-19-related investments have been in four member countries: Bangladesh, Cambodia, Nepal and the Philippines. It does so by using the Care Principles and Care-Responsive Barometer for IFIs to assess the nature of the WBG’s post-COVID recovery investments in these select countries, and by building evidence through a gender- and care-responsive budget review. The foundation for care inclusion has already been laid in WBG policy. The report uses this as an entry point to urge it to bring women’s unpaid, underpaid and paid work to the centre of the IFI agenda in order to move towards rebuilding a more gender-just and equal future.

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Faith, Becky, Tony Roberts, and Kevin Hernandez. Risks, Accountability and Technology Thematic Working Paper. Institute of Development Studies (IDS), February 2022. http://dx.doi.org/10.19088/basic.2022.003.

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Aid agencies, governments, and donors are expanding investment in digitisation of their beneficiary identification and registration systems, and remote and algorithmic control of humanitarian and social protection programmes. They are doing so in ways that may facilitate the move from humanitarian assistance to government provision, and facilitate the delivery of shock-responsive social protection. This paper looks at evidence on the role of digital technologies in the nexus between humanitarian and social assistance, assessing their benefits and risks. We conclude with an exploration of emergent research themes, recommendations for future research in this area, and links with the broader Better Assistance in Crises (BASIC) Research programme themes.

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Villamizar-Villegas, Mauricio, Lucía Arango-Lozano, Geraldine Castelblanco, Nicolás Fajardo-Baquero, and Maria A. Ruiz-Sanchez. The effects of Monetary Policy on Capital Flows: A Meta-Analysis. Banco de la República de Colombia, July 2022. http://dx.doi.org/10.32468/be.1204.

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We investigate whether central banks are able to attract or redirect capital flows, by bringing together the entire empirical literature into the first quantitative meta-analysis on the subject. We dissect policy effects by the type of flow and by the origin of the monetary shock. Further, we assess whether policy effects depend on factors that drive investors to either search for yields or fly to safety. Our findings indicate a mean effect size of inflows in the amount of 0.09% of quarterly GDP in response to either a 100 basis point (bp) increase in the domestic policy rate or a 100bp reduction in the external rate. However, the effect size under a random effect specification is much lower (0.01%). Factors that significantly attract inflows include foreign exchange reserves, output growth, and financial openness, while factors that deter flows include foreign debt, capital controls, and departures from the uncovered interest rate parity. Also, both local and global risks matter (global risks exerting a larger pressure). Finally, we shed light on differences across the different types of flows: banking flows being the most responsive to monetary policy, while foreign direct investment being the least responsive.

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Faith, Becky, and Tony Roberts. Managing the Risk and Benefits of Digital Technologies in Social Assistance Provision. Institute of Development Studies (IDS), February 2022. http://dx.doi.org/10.19088/basic.2022.025.

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Aid agencies, governments, and donors are expanding investment in the digitisation of their beneficiary identification and registration systems, in digitised systems for cash payments, and in the remote and algorithmic control of humanitarian and social protection programmes. This is happening in ways that may facilitate the move from humanitarian assistance to government provision and may enable the delivery of shock-responsive social protection. Yet humanitarian and social protection actors are increasingly concerned about a range of risks and accountability vacuums associated with the adoption of these technologies. While claims for the benefits of digitisation often rest on cost savings, data relating to these costs and benefits are not easily accessible. There is also an urgent need to adopt approaches to value for money in this sector that recognise the digital dignity of beneficiaries. A knowledge gap exists around how the movement towards biometric identification and algorithmic management using humanitarian and social protection data will affect the interests of vulnerable populations – so too does a gap in research that is focused on the standpoints, interests, and priorities of these populations.

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