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The Fiduciary Duty of Institutional Investors Engaging in Socially Responsible Investing

2016
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Release : 2016
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Kind : eBook
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Book Synopsis The Fiduciary Duty of Institutional Investors Engaging in Socially Responsible Investing by : Alexandra Enion

Download or read book The Fiduciary Duty of Institutional Investors Engaging in Socially Responsible Investing written by Alexandra Enion. This book was released on 2016. Available in PDF, EPUB and Kindle. Book excerpt: In an increasingly more conscious world, firms are feeling more pressure from consumers and shareholders to engage in corporate social responsibility and sustainability measures. This increased awareness in firms' activities has driven demand for sustainable investing, also known as socially responsible investing. Despite this increased demand, many institutional investors are not engaging in SRI for their clients. Part of this discrepancy stems from institutional investors' misperception of their fiduciary duty. This thesis will seek to clarify the duty institutional investors have for their clients while highlighting that socially responsible investing does not contradict their fiduciary duty as is commonly believed. Additionally, this thesis will review extensive studies on socially responsible investing performance to demonstrate that socially responsible investing does not have to mean accepting diminished financial performance. Finally, this thesis will make predictions for expanding socially responsible investing in the United States.

Cambridge Handbook of Institutional Investment and Fiduciary Duty

2014-04-10 Business & Economics
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Release : 2014-04-10
Genre : Business & Economics
Kind : eBook
Book Rating : 741/5 ( reviews)

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Book Synopsis Cambridge Handbook of Institutional Investment and Fiduciary Duty by : James P. Hawley

Download or read book Cambridge Handbook of Institutional Investment and Fiduciary Duty written by James P. Hawley. This book was released on 2014-04-10. Available in PDF, EPUB and Kindle. Book excerpt: The Cambridge Handbook of Institutional Investment and Fiduciary Duty is a comprehensive reference work exploring recent changes and future trends in the principles that govern institutional investors and fiduciaries. A wide range of contributors offer new perspectives on the dynamics that drive the current emphasis on short-term investment returns. Moreover, they analyze the forces at work in markets around the world which are bringing into sharper focus the systemic effects that investment practices have on the long-term stability of the economy and the interests of beneficiaries in financial, social and environmental sustainability. This volume provides a global and multi-faceted commentary on the evolving standards governing institutional investment, offering guidance for students, researchers and policy-makers interested in finance, governance and other aspects of the contemporary investment world. It also provides investment, business, financial media and legal professionals with the tools they need to better understand and respond to the new financial market challenges of the twenty-first century.

ESG and Responsible Institutional Investing Around the World: A Critical Review

2020-05-29 Business & Economics
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Release : 2020-05-29
Genre : Business & Economics
Kind : eBook
Book Rating : 988/5 ( reviews)

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Book Synopsis ESG and Responsible Institutional Investing Around the World: A Critical Review by : Pedro Matos

Download or read book ESG and Responsible Institutional Investing Around the World: A Critical Review written by Pedro Matos. This book was released on 2020-05-29. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

Socially Responsible Finance and Investing

2012-10-09 Business & Economics
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Release : 2012-10-09
Genre : Business & Economics
Kind : eBook
Book Rating : 093/5 ( reviews)

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Book Synopsis Socially Responsible Finance and Investing by : H. Kent Baker

Download or read book Socially Responsible Finance and Investing written by H. Kent Baker. This book was released on 2012-10-09. Available in PDF, EPUB and Kindle. Book excerpt: A detailed look at the role of social responsibility in finance and investing The concept of socially responsible finance and investing continues to grow, especially in the wake of one of the most devastating financial crises in history. This includes responsibility from the corporate side (corporate social responsibility) as well as the investor side (socially responsible investing) of the capital markets. Filled with in-depth insights and practical advice, Socially Responsible Finance and Investing offers an important basis of knowledge regarding both the theory and practice of this ever-evolving area of finance. As part of the Robert W. Kolb Series in Finance, this book showcases contributed chapters from professionals and academics with extensive expertise on this particular subject. It provides a comprehensive view of socially responsible foundations and their applications to finance and investing as determined by the current state of research. Discusses many important issues associated with socially responsible finance and investing, like moral hazard and the concept of "too big to fail" Contains contributed chapters from numerous thought-leaders in the field of finance Presents comprehensive coverage starting with the basics and bringing you through to cutting-edge, current theory and practice Now more than ever, we need to be mindful of the social responsibilities of all investment practices. The recent financial crisis and recession has changed the financial landscape for years to come and Socially Responsible Finance and Investing is a timely guide to help us navigate this difficult terrain.

Sustainable Investing for Institutional Investors

2012-05-22 Business & Economics
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Release : 2012-05-22
Genre : Business & Economics
Kind : eBook
Book Rating : 178/5 ( reviews)

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Book Synopsis Sustainable Investing for Institutional Investors by : Mirjam Staub-Bisang

Download or read book Sustainable Investing for Institutional Investors written by Mirjam Staub-Bisang. This book was released on 2012-05-22. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to socially responsible investing (SRI) With concerns about climate change increasing among investors, many are looking for opportunities that offer positive social as well as monetary returns. Sustainable Investing for Institutional Investors: Risk, Regulation and Strategies explores the key issues related to "Socially Responsible Investment" (SRI) for institutional investors and trustees, including investment strategies, risk and returns, market data, regulatory frameworks, and more. Looking at all investment classes, including bonds, equities, real estate, commodities, and many others, the book provides an in-depth view of SRI-relevant asset classes to help you decide which is best for you. To better contextualize SRI opportunities and challenges, the book presents 20 case studies involving institutional investors that are currently following a sustainable investment strategy and how they have approached SRI. For business leaders already familiar with or practicing corporate social responsibility and/or environmentally sustainable management, SRI is the next step to turning modern corporations into good citizens, and this book contains everything you need to get started. Provides a comprehensive overview on all aspects of sustainable investing relevant for institutional investors and trustees Explores sustainable investment strategies across all asset classes Includes 20 SRI case studies that show investors at work around the world Features a Foreword by Dr. Klaus Schwab, Executive Chairman of the World Economic Forum Featuring everything you need to understand and benefit from the opportunities presented by environmentally sustainable investing, Sustainable Investing for Institutional Investors is essential reading for individual investors, their advisors, and anyone interested in making profitable, socially conscious investment choices.

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