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Here are some talks and articles on SRI by Lloyd Kurtz:
A list of the
I believe merit your closest attention.
summarizing my reviews of the literature over the years.
(last revised in 2000) on the academic literature that was originally published in
Journal of Investing
. This essay is now out of date, but I believe the central argument - that empirical results have been inconsistent with the beliefs of both efficient market theorists and those who believe social investing creates a performance advantage - still holds.
up-to-date review of the literature
of social investing appears in the Fall 2005 issue of the
Journal of Investing.
A chapter on social investing in the 2008
Oxford Handbook of Corporate Social Responsibility
A chapter on using stakeholder frameworks in fundamental analysis in the 2012 textbook
Socially Responsible Finance and Investing: Financial Institutions, Corporations, Investors, and Activists
Academic Lectures and Other Talks
May 2008 speech
to the western regional conference of the American Accounting Association
February 2008 presentation
on environmental investing at UC Davis School of Law (PowerPoint format).
May 2007 talk
on the relationships between stakeholder theory, financial theory, and the activities of social investors (PowerPoint format).
April 2007 talk
on the fiduciary aspects of SRI to the Santa Clara Estate Planning Council (PowerPoint format).
November 2006 talk
on the historical development of the rationale for social investing at the University of San Francisco (this talk covers the material in the first section of the Oxford Handbook chapter linked above).
talk on SRI and its critics
at the Haas School in 2005 (PowerPoint format).
Moskowitz Prize Presentations
talk on Marc Orlitzky's Moskowitz Prize-winning study
at the 2004 SRI in the Rockies conference (PowerPoint format).
talk on Chris Geczy's Honorable Mention study
at the 2003 SRI in the Rockies conference (PowerPoint format).
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