Recent Changes

Tuesday, July 28

  1. 9:08 pm
  2. page Theory edited Although this site is primarily concerned with empirical findings, theorists in many different fiel…
    Although this site is primarily concerned with empirical findings, theorists in many different fields have made points that could be important to social investors. Here are some (mainly) theoretical works we think might be relevant to social investing:
    Foundational Works
    Ronald Coase, "The Problem of Social Cost"
    Albert O. Hirschman, Exit, Voice and Loyalty

    Adam Smith, The Wealth of Nations, (I recommend Jerry Muller's Adam Smith in His Time and Ours - lk)
    John Wesley, On the Use of Money
    Albert O. Hirschman, Exit, Voice and Loyalty
    Stakeholder Theory
    Max B.E. Clarkson (ed.), The Corporation and its Stakeholders: Classic and Contemporary Readings (There is no one definitive work on stakeholder theory, but this is a good initial overview.)
    (view changes)
    9:08 pm

Tuesday, July 7

  1. 4:33 pm
  2. 4:32 pm
  3. page Theory edited Although this site is primarily concerned with empirical findings, theorists in many different fiel…
    Although this site is primarily concerned with empirical findings, theorists in many different fields have made points that could be important to social investors. Here are some (mainly) theoretical works we think might be relevant to social investing:
    Foundational Works
    Adam Smith, The Wealth of Nations, (I recommend Jerry Muller's Adam Smith in His Time and Ours - lk)
    John Wesley, On the Use of Money
    Albert O. Hirschman, Exit, Voice and Loyalty
    Stakeholder Theory

    Max B.E. Clarkson (ed.), The Corporation and its Stakeholders: Classic and Contemporary Readings (There is no one definitive work on stakeholder theory, but this is a good initial overview.)
    TerrenceAndrew L. Friedman and Samantha Miles, Stakeholders: Theory and Practice
    Lloyd Kurtz, Chapter 2 of Socially Responsible Finance and Investing: Financial Institutions, Corporations, Investors, and Activists
    Anthropology of Business
    Douglas McGregor, The Human Side of Enterprise
    Terrence
    Deal and Allan Kennedy, Corporate Cultures, also The New Corporate Cultures (2008)
    Franz de Waal, Chimpanzee Politics, Our Inner Ape, Primates and Philosophers: How Morality Evolved
    The Logic of Universal Ownership
    James Hawley and Andrew Williams, The Rise of Fiduciary Capitalism
    Albert O. Hirschman, Exit, Voice and Loyalty
    Douglas McGregor, The Human Side of Enterprise
    Business Rationale for CSR
    Michael Porter, "Strategy and Society: The Link Between Competitive Advantage and Corporate Social Responsibility"
    WilliamFinancial Theory
    William
    Sharpe, a good recent interview
    Adam Smith, The Wealth of Nations, (I recommend Jerry Muller's Adam Smith in His Time and Ours - lk)
    John Wesley, On the Use of Money

    Robert Litterman, Pricing Climate Risk

    (view changes)
    4:30 pm

Tuesday, July 22

  1. page Bio edited Information about Lloyd Kurtz is here . He can be reached at: Lkurtz (at) haas.berkeley.edu ...…

    Information about Lloyd Kurtz is here . He can be reached at: Lkurtz (at) haas.berkeley.edu
    ...
    reached at: NK.GuensterNadja.Guenster (at) FINANCE.unimaas.nlwiwi.uni-muenster.de
    Information about Jeroen Derwall is here. He can be reached at: jderwall (at) gmail.com
    (view changes)
    8:13 pm
  2. page Welcome edited ... Welcome to sristudies.org, a resource for academics, investment professionals, and other peopl…
    ...
    Welcome to sristudies.org, a resource for academics, investment professionals, and other people interested in the quantitative aspects of socially responsible investing (SRI).
    Important Note: sristudies.org will not be updated going forward. The site covers studies of corporate social responsibility, socially responsible investing, and sustainable investing up until the 2010-2011 timeframe. See the Home page for further information.
    ...
    found here. In
    In
    2009, Nadja
    ...
    and Jeroen Derwall of Maastricht University,Derwall, both well-regarded
    You can access all of the material on this site using the menu bar and search box on the left. The core content is an annotated bibliography of a few hundred academic studies relevant to social investors. Most of the entries are brief notes taken by the editors between 1996 and 2011. Although these were originally intended primarily for academic researchers and investment professionals, they may also be of some use to people who are just trying to figure out what social investment is all about.
    You should know that these notes are sometimes done in haste. If we see a working paper and take notes on it, we may or may not see the final published version, and may or may not have a chance to update the citation.
    (view changes)
    8:09 pm
  3. page Commentary edited ... are some recent talks and writings articles on SRI Literature Reviews A list of the st…
    ...
    are some recent talks and writingsarticles on SRI
    Literature Reviews
    A list of the studies I believe merit your closest attention.
    ...
    An essay (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.
    A more up-to-date review of the literature of social investing appears in the Fall 2005 issue of the Journal of Investing.
    Other Writings
    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
    A May 2008 speech to the western regional conference of the American Accounting Association
    ...
    A 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).
    A talk on SRI and its critics at the Haas School in 2005 (PowerPoint format).
    A 2005 presentation on SRI to the Sacramento Security Analysts (PowerPoint format).
    Moskowitz Prize Presentations
    A talk on Marc Orlitzky's Moskowitz Prize-winning study at the 2004 SRI in the Rockies conference (PowerPoint format).
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    8:08 pm
  4. page Commentary edited ... Literature Reviews A list of the studies I believe merit your closest attention. A 2007 20…
    ...
    Literature Reviews
    A list of the studies I believe merit your closest attention.
    A 20072006 blog article
    ...

    An essay (last(last revised in
    A more 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 2005 presentation on SRI to the Sacramento Security Analysts (PowerPoint format).
    Moskowitz Prize Presentations
    A talktalk on Marc
    A talk on Chris Geczy's Honorable Mention study at the 2003 SRI in the Rockies conference (PowerPoint format).
    (view changes)
    7:58 pm
  5. page Welcome edited Welcome to sristudies.org, a resource for academics, investment professionals, and other people i…

    Welcome to sristudies.org, a resource for academics, investment professionals, and other people interested in the quantitative aspects of socially responsible investing (SRI).
    ...
    going forward. All new material will be posted at FSinsight, a newThe site launched February 1st, 2012. FSinsight is a great step forward, a global website featuring abstracts, interviews,covers studies of corporate social responsibility, socially responsible investing, and essays by some of the best minds in sustainable finance. You can check it out here. Over time we hope to migrate all sristudies.org content to FSinsight, but for now we will leave sristudies.orginvesting up "as is"until the 2010-2011 timeframe. See the Home page for anyone who wishes to use it. See you at FSinsight!
    - Lloyd, Nadja, and Jeroen
    further information.
    sristudies.org originated as a project of Lloyd Kurtz in the late 1990s. The idea was to have an online notebook of substantive material related to social investment. As the field grew in importance and the scope of the project outran Lloyd's ability to sustain it, the site became a project of the Moskowitz Research Program, which is affiliated with the Center for Responsible Business at the Haas School of Business, UC Berkeley. A press release on this affiliation can be found here. In 2009, Nadja Guenster and Jeroen Derwall of Maastricht University, both well-regarded experts in the field of sustainable investment, joined sristudies.org as co-editors.
    You can access all of the material on this site using the menu bar and search box on the left. The core content is an annotated bibliography of a few hundred academic studies relevant to social investors. Most of the entries are brief notes taken by the editors between 1996 and 2011. Although these were originally intended primarily for academic researchers and investment professionals, they may also be of some use to people who are just trying to figure out what social investment is all about.
    (view changes)
    7:52 pm

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