Guidelines for Integrating Socially Responsible Investment in the Investment Process
20 Pages Posted: 28 Feb 2009
Date Written: September 4 2006
This paper addresses the implementation of Socially Responsible Investment (SRI) in the investment process. SRI covers a broad range of investment strategies, with different implications for the role of trustees and portfolio managers. We argue that a clear distinction needs to be made between ethical based, investment driven and value-ensuring objectives in SRI. This distinction effectively enables trustees and investors to address and implement the SRI strategies, and assess the added value in the investment process.
Keywords: Socially Responsible Investment, Portfolio Management
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