Guidelines for Integrating Socially Responsible Investment in the Investment Process
19 Pages Posted: 12 Apr 2010
Date Written: August 2006
This paper addresses the implementation of Socially Responsible Investment (SRI) in the investment process. We argue that a clear distinction needs to be made between (1) ethical based, (2) investment driven and value-ensuring objectives in SRI. This distinction enables trustees and investors to effectively address the SRI strategies in the hierarchy of the investment process.
Keywords: Socially Responsible Investment (SRI), pension funds, portfolio management
JEL Classification: G11, G23, G31, M14
Suggested Citation: Suggested Citation