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Bridge over ocean
1 July 2006 Research Foundation

The Social Responsibility of the Investment Profession

  1. Julie Hudson

Socially responsible investment (SRI) is not limited to community investing and exclusion screening. It is, in fact, an investment approach driven by the values and beliefs of the investor.

The Social Responsibility of the Investment Profession View the full book (PDF)

Socially responsible investment (SRI) is not limited to community investing and exclusion screening. It is, in fact, an investment approach driven by the values and beliefs of the investor. Four approaches to SRI considered in this work (exclusion, best in class, engagement, and advocacy) can be shown to relate to other investment frameworks widely used in finance. SRI concerns are relevant to any investor who does not subscribe to the concept of market, or economic, efficiency.