The document discusses responsible investing (RI), which considers environmental, social and governance factors in investment decisions. It provides background on stockholders and their objectives to generate returns. RI aims to achieve social or ethical objectives in addition to financial returns. The document outlines the history and typical processes of RI funds, including commonly used screens to identify companies aligned with environmental and social values. It also discusses indices used to measure RI performance and findings that RI funds do not typically outperform or underperform conventional funds.

1. Responsible Investing Responsible Investing Professor Hector R Rodriguez School of Business Mount Ida College Business, Society & Environment

8. Typical Decision Process Pax World – US$ 2.53Bi Environment Climate change Community Indigenous People Welfare Labor Relations Product Safety and Integrity Diversity Workplace healthy and safety Corporate governance Gender Empowerment Human Rights Double Diligence Financial Analysis Social Analysis Calvert – US$ 3.17Bi Governance and Ethics Workplace Environment Product Safety & Impact International Operations and Human Rights Indigenous people’s rights Community relations

10. Source: “ 2007 Report on Socially Responsible Investing Trends in the United States;” Social Investment Forum 2007 $2.7 trillion – the amount invested in RI-screened accounts (mutual funds, institutional investors and high-net-worth individuals) The RI Market: Exhibiting Solid Growth

13. DJSI Assets (in million USD)

14. DJSI Assessment Criteria

17. Responsible Investing - Domini Investments “Live Link”