Socially responsible investment
Socially responsible investment covers investment strategies that take into account environmental, social and corporate governance considerations. On this page you can access a range of articles, books and online resources providing quick links to guidance, reports and useful organisations working in this area.
What's on this page?
- Online articles
- Useful links
- Articles and books from the Library
Sustainable investing: the art of long-term performance
Krosinsky, Cary (Earthscan, 2009)
This book looks at sustainable investing as a way of generating long-term returns. Bringing together leading practitioners of sustainable investing from across the globe, it charts how the agenda has evolved, what impact it has today, and what prospects are emerging for the years ahead.
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Small investors' big impact
Explores new trends in socially conscious investing. Particular focus is given to how small investors are having a big impact on socially-minded enterprises.
Articles are available to logged-in ICAEW members, ACA students and other entitled users.
The Library provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact email@example.com.
International social entrepreneurship: pathways to personal and corporate impact
Introduction to corporate social responsibility, complete with case studies and methodological analysis. Includes sections on personal and corporate citizenship, environmental responsibility, and strategic planning.
Sustainable investing: the art of long-term performance
Sustainable investing is fast becoming the smart way of generating long-term returns. With conventional investors now scrambling to factor in issues such as climate change, business ethics and human rights, this book captures a turning point in the evolution of global finance. Bringing together leading practitioners of sustainable investing from across the globe, this book charts how this agenda has evolved, what impact it has today, and what prospects are emerging for the future.
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What's the plan?
The UK's National Infrastructure Plan (NIP) brings a welcome commitment to a pipeline of major projects, with energy the largest sector featured. The government hopes that the NIP will enhance certainty for investors and the supply chain. Community renewable energy schemes are also growing in popularity and gaining investment from sources such as the European Investment Bank and the UK Green Investment Bank.
Small investors' big impact
Explores new trends in socially conscious investing. Particular focus is given to how small investors are having a big impact on socially-minded enterprises. Additional topics discussed include the notion of SRI (Socially Responsible Investing) funds, and efforts to further gender diversity and workplace equality.
Four paths to the future
Tom Grimswood discusses the National Grid's latest Future Energy Scenarios report which admits that Britain is going to miss its renewable and carbon reduction targets. He also explains the four future energy scenarios set out by the National Grid: Gone green, Consumer power, Slow progression, and No progression.
Big Society Capital
Independent financial institution set up to help grow the UK social investment market. Web site includes information for charities and social enterprises on social investment.
Call for Input: Regulatory Barriers to Social Investments
Explains the different structures a social enterprise in the UK can have and asks for views about specific rules and policies which may be hindering investment for social purposes. Includes a section on steps and considerations for those looking to invest in a social enterprise. Published by the FCA in December 2015.
Charities Responsible Investment Network
The Network was established in Spring 2013; it enables charity and foundation investors to fulfil their charitable purposes through research, training and engagement with companies.
An initiative of the EIRIS Foundation and UKSIF which 'encourages and assists charities and their trustees in the development of an ethical and socially responsible approach to their investments.' The website provides a range of publications, including Socially Responsible Investment: A practical introduction for charity trustees and Responsible Investment in Pooled Funds: A guide for charity trustees.
An independent newsletter for socially responsible business which has a focus on corporate social responsibility and socially responsible investment.
Institute of Business Ethics
Charitable organisation promoting ethical standards in management and industry. The website offers briefings on good practice guidance and an annual survey on UK attitudes to business ethics.
The Investment Association Guidelines on responsible investment disclosure
Guidelines published by the Association of British Insurers in 2007 (following the merger of ABI Investment Affairs with the IMA in 2014, the enlarged Investment Management Association, which was renamed The Investment Association in January 2015, has assumed responsibility for guidance previously issued by the ABI).
UK Sustainable Investment and Finance Association (UKSIF)
Membership association for sustainable and responsible financial services whose web site includes a number of reports and publications.
European Sustainable Investment Forum (Eurosif)
Eurosif is 'a pan-European network and think-tank whose mission is to develop Sustainability through European financial markets.' The Eurosif website includes a survey on the state of the European SRI market.
Ethical Investment Research Service (EIRIS)
EIRIS is a 'global provider of environmental, social and governance (ESG) research.'
Index measuring the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices.
Global Impact Investing Network (GIIN)
A nonprofit organisation dedicated to increasing the scale and effectiveness of impact investing. Its Knowledge Center includes key industry publications and GIIN-authored research.
Global Social Impact Investment Steering Group
The Global Social Impact Investment Steering Group (GSG) was established in August 2015 as the successor to the Social Impact Investment Taskforce set up by G8. It aims to catalyse a global social impact investment market across member countries. Web site includes social investment case studies.
Principles for Responsible Investment Initiative (PRI)
PRI is a United Nations-backed initiative which has brought a network of international investors together to put into practice the Principles for Responsible Investment devised by the investment community.
US SIF: The Forum for Sustainable and Responsible Investment
A US membership network committed to investment practices that consider environmental, social and corporate governance criteria.
Unlocking the value of social investment
This edition of KPMG's Sustainable Insight presents results of 2012-13 global research on corporate and foundation approaches to measuring and reporting social investment. A framework to help companies improve the effectiveness of social programs is included.
Articles and books in the Library collection
Selected articles and books
Keep it small and local
Taxline, No.3. March 2015. pp.14-16.
Social investment tax relief (SITR) is a new relief for income tax and capital gains tax (CGT) introduced by Finance Act 2014. The objective is to encourage individual investment in small social enterprises. This article explains how social investment tax relief works.
A controlling share
Charity Finance, June 2013. pp.18-21
In April 2013 the Church of England made headlines when it announced that it will use its shareholder rights to vote down any bonus worth more than an executive's basic salary, should any of the companies it invests in attempt to provide such a bonus to any of its staff. In the light of this, the author investigates the ways in which fund managers are embracing responsible investment. Discusses different techniques of responsible investment, such as negative screening, positive screening, and company engagement.
Your starter for ten
Charity Finance, June 2013. pp.24-25
Over the last decade, charity trustees have had to consider a wide range of complex investment issues, beyond just fiduciary ones. These include appropriate ethical screening, mission-related investment, and whether environmental, social and governance factors should be part of their investment strategy. The author offers ten questions on responsible investment that can be addressed to fund managers.
Responsible investment guide 2013
Nixon, R (Fremantle, Australia : VIVID Publishing, 2011)
This 34 page guide contains the following sections: what is responsible investment?; why adopt a responsible investment approach?; an evolving landscape; the market is moving; the (financial) evidence is out there; across asset classes- public equities; fixed income; real estate; private equity; hedge funds (and other); and key actions.
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