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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The investor revolution
With the environmental and social impacts of their portfolios of increasing concern to investment firms, the authors discuss what companies can do to prepare for the new era of sustainable investing.
Articles are available to logged-in ICAEW members, ACA students and other entitled users.
The investor revolution
Interviews with senior executives at a number of institutional investing firms suggest environmental, social and governance (ESG) is now a priority and that corporations will soon be held accountable by shareholders for their ESG performance. The authors explore what is driving change and what companies can take do to prepare for the new era of sustainable investing.
The ABC of ESG
Demand is growing for environmental, social and governance (ESG) investment products. Discusses the complexities of measuring the performance of 'green' products and their asset managers.
Sustainable Development Goals show their worth for investors
Article on the value of the UN’s Sustainable Development Goals (SDGs) as a framework for investors and how the goals are being applied by a number of investment firms.
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.
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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