Sustainable Investing What Everyone Needs to Know
Historically, investors focused only on making money. For some investors, this mindset still rings true. Yet, a growing number of investors want to "make money mean more" by making money and doing good. Sustainable investing consists of any investment approach that considers environmental,...
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| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Oxford
Oxford University Press, Incorporated
2022
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| Schriftenreihe: | What Everyone Needs to KnowRG Ser
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| Schlagworte: | |
| Online-Zugang: | DE-2070s |
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Inhaltsangabe:
- Cover
- Sustainable Investing
- Copyright
- Contents
- Why Did We Write This Book?
- Whom Do We Want to Thank?
- Who Are the Authors?
- What Is the Book About?
- 1. The Changing Investment Landscape: The Past, Present, and Future
- What are the earliest origins of socially responsible investing (SRI) and corporate social responsibility (CSR)?
- Who were the first drivers of SRI and CSR, and how did their efforts help establish the ways social responsibility activists affect corporate behavior?
- What is screening, and why is it important?
- What were the most critical milestones in the 20th century for SRI?
- How did these earlier milestones in the 20th century help establish how SRI activists could affect corporate behavior?
- Who created the first modern SRI index?
- How did environmental, social, and governance (ESG) criteria become the three primary social responsibility factors?
- What are other vital issues in the 21st century for SRI and CSR besides ESG criteria?
- What are the main ways that investors can participate in SRI and SDG efforts?
- What are the similarities and differences between sustainable investing and green investing?
- What are the similarities and differences between impact investing and community investing?
- How have risk tolerances and investment preferences changed from a generational perspective?
- What impact are millennials and progressive politics making on sustainable investing?
- What are the conservative politics of sustainable investing in terms of advocacy agenda?
- What is the divide between progressive and conservative investors?
- What trends are likely to drive the future of the sustainable investing industry?
- Takeaways
- 2. Corporate Social Responsibility: Delivering Both Profit and Purpose
- What is corporate social responsibility?
- What is business ethics?
- Who are a firm's stakeholders?
- How can a firm demonstrate its social responsibility?
- How can firms be environmentally sustainable?
- How do firms demonstrate social responsibility to society?
- What firm governance characteristics are responsible?
- How can firms exhibit social responsibility to employees?
- How can a firm be socially responsible in some areas and not in others?
- How does doing good differ from avoiding doing harm?
- What is corporate philanthropy, and should firms be engaged in it?
- How can firms become involved in community engagement?
- How can investors determine whether a firm is socially responsible?
- How are firms held accountable for CSR?
- What is a nongovernmental organization, and how does it interact with companies?
- How can a firm have a social purpose and earn a profit?
- How is CSR viewed around the world?
- What companies are known as leaders in CSR?
- What online resources are available for researching socially responsible firms?
- Takeaways
- 3. Social and Religious Values: Aligning Values and Portfolio Assets
- What is value-based investing?
- What community values can investors use to select investments?
- How can investing include human and civil rights values?
- What is environmental sustainability, and how can investors incorporate it into a portfolio?
- What products of firms are inconsistent with social responsibility?
- What religious values affect investing?
- How can investors consider Christian values?
- How can investors consider Islamic values?
- How can investors consider Jewish faith-based values?
- How might socially progressive values affect investment choice?
- What is patriotic investing?
- How are stocks found using negative and positive social screens?
- What stock indices benchmark socially responsible firms?
- What are Morningstar's Sustainability Scores?
- What are Morningstar's Carbon Risk Scores?
- Where can investors find socially responsible mutual funds?
- What exchange-traded funds have socially responsible portfolios?
- Where can investors find sustainable bonds and other fixed-income funds?
- What online resources are available for researching a values-based investment approach?
- Takeaways
- 4. Sustainable Investing: Making Money While Doing Good
- How does traditional investing differ from sustainable investing?
- What are the potential concerns about sustainable investing?
- What is the screening approach to sustainable investing?
- What is the ESG integration approach to sustainable investing?
- What is the socially responsible investing approach?
- What are the shareholder engagement and activism approaches to sustainable investing?
- What is the sustainable thematic investing approach?
- What is the impact of the investing approach to sustainable investing?
- What types of investors engage in sustainable investing?
- How large is the sustainable investing marketplace?
- How can investors get started with sustainable investing?
- What vehicles are available for aligning values with investments?
- What sources are available for evaluating the social responsibility of a good versus bad company?
- What are the pros and cons of investing in ESG stocks?
- What are some examples of the largest ESG stocks?
- What are the pros and cons of mutual funds and exchange-traded funds engaged in sustainable investing?
- What are the similarities and differences between mutual funds and ETFs engaged in sustainable investing?
- What are the different types of funds engaging in sustainable investing and examples of each?
- What options are available for socially responsible investors interested in fixed-income investments?
- What are green bonds and their pros and cons?
- What are social impact bonds and their benefits and challenges?
- How can investors use ESG target-date funds?
- What are the advantages and disadvantages of ESG TDFs?
- What are some tips in selecting an ESG TDF?
- What are the trade-offs between investing in stocks or bonds of socially responsible companies, mutual funds, and ETFs?
- What are robo-advisors and the trade-offs of using them for sustainable investing?
- What are some examples of robo-advisors for sustainable investing?
- What is community investing?
- What are online sources of information for sustainable investing?
- Takeaways
- 5. Performance Implications of Sustainable Investing: Can You Have Your Cake and Eat It Too?
- What are the supply and demand dynamics for performance data for sustainable investing?
- What are the concerns about the performance data for sustainable investing?
- What is the total number of sustainable investment funds?
- Have sustainable investment funds outperformed traditional funds?
- How has the performance of sustainable funds changed over time?
- What are the performance implications of sustainable investment indices?
- How fast is investor demand for sustainable investing growing?
- What factors are likely to affect the demand for sustainable investing going forward?
- Has the growth in investor demand driven the recent outperformance in sustainable investing?
- Which of the three ESG criteria has historically performed better?
- What are the performance implications of sustainable investing when analyzing the fixed-income market?
- What performance critiques or implications relate to screening?
- Do sin stocks outperform sustainable stocks?
- Is sustainable investing ethical window dressing?
- How has sustainable investing had a positive benefit on changing society or corporate behavior?
- Can sustainable investors have their cake and eat it too?
- What online resources are available for researching more information on the performance of sustainable investments?
- Takeaways
- 6. Building a Portfolio with a Purpose: How to Benefit You and Society
- What are common misconceptions about sustainable investing?
- Why should sustainable investors take a portfolio perspective?
- What steps are in the portfolio management process?
- What is an investment policy statement?
- Why should sustainable investors have an investment policy statement?
- What role does asset allocation play in the investment decision-making process?
- What types or classes of assets are available to sustainable investors?
- What are the main determinants of asset allocation?
- What are the two most common strategies for asset allocation and their advantages and disadvantages?
- How do strategic asset allocation and tactical asset allocation differ, and what are the advantages and disadvantages of each?
- What are other types of asset allocation strategies?
- What are some guidelines of asset allocation for "average" investors?
- What choices are available for determining an asset allocation?
- How does asset allocation differ from diversification?
- Why should sustainable investors diversify their portfolios?
- What pitfalls involving portfolio diversification should sustainable investors avoid?
- How can investors incorporate sustainability into their portfolios?
- Why should sustainable investors regularly monitor their portfolios?
- Should sustainable investors rebalance their portfolios?
- What types of asset allocation rebalancing strategies are available, and what are their benefits and drawbacks?
- How can sustainable investors evaluate their portfolios?