H. Kent Baker, Hunter M. Holzhauer, John R. Nofsinger
Sustainable Investing: What Everyone Needs to Know
H. Kent Baker, Hunter M. Holzhauer, John R. Nofsinger
Sustainable Investing: What Everyone Needs to Know
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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, social, and governance-related criteria when selecting and managing investments. This book demystifies sustainable investing for average investors and examines whether such investments have a place in their portfolios.
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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, social, and governance-related criteria when selecting and managing investments. This book demystifies sustainable investing for average investors and examines whether such investments have a place in their portfolios.
Produktdetails
- Produktdetails
- What Everyone Needs to Knowrg
- Verlag: Oxford University Press, USA
- Seitenzahl: 270
- Erscheinungstermin: 1. Mai 2022
- Englisch
- Abmessung: 215mm x 142mm x 21mm
- Gewicht: 478g
- ISBN-13: 9780197643815
- ISBN-10: 0197643817
- Artikelnr.: 63657515
- What Everyone Needs to Knowrg
- Verlag: Oxford University Press, USA
- Seitenzahl: 270
- Erscheinungstermin: 1. Mai 2022
- Englisch
- Abmessung: 215mm x 142mm x 21mm
- Gewicht: 478g
- ISBN-13: 9780197643815
- ISBN-10: 0197643817
- Artikelnr.: 63657515
H. Kent Baker is University Professor of Finance in the Kogod School of Business, American University. He is one of the most prolific authors in finance, with 40 books and over 200 peer-reviewed journal articles. He is also the editor of The H. Kent Baker Investments Series at Emerald Publishing. Professor Baker is internationally known for his work in behavioral finance, survey research, and dividend policy and has consulting experience with more than 100 organizations. He has received many research, teaching, and service awards, including the American University's Scholar/Teacher of the Year and Southern Finance Associations' 2019 Distinguished Scholar. Hunter M. Holzhauer is the Robert L. Maclellan and UC Foundation Associate Professor of Finance in the Rollins College of Business at the University of Tennessee at Chattanooga. Professor Holzhauer is an award-winning professor in research, teaching, and service. Since 2013, he has authored seven book chapters and published 16 peer-reviewed articles primarily focused on socially responsible investing, behavioral finance, and alternative investments. Professor Holzhauer is also the creator and Director of the prestigious Student Managed Investment Learning Experience (SMILE) Fund and the faculty advisor for multiple award-winning student investment teams. John R. Nofsinger is Professor of Finance and Dean of the College of Business and Public Policy at the University of Alaska Anchorage. He is an award-winning author who has written 15 finance trade books, textbooks, and scholarly books and published 73 articles in academic and practitioner journals. Professor Nofsinger is widely known in behavioral finance, socially responsible investing, and the biology of finance.
* Who Are the Authors?
* Why Did We Write This Book?
* Whom Do We Want to Thank?
* What is the Book About?
* Introduction
* Chapter One: The Changing Investment Landscape: The Past, Present,
and Future
* 1.1. What are the earliest origins of socially responsible investing
(SRI) and corporate social responsibility (CSR)?
* 1.2. Who were the first drivers of SRI and CSR, and how did their
efforts help establish the ways social responsibility activists
affect corporate behavior?
* 1.3. What is screening, and why is it important?
* 1.4. What are the most critical milestones in the 20th century for
SRI?
* 1.5. How did these earlier milestones in the 20th-century help
establish how SRI activists could affect corporate behavior?
* 1.6. Who created the first modern SRI index?
* 1.7. How did environmental, social, and governance (ESG) criteria
become the three primary social responsibility factors?
* 1.8. What are other vital issues in the 21st century for SRI and CSR
besides ESG criteria?
* 1.9. What are the main ways that investors can participate in SRI and
SDG efforts?
* 1.10. What are the similarities and differences between sustainable
investing and green investing?
* 1.11. What are the similarities and differences between impact
investing and community investing?
* 1.12. How have risk tolerances and investment preferences changed
from a generational perspective?
* 1.13. What impact are Millennials and progressive politics making on
sustainable investing?
* 1.14. What are the conservative politics of sustainable investing in
terms of advocacy agenda?
* 1.15. What is the divide between progressive and conservative
investors?
* 1.16. What trends are likely to drive the future of the sustainable
investing industry?
* Takeaways
* Chapter Two: Corporate Social Responsibility: Delivering Both Profit
and Purpose
* 2.1. What's corporate social responsibility?
* 2.2. What's business ethics?
* 2.3. Who are a firm's stakeholders?
* 2.4. How can a firm demonstrate its social responsibility?
* 2.5. How can firms be environmentally sustainable?
* 2.6. How do firms demonstrate social responsibility to society?
* 2.7. What firm governance characteristics are responsible?
* 2.8. How can firms exhibit social responsibility to employees?
* 2.9. How can a firm be socially responsible in some areas and not in
others?
* 2.10. How does doing good differ from avoiding doing harm?
* 2.11. What is corporate philanthropy, and should firms be engaged in
it?
* 2.12. How can firms become involved in community engagement?
* 2.13. How can investors determine whether a firm is socially
responsible?
* 2.14. How are firms held accountable for CSR?
* 2.15. What is a non-governmental organization, and how does it
interact with companies?
* 2.16. How can a firm have a social purpose and earn a profit?
* 2.17. How is CSR viewed around the world?
* 2.18. What companies are known as leaders in CSR?
* 2.19. What online resources are available for researching socially
responsible firms?
* Takeaways
* Chapter Three: Social and Religious Values: Aligning Values and
Portfolio Assets
* 3.1. What is values-based investing?
* 3.2. What community values can investors use to select investments?
* 3.3. How can investing include human and civil rights values?
* 3.4. What is environmental sustainability, and how can investors
incorporate it into a portfolio?
* 3.5. What firm products are inconsistent with social responsibility?
* 3.6. What religious values affect investing?
* 3.7. How can investors consider Christian values?
* 3.8. How can investors consider Islamic values?
* 3.9. How can investors consider Jewish faith-based values?
* 3.10. How might socially progressive values affect investment choice?
* 3.11. What is patriotic investing?
* 3.12. How are stocks found using negative and positive social
screens?
* 3.13. What stock indices benchmark socially responsible firms?
* 3.14. What are Morningstar's Sustainability Scores?
* 3.15. What are Morningstar's Carbon Risk Scores?
* 3.16. Where can investors find socially responsible mutual funds?
* 3.17. What exchange-traded funds have socially responsible
portfolios?
* 3.18. Where can investors find sustainable bonds and other
fixed-income funds?
* 3.19. What are online resources available for researching a
values-based investment approach?
* Takeaways
* Chapter Four: Sustainable Investing: Making Money While Doing Good
* 4.1. How does traditional investing differ from sustainable
investing?
* 4.2. What are the potential concerns about sustainable investing?
* 4.3. What is the screening approach to sustainable investing?
* 4.4. What is the ESG integration approach to sustainable investing?
* 4.5. What is the socially responsible investing approach?
* 4.6. What are the shareholder engagement and activism approaches to
sustainable investing?
* 4.7. What is the sustainable thematic investing approach?
* 4.8. What is the impact investing approach to sustainable investing?
* 4.9. What types of investors engage in sustainable investing?
* 4.10. How large is the sustainable investing marketplace?
* 4.11. How can investors get started with sustainable investing?
* 4.12. What vehicles are available for aligning values with
investments?
* 4.13. What are the sources available for evaluating the social
responsibility of a good versus bad company?
* 4.14. What are the pros and cons of investing in ESG stocks?
* 4.15. What are some examples of the largest ESG stocks?
* 4.17. What are the similarities and differences between mutual funds
and ETFs engaged in sustainable investing?
* 4.18. What are the different types of funds engaging in sustainable
investing, and examples of each?
* 4.19. What options are available for socially responsible investors
interested in fixed-income investments?
* 4.20. What are green bonds and their pros and cons?
* 4.21. What are social impact bonds and their benefits and challenges?
* 4.23. What are the advantages and disadvantages of ESG TDFs?
* 4.24. What are some tips in selecting an ESG TDF?
* 4.25. What are the trade-offs between investing in stocks or bonds of
socially responsible companies, mutual funds, and ETFs?
* 4.26. What are robo-advisors and the trade-offs of using them for
sustainable investing?
* 4.27. What are some examples of robo-advisors for sustainable
investing?
* 4.28. What is community investing?
* 4.29. What are online sources of information for sustainable
investing?
* Takeaways
* Chapter Five: Performance Implications of Sustainable Investing: Can
You Have Your Cake and Eat It Too?
* 5.1. What are the supply and demand dynamics for performance data for
sustainable investing?
* 5.2. What are the concerns about the performance data for sustainable
investing?
* 5.3. What is the total number of sustainable investment funds?
* 5.4. Have sustainable investment funds outperformed traditional
funds?
* 5.5. How has the performance of sustainable funds changed over time?
* 5.6. What are the performance implications of sustainable investment
indices?
* 5.7. How fast is investor demand for sustainable investing growing?
* 5.8. What factors are likely to affect the demand for sustainable
investing going forward?
* 5.9. Has the growth in investor demand driven the recent
outperformance in sustainable investing??
* 5.10. Which of the three ESG criteria has historically performed
better?
* 5.11. What are the performance implications of sustainable investing
when analyzing the fixed-income market?
* 5.12. What performance critiques or implications relate to screening?
* 5.13. Do sin stocks outperform sustainable stocks?
* 5.14. Is sustainable investing ethical window dressing?
* 5.15. How has sustainable investing had a positive benefit on
changing society or corporate behavior?
* 5.16. Can sustainable investors have their cake and eat it too?
* Takeaways
* Chapter Six: Building a Portfolio with a Purpose: How to Benefit You
and Society
* 6.1. What are common misconceptions about sustainable investing?
* 6.2. Why should sustainable investors take a portfolio perspective?
* 6.3. What steps are in the portfolio management process?
* 6.4. What is an investment policy statement?
* 6.5. Why should sustainable investors have an investment policy
statement?
* 6.6. What role does asset allocation play in the investment
decision-making process?
* 6.7. What types or classes of assets are available to sustainable
investors?
* 6.8. What are the main determinants of asset allocation?
* 6.9. What are the two most common strategies for asset allocation and
their advantages and
* 6.11. What are other types of asset allocation strategies available?
* 6.12. What are some guidelines of asset allocation for "average"
investors?
* 6.13. What choices are available for determining your asset
allocation?
* 6.14. How does asset allocation differ from diversification?
* 6.15. Why should sustainable investors diversify their portfolios?
* 6.16. What pitfalls should sustainable investors avoid involving
portfolio diversification?
* 6.16. How can investors incorporate sustainability into their
portfolios?
* 6.17. Why should sustainable investors regularly monitor their
portfolios?
* 6.18. Should sustainable investors rebalance their portfolios?
* 6.19. What types of asset allocation rebalancing strategies are
available and their benefits and drawbacks?
* 6.20. How can sustainable investors evaluate their portfolios?
* Takeaways
* Why Did We Write This Book?
* Whom Do We Want to Thank?
* What is the Book About?
* Introduction
* Chapter One: The Changing Investment Landscape: The Past, Present,
and Future
* 1.1. What are the earliest origins of socially responsible investing
(SRI) and corporate social responsibility (CSR)?
* 1.2. Who were the first drivers of SRI and CSR, and how did their
efforts help establish the ways social responsibility activists
affect corporate behavior?
* 1.3. What is screening, and why is it important?
* 1.4. What are the most critical milestones in the 20th century for
SRI?
* 1.5. How did these earlier milestones in the 20th-century help
establish how SRI activists could affect corporate behavior?
* 1.6. Who created the first modern SRI index?
* 1.7. How did environmental, social, and governance (ESG) criteria
become the three primary social responsibility factors?
* 1.8. What are other vital issues in the 21st century for SRI and CSR
besides ESG criteria?
* 1.9. What are the main ways that investors can participate in SRI and
SDG efforts?
* 1.10. What are the similarities and differences between sustainable
investing and green investing?
* 1.11. What are the similarities and differences between impact
investing and community investing?
* 1.12. How have risk tolerances and investment preferences changed
from a generational perspective?
* 1.13. What impact are Millennials and progressive politics making on
sustainable investing?
* 1.14. What are the conservative politics of sustainable investing in
terms of advocacy agenda?
* 1.15. What is the divide between progressive and conservative
investors?
* 1.16. What trends are likely to drive the future of the sustainable
investing industry?
* Takeaways
* Chapter Two: Corporate Social Responsibility: Delivering Both Profit
and Purpose
* 2.1. What's corporate social responsibility?
* 2.2. What's business ethics?
* 2.3. Who are a firm's stakeholders?
* 2.4. How can a firm demonstrate its social responsibility?
* 2.5. How can firms be environmentally sustainable?
* 2.6. How do firms demonstrate social responsibility to society?
* 2.7. What firm governance characteristics are responsible?
* 2.8. How can firms exhibit social responsibility to employees?
* 2.9. How can a firm be socially responsible in some areas and not in
others?
* 2.10. How does doing good differ from avoiding doing harm?
* 2.11. What is corporate philanthropy, and should firms be engaged in
it?
* 2.12. How can firms become involved in community engagement?
* 2.13. How can investors determine whether a firm is socially
responsible?
* 2.14. How are firms held accountable for CSR?
* 2.15. What is a non-governmental organization, and how does it
interact with companies?
* 2.16. How can a firm have a social purpose and earn a profit?
* 2.17. How is CSR viewed around the world?
* 2.18. What companies are known as leaders in CSR?
* 2.19. What online resources are available for researching socially
responsible firms?
* Takeaways
* Chapter Three: Social and Religious Values: Aligning Values and
Portfolio Assets
* 3.1. What is values-based investing?
* 3.2. What community values can investors use to select investments?
* 3.3. How can investing include human and civil rights values?
* 3.4. What is environmental sustainability, and how can investors
incorporate it into a portfolio?
* 3.5. What firm products are inconsistent with social responsibility?
* 3.6. What religious values affect investing?
* 3.7. How can investors consider Christian values?
* 3.8. How can investors consider Islamic values?
* 3.9. How can investors consider Jewish faith-based values?
* 3.10. How might socially progressive values affect investment choice?
* 3.11. What is patriotic investing?
* 3.12. How are stocks found using negative and positive social
screens?
* 3.13. What stock indices benchmark socially responsible firms?
* 3.14. What are Morningstar's Sustainability Scores?
* 3.15. What are Morningstar's Carbon Risk Scores?
* 3.16. Where can investors find socially responsible mutual funds?
* 3.17. What exchange-traded funds have socially responsible
portfolios?
* 3.18. Where can investors find sustainable bonds and other
fixed-income funds?
* 3.19. What are online resources available for researching a
values-based investment approach?
* Takeaways
* Chapter Four: Sustainable Investing: Making Money While Doing Good
* 4.1. How does traditional investing differ from sustainable
investing?
* 4.2. What are the potential concerns about sustainable investing?
* 4.3. What is the screening approach to sustainable investing?
* 4.4. What is the ESG integration approach to sustainable investing?
* 4.5. What is the socially responsible investing approach?
* 4.6. What are the shareholder engagement and activism approaches to
sustainable investing?
* 4.7. What is the sustainable thematic investing approach?
* 4.8. What is the impact investing approach to sustainable investing?
* 4.9. What types of investors engage in sustainable investing?
* 4.10. How large is the sustainable investing marketplace?
* 4.11. How can investors get started with sustainable investing?
* 4.12. What vehicles are available for aligning values with
investments?
* 4.13. What are the sources available for evaluating the social
responsibility of a good versus bad company?
* 4.14. What are the pros and cons of investing in ESG stocks?
* 4.15. What are some examples of the largest ESG stocks?
* 4.17. What are the similarities and differences between mutual funds
and ETFs engaged in sustainable investing?
* 4.18. What are the different types of funds engaging in sustainable
investing, and examples of each?
* 4.19. What options are available for socially responsible investors
interested in fixed-income investments?
* 4.20. What are green bonds and their pros and cons?
* 4.21. What are social impact bonds and their benefits and challenges?
* 4.23. What are the advantages and disadvantages of ESG TDFs?
* 4.24. What are some tips in selecting an ESG TDF?
* 4.25. What are the trade-offs between investing in stocks or bonds of
socially responsible companies, mutual funds, and ETFs?
* 4.26. What are robo-advisors and the trade-offs of using them for
sustainable investing?
* 4.27. What are some examples of robo-advisors for sustainable
investing?
* 4.28. What is community investing?
* 4.29. What are online sources of information for sustainable
investing?
* Takeaways
* Chapter Five: Performance Implications of Sustainable Investing: Can
You Have Your Cake and Eat It Too?
* 5.1. What are the supply and demand dynamics for performance data for
sustainable investing?
* 5.2. What are the concerns about the performance data for sustainable
investing?
* 5.3. What is the total number of sustainable investment funds?
* 5.4. Have sustainable investment funds outperformed traditional
funds?
* 5.5. How has the performance of sustainable funds changed over time?
* 5.6. What are the performance implications of sustainable investment
indices?
* 5.7. How fast is investor demand for sustainable investing growing?
* 5.8. What factors are likely to affect the demand for sustainable
investing going forward?
* 5.9. Has the growth in investor demand driven the recent
outperformance in sustainable investing??
* 5.10. Which of the three ESG criteria has historically performed
better?
* 5.11. What are the performance implications of sustainable investing
when analyzing the fixed-income market?
* 5.12. What performance critiques or implications relate to screening?
* 5.13. Do sin stocks outperform sustainable stocks?
* 5.14. Is sustainable investing ethical window dressing?
* 5.15. How has sustainable investing had a positive benefit on
changing society or corporate behavior?
* 5.16. Can sustainable investors have their cake and eat it too?
* Takeaways
* Chapter Six: Building a Portfolio with a Purpose: How to Benefit You
and Society
* 6.1. What are common misconceptions about sustainable investing?
* 6.2. Why should sustainable investors take a portfolio perspective?
* 6.3. What steps are in the portfolio management process?
* 6.4. What is an investment policy statement?
* 6.5. Why should sustainable investors have an investment policy
statement?
* 6.6. What role does asset allocation play in the investment
decision-making process?
* 6.7. What types or classes of assets are available to sustainable
investors?
* 6.8. What are the main determinants of asset allocation?
* 6.9. What are the two most common strategies for asset allocation and
their advantages and
* 6.11. What are other types of asset allocation strategies available?
* 6.12. What are some guidelines of asset allocation for "average"
investors?
* 6.13. What choices are available for determining your asset
allocation?
* 6.14. How does asset allocation differ from diversification?
* 6.15. Why should sustainable investors diversify their portfolios?
* 6.16. What pitfalls should sustainable investors avoid involving
portfolio diversification?
* 6.16. How can investors incorporate sustainability into their
portfolios?
* 6.17. Why should sustainable investors regularly monitor their
portfolios?
* 6.18. Should sustainable investors rebalance their portfolios?
* 6.19. What types of asset allocation rebalancing strategies are
available and their benefits and drawbacks?
* 6.20. How can sustainable investors evaluate their portfolios?
* Takeaways
* Who Are the Authors?
* Why Did We Write This Book?
* Whom Do We Want to Thank?
* What is the Book About?
* Introduction
* Chapter One: The Changing Investment Landscape: The Past, Present,
and Future
* 1.1. What are the earliest origins of socially responsible investing
(SRI) and corporate social responsibility (CSR)?
* 1.2. Who were the first drivers of SRI and CSR, and how did their
efforts help establish the ways social responsibility activists
affect corporate behavior?
* 1.3. What is screening, and why is it important?
* 1.4. What are the most critical milestones in the 20th century for
SRI?
* 1.5. How did these earlier milestones in the 20th-century help
establish how SRI activists could affect corporate behavior?
* 1.6. Who created the first modern SRI index?
* 1.7. How did environmental, social, and governance (ESG) criteria
become the three primary social responsibility factors?
* 1.8. What are other vital issues in the 21st century for SRI and CSR
besides ESG criteria?
* 1.9. What are the main ways that investors can participate in SRI and
SDG efforts?
* 1.10. What are the similarities and differences between sustainable
investing and green investing?
* 1.11. What are the similarities and differences between impact
investing and community investing?
* 1.12. How have risk tolerances and investment preferences changed
from a generational perspective?
* 1.13. What impact are Millennials and progressive politics making on
sustainable investing?
* 1.14. What are the conservative politics of sustainable investing in
terms of advocacy agenda?
* 1.15. What is the divide between progressive and conservative
investors?
* 1.16. What trends are likely to drive the future of the sustainable
investing industry?
* Takeaways
* Chapter Two: Corporate Social Responsibility: Delivering Both Profit
and Purpose
* 2.1. What's corporate social responsibility?
* 2.2. What's business ethics?
* 2.3. Who are a firm's stakeholders?
* 2.4. How can a firm demonstrate its social responsibility?
* 2.5. How can firms be environmentally sustainable?
* 2.6. How do firms demonstrate social responsibility to society?
* 2.7. What firm governance characteristics are responsible?
* 2.8. How can firms exhibit social responsibility to employees?
* 2.9. How can a firm be socially responsible in some areas and not in
others?
* 2.10. How does doing good differ from avoiding doing harm?
* 2.11. What is corporate philanthropy, and should firms be engaged in
it?
* 2.12. How can firms become involved in community engagement?
* 2.13. How can investors determine whether a firm is socially
responsible?
* 2.14. How are firms held accountable for CSR?
* 2.15. What is a non-governmental organization, and how does it
interact with companies?
* 2.16. How can a firm have a social purpose and earn a profit?
* 2.17. How is CSR viewed around the world?
* 2.18. What companies are known as leaders in CSR?
* 2.19. What online resources are available for researching socially
responsible firms?
* Takeaways
* Chapter Three: Social and Religious Values: Aligning Values and
Portfolio Assets
* 3.1. What is values-based investing?
* 3.2. What community values can investors use to select investments?
* 3.3. How can investing include human and civil rights values?
* 3.4. What is environmental sustainability, and how can investors
incorporate it into a portfolio?
* 3.5. What firm products are inconsistent with social responsibility?
* 3.6. What religious values affect investing?
* 3.7. How can investors consider Christian values?
* 3.8. How can investors consider Islamic values?
* 3.9. How can investors consider Jewish faith-based values?
* 3.10. How might socially progressive values affect investment choice?
* 3.11. What is patriotic investing?
* 3.12. How are stocks found using negative and positive social
screens?
* 3.13. What stock indices benchmark socially responsible firms?
* 3.14. What are Morningstar's Sustainability Scores?
* 3.15. What are Morningstar's Carbon Risk Scores?
* 3.16. Where can investors find socially responsible mutual funds?
* 3.17. What exchange-traded funds have socially responsible
portfolios?
* 3.18. Where can investors find sustainable bonds and other
fixed-income funds?
* 3.19. What are online resources available for researching a
values-based investment approach?
* Takeaways
* Chapter Four: Sustainable Investing: Making Money While Doing Good
* 4.1. How does traditional investing differ from sustainable
investing?
* 4.2. What are the potential concerns about sustainable investing?
* 4.3. What is the screening approach to sustainable investing?
* 4.4. What is the ESG integration approach to sustainable investing?
* 4.5. What is the socially responsible investing approach?
* 4.6. What are the shareholder engagement and activism approaches to
sustainable investing?
* 4.7. What is the sustainable thematic investing approach?
* 4.8. What is the impact investing approach to sustainable investing?
* 4.9. What types of investors engage in sustainable investing?
* 4.10. How large is the sustainable investing marketplace?
* 4.11. How can investors get started with sustainable investing?
* 4.12. What vehicles are available for aligning values with
investments?
* 4.13. What are the sources available for evaluating the social
responsibility of a good versus bad company?
* 4.14. What are the pros and cons of investing in ESG stocks?
* 4.15. What are some examples of the largest ESG stocks?
* 4.17. What are the similarities and differences between mutual funds
and ETFs engaged in sustainable investing?
* 4.18. What are the different types of funds engaging in sustainable
investing, and examples of each?
* 4.19. What options are available for socially responsible investors
interested in fixed-income investments?
* 4.20. What are green bonds and their pros and cons?
* 4.21. What are social impact bonds and their benefits and challenges?
* 4.23. What are the advantages and disadvantages of ESG TDFs?
* 4.24. What are some tips in selecting an ESG TDF?
* 4.25. What are the trade-offs between investing in stocks or bonds of
socially responsible companies, mutual funds, and ETFs?
* 4.26. What are robo-advisors and the trade-offs of using them for
sustainable investing?
* 4.27. What are some examples of robo-advisors for sustainable
investing?
* 4.28. What is community investing?
* 4.29. What are online sources of information for sustainable
investing?
* Takeaways
* Chapter Five: Performance Implications of Sustainable Investing: Can
You Have Your Cake and Eat It Too?
* 5.1. What are the supply and demand dynamics for performance data for
sustainable investing?
* 5.2. What are the concerns about the performance data for sustainable
investing?
* 5.3. What is the total number of sustainable investment funds?
* 5.4. Have sustainable investment funds outperformed traditional
funds?
* 5.5. How has the performance of sustainable funds changed over time?
* 5.6. What are the performance implications of sustainable investment
indices?
* 5.7. How fast is investor demand for sustainable investing growing?
* 5.8. What factors are likely to affect the demand for sustainable
investing going forward?
* 5.9. Has the growth in investor demand driven the recent
outperformance in sustainable investing??
* 5.10. Which of the three ESG criteria has historically performed
better?
* 5.11. What are the performance implications of sustainable investing
when analyzing the fixed-income market?
* 5.12. What performance critiques or implications relate to screening?
* 5.13. Do sin stocks outperform sustainable stocks?
* 5.14. Is sustainable investing ethical window dressing?
* 5.15. How has sustainable investing had a positive benefit on
changing society or corporate behavior?
* 5.16. Can sustainable investors have their cake and eat it too?
* Takeaways
* Chapter Six: Building a Portfolio with a Purpose: How to Benefit You
and Society
* 6.1. What are common misconceptions about sustainable investing?
* 6.2. Why should sustainable investors take a portfolio perspective?
* 6.3. What steps are in the portfolio management process?
* 6.4. What is an investment policy statement?
* 6.5. Why should sustainable investors have an investment policy
statement?
* 6.6. What role does asset allocation play in the investment
decision-making process?
* 6.7. What types or classes of assets are available to sustainable
investors?
* 6.8. What are the main determinants of asset allocation?
* 6.9. What are the two most common strategies for asset allocation and
their advantages and
* 6.11. What are other types of asset allocation strategies available?
* 6.12. What are some guidelines of asset allocation for "average"
investors?
* 6.13. What choices are available for determining your asset
allocation?
* 6.14. How does asset allocation differ from diversification?
* 6.15. Why should sustainable investors diversify their portfolios?
* 6.16. What pitfalls should sustainable investors avoid involving
portfolio diversification?
* 6.16. How can investors incorporate sustainability into their
portfolios?
* 6.17. Why should sustainable investors regularly monitor their
portfolios?
* 6.18. Should sustainable investors rebalance their portfolios?
* 6.19. What types of asset allocation rebalancing strategies are
available and their benefits and drawbacks?
* 6.20. How can sustainable investors evaluate their portfolios?
* Takeaways
* Why Did We Write This Book?
* Whom Do We Want to Thank?
* What is the Book About?
* Introduction
* Chapter One: The Changing Investment Landscape: The Past, Present,
and Future
* 1.1. What are the earliest origins of socially responsible investing
(SRI) and corporate social responsibility (CSR)?
* 1.2. Who were the first drivers of SRI and CSR, and how did their
efforts help establish the ways social responsibility activists
affect corporate behavior?
* 1.3. What is screening, and why is it important?
* 1.4. What are the most critical milestones in the 20th century for
SRI?
* 1.5. How did these earlier milestones in the 20th-century help
establish how SRI activists could affect corporate behavior?
* 1.6. Who created the first modern SRI index?
* 1.7. How did environmental, social, and governance (ESG) criteria
become the three primary social responsibility factors?
* 1.8. What are other vital issues in the 21st century for SRI and CSR
besides ESG criteria?
* 1.9. What are the main ways that investors can participate in SRI and
SDG efforts?
* 1.10. What are the similarities and differences between sustainable
investing and green investing?
* 1.11. What are the similarities and differences between impact
investing and community investing?
* 1.12. How have risk tolerances and investment preferences changed
from a generational perspective?
* 1.13. What impact are Millennials and progressive politics making on
sustainable investing?
* 1.14. What are the conservative politics of sustainable investing in
terms of advocacy agenda?
* 1.15. What is the divide between progressive and conservative
investors?
* 1.16. What trends are likely to drive the future of the sustainable
investing industry?
* Takeaways
* Chapter Two: Corporate Social Responsibility: Delivering Both Profit
and Purpose
* 2.1. What's corporate social responsibility?
* 2.2. What's business ethics?
* 2.3. Who are a firm's stakeholders?
* 2.4. How can a firm demonstrate its social responsibility?
* 2.5. How can firms be environmentally sustainable?
* 2.6. How do firms demonstrate social responsibility to society?
* 2.7. What firm governance characteristics are responsible?
* 2.8. How can firms exhibit social responsibility to employees?
* 2.9. How can a firm be socially responsible in some areas and not in
others?
* 2.10. How does doing good differ from avoiding doing harm?
* 2.11. What is corporate philanthropy, and should firms be engaged in
it?
* 2.12. How can firms become involved in community engagement?
* 2.13. How can investors determine whether a firm is socially
responsible?
* 2.14. How are firms held accountable for CSR?
* 2.15. What is a non-governmental organization, and how does it
interact with companies?
* 2.16. How can a firm have a social purpose and earn a profit?
* 2.17. How is CSR viewed around the world?
* 2.18. What companies are known as leaders in CSR?
* 2.19. What online resources are available for researching socially
responsible firms?
* Takeaways
* Chapter Three: Social and Religious Values: Aligning Values and
Portfolio Assets
* 3.1. What is values-based investing?
* 3.2. What community values can investors use to select investments?
* 3.3. How can investing include human and civil rights values?
* 3.4. What is environmental sustainability, and how can investors
incorporate it into a portfolio?
* 3.5. What firm products are inconsistent with social responsibility?
* 3.6. What religious values affect investing?
* 3.7. How can investors consider Christian values?
* 3.8. How can investors consider Islamic values?
* 3.9. How can investors consider Jewish faith-based values?
* 3.10. How might socially progressive values affect investment choice?
* 3.11. What is patriotic investing?
* 3.12. How are stocks found using negative and positive social
screens?
* 3.13. What stock indices benchmark socially responsible firms?
* 3.14. What are Morningstar's Sustainability Scores?
* 3.15. What are Morningstar's Carbon Risk Scores?
* 3.16. Where can investors find socially responsible mutual funds?
* 3.17. What exchange-traded funds have socially responsible
portfolios?
* 3.18. Where can investors find sustainable bonds and other
fixed-income funds?
* 3.19. What are online resources available for researching a
values-based investment approach?
* Takeaways
* Chapter Four: Sustainable Investing: Making Money While Doing Good
* 4.1. How does traditional investing differ from sustainable
investing?
* 4.2. What are the potential concerns about sustainable investing?
* 4.3. What is the screening approach to sustainable investing?
* 4.4. What is the ESG integration approach to sustainable investing?
* 4.5. What is the socially responsible investing approach?
* 4.6. What are the shareholder engagement and activism approaches to
sustainable investing?
* 4.7. What is the sustainable thematic investing approach?
* 4.8. What is the impact investing approach to sustainable investing?
* 4.9. What types of investors engage in sustainable investing?
* 4.10. How large is the sustainable investing marketplace?
* 4.11. How can investors get started with sustainable investing?
* 4.12. What vehicles are available for aligning values with
investments?
* 4.13. What are the sources available for evaluating the social
responsibility of a good versus bad company?
* 4.14. What are the pros and cons of investing in ESG stocks?
* 4.15. What are some examples of the largest ESG stocks?
* 4.17. What are the similarities and differences between mutual funds
and ETFs engaged in sustainable investing?
* 4.18. What are the different types of funds engaging in sustainable
investing, and examples of each?
* 4.19. What options are available for socially responsible investors
interested in fixed-income investments?
* 4.20. What are green bonds and their pros and cons?
* 4.21. What are social impact bonds and their benefits and challenges?
* 4.23. What are the advantages and disadvantages of ESG TDFs?
* 4.24. What are some tips in selecting an ESG TDF?
* 4.25. What are the trade-offs between investing in stocks or bonds of
socially responsible companies, mutual funds, and ETFs?
* 4.26. What are robo-advisors and the trade-offs of using them for
sustainable investing?
* 4.27. What are some examples of robo-advisors for sustainable
investing?
* 4.28. What is community investing?
* 4.29. What are online sources of information for sustainable
investing?
* Takeaways
* Chapter Five: Performance Implications of Sustainable Investing: Can
You Have Your Cake and Eat It Too?
* 5.1. What are the supply and demand dynamics for performance data for
sustainable investing?
* 5.2. What are the concerns about the performance data for sustainable
investing?
* 5.3. What is the total number of sustainable investment funds?
* 5.4. Have sustainable investment funds outperformed traditional
funds?
* 5.5. How has the performance of sustainable funds changed over time?
* 5.6. What are the performance implications of sustainable investment
indices?
* 5.7. How fast is investor demand for sustainable investing growing?
* 5.8. What factors are likely to affect the demand for sustainable
investing going forward?
* 5.9. Has the growth in investor demand driven the recent
outperformance in sustainable investing??
* 5.10. Which of the three ESG criteria has historically performed
better?
* 5.11. What are the performance implications of sustainable investing
when analyzing the fixed-income market?
* 5.12. What performance critiques or implications relate to screening?
* 5.13. Do sin stocks outperform sustainable stocks?
* 5.14. Is sustainable investing ethical window dressing?
* 5.15. How has sustainable investing had a positive benefit on
changing society or corporate behavior?
* 5.16. Can sustainable investors have their cake and eat it too?
* Takeaways
* Chapter Six: Building a Portfolio with a Purpose: How to Benefit You
and Society
* 6.1. What are common misconceptions about sustainable investing?
* 6.2. Why should sustainable investors take a portfolio perspective?
* 6.3. What steps are in the portfolio management process?
* 6.4. What is an investment policy statement?
* 6.5. Why should sustainable investors have an investment policy
statement?
* 6.6. What role does asset allocation play in the investment
decision-making process?
* 6.7. What types or classes of assets are available to sustainable
investors?
* 6.8. What are the main determinants of asset allocation?
* 6.9. What are the two most common strategies for asset allocation and
their advantages and
* 6.11. What are other types of asset allocation strategies available?
* 6.12. What are some guidelines of asset allocation for "average"
investors?
* 6.13. What choices are available for determining your asset
allocation?
* 6.14. How does asset allocation differ from diversification?
* 6.15. Why should sustainable investors diversify their portfolios?
* 6.16. What pitfalls should sustainable investors avoid involving
portfolio diversification?
* 6.16. How can investors incorporate sustainability into their
portfolios?
* 6.17. Why should sustainable investors regularly monitor their
portfolios?
* 6.18. Should sustainable investors rebalance their portfolios?
* 6.19. What types of asset allocation rebalancing strategies are
available and their benefits and drawbacks?
* 6.20. How can sustainable investors evaluate their portfolios?
* Takeaways