Compelling Returns A Practical Guide to Socially Responsible Investing

by Budde, Scott J.

• ISBN13: 9780470240588
• ISBN10: 047024058X
• Edition: 1st
• Format: Hardcover
• Copyright: 2008-09-09
• Publisher: Wiley

Summary

A well-rounded guide to achieving competitive financial returns while making a difference No longer a niche subject, socially responsible investing (SRI) is receiving widespread attention from investors. Compelling Returns breaks down the basics of socially responsible investing to show readers how they can align their values with their investments. This book contains explanations of the three basic strategies of SRI and shows investors how to determine what combination of strategies best fits their social values and how to implement these strategies in their investment portfolios. This book also helps investors combine their use of SRI strategies with the basics of successful investing. Compelling Returns concludes with an up-to-date directory of companies involved with SRI. Scott Budde, CFA (New York, NY) is a managing director at TIAA-CREF Asset Management, the investment management arm of TIAA-CREF, a national financial services organization with over $400 billion under management, and the leading provider of retirement services in the academic, research, medical, and cultural fields. He manages TIAA-CREF's Global Social and Community Investing Department.

Author Biography

Scott J. Budde, CFA, is a Managing Director at TIAA-CREF Asset Management, the invest-

ment management arm of TIAA-CREF, a national financial services organization with over $400 billion under management, and the leading provider of retirement services in the academic, research, medical, and cultural fields. He manages TIAA-CREF's Global Social and Community Investing Department. Budde currently serves as the Vice Chairman of the newly formed International Association of Microfinance Investors and represents TIAA-CREF as a shareholder of ProCredit Holding—a leading microfinance institution headquartered in Frankfurt, Germany. He is a graduate of Bowdoin College and the School of International and Public Affairs at Columbia University.

Table of Contents

Preface	p. ix
Acknowledgments	p. xvii
Getting Started with Socially Responsible Investing	p. 1
Sensible Investing Habits for SRI	p. 15
Lining up SRI Goals with Strategies	p. 31
Social Screening Strategies	p. 43
Community and Proactive Investing Strategies	p. 63
Shareholder Activism through Proxy Voting and Engagement	p. 81
SRI Strategies for Institutional Investors	p. 101
Responses to External Critics and Key Questions within the SRI Field	p. 119
Yielding to Compelling Returns	p. 131
Social, Environmental, and Governance Resources	p. 135
Financial Advisors and Planners with SRI Experience	p. 141
Social Screening Resources	p. 145
Community Development and Environmental Investing Resources	p. 153
International Microfinance Resources	p. 169
Shareholder Activism and Proxy Voting Resources	p. 173
Added SRI Resources for Institutional Investors	p. 177
Notes	p. 179
About the Author	p. 183
Index	p. 185
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