Lästips

Lästips 2017-11-01T10:10:21+00:00

Generellt om hållbara investeringar

Statistik

Eurosif. 2016. European SRI Study 2016. Eurosif, Bryssel, Belgien.

Global Sustainable Investment Alliance (GSIA). 2015. 2014 Global Sustainable Investment Review. GSIA.

Generellt – hållbara investeringar

Fondbolagens förening. 2012. Ansvarsfulla investeringar: Om fonder, etik och hållbarhet. Brasel Publishing.

Sjöström, Emma. 2014. Hållbara investeringar. Sanoma Utbildning. Stockholm, Sverige.

United Nations Environment Programme Finance Initiative (UNEP FI). 2005. A legal framework for the integration of environmental, social and governance issues into institutional investment. UNEP-FI.

Hebb, Tessa, Hawley, James P., Hoepner, Andreas G. F., Neher, Agnes L., Wood, David. The Routledge Handbook of Responsible Investment. Abingdon, Storbritannien.

Investment Leaders Group. 2014. The Value of Responsible Investment. Investment Leaders Group, University of Cambridge Institute for Sustainability Leadership, Cambridge, Storbritannien.

Hållbart företagande

Borglund et al. 2017. CSR och hållbart företagande. Sanoma Utbildning AB, Stockholm.

OECD. 2011. Revidering av riktlinjerna för multinationella företag. OECD.

United Nations Global Compact. 2014. Guide to Corporate Sustainability. United Nations Global Compact, New York, USA.

Private social, ethical and environmental disclosure. Accounting, Auditing & Accountability Journal. 19 (4): 564-591.

United Nations Global Compact och OECD. 2012. The UN Global Compact and the OECD Guidelines for Multinational Enterprises: Complementarity and Distinctions.

Effekter från hållbara investeringar

Oekom research. 2013. The Impact of SRI: An Empirical Analysis of the Impact of Socially Responsible Investments on Companies by Oekom research. Oekom research, München, Tyskland.

Wagemans, Frank A. J., van Koppen, Kris, Mol, Arthur P.J. 2013. The effectiveness of socially responsible investment: a review. Journal of Integrative Environmental Sciences. 10 (3-4): 235-252.

Avkastning i hållbara investeringar

Margolis, Joshua D., Elfenbein, Hillary A., Walsh, James P. 2007. Does it pay to be good? A meta-analysis and redirection of research on the relationship between corporate social and financial performance. Ann Arbor. 1001: 48109-1234.

Climent, Francisco, Soriano, Pilar. 2011. Green and Good? The Investment Performance of US Environmental Mutual Funds. Journal of Business Ethics. 103 (2): 275-287.

Albuquerque, Rui A., Durnev, Art, Koskinen, Yrjö. 2014. Corporate social responsibility and firm risk: Theory and empirical evidence. ECGI- Finance Working Paper 359.

Edmans, Alex. 2011. Does the stock market fully value intangibles? Employee satisfaction and equity prices. Journal of Financial Economics. 101 (3): 621-640.

El Ghoul, Sadok, Omrane Guedhami, Chuck CY Kwok, Mishra, Dev R. 2011. Does corporate social responsibility affect the cost of capital? Journal of Banking & Finance 35 (9): 2388-2406.

Hoepner, Andreas G. F. 2010, Portfolio Diversification and Environmental, Social or Governance Criteria: Must Responsible Investments Really Be Poorly Diversified?

Leite, Paulo, Cortez, Maria C. 2014. Style and performance of international socially responsible funds in Europe. Research in International Business and Finance. 30: 248-267.

Nofsinger, John, Varma, Abhishek. 2014. Socially responsible funds and market crises. Journal of Banking & Finance. 48: 180-193.

Humphrey, Jacquelyn E., Tan, David T. 2014. Does it really hurt to be responsible? Journal of Business Ethics 122 (3): 375-386.

DB Climate Change Advisors. 2012. Sustainable Investing: Establishing Long-Term Value and Performance. Deutsche Bank Group, New York, USA.

Rudd, Andrew. 1981. Social Responsibility and Portfolio Performance. California Management Review. XXIII (4): 55-61.

Sparperspektivet

Sandberg, Joakim, Nilsson, Jonas. 2015. Do ethical investors want purity or effectiveness? An exploratory study on the ethical preferences of mutual fund investors. Journal of Financial Services marketing. 20 (1): 34-45.

Lewis, Alan, Mackenzie, Craig. 2000. Support for Investor Activism among U.K. Ethical Investors. Journal of Business Ethics. 24: 214-222.

 

”Välj in”

Integrering

(PRI). 2016. A practical guide to ESG integration for equity investing. PRI.

Effekter från välj in-strategier

Slager, Reineke, Chapple, Wendy. 2015. Carrot and Stick? The Role of Financial Market Intermediaries in Corporate Social Performance. Business & Society. 0007650315575291.

Adam, Avshalom Madhala, Shavit, Tal. 2008. How Can a Ratings-based Method for Assessing Corporate Social Responsibility (CSR) Provide an Incentive to Firms Excluded from Socially Responsible Investment Indices to Invest in CSR? Journal of Business Ethics 82 (4): 899-905.

Fowler, Stephen .J., Hope, Chris. 2007. A critical review of sustainable business indices and their impact. Journal of Business Ethics. 76 (3): 243-252.

Glac, Katherina. 2010. The Influence of Shareholders on Corporate Social Responsibility. History of Corporate

Responsibility Project. Working Paper nr 2. Minneapolis, Minnesota, USA.

Chatterji, Aaron, Toffel, Michael W. 2010. How Firms Respond to Being Rated. Strategic Management Journal. 31 (9): 917-945.

Scalet, Steven, Kelly, Thomas F. 2010. CSR Rating Agencies: What is Their Global Impact? Journal of Business

Ethics 94 (1): 69-88.

Hållbara temainvesteringar

Principles for Responsible Investment (PRI). 2012. Environmental and social themed investing. PRI, London, Storbritannien.

Principles for Responsible Investment

O’Rourke, Anastasia R. 2009. The emergence of cleantech. Yale University.

Påverkansinvesteringar

Godeke, Steven, Pomares, Raùl. 2010. Solutions for Impact Investors: From Strategy to Implementation. Rockefeller Philantrophy Advisors.

Mikrofinans

Chowdhury, Anis. 2009. Microfinance as a Poverty Reduction Tool— A Critical Assessment. United Nations: Department of Economic and Social Affairs (DESA) (Working paper, 89).

Longhurst, Heber. u.å. How the microfinance industry lost its veneer of moral probity. History of Microfinance.

Sociala obligationer

Ministry of Justice. 2015. The payment by results Social Impact Bond pilot at HMP Peterborough: final process evaluation report. Ministry of Justice Analytical Series. London, Storbritannien.

Social Finance. 2016. Social Impact Bonds: The Early Years. Social Finance. Solomon, Jill F., Solomon, Aris. 2006.

 

”Välj bort”

Blanc, Dominique, Cozic, Aela. 2012. Norm-based Exclusions: How responsible investors handle controversial companies. Novethic, Paris, Frankrike.

Effekter från välj bort-strategier

Vergne, Jean-Philippe. 2012. Stigmatized Categories and Public Disapproval of Organizations: A Mixed-Methods Study of the Global Arms Industry, 1996-2007. Academy of Management Journal. 55(5): 1027-1052.

Vapen

PAX. 2016. Worldwide investments in cluster munitions: a shared responsibility. PAX, Nederländerna, Utrecht.

 

“Påverka”

Eurosif. 2013. Shareholder Stewardship: European ESG Engagement Practices 2013. Eurosif, Bryssel, Belgien.

OECD. 2010. Corporate Governance and the Financial Crisis: Conclusions and emerging good practices to enhance implementation of the Principles. OECD Steering Group on Corporate Governance.

Welsh, Heidi, Passoff, Michael. 2016. Proxy Preview 2016. Proxy Preview.

Dimson, Elroy, Karakaş, Oğuzhan, Li, Xi. 2015. Active Ownership. Review of Financial Studies. 28 (12): 3225-3268.

EFAMA. 2011. EFAMA Code for external governance: Principles for the exercise of ownership rights in investee companies. EFAMA, Bryssel, Belgien.

Gifford, James. 2012. Effective Shareholder Engagement: The Factors that Contribute to Shareholder Salience. Ur The Next Generation of Responsible Investing. 83-106. Springer Nederländerna.

Smith, Michael P. 1996. Shareholder Activism by Institutional Investors: Evidence from CalPERS. The Journal of Finance. 51 (1): 227-252.

Starykh, Svetlana, Boettrich, Stefan. 2016. Recent Trends in Securities Class Action Litigation: 2015 Full-Year Review. NERA Economic Consulting. New York, USA.

Vandekerckhove, Wim, Leys, Jos, Van Braeckel, Dirk. 2007. That’s not what happened and it’s not my fault anyway! An exploration of management attitudes towards SRI-shareholder engagement. Business Ethics: A European Review. 16 (4): 403-418.

Wei, Jiaying. 2016. Environmental, Social and Governance Proposals and Shareholder Activism. ESSEC Business School.

Effekter från påverka-strategier

Leys, Jos. 2007. Having a look at the effectiveness of SRI-endeavours. Philosophica. 80: 121-130. The International School of Management.

Exkludering eller positivt urval

Rivoli, Pietra. 2003. Making a Difference or Making a Statement? Finance Research and Socially Responsible Investment. Business Ethics Quarterly. 13 (3): 271-287.

 

Aktuella teman

Koldioxid/fossila bränslen

Carbon Tracker Initiative. 2011. Unburnable Carbon – Are the world’s financial markets carrying a carbon bubble? Carbon Tracker Initiative.

Climate Bonds Initiative (CBI). 2015. Bonds and Climate Change: The State of the Market in 2015. Climate Bonds Initiative.

Hong, Harrison G., Li, Frank W., Xu, Jiangmin. 2016. Climate Risks and Market Efficiency. SSRN 2776962.

Skancke, Martin. 2015. Fossil Fuel Investments: A report for Unipension, Denmark.

Vatten

Eurosif. 2008. Water Theme Report. Eurosif, Paris, Frankrike.

OECD. 2009. Managing Water for All: An OECD Perspective on Pricing and Financing. OECD, Paris, Frankrike.

CDP. 2015. Accelerating action: CDP Global Water Report 2015. CDP.

RobecoSAM. 2015. Water: the market of the future. RobecoSAM, Zürich, Schweiz.

Alvarez, Marta, Rodriguez, Javier. 2015. Water-related mutual funds: investment performance and social role. Social Responsibility Journal. 11 (3): 502-512.