Environmental, Social, & Governance Investing:
Screening In Companies that Adhere to Standards

Recently Released!!!
Date Published: May 25, 2016
Summary PPT Deck: 57 Slides
Reference PPT Deck: 704 Slides


The purpose of this research is to provide readers with an understanding of environmental, social, & governance investing, a growing area of investing. This research combines with Tiburon's research on impact investing to support its broader coverage of socially responsible investing & impact investing.

This research begins with an analysis of the success of two traditional positive social change methods (government aid & charitable contributions). The research further defines the overlapping terms of socially responsible investing; environmental, social, & governance investing, and impact investing, and then addresses the possible investment objectives, including financial first, double bottom line, & impact first. The research analyzes the market situtation, including consumers' & institutional investors' levels of interest, and then outlines the drivers (women, millennials, & defined contribution plans) and the key constraints (lack of proven investment performance).

This research addresses the two historical phases of environmental, social, & governance investing, including: 

  • Emergence Phase
  • Maturation Phase

    This research defines numerous potential screens, including:

    • Alcohol
    • Birth Control
    • Catholic Values
    • Climate Change
    • Community Development
    • Fossil Fuels
    • Gambling
    • Guns
    • Islamic Values
    • Labor Violations
    • Polluters
    • Tobacco
    • Vice
    • Women's Empowerment
    • Worker Safety

    This research addresses the most common investment vehicles, including:

    • Mutual Funds
    • Exchange Traded Funds (ETFs)
    • Separately Managed Accounts

    And this research makes several future predictions for the environmental, social, & governance investing market, including:

    • Substantial Socially Responsible Investing Market Growth
    • Growing Importance of Investing Themes Important to Women & Gen X Investors

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