Socially Responsible Investing:
Screening Out Guns, Tobacco, & More in Stock Selection

Recently Released!!!
Date Published: December 5, 2016
Summary PPT Deck: 56 Slides
Reference PPT Deck: 704 Slides

The purpose of this research is to provide readers with an understanding of socially responsible 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 socially responsible 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 socially responsible investing market, including:

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

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.