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

Recently Released!!!
Date Published: May 3, 2017
Summary PPT Deck: 65 Slides
Reference PPT Deck: 730 Slides


The purpose of this research is to provide readers with a comprehensive 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, which in turn fits within its wealth management series.

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 & Millennial Investors

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