Research
The Social Investment Forum conducts and sponsors a range of research on issues in socially responsible investment. A number of these reports are available below as PDF downloads.
Biennial Reports: Socially Responsible Investing Trends
- 2007 Trends Report Executive Summary: "Report on Responsible Investing Trends in the U.S. 2007" For the full version, visit our Publications page.
- 2005 Trends Report: "Report on Responsible Investing Trends in the U.S. 2005"
- 2003 Trends Report: "Report on Responsible Investing Trends in the U.S. 2003"
- 2001 Trends Report: "Report on Responsible Investing Trends in the U.S. 2001"
- 1999 Trends Report: "Report on Responsible Investing Trends in the U.S. 1999"
- 1997 Trends Report: "Report on Responsible Investing Trends in the U.S. 1997"
- 1995 Trends Report: "After South Africa: The State of Socially Responsible Investing in the United States"
Moskowitz Prize Competition
General Competition Information >
- 2007 Winning Paper: "Does the Stock Market Fully Value Intangibles? Employee Satisfaction and Equity Prices"
- 2006 Winning Paper: “Monitoring the Monitor: Evaluating CalPERS’ Activism”
- 2005 Winning Paper: “The Economic Value of Corporate Eco-Efficiency”
- 2004 Winning Paper: "Corporate Social and Financial Performance: A Meta Analysis"
- 2003 Winning Paper: "Corruption and international Valuation: Does Virtue Pay?"
- 2003 Honorable Mention: "Investing in Socially Responsible Mutual Funds"
- 2002 Winning Paper: "International Evidence on Ethical Mutual Fund Performance and Investment Style"
- 2001 Winning Paper Summary: "Do Corporate Global Environmental Standards Create or Destroy Market Value"
- 2001 Honorable Mention: "Socially Responsible Investment Screening: Strong Evidence of no Significant Cost for Actively Managed Portfolios"
- 2000 Winning Paper: "Pure Profit: The Financial Implications of Environmental Performance"
- 1999 Winning Paper: "The Effect of Socially Activist Investment Policies on the Financial Markets: Evidence From the South African Boycott"
- 1998 Winning Paper: "A Resource-Based Perspective on Corporate Environmental Performance and Profitability"
- 1997 Winning Paper: "Finding the Link Between Stakeholder Relations and Quality of Management"
- 1996 Winning Paper: "Is There a Cost to Being Socially Responsible in Investment?"
Industry Related Reports
- Sustainability Reporting in Emerging Markets: An Analysis of the Sustainability Reporting in Selected Sectors of Seven Emerging Market Countries New
- Integrating Environmental, Social and Governance Issues into Institutional Investment: A Handbook for Colleges & Universities (2007)
- The Mission in the Marketplace: How Responsible Investing Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance Philanthropic Missions (2007)
- Defined Contribution Plans and Socially Responsible Investing in the United States (2007)
- Resource Guide for Plan Sponsors: Adding a Socially Responsible Investment Option to Your DC Plan (2007)
- 2005 Report on Community Investing Trends in the United States
- Mutual Funds, Proxy Voting, and Fiduciary Responsibility: How Do Funds Rate on Voting Their Proxies and Disclosure Practices? (2005)
- Mutual Fund Proxy Voting Guidelines: New Opportunities to Promote Socially Responsible Proxy Voting (2004)
- Shareholder Rights Analysis: The Impact of Proposed SEC Rules on the Resubmission of Shareholder Resolutions (1997)
For more research on socially responsible investing, visit www.sristudies.org.
