In

  (i) Negative Screening: excluding securities with potentially social and/or environmental harmful characteristics;

  (ii) Shareholder Activism: activities steering the management towards enhancing the well-being of the stockholders, customers, employees, vendors, and communities;

  (iii) Positive Investing: making investments in activities and companies believed to have a positive impact on issues such as social justice and the environment through stock selection, �that guarantees sustainability, in an environmental and humanitarian sense, and providing a company's long term potential to compete and succeed.

Prerequisite: AMS 511

Textbooks (optional):

Quantitative Risk Management: Concepts, Techniques and Tools; by Alexander J. McNeil, Rudiger Frey, Paul Embrechts
Principles of Financial Economics; by Stephen F. LeRoy, Jan Werner, Stephen A. Ross
Socially Responsible Investing: Making a Difference and Making Money; by Amy Domini

Course is cross-listed with MBA 581
Fall, 3 credits, ABCF grading

 

Learning Outcomes:

1) Understand the definition of the Goals of Socially Responsible Investing.
      * Motivations;
      * Three basic approaches.

2) Understand the function of investment screening and how investing makes differences locally/globally.

3) Understand the global finance and its impact on the global economy.
      * Three aspects of SRI in one world.

4) Understanding the power of SRI.
      * Building a voice for the decency;
      * Socially responsible investing as a transformation experience.