Clustering of Negative Criteria: A Pragmatic Approach for the Implementation of SRI
- In the Status Quo, Socially Responsible Investment (SRI) is still a niche strategy. While many investors are drawn to the concept, there are hurdles that prevent them from actually applying it. In the literature, both the fear of an underperformance and the lack of easily accessible standards have been addressed at large. From consulting experience, we highlight another problem: Especially with negative screening, some criteria are apt to result in fruitless and fundamental discussions that have led to the abortion of many SRI implementation processes especially in smaller organizations. This results from the fact that negative or exclusion criteria are drawn from different contexts and origins and may not be applicable to all investors. We thus propose a simple but differentiated system of criteria that is linked to the Sustainable Development Goals and can be used without the requirement of SRI professionals, giving small institutional investors a pragmatic and easy access to SRI implementation.
Author: | Tobias PeyloORCiDGND, Bernhard Villhauer |
---|---|
DOI: | https://doi.org/10.1007/978-3-030-52275-9 |
Identifier: | 9783030522759 OPAC HS OPAC extern |
Identifier: | 9783030522742 OPAC HS OPAC extern |
Parent Title (English): | Theories of Change |
Subtitle (English): | Change Leadership Tools, Models and Applications for Investing in Sustainable Development |
Publisher: | Springer Nature |
Place of publication: | Cham, Switzerland |
Editor: | Karen Wendt |
Document Type: | Part of a Book |
Language: | English |
Date of Publication (online): | 2021/03/05 |
Year of first Publication: | 2021 |
Tag: | Green Finance; Negative Criteria; Socially Responsible Investment (SRI); Sustainability |
GND Keyword: | Außenfinanzierung |
Volume: | 2021 |
Edition: | 1. |
Number of pages: | 13 Seiten |
First Page: | 109 |
Last Page: | 121 |
Institutes: | Fakultät Betriebswirtschaft |
Dewey Decimal Classification: | 3 Sozialwissenschaften |
Research focus: | FSP4: Soziale Innovationen |
Eigenständige Forschungsfelder | |
Publication Lists: | Peylo, Tobias |
Publication reviewed: | begutachtet |
Release Date: | 2021/07/15 |