Responsible Investment and Exclusion Criteria: A Case Study from a Catholic Private Bank

2012 ◽  
pp. 135-150
Author(s):  
Michael S. Aßländer ◽  
Markus Schenkel
Keyword(s):  
Private Bank ◽  
Exclusion Criteria ◽  
Responsible Investment

scholarly journals The Use of Corporate Sustainability Indices : A Case Study on the Dow Jones Sustainability Index

2021 ◽  
Author(s):  
Doaa Mohammed Elkhawas
Keyword(s):  
North America ◽  
Corporate Sustainability ◽  
Socially Responsible ◽  
Responsible Investment ◽  
Sustainability Index ◽  
Dow Jones Sustainability Index ◽  
Sustainability Reports ◽  
Similarities And Differences ◽  
Sustainability Indices

Corporations are under growing pressure from socially responsible investors to consider the environmental and social impacts of their operations. To help highlight corporations that have taken steps to address these issues, a number of sustainability indices have been developed. While there is a growing body of literature that focuses on sustainability indices, little is known on how they are used in practice. The purpose of this project was to explore the use of sustainability indices in corporations. In this project, the Dow Jones Sustainability Index North America (DJSINA) was used in a case study. The project consisted of three key phases: a content analysis of corporate sustainability reports in North America, a survey with Canadian experts on the DJSINA, and a review of the DJSI website. The project highlights the similarities and differences in the use of the DJSI by Canadian and American corporations. As the first study focusing on the use of the DJSINA, the results will be of interest to practitioners and academics in socially responsible investment and corporate sustainability.

The Steinhoff signals: The role of responsible investing for asset managers

2020 ◽  
pp. 1-17
Author(s):  
Hendrik Jacobus Haasbroek ◽  
Geoff Bick ◽  
Stephanie Giamporcaro
Keyword(s):  
Corporate Governance ◽  
Boards Of Directors ◽  
Financial Analysis ◽  
Real Life ◽  
List Type ◽  
Responsible Investment ◽  
Teaching Case ◽  
Responsible Investing ◽  
Asset Managers

Subject area of the teaching case: The case can be used in the subject areas of finance and in particular investments, corporate governance, ESG, or responsible investments. It is suitable for students from all financial backgrounds, from a novice in the financial markets to an expert in finance. It is, however, expected that the class should have a sound fundamental grounding in financial analysis and valuations. The purpose of this case is to prepare students for future investments they would make in whatever capacity – whether in private or listed companies – and to prepare them for future roles on boards of directors. The examples of real-life events in this case study are used to prepare students for future similar situations in which they might find themselves. Student level: This teaching case is aimed at postgraduate students pursuing an MBA or a specialist Masters in a finance programme. This case can be used as a master class in corporate governance, investments, or responsible investments. This case is also suited for an executive education class in management. It is particularly relevant to a module that focusses on investments, corporate governance, ESG, or responsible investments. Brief overview of the teaching case: The case study chronicles meetings held on 8 November 2017 at a fictional South African asset manager, Active Investment Management (AIM). These meetings discuss the firm's investment in JSE-listed Steinhoff International Holdings. The case deals with the questions that active fund managers need to address when balancing financial analysis; environmental, social, and governance (ESG) analysis; portfolio management; and the need to comply with their fiduciary duty to clients. It also looks at the need for responsible investing in decision-making. Expected learning outcomes: The understanding of the assessment around the complexities of asset management when it comes to responsible investment. To determine why institutional investors should apply responsible investment principles when making investment decisions. An understanding of the evaluation of the unique roles of the three pillars of corporate governance, namely asset managers, auditors, and the board of directors. The ability to assess how to integrate financial analysis and ESG principles in making investment recommendations.

scholarly journals The relationship between cultural intelligence and bank performance: A case study of a private bank

2013 ◽  
Vol 3 (2) ◽  
pp. 415-418 ◽  
Author(s):  
Hassan Darvish ◽  
Mina Khalili ◽  
Majid Noodeh Farahani
Keyword(s):  
Cultural Intelligence ◽  
Bank Performance ◽  
Private Bank ◽  
The Relationship

scholarly journals The Use of Corporate Sustainability Indices : A Case Study on the Dow Jones Sustainability Index

2021 ◽  
Author(s):  
Doaa Mohammed Elkhawas
Keyword(s):  
North America ◽  
Corporate Sustainability ◽  
Socially Responsible ◽  
Responsible Investment ◽  
Sustainability Index ◽  
Dow Jones Sustainability Index ◽  
Sustainability Reports ◽  
Similarities And Differences ◽  
Sustainability Indices

Corporations are under growing pressure from socially responsible investors to consider the environmental and social impacts of their operations. To help highlight corporations that have taken steps to address these issues, a number of sustainability indices have been developed. While there is a growing body of literature that focuses on sustainability indices, little is known on how they are used in practice. The purpose of this project was to explore the use of sustainability indices in corporations. In this project, the Dow Jones Sustainability Index North America (DJSINA) was used in a case study. The project consisted of three key phases: a content analysis of corporate sustainability reports in North America, a survey with Canadian experts on the DJSINA, and a review of the DJSI website. The project highlights the similarities and differences in the use of the DJSI by Canadian and American corporations. As the first study focusing on the use of the DJSINA, the results will be of interest to practitioners and academics in socially responsible investment and corporate sustainability.

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