As long as the SRI club has existed, members have been educating themselves and others about how our institution invests its money and what socially responsible investment really looks like.
Here are some resources we think are helpful to anyone wanting to learn more about SRI.
Our Own Literature:
- Divestment Presentation to the Board of Trustees
- Summary of Divestment Presentation as Op-Ed in The Campus
- 15-min Film: Middlebury Faculty on Divestment
Middlebury’s Investment Practices:
- Middlebury’s Investment and Treasury Operations – a series of documents explaining the college’s current practices
- The Sustainable Investments Initiative
- College Sustainability Report Card – Middlebury Profile
- Climate Change and the Fossil Fuel Divestiture Movement (Institutional Investor) – discusses Middlebury
Studies on Socially Responsible Investing:
- Do the Investment Math: Building a Carbon-Free Portfolio (2013 Aperio Group) An investigation into the risk impact of socially responsible investment and divestment
- SRI in the US (2003 Mark Schwartz) An introduction to socially responsible investing with a focus on ethical mutual funds
- Environmental, Social and Governance Investing by College and University Endowments in the United States: Social Responsibility, Sustainability, and Stakeholder Relations (2012 IRRC Institute / Tellus Institute) An analysis of aggregate data surrounding ESG investing in college and university endowments
- Making a Difference: The Impact of Sustainable and Responsible Investing (Forum for Sustainable and Responsible Investment)
- Emerging Research on Climate Change Risk and Fossil Fuel Divestment (2013 Veris Wealth Partners)
- Resilient Portfolios and Fossil-Free Pensions (2013 HIP Investor & FossilFree)
- Institutional Pathways for Fossil-Free Investing (2013 Joshua Humphreys, Tellus Institute)
- Why is Goldman Sachs advocating for sustainability? (2014)
YouTube Clips about SRI:
- SRI in Plain English – a quick overview for those new to SRI
- TED Talk on SRI – Tom Van Dyck: Socially-Responsible Investing for Long Term Safety and Returns
E-Books:
- Socially Responsible Finance and Investing: Financial Institutions, Corporations, Investors, and Activists
- Ethics and Socially Responsible Investment: A Philosophical Approach
- When Principles Pay: Corporate Social Responsibility and the Bottom Line
- Socially Responsible Investment in a Global Environment
- Socially Responsible Investing : Making a Difference and Making Money
Related Organizations with more information: