SRI-Shibboleth or Canard (Socially Responsible Investing, that is)

42 Pages Posted: 27 Sep 2007

See all articles by Joel C. Dobris

Joel C. Dobris

University of California at Davis School of Law

Abstract

In this article the author reviews the state of the law and practice of socially responsible investing, or SRI, by private trustees, nonprofit trustees and other fiduciaries and makes suggestions for and predictions about the future of SRI. The paper includes discussion of mission investing and environmental, social, and [corporate] governance (ESG) matters in an SRI context.

Keywords: fiduciary duty, modern portfolio theory

Suggested Citation

Dobris, Joel Charles, SRI-Shibboleth or Canard (Socially Responsible Investing, that is). Real Property, Probate and Trust Law Journal, 2008, UC Davis Legal Studies Research Paper No. 121, Available at SSRN: https://ssrn.com/abstract=1016811

Joel Charles Dobris (Contact Author)

University of California at Davis School of Law ( email )

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