*Pax World Investments ESG Resources and Links – (www.paxworld.com/investment-approach/sustainability-research/esg-resources-and-links)
Three of the many investment reports from the Pax website:
UBS: The Decade Ahead
UBS Financial Services Inc., Wealth Management Research, 2011
In this UBS report, The Decade Ahead, senior market and industry experts provide long- term analysis of a full range of subjects including the broadening reach of socially responsible investing (SRI).
Jeremy Grantham: Time to Wake Up: Days of Abundant Resources and Falling Prices are Over Forever
Jeremy Grantham, GMO Quarterly Letter, April 2011
In this newsletter, Mr. Grantham warns that the world is using up its natural resources at an alarming rate, and this has caused a permanent shift in their value.
Merrill Lynch: Values-Based Investing Comes of Age
Christopher J. Wolfe , The White Papers: Intelligence for the Informed Investor
Bank of America Private Banking and Investment Group, 2011
In this white paper, Mr. Wolfe discusses Values Based Investing (VBI), the strategy of putting investors’ assets where they do society and the planet good.
* Professor Lloyd Kurtz, UC Berkeley Haas Business School (www.sristudies.org/key+studies)
* RiskMetrics – leading SRI research provider (www.riskmetrics.com)
* TruCost – leading environmental research group (www.trucost.com)
* Mercer Consulting – division of Marsh & McClennan ESG institutional research on ‘responsible investing’ (www.mercer.com/ri)
