From Left: Theodore Ehlert, Luna Fakhouri, Caitlin Crafts, Gabriel Brown, Amy Kidd, Charlie Kolstad
Text Box: Developing a framework for assessing environmental performance of firms.

 Welcome!

Project Abstract

 

Climate change presents a challenge for the socially responsible investment (SRI) industry.  As SRI integrates investors’ personal values and social concerns with financial goals, it is increasingly important to address climate change as a financial as well as social priority.  We propose to make explicit the link among climate change, fiduciary responsibility, and shareholder value.  To do this we will first design a screening model for analyzing a company’s environmental performance as it relates to global climate change. Our model will be applied to conventional indices to distill a list of companies that satisfy the predetermined criteria.  The results of this project will allow individual and institutional investors to assess a company’s climate related performance concurrently with financial performance in making socially responsible investment decisions.

Climate Fund Group Project

2400 Bren Hall

University of California

Santa Barbara, CA 93106-5131

To contact us:

Phone: 805.893.7611

Fax: 805.893.7612

E-mail: tehlert@bren.ucsb.edu