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Chapter 38 Socially Responsible Investing and Environmental, Social, and Governance Factors

Environmental, social, and governance (ESG) issues, socially responsible investing (SRI), and activist investing are driving major changes in the process of asset valuation, and are already influencing investing patterns, access to capital, and in some cases corporate operating performance. Whether the issues are of importance to you on a personal basis or not, they must be considered on an investment basis. Definitions are evolving in this arena and what can be considered socially responsible investing to one organization may be viewed very differently in another. ESG can be viewed as a risk mitigation tool that can be utilized for active investment decisions ...