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Home >  Events >  "Socially Responsible" Investing and Pension Funds
"Socially Responsible" Investing and Pension Funds
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Welcome Reform or Fiduciary Nightmare?
Start:  Monday, June 7, 2004  8:45 AM
End:  Monday, June 7, 2004  4:00 PM
Location:  Wohlstetter Conference Center, Twelfth Floor, AEI
1150 Seventeenth Street, N.W., Washington, D.C. 20036
Directions to AEI

“Socially responsible” investing (SRI), which incorporates nonfinancial social and ethical criteria, has attracted significant publicity in recent years and sparked interest among some institutional investors, public pension funds, and Social Security reform advocates, particularly in the wake of recent corporate scandals. SRI adherents claim that one of every ten dollars in United States markets is invested using SRI principles. Although those claims are widely disputed, there is no question that public and some private pension programs are being asked to consider if and when they should include social and ideological screens when making investments. Social investing is not an exclusively American phenomenon. It is popular in Britain and Europe, and governments from Malaysia to Sweden to Canada have utilized pension funds to support stock markets or to make loans or create incentives with explicit social goals. Is this trend welcomed or a threat to fiduciary independence and responsibilities? This conference will examine social investing and its public policy implications.

8:30 a.m.

Registration

8:45 Continental Breakfast  
9:05 Opening Address: Jon Entine, AEI
9:15 Panel I: Is SRI Responsible?
  Panelists: Timothy Smith, Social Investment Forum
Jarol B. Manheim, George Washington University
10:30 Keynote Speaker: S. Prakash Sethi, Baruch College (CUNY)
11:15 Panel II: SRI and Pension Fund Issues
  Panelists: Charles E. Rounds Jr., Suffolk University Law School
    Peter Kinder, KLD Research and Analytics
12:30 p.m. Luncheon Speaker: Alicia H. Munnell, Boston College
1:30 International Perspective
Panelist: Robert J. Palacios, World Bank
2:15 Panel III and Discussion: SRI Trends and Implications
  Panelists: Sarah Fuhrmann, v-Fluence Interactive Public Relations
    George Gay, First Affirmative Financial Network
3:00 Discussion and Questions
4:00

Adjournment

Available in Adobe Acrobat PDF format.

More Information
Ryan Stowers
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-5806
Fax: 202-862-7177
E-mail: RStowers@aei.org

Media Inquiries
Veronique Rodman
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-4870
E-mail: VRodman@aei.org
AEI Print Index No. 16908


Event Materials
  Summary
  Video
Related Material
Fuhrmann's presentation  
Gay's paper  
Gay's presentation  
Kinder's paper  
Manheim's paper  
Munnell and Sunden's paper  
Munnell's presentation  
Rounds' paper  
Smith's paper  
Palacios' presentation  
Speaker biographies
Fuhrmann's paper  
Related Links
National Research Initiative