The role of Technology, Models, and Metrics in the Socially Responsible Investing Field

Project Information

SRITECH

Grant agreement ID: 263604

Project closed

Start date 1 January 2011

End date 31 December 2015

Funded under

• Specific programme: "Ideas" implementing the Seventh Framework Programme of the European Community for research, technological development and demonstration activities (2007 to 2013)

Total cost € 1 213 139,60

EU contribution € 1 213 139,60

Coordinated by

UNIVERSIDAD DE NAVARRA
Spain

Objective

I propose to study the emergence of the socially responsible investing field. Responsible investing refers to the consideration of the impact of environmental, social and governance factors (ESG) in the choice of financial investments, and the integration of these factors in traditional financial portfolio analysis and engagement activity. This phenomenon is growing quickly but whether or not these new practices will be effective in influencing corporate behaviour in more responsible ways remains an open question. In this project I will focus my attention on three related processes: the design of novel technological and data infrastructure for responsible investing, the emergence of novel investing practices, and finally the role of engagement in the process. To explore them in depth, I have designed a multi-method study of the key players in this emerging field, and structured it around three studies: study 1 will explore the design and deployment of a novel data and information platform in one of the leading information providers in the financial markets; study 2 will focus on the different ways in which asset managers are attempting to integrate ESG factors and traditional financial analysis; study 3 will focus on the engagement process at the Interfaith Center for Corporate Responsibility, with a focus on both the practices and their outcome.

This study will contribute to our understanding of the relationship between socio-political values and financial value, and help further our understanding of financial markets, and provide interesting insights for finance practitioners and policy-makers on how to develop a robust responsible investing community.

Fields of science (EuroSciVoc)

CORDIS classifies projects with EuroSciVoc, a multilingual taxonomy of fields of science, through a semi-automatic process based on NLP techniques. See: https://op.europa.eu/en/web/eu-vocabularies/euroscivoc.

• social sciences › sociology › governance

You need to log in or register to use this function

Programme(s)

• FP7-IDEAS-ERC - Specific programme: "Ideas" implementing the Seventh Framework Programme of the European Community for research, technological development and demonstration activities (2007 to 2013)

Topic(s)

• ERC-SG-ID1 - ERC Starting Grant Interdisciplinary Panel

Call for proposal

ERC-2010-StG_20091209
See other projects for this call

Funding Scheme

ERC-SG - ERC Starting Grant

Host institution

UNIVERSIDAD DE NAVARRA

• EU contribution: € 1 213 139,60
• Address: CAMPUS UNIVERSITARIO EDIFICIO CENTRAL ; 31080 Pamplona ; Spain
• Region: Noreste › Comunidad Foral de Navarra › Navarra
• Activity type: Higher or Secondary Education Establishments
• Total cost: No data

Beneficiaries (1)

UNIVERSIDAD DE NAVARRA

Spain

• EU contribution: € 1 213 139,60
• Address: CAMPUS UNIVERSITARIO EDIFICIO CENTRAL ; 31080 Pamplona
• Region: Noreste › Comunidad Foral de Navarra › Navarra
• Activity type: Higher or Secondary Education Establishments
• Total cost: No data