Case Studies and Course Materials

The Aspen Institute‘s Center for Business Education has an online library of materials for MBA courses that focuses on social, environmental, and ethical issues in business. Visit Case Place to view cases, curricula, and other content. provides an extensive listing of reports and studies on socially responsible investing up to February 2012. As of this date, studies will be cataloged at

Case Studies

Chevron: A Stranded Asset? Harvard Business School Case 112-065
Harvard Business School, February 2012
George Serafeim, Robert G. Eccles, Phillip Andrews

Root Capital: Investment in the Developing World
Columbia University, Spring 2011
Antony Bugg-Levine

Leveraging Canadian Shareholders to Effect Change in Corporate Governance
Carleton University, April 2011
Heather Hachigian

Driving Sustainability at Bloomberg L.P.
Harvard Business School, August 2010
Christopher Marquis, Daniel Beunza, Fabrizio Ferraro, Bobbi Thomason

Generation Investment Management
Harvard Business School, September 2009
Sandra J. Sucher, Daniela Beyersdorfer, Ane Damgaard Jensen

Kinder, Lydenberg, and Domini and Socially Responsible Investing
GlobaLens, 2011
Paul Godfrey

Course Materials


Bugg-Levine, Antony and Jed Emerson. Impact Investing: Transforming How We Make Money While Making a Difference. Jossey-Bass, 2011. link

Louche, Céline and Steve Lydenberg. Dilemmas in Responsible Investment. Greenleaf, 2011. link

Remer, Sven and Olaf Weber. Social Banks and the Future of Sustainable Finance. Routledge, 2011. link

Vandekerckhove, W., J. Leys, K. Alm, B.  Scholtens, S. Signori, H. Schäfer (eds). Responsible Investment in Times of Turmoil. Springer, 2011. link

Papers and Articles

Swack, Michael and Jolan Rivera. “The Experience of the New Hampshire Community Loan Fund in Mainstreaming of Acquisition Loans to Cooperative Manufactured Housing Communities.” US Department of Treasury, CDFI Fund Research Initiative. January 2009. Download PDF.


Gabriel Thoumi Presentations February 9-10, 2011 University of Oxford
Sustainable Finance and Forest Carbon (pdf)
Financial Risk Management and Forest Carbon (pdf)

Gabriel Thoumi Presentation April 21, 2011 University of Texas – Austin
Climate and Forest Carbon Finance (pdf)