Publications

Reports and Papers

  • September 2014: The Potential Use of Sustainability Scenarios as a Supplement to Stock Price in Equity Valuation by Long-term Investors (pdf)
  • January 15, 2014: Responsible Investors: Who They Are, What They Want (pdf)
  • October 2013: Expanding the Geographic Reach of Community Investment: The IFF Case Study (pdf)
  • October 2013: The Community Field Guide to Impact Investing (pdf)
  • August 2013: Expanding the Market for Community Investing in the United States (pdf)
  • April 2013: Breaking the Binary: Policy Guide to Scaling Social Innovation (pdf)
  • September 2012: On Materiality and Sustainability: The Value of Disclosure in the Capital Markets (pdf)
  • February 2012: Impact at Scale: Policy Innovation for Institutional Investment with Social and Environmental Benefit (pdf)
  • January 2012: Reason, Rationality and Fiduciary Duty (pdf)
  • February 2011: Cash as a Mission-Related Investment (pdf)
  • January 2011: Impact Investing: A Framework for Policy Design and Analysis (pdf)
  • September 2010: Doing Business with Community Development Banking Institutions: A Deposits Initiative (pdf)
  • July 2010: From Transparency to Performance: Industry-Based Sustainability Reporting on Key Issues (pdf)
  • January 2010: How to Read a Corporate Social Responsibility Report (pdf)
  • April 2009: Value of Social Reporting (pdf)
  • April 2009: Handbook on Climate Related Investing Across Asset Classes (pdf)
  • February 2009: Fostering Equitable and Sustainable Transit-Oriented Development (pdf)
  • January 2009: Responsible Property Investing and Property Management: Exploring the Impacts of Good Labor Practices on Property Performance (read here)
  • March 2008: The Use of Non-Financial Information: What do Investors Want? (pdf)
  • November 2007: Handbook on Responsible Investment across Asset Classes (pdf)
  • September 2007: On the Frontiers of Finance – Investing in Sustainable SMEs in Emerging Markets (pdf)
  • September 2005: Knowing the Price, But Also the Value? (pdf)

Working Papers

  • February 2013: The Capital Absorption Capacity of Places – A Self-Assessment Tool (pdf)
  • November 2012: An Exploration of Sustainability and its Application to Corporate Reporting (pdf)
  • August 2012: Putting Dollars to Work in the Community: 9 Things Local Government Can Do to Harness Private Capital for Public Good (pdf)
  • May 2012: Building Ties between Community Investment and Disaster Relief and Recovery: Reflections Drawn from the Model of the Isaiah Fund (pdf)
  • March 2012: The Capital Absorption Capacity of Places (pdf)
  • October 2011: Rural Mission Investing: The Role of Foundations in Catalyzing Social Investment Markets that Benefit Rural Communities (pdf)
  • October 2011: Investment Beliefs Statements (pdf)
  • September 2011: Public Pension Fund Trustees and Fund Culture: Responsible Investment and the Trustee Leadership Forum (pdf)
  • February 2011: A Brief Note on the Global Green Bond Market (pdf)
  • December 2006: Sustainable SME Investment – Investing in the Backbone of Emerging Markets (pdf)

Articles

  • David Wood. “The Current Limits and Potential Role of Institutional Investment Culture and Fiduciary Responsibility.” World Economic Forum. Read here.
  • David Wood. Response to “When Can Impact Investing Create Real Impact?” Stanford Social Innovation Review. Read here.
  • Jay Youngdahl. “The Time Has Come For a Sustainable Theory of Fiduciary Duty In Investment.” Hofstra Labor & Employment Law Journal (29) 2011: 115-139. Read here.
  • Jeffrey Cohen, Lori Holder-Webb, Leda Nath, David Wood. “Retail Investors’ Perceptions of the Decision-Usefulness of Economic Performance, Governance, and Corporate Social Responsibility Disclosures.” Behavioral Research In Accounting (23:1) 2011: 109-129. Read here.

Event Summaries

  • April 8, 2014: Investment Fees: Returns, Practices, and Consequences (pdf)
  • December 2012: The Problem of Growth…Is Growth (pdf)
  • September 2012: Leveraging Policy to Advance Community Development Finance: Summary of a Roundtable (pdf)
  • August 2012: Trustee Leadership Forum Regional Convening, Columbus, OH (pdf)
  • February 2012: Financial Innovation, Complexity, and Agency Theory (pdf)
  • December 2011: Trustee Leadership Forum: Investment Strategies Conference(pdf)
  • September 2011: Commodities as an Asset Class: Appropriate for Responsible Investors? (pdf)
  • July 2011: Trustee Leadership Forum: First National Conference (pdf)
  • June 2011: Convening Series: Should Corporations Set and Pursue Societal-Level Goals?(pdf)
  • March 2011: Convening Series: Cash: Societal Level Risks and Returns(pdf)
  • January 2011: Convening Series: Transformational Concepts of the Responsibilities of Investors (pdf)
  • September 2009: The Evolution of Responsible Investment Consulting (pdf)