By Lindsay Mewhiney & Monika Nawrocki
Over the past six weeks, we worked to develop an annotated bibliography examining what the academic literature says about ‘ethical investing’. For this research, we partnered with Union: Sustainable Development Co-operative, who seeks to apply our result to support the organization’s efforts to buy and manage multi-unit residential and commercial properties for the environmental, social, and economic benefit of Waterloo Region. This research attempt to answer the questions of “why do people invest in ethical investments?” and “who is likely to invest in impact/ethical investments?”. By answering these questions, future projects will be able to utilize this research to more effectively market ethical investment products and identify potential consumers.
After consulting with Sean Campbell of Union: Sustainable Development Co-operative and Anthony Piscitelli of Conestoga College, we searched databases with a list of key terms and added relevant sources into our document. After further analyzing sources, we wrote annotated bibliographies for a total of 39 sources to provide a concise summary of each source and its practical implications for research regarding ethical investing and understanding investor motivations.
The research we conducted primarily discusses ethical investor motivations, investor profiles, and how ethical investment marketing and communication materials for consumers can be improved to increase rates of ethical investing. This compiled research will contribute to future projects with the goal of improving economic, social, and environmental health in the community, carried out by Union: Sustainable Development Co-operative and partner organizations.
The annotated bibliography can be found here: