Aaron Fernstrom, Mary Margaret Frank, Samuel A. Lewis, Pedro Matos, John G. Macfarlane
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引用次数: 0
摘要
本案例探讨了基于 JUST Capital 的社会责任企业排名方法开发和推出交易所交易基金 (ETF)的情况。案例概述了环境、社会和公司治理 (ESG) 和社会责任投资 (SRI) 的市场概况、推动这些领域在全球增长的因素以及几种最佳投资方法。在概述之后,案例介绍了 JUST Capital 的创立和发展,探讨了 JUST Capital 的排名方法,并提出了首席执行官面临的决策点:必须从三种战略中选择一种,才能使 JUST Capital 产生 "自我维持 "的收入。
The case examines the development and launch of an exchange-traded fund (ETF) based on JUST Capital's socially responsible corporate ranking methodologies. The case provides a market overview of Environment, Social, and Corporate Governance (ESG) and socially responsible investing (SRI), what has driven growth in those areas worldwide, and several best-practice investment approaches. Following the overview, the case describes the founding and development of JUST Capital, explores JUST Capital's ranking methodologies, and presents the decision point faced by the CEO: requisite selection of one of three strategies in order for JUST Capital to generate “self-sustaining” revenue.