The Socially Responsible Investment Portfolio seeks to generate long-term outsized returns by investing in S&P 500 companies that do right by all of their stakeholders.
Our Goal
The overall objective of the organization is for students to evaluate publically traded companies’ corporate social responsibility and analyze their financial health to select and maintain a socially and ethically responsible portfolio. Students are expected to apply their previous and ongoing classroom knowledge (within the College of Business Administration) to the concepts of socially responsible investing. The portfolio’s overall goal is to earn long-term returns by investing in socially and ethically responsible companies, ultimately preserving and growing the fund’s capital.
Background
Founded in 2007, the Socially Responsible Investment Portfolio was created by students and faculty at the University of Pittsburgh in association with the David Berg Center for Ethics and Leadership and the Certificate in Leadership and Ethics Program. The portfolio’s ~30 members are dispersed across five sector teams, each of which conducts a proprietary three-pronged investment process to analyze companies for inclusion in the portfolio. The portfolio’s investment universe consists of all companies within the S&P 500, an index that also serves as the fund’s benchmark. As of August 2024, SRI manages over $1,000,000 of capital.