Index

Julia M. Puaschunder (Columbia University, USA)

Responsible Investment Around the World: Finance after the Great Reset

ISBN: 978-1-80382-852-7, eISBN: 978-1-80382-851-0

Publication date: 16 August 2023

This content is currently only available as a PDF

Citation

Puaschunder, J.M. (2023), "Index", Responsible Investment Around the World: Finance after the Great Reset, Emerald Publishing Limited, Leeds, pp. 233-239. https://doi.org/10.1108/978-1-80382-851-020231009

Publisher

:

Emerald Publishing Limited

Copyright © 2023 Julia M. Puaschunder


INDEX

Accountability
, 185

African Union, The
, 123

Agri-hoods
, 100

Altruism
, 19

Amazon Mechanical Turk (AMTURK)
, 158

Anglo-Saxon capital market systems
, 73

Anglo-Saxon Common Law
, 43

Anonymous responsibility diffusion
, 30

Anti-Apartheid activism
, 121

Anti-corruption
, 187

Apartheid discount
, 122

Apartheid system
, 121

ARASH
, 144

Artificial intelligence (AI)
, 54, 144, 149

Asset-backed securities
, 116

Australian Corporate Law, The
, 43

Australian Dollar
, 93

Australian Financial Service Reform Act (2002)
, 73

Australian Securities and Investment Commission (ASIC)
, 75

Austrian School of Economics, The
, 98

Behavioral economics
, 88, 180

Behavioral economists
, 20

Behavioral foundations of responsibility
, 16–27

Belief–desire model
, 88

Belief–desire–intention model
, 88

“Black on black” violence
, 122

Bonus systems
, 115

Bounded ethicality
, 26

Bounded responsibility
, 28

Bretton Woods Institutions
, 46

Business angel investors
, 21

Calvert Social Index
, 69

Canadian Common Law legislature, The
, 43

Canadian Institute of Chartered Accountants
, 74

Canadian Securities Administrators
, 73–74

Carbon divestiture
, 136, 140

CareBot
, 144

Civil society
, 51

Classic finance theory
, 16

Classic market fundamentalism
, 19

Classical portfolio theory
, 16

Climate bonds
, 113, 117

Climate change
, 3

induced inequalities
, 57

mitigation and adaptation
, 116

Climate flexibility
, 179

Climate justice
, 14, 110

Collective responsibility
, 10

Commercial SRI funds
, 69

Communication
, 136

Community investing
, 63, 65

Conference of the Parties (COP26)
, 56

Consumer price index (CPI)
, 94

Control systems
, 136

Conventional globalization practices
, 149

Coronavirus (COVID-19)
, 2–3, 5, 52, 101, 119, 142, 144, 151, 156, 163–164, 167, 180–181

corporate social justice in aftermath of
, 57–60

crisis
, 55, 78, 148, 166–167

economic impact of
, 77–79

external shock
, 52–54, 101

global recession
, 78

healthcare apps
, 56

induced inequality
, 54–57

inequality in socio-economic fallout of
, 83–85

new finance order
, 79–83

relief
, 182

Coronavirus Aid, Relief and Economic Security Act (CARES Act)
, 82

Corporate executives
, 50

Corporate financial performance (CFP)
, 36

Corporate social engagement
, 185

Corporate social justice
, 2

in aftermath of COVID-19 pandemic
, 57–60

Corporate social responsibility (CSR)
, 1, 4, 31

auditing
, 188

branding
, 35

corporate social justice in aftermath of COVID-19 pandemic
, 57–60

COVID-19 induced inequality
, 54–57

COVID-19 pandemic external shock
, 52–54

CSR as multi-stakeholder management means
, 48–49

CSR-attentive corporations
, 38

global governance
, 44–46

international differences
, 39–44

policies
, 32

public private partnerships
, 46–47

UNGC
, 49–52

value of
, 36–39

Cryptocurrencies
, 95

Cybersecurity
, 3

Deaths of despair
, 55, 98–99

Decentralized approach
, 189

Demand-pull inflation
, 93

Diffusion of responsibility
, 29

Digital age
, 171

Digital healthcare
, 163

Digitalization
, 172

Divestiture
, 121

Domestic policy reform
, 114

Domini 400 Social Index
, 17

Dutch Green Funds Scheme
, 75

Eco Management and Audit Scheme (EMAS)
, 28

Eco-labeling
, 35

Economic foundations of responsibility
, 13–14

Empirical knowledge
, 165

Entrepreneurs
, 20

Environmental, social and governance (ESG)
, 50

Equator Principles
, 103

Ethical foundations
, 11

Ethical Growth Fund
, 74

Ethical Investment Association (EIA)
, 75

European Central Bank
, 30

European Commission
, 41

European CSR models
, 40

European Green Deal (EGD)
, 6, 60, 172, 192

European Guarantee Fund
, 114

European Investment Fund
, 114

European Sustainable Finance Taxonomy
, 60, 116

European Taxonomy, The
, 116

European Union (EU)
, 41, 192

European Union Green Deal
, 73

European Union Member States
, 114

Eurosif
, 74

Eurozone Euro
, 93

Exploratory evidence
, 26

Exploratory research
, 162

Federal Reserve
, 82

Finance after great reset
, 118–121

Finance performance
, 85–87

Finance sector
, 31, 169

Financial crisis (2008)
, 1, 27, 72, 76

theories
, 5

Financial ethical leadership
, 15

Financial executives
, 130

Financial institutions
, 30

Financial investment strategies
, 8

Financial leadership
, 128

Financial markets
, 72

actors
, 193–194

Financial Service Reform Act (1999)
, 76

Financial Service Reform Act (2002)
, 75

Financial social responsibility
, 1, 7, 9, 23, 61, 105, 183

Financial Times Stock Exchange Group
, 87

Foreign direct investment (FDI)
, 121

Fourth Industrial Revolution
, 149

Free South Africa Movement, The
, 124

French Pension Research Fund, The
, 75

Gastronomy
, 86

German Prevention Act (2015)
, 143

Glass-Steagall Act
, 76

Global GND (GGND)
, 105

international agreement
, 114

Global governance
, 44–46, 188, 192

of corporate social conduct
, 183

institutions
, 105, 114

Global pandemics (2020)
, 1, 3

Global Reporting Initiative and Integrating Reporting
, 103

Global warming
, 57

Globalization
, 1, 3, 33–34, 46, 49, 129, 146

Governmental assistance
, 189, 193

Governmental entities
, 184

Governmental liberalization
, 3

Governments
, 178, 185

bailout packages
, 97

Green Bond Principles, The
, 103

Green bonds
, 109, 113, 116

Green New Deal (GND)
, 6, 60, 102, 172, 174

Greenhouse gas (GHG)
, 11

Gross domestic product (GDP)
, 78

Heterodox approaches
, 3

High-volatility industries
, 18

Human capital
, 150

Humanization
, 35

Incentives-driven tax-and-bonds strategy
, 121

Industrialization innovations
, 20

Industry-specific inflation patterns
, 83

Inequality
, 2, 54, 78, 85

Inequality in socio-economic fallout of COVID-19
, 83–85

Infant-industry protectionism
, 101

Inflation
, 92–97

Innovation concept
, 19

Innovative public management concepts
, 45

Institutional investors
, 66, 68, 72, 127

Intergovernmental entities
, 192

International arena
, 33, 137

International banks
, 113

International climate change fund
, 107

International CSR standards
, 185

International entities
, 115

International governance
, 192

International hospitality
, 86

International institutions
, 133

International intermediary financial institution
, 113

International Monetary Fund (IMF)
, 30, 42, 105, 113, 115–116, 118, 192

International nuances
, 72

emerging markets
, 75–76

Europe
, 74–75

North America
, 73–74

Pacific Rim and Asia
, 75

International Organization for Standardization (ISO)
, 28

International organizations
, 4, 42, 45, 66, 113, 123

International remedies
, 147

Investment decision making
, 22

Investment firms
, 126

Investors
, 134

Kaldor-Hicks compensation
, 13–14, 111

Kaldor-Hicks test
, 110

Kaldor-Hicks criteria
, 13, 111

Keynes’ General Theory
, 97

KLD Research & Analytics
, 68

Knowledge capital
, 150

Kurzarbeit schemes
, 59

Labor organizations
, 51

Leaders’ bounded responsibility
, 29

Leadership
, 177

on economic growth
, 163

foundations of responsibility
, 14–16

and global governance
, 171

Libertarian
, 20

paternalism
, 27

Lisbon European Council
, 41

Local investment banks
, 107

Local networks
, 189

Macro-economic modeling
, 165

Markets, responsibility within
, 27–31

Micro-behavioral economists
, 131

Multi-nationals
, 122

Multi-stakeholder approaches
, 45–46

Multi-stakeholder management means, CSR as
, 48–49

Multi-stakeholder partnerships concept
, 45

Multi-stakeholder perspective
, 25

Multi-stakeholder phenomenon
, 161

Multilateral organization
, 118

Multiple stakeholders
, 48

Municipal governments
, 116

Nationalism
, 101

Negative screenings
, 63

Negative shareholder activism
, 65

Networked governance concept
, 45

New Deal reform
, 174

New Economic Regulations policy
, 42

New York Stock Exchange (NYSE)
, 67

Non-governmental organizations (NGOs)
, 34, 67

North American Free Trade Agreement
, 145

North American regulatory frameworks
, 43

Novel methods
, 3

One-country-one-vote voting system
, 115

Online currencies
, 168, 178

Operationalization
, 157

Organization for Economic Co-operation and Development (OECD)
, 30, 59, 86, 184

Guidelines for Multinational Enterprises
, 33

Outsourcing concept
, 45

Palma ratio
, 154

Pan-European Guarantee Fund (Pan-EGF)
, 114

Pandemic Emergency Purchase Programme, The
, 80

PaPeRo
, 144

PARO (Healthcare toy-like robots)
, 144

Paternalism
, 27

Philosophical foundations of responsibility
, 10–13

Political divestiture
, 64, 121–141, 192

Positive political divestiture
, 128

Positive screenings
, 63

Positive shareholder activism
, 65

Positive-screened SRI ventures of future
, 141–159

Positively screened SRI funds
, 18

Post hoc negative screening
, 64

Post-2008 World Financial Turmoil Era
, 68

Post-COVID-19

economic growth
, 2, 153

economies
, 152

era
, 5–6, 55

recovery era
, 174

resilience
, 3

Pre-2008 World Financial Recession
, 68

Presidential election (2016)
, 146

Prevention Act
, 166

Primary stakeholders
, 48

Principles for Responsible Investment (PRI)
, 66

Private investors
, 66

Privatization
, 35

Public entities
, 116

Public equality
, 2

Public management
, 35

Public Pension Fund Act (Sweden’s 2000)
, 75

Public private partnerships (PPPs)
, 4, 44, 46–47, 133, 184

PPP-administered CSR
, 188

Quantitative market assessments
, 132

Quantitative metrics
, 133

Real economy constraints gap
, 85–87

Real-market responsibility phenomena
, 6

Recovery plans
, 80

Redistribution scheme
, 117

Regional goal accomplishment strategies
, 191

Regional Integrated model of Climate and the Economy model (RICE model)
, 110

Renewable energy
, 113

Responsibility
, 1, 9, 14, 16

behavioral foundations
, 16–27

corporate social responsibility
, 31–60

economic foundations
, 13–14

foundations
, 10

leadership foundations
, 14–16

philosophical foundations
, 10–13

responsibility within markets
, 27–31

socially responsible investment
, 60–159

Responsible finance
, 99

Responsible Investment in Emerging Markets initiative
, 104

RI-MAN
, 144

Robotics technology
, 144

Robots
, 149

SARS-CoV-2
, 52

Secondary stakeholders
, 48

Securities and Exchange Commission
, 157

Self-determination
, 35

Shareholder activism
, 23, 64

Shareholder advocacy
, 63, 68

Shell Corporation
, 40

Short-term intangible gratification of altruism
, 19

Simon’s concept of bounded rationality
, 25

Slowbalisation
, 100, 143, 146–147

Social distancing
, 151

Social friction
, 178

Social glue
, 10

Social Investment Organization (SIO)
, 74

Social justice
, 176

pledges
, 177, 181

Social media self-help groups
, 181

Social responsibility
, 15, 27, 38, 187

Social robots
, 145

Social venture

capital funding
, 66

capitalists
, 21

Social volatility
, 54, 86, 151, 156

and affective fallout propensities
, 87–92

Socially responsible investment (SRI)
, 1, 4, 7, 16, 21–24, 60, 72, 161

community
, 194

COVID-19 new finance order
, 79–83

economic impact of COVID-19
, 77–79

emergence
, 67–70

finance after great reset
, 118–121

finance performance vs. Real Economy Constraints Gap
, 85–87

forms
, 62–66

global and future-oriented beneficiaries focus
, 101–103

historical background
, 70–72

inequality in socio-economic fallout of COVID-19
, 83–85

inflation
, 92–97

institutional framework
, 103–118

interest rate
, 97–99

international nuances
, 72–75

market
, 69

measurement deficiencies
, 19

political divestiture
, 121–141

positive-screened SRI ventures of future
, 141–159

responsible finance
, 99

social volatility and affective fallout propensities spread
, 87–92

stakeholders
, 66–67

urban–local–regional and national focus
, 100–101

2008 world financial crisis
, 76–77

Socially responsible investors
, 17, 62

Socially responsible screenings
, 63

South African Catalyst Project
, 122

South African political regime
, 191

Soviet Union (1989)
, 145

Stakeholders
, 66–67

management
, 186, 189

Standard & Poor’s 500 Index (S&P 500 Index)
, 17, 69

Standard neoclassical theory
, 87

State economic variables
, 150

Stock Exchange Commissions
, 103

Stringent hypothesis testing
, 158

Sudan shareholder resolution
, 127

Sudanese Divestment Task Force (SDTF)
, 121

Sullivan Principles
, 122

Supranational institutions
, 133

Supreme Court
, 42

Survivor Corps
, 181

Sustainability
, 40

projects
, 113

Sustainable development
, 135, 190

Sustainable development goals (SDGs)
, 7, 14

Sustainable Finance efforts
, 172

Sustainable Finance Taxonomy
, 102, 164

Sustainable financing methods
, 138

Swiss Franc
, 93

Tax-and-bonds strategy
, 108, 119

Tax-and-bonds transfers
, 14

3D-printing techniques
, 148

Time
, 89

Time-series approach
, 150

Total responsibility management (TRM)
, 48

Traditional financial market theory
, 16

Transparency
, 185

Triple bottom line
, 36

Trust
, 28

U.S. Comprehensive Iran Sanctions, Accountability and Divestment Act
, 141

UK Pound Sterling
, 93

UN Conference on Trade and Development (UNCTAD)
, 104

UN Declaration of Rights, The
, 49

UN Environment Programme Finance Initiative (UNEP Finance Initiative)
, 66

Union Bank of Switzerland (UBS)
, 54

United Kingdom (UK)
, 18

United Nations (UN)
, 7, 42, 105, 115, 118, 133, 184, 188, 192

partnership network on SDGs
, 189

UN General Assembly
, 123–124

UN Security Council
, 123–124

UN-led networking forums
, 190

United Nations Climate Change Conference COP26 meeting
, 106

United Nations Environment Programme (UNEP)
, 114

United Nations Environment Programme Finance Initiative, The (UNEP FI)
, 103

United Nations Global Compact (UNGC)
, 9, 44, 49–52, 66, 186

Principles
, 51

United Nations millennium development goals (UNMDGs)
, 14

United Nations Unequal World Conferences
, 165

United States Centers for Disease Control and Prevention (CDC)
, 91

United States Green New Deal
, 192

United Student Against Sweatshops (USAS)
, 42

Universal Declaration of Human Rights
, 123

US anti-Apartheid activism
, 122

US Comprehensive Anti-Apartheid Act (1986)
, 72, 121

US Congress
, 1, 82, 184

US Constitutional Law
, 73

US Dollar (USD)
, 57, 93

US Domini 400 Social Equity Fund
, 69

US economy
, 81

US Federal Government
, 82

US GND
, 73, 120

US government
, 1

US Inflation Reduction Act (2022)
, 6

US legal framework
, 43

US Secretary of the Treasury
, 2

US Student Loan Forgiveness
, 6

Venture funds
, 21

Wall Street Rule
, 74

World Bank
, 42, 105, 113, 115–116, 118, 184, 192

World Bank Group, The
, 192

World Bank Report
, 108

World Economic Forum (2022)
, 2, 153

World Financial Crisis (2008)
, 9, 76–77

World Financial Recession (2008–2009)
, 1, 5–7, 23, 70, 86, 94, 103, 142, 155, 188, 191

World Trade Organization (WTO)
, 42

World War II (WWII)
, 57

World Wide Web
, 148

Year-over-year (YOY)
, 81