2007 Moskowitz Prize for Socially Responsible Investing (SRI)



CALL FOR STUDIES
EADLINE: June 30, 2007

PURPOSE: The annual Moskowitz Prize is the only global award recognizing outstanding quantitative research in the field of socially responsible investing (SRI). First presented in 1996 by the Social Investment Forum – the national trade association for the socially and environmentally responsible investing (SRI) industry, the Prize came under the umbrella of the Center for Responsible Business at UC Berkeley’s Haas School of Business in 2005. The Prize is named for Milton Moskowitz, one of the first investigators to publish comparisons of the financial performance of screened and unscreened portfolios. His distinguished works include “The 100 Best Companies to Work for in America”, an annual list published in Fortune magazine, and “The Global Marketplace: 102 of the Most Influential Companies Outside America”.

PRIZE: The $5,000 Prize competition is open to authors of studies relevant to social investing. Studies from all business disciplines are welcomed, but should be of a quality suitable for publication in an academic journal. The prize-winning study is selected by a panel of judges from academia and the investment industry, and will be accepted for publication in the Journal of Investing. Honorable mention or additional monetary prizes may be awarded at the judges’ discretion. The Moskowitz Prize is administered by an independent group of volunteers in cooperation with the Center for Responsible Business.

ELIGIBILITY: Anyone may enter. Studies may be published or unpublished, but unpublished studies should be of a quality appropriate for publication in a peer-reviewed academic journal. Studies will be considered for the Prize only once.

JUDGING CRITERIA: Entries are reviewed by a jury of scholars and investment professionals. Judging criteria includes:

1. Practical significance to practitioners of socially responsible investing.

2. Appropriateness and rigor of quantitative methods.
3. Novelty of results.


ANNOUNCEMENT OF WINNER: The winning study will be announced at the SRI in the Rockies conference at the Hyatt Regency Tamaya near Albuquerque, New Mexico on November 3–6, 2007.

HOW TO ENTER:


BY EMAIL - Send electronic version (PDF or Word format) to both emails below:

Lloyd Kurtz at email. lkurtz@haas.berkeley.edu

Katharine Brewer at email. kbrewer@haas.berkeley.edu

BY MAIL - Send two copies of the study manuscript to:

Moskowitz Prize Submission
c/o Center for Responsible Business
Haas School of Business
545 Student Services Bldg, #1900
Berkeley, CA 94720

QUESTIONS:

Contact Lloyd Kurtz, Prize Administrator, at lkurtz@haas.berkeley.edu or Katharine Brewer, Center Associate Director, at kbrewer@haas.berkeley.edu.

SPONSORS: Calvert Group, First Affirmative Financial Network, Nelson Capital Management, KLD Research & Analytics, Inc., Rockefeller and Co., and Trillium Asset Management.


DEADLINE: June 30, 2007