Moskowitz Research Program
Under the umbrella of the Center since 2005, Moskowitz Research Program examines the foundations and trends in the socially responsible investing (SRI) industry. The program places the Haas School at the forefront of SRI research and exposes a new generation of students to this critical research area. The Moskowitz Research Program has three main research activities:
Moskowitz Prize for Socially Responsible Investing
The only global award recognizing outstanding quantitative research in the field of socially responsible investing.
Online database of abstracts of key studies in the SRI field.
Discussion forum for leading thinkers in the SRI field.
Moskowitz Prize for Socially Responsible Investing
The annual Moskowitz Prize is the only global award recognizing outstanding quantitative research in the field of socially responsible investing (SRI). The prize was launched in 1996 by the Social Investment Forum - the national trade association for the socially and environmentally responsible investing (SRI) industry - to recognize the best quantitative SRI study. For a list of past Moskowitz Prize Winners, click here.
The Moskowitz 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".
Selection
Criteria
The Prize is open to any author of an SRI study of a quality
suitable for publication in an academic journal. Call for Studies for the Prize is released in early spring.
The winner is awarded $5,000 and is selected by a panel of judges from academia and the investment industry. The winning study is announced each autumn at the annual SRI in the Rockies conference.
Papers are judged on the following criteria: practical significance to practitioners of socially responsible investing; appropriateness and rigor of quantitative methods; and novelty of results.
Sponsors for the Prize include: Calvert Group, First Affirmative Financial Network, Nelson Capital Management, KLD Research & Analytics, Inc., Rockefeller and Co., and Trillium Asset Management.
For more information on the Moskowitz Prize, please contact the Moskowitz Program Administrator, Lloyd Kurtz, at lkurtz@haas.berkeley.edu.
