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Case
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Reference no. UVA-E-0034
Subject category: Ethics and Social Responsibility
Authors: Henry W Tulloch (Darden School of Business, University of Virginia); Lynn Paine (Harvard Business School); Stephen B Cook (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 1984
Version: 06.1987
Length: 15 pages
Topics: Business and society; Business ethics; Corporate strategy; Investment management; Labor relations; Diverse protagonist, female; Portfolio management; Diversity case; Social responsibility
Share a link: https://casecent.re/p/481
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Abstract

The Socially Sensitive Investing Group at U.S. Trust is asked to develop criteria for assessing the fairness of labor practices in both union and nonunion companies. U.S. Trust''s client, the Calvert Social Investment Fund, wants more explicit standards than those currently in use. Contrasting views of two members of the Calvert Fund''s Advisory Council are detailed in the case, along with U.S. Trust''s preliminary perspective. The unabridged version of the case includes background on socially motivated investors and on the financial impact of applying social criteria to investments. The abridged version (UVA-E-0040) omits this background and focuses on the task of establishing labor-related investment criteria. If this case and ''U.S. Trust: Investing in Waste Management, Inc.'' (UVA-E-0036) are used together, the abridged form of one of the cases and the unabridged form of the other should be used, because the background information on socially sensitive investing is identical in the two cases.
Teaching note
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Reference no. UVA-E-0034TN
Subject category: Ethics and Social Responsibility
Authors: Lynn Paine (Harvard Business School); Henry W Tulloch (Darden School of Business, University of Virginia); Sarah Cook (Writtle University College)
Published by: Darden Business Publishing
Originally published in: 1984
Version: June 1990
Length: 3 pages
View full details

About

Abstract

The Socially Sensitive Investing Group at U.S. Trust is asked to develop criteria for assessing the fairness of labor practices in both union and nonunion companies. U.S. Trust''s client, the Calvert Social Investment Fund, wants more explicit standards than those currently in use. Contrasting views of two members of the Calvert Fund''s Advisory Council are detailed in the case, along with U.S. Trust''s preliminary perspective. The unabridged version of the case includes background on socially motivated investors and on the financial impact of applying social criteria to investments. The abridged version (UVA-E-0040) omits this background and focuses on the task of establishing labor-related investment criteria. If this case and ''U.S. Trust: Investing in Waste Management, Inc.'' (UVA-E-0036) are used together, the abridged form of one of the cases and the unabridged form of the other should be used, because the background information on socially sensitive investing is identical in the two cases.

Related

Teaching note
-
Reference no. UVA-E-0034TN
Subject category: Ethics and Social Responsibility
Authors: Lynn Paine (Harvard Business School); Henry W Tulloch (Darden School of Business, University of Virginia); Sarah Cook (Writtle University College)
Published by: Darden Business Publishing
Originally published in: 1984
Version: June 1990
Length: 3 pages
View full details