strategic csr consulting - haas school of business sense.” - paul collins, haas mba ‘11. ......
TRANSCRIPT
Strategic CSR Consulting
Spring 2012
What is Corporate Responsibility?
Improving your business in a way that
sustains the world,
and improving the world in a way that
sustains your business.
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Why learn more in a class?
1. Amazing project experience that makes for great fodder in interviews and on resumes
Create a go-to-market strategy for a new home
energy management system
Recommend ways to reduce the shipping &
packaging impacts of eBay transactions
Develop a social media strategy to engage
customers and employees in social responsibility
Create “green” positioning versus other airline
competitors
2. Content knowledge (delivered by experts) that can differentiate you in your career (whatever it is)
Thought leaders from
companies like Blu Skye, Twitter,
Whole Foods and Method who
are redefining good business
Practitioners who drive change
within their organizations on a
daily basis
Leading faculty in the
sustainability/corporate
responsibility field who conduct
cutting edge research
What: Who: Sustainable leadership
Green product innovation
Cause marketing
Social technology for good
Life Cycle Analysis
Reporting and measurement
Stakeholder engagement
strategies
Sustainable value chain
3. Opportunity to develop relationships with companies who need smart people (like you)
Build your
professional networks
Explore internship
and full-time career
opportunities
Pursue independent
research
opportunities
“Strategic CSR was a highlight of my first year experience at Haas. The experience presents a great opportunity to learn and explore all things CSR through the lens of a business manager. It offers a very realistic account of the challenges and rewards of developing, championing and executing CSR in the workplace that not only makes the world a better place, but makes solid, justifiable business sense.”
- Paul Collins,
Haas MBA ‘11
Haas Socially Responsible Investment Fund (HSRIF)
Spring 2012
Testing of an academic theory in a real setting
Contributing to the rising field of social investing
Networking with prominent investment professionals
Access to alumni network in the field
What is HSRIF?
$1.2 million investment fund with a goal to contribute to the field of social investing by defining and exploring new ideas around unlocking hidden value based on companies’ environmental, social and governance (ESG) practices.
What We Do:
Invest in publicly traded equities
Investments with both strong ESG and financial performance
Long-term approach
$1.2 million investment fund with a goal to contribute to the field of social investing by defining and exploring new ideas around unlocking hidden value based on companies’ environmental, social and governance (ESG) practices.
What you get:
MBA Participant Responsibilities
Time commitment: 3 semesters (spring/fall/spring)
Class hours per week: 2
Credits received during time at Haas: 6 (2 per semester)
Preparation of detailed stock pitches / monitoring positions
Fund / Portfolio administration responsibilities
Questions? [email protected]
What Fund Principles Do
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Investment
Thesis
Due
Diligence
• Reputation
• Governance
• Accounting
• Industry
• Turnaround
• Financial
analysis
• CSR reports
• ESG data
• Other
Research
Feedback
and Voting
• First pitch to
principals
• Final pitch
before voting
• Execution
Some Sample Holdings
10
Investment Advisory Board
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Margo Alexander, Chair of the Acumen Fund
George S. Dallas, Director, Corporate Governance at F&C (London)
David C. Distad, Ph.D., CFA MD, Investment s Manager, Sunbelt Enterprises
Stephen Etter, Partner, Greyrock Capital Group
Farha-Joyce Haboucha, Portfolio Manager, Rockefeller Financial
Lawrence R. Johnson, Founder and former CEO of Lawrence Johnson & Associates, and InvestorLogic, LLC (now Milliman)
Lloyd Kurtz, Chief Investment Officer, Nelson Capital
Lisa Leff, Senior Portfolio Manager, Nelson Capital
Christopher C. Luck, President, Luck Partners Consulting
Kellie A. McElhaney,Co-Faculty Director & Adjunct Assistant Professor, Center for Responsible Business
Charles F. Michaels, Founder and Portfolio Manager, Sierra Global Management
Marc Orlitzky, Associate Professor of Management at Penn State University Altoona
Michael Pearce, Investment Consultant, Cambridge Associates
Wendy Walker, Investment Consultant, Cambridge Associates
Application
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• Interested applicants should submit (1) a resume and (2) a personal statement that addresses at least the following questions (no more than 2 pages in length):
o What do you bring to HSRIF and what do you hope to get out of your experience?
o How will your HSRIF experience impact your future career?
o Why do you believe ESG Factors are an important screen for investment decisions?
o What related background and expertise do you have that was not highlighted on your resume?
o What other time commitments do you have, including other programs, experiential classes, or activities that will be pursued during the year?
• Application materials should be emailed to [email protected]
