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Joan Bavaria and Multi-Dimensional Capitalism

By: Geoffrey Jones and Valeria Giacomin
  • Format:Print
  • | Language:English
  • | Pages:11
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Abstract

This Teaching Plan accompanies the case HBS No. 317-028, “Joan Bavaria and Multi-Dimensional Capitalism.” It provides guidelines for class discussion, as well as a board plan. The case traces the origins of sustainable finance and investor activism through the career of Joan Bavaria, who created Trillium Asset Management in 1981, and went on to found the Social Investment Forum and the Ceres Principles. Ceres launched the Global Reporting Initiative in 1997. The case enables a critical discussion of Socially Responsible Investment and certification for corporate social and environment responsibility.

Keywords

Corporate Social Responsibility and Impact; Investment; Social Entrepreneurship; Personal Development and Career

Citation

Jones, Geoffrey, and Valeria Giacomin. "Joan Bavaria and Multi-Dimensional Capitalism." Harvard Business School Teaching Plan 319-008, July 2018.

About The Author

Geoffrey G. Jones

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