Support Berkeley-Haas' Future Leaders in Sustainable Finance
Haas Socially Responsible Investment (SRI) Fund
From its inception, the Haas Socially Responsible Investment (SRI) Fund has been lauded as both ambitious and groundbreaking. The first and largest student-led SRI fund at a leading business school, it offers Berkeley-Haas students real-world experience in how to deliver a strong financial return and have a positive social impact. Since 2008, the student principals have grown the initial investment of $1.1M to $2M+, a more than 50% return on investment over six years, and outperformed their environmental, social and governance (ESG) benchmarks.
Scaling the Haas SRI Fund
With this proven track record, now is the time to scale up and think big. Our aim is to provide students hands-on learning with sustainable finance and asset diversification, shape the future of sustainable finance and create a sustainable source of funding for the Center for Responsible Business (CRB).
We are thrilled to announce our campaign to raise $100,000 in donations for the Fund between February 24 and April 4, 2014. We have a time-limited opportunity to double your impact. Alumnus Charlie Michaels (BS ’78), a force behind starting the Haas SRI Fund, will match every dollar you give during this campaign (turning our $100,000 goal into $200,000).
Your Donation Will Make a Difference
Your doubled donation will:
- Elevate student learning: New investment capital will allow students to diversify the Fund's assets beyond publicly traded equities (e.g., into real assets, fixed income, and social impact bonds), providing students the rare opportunity to gain real-world experience with managing a multi-asset class fund.
- Shape the future of sustainable finance: The Fund’s high performance shows that investing in companies that balance the for-profit motive with environmental, social and corporate governance standards can outperform traditional non-ESG investment approaches.
- Shape the faces of sustainable finance: Fund alumni have moved into leadership positions at firms like Calvert Social Investment Foundation, Cambridge Associates, and Citi Community Capital, as well as brought their socially responsible investing toolkit into other industries.
- Ensure the ongoing success of the Center for Responsible Business: As the Fund grows, it will serve as an increasingly important sustainable funding source for the CRB.
What You Will Receive
Contributions to this campaign are considered tax-deductible donations and donors will not receive financial returns (positive growth will be reinvested).
However, as a donor, you are eligible for perks specifically lined up for this campaign as well as those available for general Berkeley-Haas donors (perks available depend on the donation level). We will also send you the Haas SRI Fund's Annual Reports so you can be kept apprised of its performance and how the students are learning with and investing your donation.
Please Share This Message
Help us get the word out about this great opportunity to invest in the future of student learning and socially responsible investing. Personal emails and chats with friends and colleagues are the most impactful, but social media posts also help. Sample language is provided below:
Support future leaders in sustainable finance. Give to grow the Haas SRI Fund! Donate: tiny.cc/HSRIF #HSRIF @respbus
Support future leaders in sustainable finance. Join me in giving to grow the Haas Socially Responsible Investment (SRI) Fund. Your donation will provide students hands on learning in SRI, shape the future of sustainable finance and ensure the ongoing success of CRB by making the center self-sustaining. All money raised between Feb 24-Apr 4 will be matched by Haas alumnus Charlie Michaels too. Details and donate here: tiny.cc/HSRIF.
Center for Responsible Business (CRB)
Launched by the Center for Responsible Business (CRB), the Fund is part of the CRB’s mission to ensure that Berkeley-Haas students become leaders who bring a sustainability lens to the businesses that they lead and invest in—now and in the future. The Fund is one of many reasons Berkeley-Haas is recognized as a pioneer and global leader in the field of corporate responsibility and sustainability, consistently ranked as one of the top business school programs in these areas by groups such as The Financial Times, Bloomberg Businessweek, and Princeton Review.
Our thanks to Scott Pinkus, Vivienne Hsu, Dave Stangis, Erik Peterson, Larry and Victoria Johnson, Margo Alexander, Tom Perkins, and Amelia Forrest Kaye for their offline donations of $40,000, $3,000, $1,000, $5,260, $25,000, $5,000, $10,000, and $29, respectively. Our thanks also to US Trust, the Campbell's Soup Company, Deutsche Bank, Yahoo, and the Dow Chemical Company for their corporate matches.
In addition to each and every other person contributing to this campaign to support student learning, we are also grateful to the original donors of the Haas SRI Fund: Haas alumni Al Johnson, BS 1962 and MBA 1969, and his wife, Marguerite; Charlie Michaels, BS 1978, and his wife, Doris; and Larry Johnson, BS 1972, and his wife, Victoria.
We also thank the generous companies supporting this campaign through exciting donor perks (check them out on the right):
- Back to the Roots
- Clif Bar
- Levi Strauss & Co.
- Revolution Foods
To Learn More