The Socially Responsible Investment Portfolio
At the University of Pittsburgh
Invest responsibly, by investing in companies that act responsibly
Our 3-Step Investment Process
Step 1
Blind Financial Analysis
The first step is to conduct a "blind financial analysis" to identify potential companies for inclusion in our portfolio and assess if current holdings should stay. This analysis evaluates multiples, ratios, and other financial metrics independently of their respective firms in an effort to reduce bias.
Step 2
Social Screening
Companies that pass the financial screening are then assessed on their level of social responsibility through the analysis of general and sector-specific factors such as employee relations, environmental impact, human rights issues, supply chain responsibility, and business ethics.
Step 3
Discounted Cash Flow Valuation
Companies that pass the social and financial screenings move on to discounted cash flow valuations based on five years of 10-K filings. This step helps to find each company's intrinsic value. Following this step, analysts deliver individual stock pitches based on the DCF and further qualitative analysis that result in a portfolio-wide vote for inclusion in the portfolio.
