Responsible Investment

New addition to the Editorial Board: Lloyd Kurtz

November 23, 2011
Lloyd Kurtz

Lloyd operates in the same realms as FSinsight: both in the academic world and on the side of practitioners he makes valuable contributions. The website sristudies.org is a prime example of this. Not only academics go there to find information on Sustainable and Responsible Investments (SRI), but it also is a valuable resource for practitioners.

In his area of expertise he manages to bridge the gap between academics and practitioners. His professional career is a prime example of this. At Berkeley he lectures on social investing and is program administrator for the prestigious Moskowitz Prize, which is awarded by the Center for Responsible Business every year, to the best quantitative study of social investing. Furthermore, Lloyd serves as a volunteer faculty advisor for the student-managed Haas Socially Responsible Investment Fund.

At the same time, he works as a Chief Investment Officer at Nelson Capital, a Palo Alto money management firm affiliated with Wells Fargo. Here he oversees the investment process and manages portfolios for institutional and high net worth clients. Prior to joining Nelson, Lloyd spent nine years as a research analyst and Director of Quantitative Research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm.

During his time at KLD, where he worked prior to joining Harris Bretall Sullivan & Smith, Lloyd worked on the Domini Social Index, the first broad-based social investment benchmark, and co-authored two chapters of the book The Social Investment Almanac. His quantitative analysis of Domini Social Index performance, co-authored with Dan DiBartolomeo, was later published in The Journal of Investing. He also authored the chapter on social investment in the 2008 Oxford Handbook of Corporate Social Responsibility and in 2011 he wrote a chapter on stakeholder analysis for the Kolb textbook, Socially Responsible Finance and Investing. In 1999 LLoyd received the SRI Service Award for his contributions to social investing.

“We are very pleased to have Lloyd on board as one of our team members”, states Kees Koedijk. “He manages to bridge the gap between academics and practitioners and his work on a better understanding of Socially Responsible Investing (SRI) is highly valuable. We look forward to his insightful contributions and trust he can provide new insights to both academics and practitioners in SRI. We consider Lloyd to be a valuable asset in our team and hope he will help to build out FSinsight in the area of socially responsible investing.”

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Profile Lloyd Kurtz

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