This case study tells the story of KLD Research & Analytics, which provided annual social responsibility ratings for over 3,000 companies, employed over 60 people, and was widely regarded as a leader in social investment research. One of this case’s key learning outcomes will be helping students realize that starting and growing a successful social venture takes more than individual passion and more than sophisticated organizational and entrepreneurial skills. Building a successful venture requires institutional supports such as perceived legitimacy and the emergence of institutions that help the new venture grow and thrive.
Kinder, Lydenberg, and Domini and Socially Responsible Investing
by: Paul Godfrey
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After reading and discussing the material, students should:
- Evaluate the development of a social venture through the eyes of the founders.
- Examine social innovation within a context and industry (financial services) that many business students would think is the antithesis of social innovation and socially responsible behavior.
- Evaluate the interplay between individual passion and commitment, shrewd organizational management, and emerging social trends in creating a sustainable venture.
- Use the provided template and model to evaluate their own and other social ventures.