The Socially Responsible Investing Boom

The transcript discusses the merger of Valeant and Biovail, highlighting initial investor excitement due to their strong product stories. However, concerns arose over financial engineering and numerous acquisitions. Domini's investment strategy focuses on ESG data, avoiding industries like tobacco and favoring innovative pharmaceutical companies. The discussion also covers balancing innovation with financial stability and the viability of socially responsible investing. The transcript concludes with an evaluation of pharmaceutical companies like Gilead and Merck, emphasizing the importance of R&D and sustainability.

What concerns did the speaker have regarding Valeant and Biovail's merger?

What factors does the speaker consider when evaluating a company's potential for investment?

How does the speaker define responsible investing in the context of pharmaceutical companies?

What is the speaker's perspective on the performance of socially responsible investing compared to traditional investing?

Which pharmaceutical companies does the speaker mention as favorable investments and why?