ALAMINOS CITY NATIONAL HIGH SCHOOL
SENIOR HIGH SCHOOL DEPARTMENT
LEARNING ACTIVITY SHEET
BUSINESS ETHICS AND SOCIAL RESPONSIBILITY
Quarter 4, Week 5-6, May 23- June 3, 2022
I. Title: Linking Socially Responsible Investment with Sustainable Development
II. Learning Competency:
Explain the importance of establishing and sustaining business enterprises as source of job
opportunities and financial freedom (ABM_ESR12- IVm-p-4.1)
III. Background Information for Learners:
Linking socially responsible investment with sustainable development
Socially responsible investment is generally seen as an expenditure that will
improve environmental, social and economic sustainability. These investments in
ventures or legal entities usually devote money to the production and distribution of goods
and services that are considered socially responsible with a focus on long-term economic
gain. Institutions engaged in socially responsible investment are designed to avoid
businesses that are ethically dubious and involved in goods and services that can
contribute to environmental and social inviolability. In particular, certain business
practices cause contamination to the atmosphere and adversely affect human health.
Such practices would result in indirect costs or negative effects on the health and safety
of society, but they would not be borne internally by these organizations (Sovacool and
Linnér 2016).
Socially responsible investment has a clear and long-term connection with sustainable
development, as it defines how financial resources are transformed into economic and
business activities for the sustainable development of the environment in which we live.
Socially responsible investments are also often referred to as sustainable investing.
Goals of socially responsible investors:
The purpose of SRI is to choose investments that are in line with your principles.
Nevertheless, these ideals are not the same for all investors.
Socially responsible investors select their investments to achieve a number of specific
goals, including the following:
1. Clean environment. Green investors favor businesses that do not pollute the
environment. Some refuse to invest in fossil energy, while others are searching for
businesses that reduce the carbon footprint of their goods and services.
2.Social justice in general. Some investors refuse to do business in countries where
human rights abuses have been registered. Some are looking for businesses that provide
their workers with equal pay and good working conditions.
3.Promoting Peace. Peace investors won’t invest in war in any way. They avoid all
companies that make weapons or profit from conflicts.
4. Promoting Health. Many socially conscious investors refuse to invest in tobacco or
alcohol businesses. Others refuse to invest in goods that they believe pose a danger to
human health, such as genetically modified organisms. Because some of these goods can
also be seen as a hazard to the climate, this category overlaps with green investment.
5. Promoting Morality. Today, many socially conscious investors follow the time-
honored tradition of avoiding 'sin industries.' Various investors see this category as covering
various types of companies, such as liquor, gambling, pornography and contraceptives.
Ways on becoming a Socially Responsible Investor
To promote their social goals, socially responsible investors rely on four main strategies:
1. Negative Screening. Negative screening means refusing to invest in companies that do
not meet your social standards. Most socially responsible mutual funds, for example, screen
out tobacco companies.
2. Positive Investing. Although negative screening is the strategy that people most often
associate with SRI, an equally important tool is positive screening: choose companies to
include them in your portfolio specifically because you approved their behavior.
3. Community Investing. This is a different subcategory of positive investments that
primarily focuses on investing in community-based organizations, especially in low-income
areas. Community funding offers loans to individuals and groups that would have difficulty
accessing them otherwise. Such loans may be used to fund small businesses and to provide
the services required, such as housing and education. Community spending may also
concentrate on making cities more sustainable by promoting initiatives such as renewable
energy and smart development, a form of urban planning designed to minimize sprawl and
conserve green space.
4. Shareholder Action. Socially responsible investors are not only using their principles to
pick companies for their portfolios – they are also seeking to influence the actions of the
businesses of which they hold shares. One way to do so is by filing shareholder resolutions
– management recommendations about how to operate the business. A common example of
this is a bill requiring the organization to report all the contributions it makes to political
campaigns.
List of Corporations in the Philippines with Socially Responsible Investing
1. San Miguel Corporation
Education
-Their advocacy includes granting of scholarships and improvement of the
quality of education through programs that benefit public schools and educators.
Health and Nutrition
- The company continue to provide their host communities’ better access to healthcare
service. They provide community clinics and medical missions. These facilities, though
small in scale, provide specialist care, particularly for patients suffering from diabetes,
tuberculosis and other cardiovascular diseases.
Environment
- They continue to implement programs advocating the preservation of our environment
and the responsible use of resources. They signed a covenant with the local government of
Sual, Pangasinan committing to provide residents with one million seedlings of coconut,
coffee, and cacao.
- San Miguel Brewery, in partnership with the Armed Forces of the Philippines, also
continued its flagship environment project, “Trees Brew Life.” This project is under the
banner “Buhayin ang Kalikasan,”
Housing and rehabilitation
-housing program for victims of major calamities
2. Nestle Philippines
Agronomy Assistance
-Since the 1960's, Nestle Philippines has been helping coffee farmers in different parts of
the country through imparting knowledge on how they can improve their crops. Members of
the business visit these farmers on a regular basis to emphasize the value of good plantation
management. By improving methods for growing coffee, farmers are getting better yields
and eventually helping to increase the supply of coffee in the Philippines as well as helping
farmers increase their profits.
Education and Manpower Development
-Nestle is a supporter of the government's attempts to reduce the scarcity of classrooms in
public schools. This contributes to this promotion through the Donate- a-Classroom
Program. This also provides practical and theoretical instruction to chosen students in order
to help them develop more skills.
-Nestle also carries out a Technical Skills Scholarship Program, which is a two-year
curriculum incorporating theoretical and practical preparation. This is achieved in
collaboration with Don Bosco College in Canlubang, Laguna.
-Nestle also operates a program called the Academic Linkage Program, which offers
instruction to selected students from educational institutions such as De La Salle University,
Dualtech, Meralco Foundation Institute and Xavier University in Cagayan de Oro.
Community Development
-Nestle creates services that are important to the needs of the communities in which
it works. The Nestle Factory in Lipa, Batangas, is undertaking a Cut & Sew Livelihood
Program, which offers job opportunities for community employees by sending them
factory orders for clothing, rags and uniforms.
-It also has a Yard and Garden Livelihood Program that caters to unemployed
barangay housewives in the field where the factory operates. This project offers
opportunities for livelihood through cut flower processing and organic vegetable
farming.
-The Suklay and Gunting Project is being introduced in the same area, which
includes hands-on training for housewives on hairdressing.
-At the Nestle Cabuyao Plant, selected employees' spouses are trained as trainers
under the Misis Kong Trainors Program. Participants in this program are holding
survival workshops for other partners and members of their families.
-The Julius Maggi Kitchen gastronomy showcase, located in the Rockwell
Center, is a place for lifestyle enhancement workshops, which is one way that Nestle helps
customers appreciate its goods.
- the company also supports the Street Illuminations Project of the City
Government of Cagayan de Oro by providing lighting fixtures built in various
barangays in the region. It is done to help improve visibility at night and to encourage
safety and security in the region.
Health and Nutrition
-Nestle is a supporter of good health and diet. It carries out feeding programs and
medical missions in the areas where it works.
Environmental Protection and Preservation
-Nestle Philippines is a strong supporter of environmental protection and
conservation. The dedication to good environmental practices is expressed.
3. Accenture
-Accenture operates its corporate citizenship initiatives in the Philippines
through Accenture Caring for Tomorrow (ACT), which focuses on four main
areas:
Education
- The Accenture Education Program (AEP) offers workers the opportunity to share
their knowledge and experience, especially in the field of technology. They work with
colleges, universities and public schools to improve computer literacy and provide learning
opportunities in programming technologies such as COBOL, JAVA
& .NET. -their initiative also aims to upgrade the elementary and high school facilities of
Barobaybay in the fishing city of Leyte.
-Accenture also supports programs to boost Filipino children's literacy
Environment
-Accenture claims that the safety of its businesses is inextricably related to the health
of the community in which it works. They put efforts to protect the ecosystem and
promote sustainability programs such as tree planting, segregation of waste, habitat restoration
and coastal clean-up.
Livelihood
-Accenture has partnered up with Gawad Kalinga for community restoration projects in
which volunteers help create homes for the poor in different sections of Manila Metro.
Emergency Relief
-Provide emergency relief and comfort to victims of disasters or natural disasters
in the region.
4. SHELL Philippines
-Growing industry and community safety standards Pilipinas Shell works in
collaboration with different government agencies, local communities and stakeholders to
exchange safety expertise, standards and awareness. Many of these measures include the
following:
Partnership with the National Police of the Philippines
-Efforts to preserve peace and order in the Pilipinas Shell dealerships and
surrounding areas, as well as to enhance cooperation between Pilipinas Shell dealers and local
law enforcement police and active community support.
Partnership with various local communities
-Project KALSADA (Kabataang Ligtas sa Sakuna in Disgrasya), a road safety initiative
for students of schools located along the roads in the vicinity of the Tabangao refinery
and other areas, including Pandacan, Manila, Palawan and Bacolod. Pilipinas Shell co-
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founded the Philippine Global Road Safety Program ('PGRSP'). PGRSP is an NGO
whose mission is to improve road safety in the Philippines. Throughout the years, Pilipinas
Shell continues to be an active participant and leads the industry to share its best practices on
road safety.
Pilipinas Shell is a member of the Philippine Disaster Resilience Foundation (PDRF)
-they use its network of depots and service stations around the country to ensure that
fuel is accessible to impacted areas because it is crucial for disaster recovery and
reconstruction.
Developing the Youth
-Pilipinas Shell still continues to be the sponsor of the following long-term programs:
a. Shell National Student Art Competition (NSAC), the country's longest running
art competition for young Filipino artists, created by some of the country's renowned National
Artists, such as Jose Joya, Federico Aguilar Alcuaz, Ang Kiukok and Benedicto 'Bencab'
Cabrera. This advocacy helps to build Shell's good reputation by promoting the talents of
young Filipinos in the field of visual arts.
b. Shell National Youth Active Chess Competition (SNYACC) is a ground breaking
youth program that promotes character building, sportsmanship and youth empowerment
through annual chess tournaments open to Filipinos under the age of 2 0 .
5. SM Investments
-Wherever SM operates, SM works with the communities to recognize their needs.
After years of research and collaboration, the group identified key areas that are important to
its host communities. Those include basic needs such as access to comprehensive and equal
schooling, quality health care and well-being, sufficient food supplies through farmer
preparation, shelter and assistance in the event of disasters.
-Working in conjunction with the SM Foundation, SM Care, BDO Foundation and its
staff, SM has set up a community impact system to illustrate the specific fields in which it
offers direct social assistance to its host communities.
-Empowers the human capital by offering opportunities for professional development
and fostering work-life balance for well-being in general.
6. Banco De Oro
Relief Operations
-BDOF has adopted an integrated approach to its relief operations through
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the active participation of BDO volunteers in more than 875 branches and satellite offices
and the supply chain of SM stores for the packaging of products. The vast BDO branch network
has been helpful in carrying out these relief activities.
Shelter
-In 2014, they build two resettlement sites with multi- purpose hall in Mati, Davao
Oriental and in Sta. Fe, Leyte for PWDs and victims of typhoon Yolanda
Livelihood
-BDO employees and officers donated 45 motorized boats with fish nets and named it
Project BANGKA (Bigay Agad NG Kabuhayan) to residents of Brgy. Santikan, San Dionisio,
Iloilo.
-BDO hopes, through its foundation, to see the completion in 2015 of projects
– school buildings, rural health centers and shelters – which started the previous year. It
will continue to align its activities in the direction of relief, recovery and reconstruction,
especially along the Yolanda corridor. Efforts should also be made to aid people in other areas
— equally affected by disasters, but not provided enough attention and assistance, leaving them
behind in the long cycle of recovery and reconstruction.
-It also recognizes that the establishment of partnerships with international and local
companies / agencies that share its values and goals is an important part of fulfilling this
commitment.
-For 2015 and the years ahead, BDO, through its foundation, confirms its leadership and
dedication to launch and support community-based projects that lift the lives of disadvantaged
communities , especially those in disaster-affected areas. This is consistent with "Building
dreams for others, rebuilding lives"—the theme of what the Bank, through the BDO
Foundation, is doing for communities around the world. The theme also acts as a road map of
the Bank's ongoing pursuit of making a difference.
Exercises/Activities:
Activity 1: Picture Analysis
Directions: Based on the image below, write your thoughts about it in a paragraph (minimum
of 5 sentences).
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Activity 2: Direction: Identify businesses in your locality or browse in the internet at least five
companies (except the ones discussed) which are practicing socially responsible investing
(SRI). Enumerate each of their advocacies, how they sustained their business, and how
they provide help to the community. Fill up the table below. You may use separate sheet of
paper if needed. (20pts.)
Business/ Company Advocacies How they sustained their How they help the
Name business community
V. Reference:
Department of Education – Alternative Learning Mode (ADM)- Business Ethics and Social
Responsibility.
Prepared by: Checked by: Approved by:
Ever Lyn R. Navarro, DBA Lovelie V. Verceles,PhD Jose Ramil A. Sibun
Teacher III Master Teacher I OIC-Asst. Principal, Academics
