Essays about: "Socially Responsible Investments"

Showing result 36 - 40 of 51 essays containing the words Socially Responsible Investments.

1. 36. Swedish SRI Funds after Fukushima Incident

   University essay from Umeå universitet/Företagsekonomi

   Author : Ricardo Rodriguez Almenara; Evangelos Christodoulou; [2015]
   Keywords : Funds; SRI; Swedish Funds; Fund Flows; Socially Responsible Investments; Fukushima Incident and Investors;

   Abstract : Socially Responsible Investment is a vehicle that has been designed in order to facilitate those investors whose objectives go beyond return maximization. Essentially, this investment class is comprised of constituents that promote social, ethical and environmental concerns. READ MORE

3. 37. Socially Responsible Investments : Are investors paying a price for investing ethically?

   University essay from

   Author : Ulrica Arvidsson; Ebba Ljungbergh; [2015]
   Keywords : Socially Responsible Investments SRI ; Ethical investments; Performance evaluation; Risk-adjusted performance; Carhart s four-factor model; Mutual funds;

   Abstract : The aim of this study is to evaluate the difference in performance and management fees between ethical and conventional mutual funds registered in Sweden. Our dataset consists of 49 ethical and 254 conventional funds, estimated on a 10-year period of time between January 2005 to January 2015. READ MORE

4. 38. Good For Goodness Sake? An evaluation of the performance of ethical funds in Sweden

   University essay from Handelshögskolan i Stockholm/Institutionen för nationalekonomi

   Author : Linn Egeland; Linnea Jahnson; [2015]
   Keywords : Performance evaluation; Ethical investments; Mutual funds; Socially responsible investing;

   Abstract : Using a survivorship-bias free dataset, the fund performance and market timing of 95 Swedish ethical mutual funds and 237 conventional mutual funds between 2004 and 2014 is compared in order to investigate if there is an additional cost associated with ethical investments. For the evaluation of fund performance the CAPM single-index model as well as the Carhart (1997) 4-factor model is applied. READ MORE

5. 39. On the performance of microfinance investment funds - A quantitative study of the financial performance of 83 funds from 1998 to 2015

   University essay from Handelshögskolan i Stockholm/Institutionen för nationalekonomi

   Author : Madeleine Brandt; Caroline Nacksten; [2015]
   Keywords : Microfinance investment vehicles; Microfinance investment funds; CAPM; Mutual fund performance; Socially responsible investments;

   Abstract : This thesis investigates the financial performance of microfinance investment funds (MFIFs), which are social impact investments investing in microfinance institutions (MFIs). Given that microfinance customers live in developing regions and pursue entrepreneurial businesses, the returns of MFIFs are supposedly uncorrelated with developed markets, and therefore marketed as providing investors with a diversification benefit. READ MORE

6. 40. Socially Responsible Funds and Financial Sustainability: Effects of Investment Horizons on Fund Performance

   University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

   Author : Thomas Herke; Helena Cederlöf; [2015]
   Keywords : socially responsible investments; SRI; investment horizon; abnormal returns; churn ratio;

   Abstract : This paper investigates the effect of US domestic equity mutual funds' investment horizons on their abnormal returns during 1999 to 2014, and how the effect differs for funds dedicated to socially responsible investments (SRI) and conventional, non-SRI funds. Using average fund turnover as a proxy for the fund investment horizon, we find that SRI funds tend to have significantly longer horizons than non-SRI funds. READ MORE