Essays about: "the financial performance of ethical funds"

Showing result 1 - 5 of 9 essays containing the words the financial performance of ethical funds.

1. 1. The Performance of Socially Responsible Investments : Are Swedish mutual funds forced to pay a price for doing good?

   University essay from Jönköping University

   Author : Gordon Molander; Carl Jönsson Asp; [2021]
   Keywords : SRI; ESG; Mutual Equity Funds; Conventional; Fund Performance; Portfolio Analysis;

   Abstract : The financial performance of Socially Responsible Investing (SRI) strategies is heavily debated in the modern age. Due to lack of evidence on Swedish SRI performance, Swedish investors are uncertain about placing their financial assets in these strategies as they are afraid expected to sacrifice their financial return for doing good. READ MORE

3. 2. SRI - "Superior Return Investment?" - A study of Swedish socially responsible investment mutual funds over a longer period, evaluating the performance of funds and managers in different market conditi

   University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

   Author : Eric Abrahamsson; Axel Grapengiesser; [2015]
   Keywords : SRI; Socially Responsible Investment; Ethical Investment; Mutual Fund Performance; Financial Crisis;

   Abstract : The market for socially responsible investment funds has been growing steadily in the recent years, and sustainable growth can be argued to be of great importance to future generations. Previous research has, contradictory to classic financial theory indicated similar performance between mutual funds imposing ethical constraints, and their conventional unrestricted counterparts. READ MORE

4. 3. 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

5. 4. 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

6. 5. Equity Crowdfunding - Identifying success drivers for a new financing model

   University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

   Author : Alexandru Godoroja; Stine Lund-Jensen; [2014]
   Keywords : Crowdfunding; Equity crowdfunding; Fundraising; Social media; Venture capital;

   Abstract : Equity crowdfunding has experienced exponential growth over recent years. Combined with the informational and networking power of internet and social media, the equity crowdfunding model can be used on a large scale in financing young ventures and has the potential to close the funding gap faced by startups. READ MORE