Portfolio of Socially Responsible Investment Strategies
Journal Title: Zarządzanie i Finanse - Year 2013, Vol 11, Issue 2
Abstract
Socially Responsible or sustainable investment has been a subject widely discussed among both theoretical and practical experts of the financial market. They present a new approach to investment which means that they not only create income but some social values as well. According to the reports the number of those investments on global financial market has been increasing, which signifies interest on the part of investors. During many years of such investment various strategies have been implemented. The oldest ones like negative screening have been substituted with positive screening and impact investment. The article presents the strategies present in reports of global organizations dealing with those issues. The strategies have been compared to market practice. Moreover, SRI strategies have been presented in comparison with income and risk. Market practice is coherent with reports of global organizations, out of which Eurosif presents the widest array of strategies. There is no evidence pointing to higher or lower profitability of those investment mentioned in the papers on the subject. SRI portfolio might have worse results which is due to limited spectrum of investment (negative screening) or have added bonuses resulting from additional income which hadn’t been made public.
Authors and Affiliations
Bogna Janik
Keywords
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- EP ID EP115883
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