Relevant bibliographies by topics / Social responsible investing / Dissertations / Theses
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Dissertations / Theses on the topic 'Social responsible investing'

Author: Grafiati
Published: 3 June 2025
Last updated: 31 July 2025

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1

Malmlund, Alexander. "The Financial Incentives to Adopting Corporate Social Responsibility and Socially Responsible Investing Practices." Scholarship @ Claremont, 2019. https://scholarship.claremont.edu/cmc_theses/2103.

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As corporate social responsibility and socially responsible investing practices have increased substantially over the past decade, the possible financial advantages have been examined in great depth. Utilizing firms from the S&P 500 I have investigated the possible outperformance of accounting based and market based measures. I did this by examining the relationship between ESG scores, a common measure of CSR level, and the following dependent variables: return on assets, total risk, systematic risk, and idiosyncratic risk. I obtained strong evidence that an increase in CSR levels are correlat
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2

Balasubramaniam, Arun S. M. Massachusetts Institute of Technology. "Socially Responsible Investing : a comparative analysis of environmental, social, governance, reputational and labor factors." Thesis, Massachusetts Institute of Technology, 2011. http://hdl.handle.net/1721.1/76922.

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Thesis (S.M. in Engineering and Management)--Massachusetts Institute of Technology, Engineering Systems Division, System Design and Management Program, 2011.<br>Cataloged from PDF version of thesis.<br>Includes bibliographical references (p. 89-92).<br>Socially Responsible Investing (SRI) aims to deliver competitive investment returns while fostering social good. It aims achieves its objective by including a firm's corporate social performance (CSP) in its investment d s . I has giesgnfct momentum over the past few years and is poised to assume a mainstream role in the asset management busines
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Nega, Fraser T. "The Relationship Between Financial Performance, Firm Size, Leverage and Corporate Social Responsibility." ScholarWorks, 2017. https://scholarworks.waldenu.edu/dissertations/4661.

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Approximately $25.2 trillion in total assets under management in the United States is involved in some strategy of socially responsible and sustainable investing. Grounded in the stakeholder theory, the purpose of this correlational study was to examine the relationships between financial performance, firm size, leverage, and corporate social responsibility. A random sample included 119 large companies located in the United States from the population of companies listed in the Russell 100 index. The data were collected via Bloomberg Terminal. Multiple linear regression analysis was used to pre
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Blandford, Nicholas, Timothy Nash, and André Winter. "Strategic Sustainable Investing : Recognizing Value in Transitional Leadership." Thesis, Blekinge Tekniska Högskola, Avdelningen för maskinteknik, 2008. http://urn.kb.se/resolve?urn=urn:nbn:se:bth-2265.

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Institutional Investors own a large share of publicly traded companies, controlling a significant amount of the economy‟s working capital. These investors currently use little or no sustainability-related information to make their decisions, reinforcing a loop of increasingly unsustainable growth. This paper puts forward a new investment strategy that recognizes true movement towards sustainability and its link with bottom line benefits for investors: Strategic Sustainable Investing (SSI). To achieve this desired future, Institutional Investors must be able to recognize corporations that are s
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Marom, Yeshayahu. "Corporate social and financial performance : the case of companies in Israel." Thesis, Anglia Ruskin University, 2010. http://arro.anglia.ac.uk/188998/.

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This research sought to find local evidence within the Israeli context that corporate social responsibility can have positive impact on corporate financial performance, similar to research findings in leading western economies. Such local based evidence, if found, would encourage the inclusion of CSR as part of strategic management of companies in Israel. The investigation focused on a sample of leading companies in Israel, forming part of the TA-100 stock exchange index, and was undertaken between 2005 and 2006. The research used quantitative investigation of secondary data on financial perfo
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Marom, Yeshayahu. "Corporate social and financial performance: the case of companies in Israel." Thesis, Anglia Ruskin University, 2010. https://arro.anglia.ac.uk/id/eprint/188998/1/Thesis_Marom_2010.pdf.

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This research sought to find local evidence within the Israeli context that corporate social responsibility can have positive impact on corporate financial performance, similar to research findings in leading western economies. Such local based evidence, if found, would encourage the inclusion of CSR as part of strategic management of companies in Israel. The investigation focused on a sample of leading companies in Israel, forming part of the TA-100 stock exchange index, and was undertaken between 2005 and 2006. The research used quantitative investigation of secondary data on financial perfo
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7

Gelotte, Kevin. "A comparison between ESG funds and traditional funds from a sustainable perspectiv." Thesis, Umeå universitet, Institutionen för matematik och matematisk statistik, 2016. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-121901.

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During recent years many fund managers have merchandised their funds as accounting for “ethical”, “responsible” and “sustainable” criterions during the investment process (the generic term “ESG funds” will be used hereafter). These managers have used this as a marketing tool and claimed that this brings added value to their investors.  However, it has been very hard for investors to actually determine if the fund managers have been following these announced “ESG” criterions and strategies. In addition to this there have been a lot of discussions around whether or not funds that incorporate “ES
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8

Amankwah, George, and Viyu Harrison Abonge. "Investigating Environmental, Social and Governance (ESG) considerations in Venture Capital & Private Equity firms: A study in US and UK venture capital industry." Thesis, Umeå universitet, Handelshögskolan vid Umeå universitet, 2011. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-45293.

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Environmental, Social and Governance (ESG) issues are becoming more and more significant for comprehensive evaluation of companies responsible investing activities. Over the years, the growth in corporate responsibility to the society and policies towards environmental consciousness has necessitated the need for comprehensive ESG integration into investment decision-making process and the impact of such activities on company‟s financial performance. Although, studies suggest that there is an increasing trend in ESG considerations among large-cap companies and public investors, little have been
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Olausson, Alexander, and Charlie Essland. "Barriers for Responsible Investments: Facilitating a Greener Economy : -A Multiple Case Study of Asset Management Companies." Thesis, Luleå tekniska universitet, Institutionen för ekonomi, teknik och samhälle, 2018. http://urn.kb.se/resolve?urn=urn:nbn:se:ltu:diva-69467.

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Purpose – The purpose of this research is to develop and contribute with an improved understanding of socially responsible investing and its barriers within the asset management sector. To accomplish the purpose of this research, four areas have been investigated; sustainability, business models, socially responsible investing, and barriers for socially responsible investing. Method – Since the research aimed to use the existing theory, and at the same time explore and gain understanding within the area of sustainable, or responsible, investments, the research approach had iterative characteri
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Ntoi, Hopolang Leeto. "The impact of corporate social responsibility on the corporate financial performance of companies listed on the Johannesburg Securities Exchange." Diss., University of Pretoria, 2010. http://hdl.handle.net/2263/25621.

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Over the past decade, sustainability has emerged as one of the foremost issues faced by corporations across all sectors and Corporate Social Responsibility has gained much momentum in the past two decades. This research investigated whether investors in emerging markets are equally concerned about a firm’s social and environmental impacts as their counterparts in developed economies. The aim was to ascertain whether or not a correlation exists between CSR and stock market performance of South African listed companies. This was the first study undertaken in South Africa that specifically invest
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11

Stuyvenberg, Katie Lyn. "SOCIALLY RESPONSIBLE INVESTING." Thesis, The University of Arizona, 2009. http://hdl.handle.net/10150/193000.

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12

Johannesson, Gustav, and Martin Westport. "Sambandet mellan Corporate Social Performance och finansiell risk : - En kvantitativ studie som undersöker nordiska företag." Thesis, Linnéuniversitetet, Institutionen för ekonomistyrning och logistik (ELO), 2018. http://urn.kb.se/resolve?urn=urn:nbn:se:lnu:diva-75421.

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Examensarbete, Civilekonomprogrammet, Ekonomihögskolan vid Linnéuniversitetet Författare: Gustav Johannesson och Martin Westport Handledare: Andreas Stephan Medbedömare: Anna Stafsudd Titel: Sambandet mellan Corporate Social Performance och finansiell risk - En kvantitativ studie som undersöker nordiska företag Bakgrund: Företags sociala ansvar har ständigt funnits på företagsagendan under senaste åren efter ökade globala utmaningar och större påtryckningar från intressenter. Man kan se allt större risker som är kopplade till företags hållbarhetsarbete. Med bakgrund till det
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13

Schopohl, Lisa. "Essays on institutional investment and socially responsible investing." Thesis, University of Reading, 2017. http://centaur.reading.ac.uk/69599/.

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This thesis contributes to the growing body of research on socially responsible investing (SRI) and institutional investment. Throughout the three main chapters of the thesis, I empirically investigate how institutional investors incorporate environmental, social and ethical considerations into their investment practices. First, I assess the impact of different political dimensions on the equity holdings of 31 U.S. state pension funds. I provide evidence that pension funds with Democratic leaning members tend to tilt their portfolios more strongly towards companies with higher environmental an
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Van, Wyk Louis Johannes. "Developing a corporate personality measuring instrument based on an established CSR framework / Louis Johannes van Wyk." Thesis, North-West University, 2011. http://hdl.handle.net/10394/8531.

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The increasing amount of power and potentially negative impacts that corporations exert within society has become a growing concern for many people. In response to this and due to the changing role of business in society, more and more members of social groups, who are affected by corporate activities, are claiming their rights to be better informed of and more involved in corporate decision-making. Consequently, the need for companies worldwide to be more accountable for the ways in which they conduct their business has grown at a tremendous rate. Especially during the last decade, companies
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15

Wikström, Andreas. "Socially Responsible Investing : A study of SRI fund performance." Thesis, Umeå universitet, Nationalekonomi, 2015. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-102653.

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Viviers, Suzette. "A critical assessement of socially responsible investing in South Africa." Thesis, Nelson Mandela Metropolitan University, 2007. http://hdl.handle.net/10948/637.

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This research deals with socially responsible investing (SRI) in its broadest context in South Africa and includes an analysis of the risk-adjusted performance of local SRI funds. SRI refers to an investment strategy whereby investors integrate moral as well as environmental, social and governance (ESG) considerations alongside conventional financial criteria in evaluating investment opportunities. Typical SRI strategies include screening, shareholder activism and cause-based (targeted) investing. The primary objective of this research was to obtain a deeper understanding of SRI in South Afric
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Drake, Jordan C. "Labor Union Proposals, Socially Responsible Investing, and Pricing and Investment Models." Ohio University Honors Tutorial College / OhioLINK, 2014. http://rave.ohiolink.edu/etdc/view?acc_num=ouhonors1399938140.

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18

Brown, David. "Socio-Economically Responsible Investing and Income Inequality in the USA." Thesis, Mälardalens högskola, Akademin för utbildning, kultur och kommunikation, 2017. http://urn.kb.se/resolve?urn=urn:nbn:se:mdh:diva-35739.

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To add to the tools currently available to combat income inequality in the United States an investment fund type is proposed, justified, described, and created using historical asset returns from 1960 to 2015. By focusing on two socio-economic indicators of poverty, inflation and unemployment rates, this fund, when marketed to investors who live near, at, or below the poverty line, seeks to increase returns during times of increased strain on the economies of the poor. Multiple hurdles are proposed and affirmatively answered to this end and a fund type and corresponding four factor model that rea
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Gaverstedt, Ann-Sofi. "Socially Responsible Investing i jämförelse med Fundamental analys : en aktieanalys av fyra börsföretag." Thesis, Södertörn University College, School of Business Studies, 2007. http://urn.kb.se/resolve?urn=urn:nbn:se:sh:diva-1062.

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<p>Problemformulering</p><p>En del studier visar att det finns ett signifikant statistiskt samband mellan hur ett företag hanterar miljömässiga och sociala risker och dess avkastning. Därför ifrågasätter vissa forskare och finansiella aktörer de traditionella aktievärderingar som inte bedömer de miljömässiga och sociala faktorerna. En av de vanligaste värderingsmetoderna är den Fundamentala, vilken främst utgår från att värdera den ekonomiska information som ett företag publicerar. Det finns en värderingsmodell som gör det möjligt att bedöma de sociala och miljömässiga på samma sätt som de fin
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20

Lu, Chenjie, and Iida Sällinen. "Socially responsible investing : The relationship between financial performance and SRI strategies of mutual funds." Thesis, Uppsala universitet, Företagsekonomiska institutionen, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-388077.

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Social responsibility has gained popularity during the past few years, and one aspect of it is what benefits and costs it brings to a socially responsible investor. The purpose of this study is to examine whether different SRI strategies used by mutual funds are related to financial performance. By using multiple regression analysis and a sample of 88 Swedish SRI mutual funds over the period from 2014 to 2018, we find that using SRI screens first reduces the financial performance, but then gains a slight rebound as the screening intensity increases, indicating a U-shaped relationship. Further,
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21

Abrash, Walton Abigail Ph D. "Positive Organizational Leadership and Pro-Environmental Behavior: The Phenomenon of Institutional Fossil Fuel Divestment." Antioch University / OhioLINK, 2016. http://rave.ohiolink.edu/etdc/view?acc_num=antioch1464161682.

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22

Lori, Jack. "The Growth of Socially Responsible Investing Practices in U.S. Equity Markets and Abnormal Sin Stock Returns." Scholarship @ Claremont, 2019. https://scholarship.claremont.edu/cmc_theses/2041.

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In my Senior Thesis, I explore the growth of socially responsible investing (SRI) practices in U.S. equity markets and abnormal sin stocks returns. I analyze the historical performance of socially responsible ETFs and portfolios of current sin stocks—alcohol, tobacco, gaming, and aerospace & defense stocks. I propose that as socially responsible investing practices continue to grow in U.S. equity markets, more industries will eventually be deemed sinful—such as sugary beverages, fast food/sugary food, biotech & pharmaceuticals, and tech/social media. I examine two sinful industries—alcohol and
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Wong, Victor (Siew Howe). "The Effect on Portfolio Performance of Diversification into Socially Responsible Investments: Evidence from an Australian context." Thesis, Griffith University, 2011. http://hdl.handle.net/10072/365432.

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Socially responsible investment (SRI) has grown significantly in the last ten years. Many international organizations have become increasingly involved in the movement towards SRI. The move towards SRI investing is being driven by institutions such as the United Nations Principles for Responsible Investing whose membership of financial institutions, including asset owners and institutional investors, holds assets totalling US$13 trillion. This growth was promoted further by the 2006 launch of the Principles for Responsible Investment (PRI), with an agreement by leading pension funds, asset man
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Mironova, Anastasia, and Lovisa Kynäs. "Ethical investing - why not? : An evaluation of financial performance of ethical indexes in comparison to conventional indexes." Thesis, Umeå universitet, Handelshögskolan vid Umeå universitet, 2012. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-57115.

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Problem: Do ethical investments perform better than conventional investments? Purpose: To evaluate whether Shariah-compliant indexes and/or socially responsible indexes can improve financial performance of an investment portfolio. Sub-problem: What kind of relationship exists between socially responsible investments and faith-based investments, represented by Shariah-compliant investments? Sub-purpose: To discover how two types of ethical investments, socially-responsible and Shariah-compliant, are related. Method: Quantitative study, covering three types of investment styles of four index fam
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Kivikoski, Lauri, and Robert Sandberg. "Individual investors' preferences regarding green bonds : A survey of Swedish investors." Thesis, Umeå universitet, Företagsekonomi, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-165057.

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Green bonds are a type of bonds that are designated for investment projects that have a positive effect on the environment. Such projects could be preventing climate change by reducing emissions of greenhouse gases, increasing energy-efficiency, or improving waste management. Green bonds have risen considerably in issued volume in recent years. Sweden has been one of the forerunners in this development and the interest towards these products seems to be high among individual Swedish investors. Initially, investors in green bonds have been mainly financial institutions, but there are an increas
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Isaksson, Andreas, Jasmine Damfeldt, and Rebecca Samuelsson. "Etisk fondinvestering : En undersökning hur påverkansfaktorer skiljer sig åt inom socio-demografiska grupper." Thesis, Blekinge Tekniska Högskola, Institutionen för industriell ekonomi, 2015. http://urn.kb.se/resolve?urn=urn:nbn:se:bth-10755.

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Purpose: The purpose of this thesis is to develop an understanding for how risk, return and ethicalaspects affect the decision to invest in an ethical fund. Specifically is the aim of the thesis todevelop a perception if socio-demographical differences regarding gender, age and education canexplain the propensity to invest in ethical funds. Method: A survey consisting of 90 respondents. Conclusion: The thesis finding show support for the claim that women see the ethical aspect inrelation to the return for investment in an ethical fund as more important than men do. This canfurther explain the
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Söderström, Gustaf, and Anton Pettersson. "What does it cost to be green? : An empirical investigation of the European green bond market." Thesis, Uppsala universitet, Företagsekonomiska institutionen, 2020. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-414387.

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The green bond market offers investors the opportunity to take an explicit focus on sustainable investment projects. However, it is yet to be determined whether this novel asset class offers attractive yields compared to non-green bonds. To address this question, we study European green bonds and how they diverge from conventional bonds in terms of yields. Using a dataset of 88 matched pairs of European green bonds between 2015 and 2019, we document a significant negative green bond premium of -12 bps on average in the secondary market. The green bond premium is defined as the yield differenti
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Acosta, Raphael. "Développement durable et marchés émergents : le cas de l'ISR en Afrique du Sud, au Brésil et en Inde." Thesis, Sorbonne Paris Cité, 2017. http://www.theses.fr/2017USPCD013/document.

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Dans la théorie financière classique, les marchés sont supposés efficients et lesinvestisseurs sont réputés rationnels. Ils sélectionnent leurs portefeuilles sur la base deparamètres financiers définis, en fonction de leur propre aversion au risque. Avec ledéveloppement de l’Investissement Socialement Responsable (ISR) dans le milieu des années90, un vaste champ de recherche s’ouvre en sélection de portefeuilles. En effet, lesinvestisseurs intègrent des éléments extra-financiers dans leur stratégie de gestion de portefeuille, en rupture avec la théorie financière classique.Ainsi, le développem
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Mtshazo, Zingisa Nozuko. "Socially responsible investing and social private equity in South Africa." Diss., 2009. http://hdl.handle.net/2263/23217.

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The purpose of this exploratory research is to explore the nature of socially responsible investment (SRI) activity in South Africa. More especially, and on the back of the reported success of private equity in South Africa, the study seeks to establish the potential of a social private equity investment model as a subset of SRI? The study interviewed twelve investment professionals using in-depth semi¬structured interviews. The study found that, contrary to what the literature had revealed about trends in the UK and the US,. the respondents had a more cohesive understanding of what characteri
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Allaire, Laurence. "Promoting socially responsible investing to high net worth individuals." Master's thesis, 2019. http://hdl.handle.net/10362/66388.

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As sustainability considerations gain popularity among individual investors, financial insitutions need to expand their Sustainable Finance strategy as to encompass, namely, Socially Responsible Investing (SRI) solutions. At ING Luxembourg, in the Private Banking department, one specific area for sustainability improvement concerns the investment fund offer. This Work Project is dedicated to developing a process in order to give the ING Aria European Bonds sub-fund a SRI focus. The transformed sub-fund must, in addition to provide a sustainable investment alternative to investors, be des
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Cheng, Jen-Wei, and 鄭人瑋. "The Comparison and Analysis on the Performances of Southeast Asian Social Responsible Investing Funds." Thesis, 2012. http://ndltd.ncl.edu.tw/handle/75066458739940093664.

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碩士<br>銘傳大學<br>國際企業學系碩士班<br>100<br>The concept of environmental protection and social responsibility issues getting much attention in recent years relating to natural resources, environment and ecology, alternative energy investment targets Fund began to flourish, and this type of fund, also known as socially responsible funds, but also global in recent years the fund types of industryone of the most dynamic. The purpose of this study was to investigate the performance of Southeast Asia Social Responsibility Fund and the establishment of a good fund performance evaluation indicators. traditiona
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Demetriades, Kimon. "A look at corporate social responsibility and firm performance : evidence from South Africa." Thesis, 2011. http://hdl.handle.net/10539/10893.

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Corporate Social Responsibility (CSR) is a new topic in finance which can be viewed from two different perspectives: that of the business (CSR), and that of the individual investor (Socially Responsible Investing, SRI). The evidence from this study suggested that in the short-term, there were no significant price effects on the SRI stocks around the announcement dates of the SRI constituent lists. In contrast, the returns of SRI portfolios over the sample period seemed to be superior to those of conventional firms. The regression analysis found that generally the SRI coefficients were i
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Brito, Filipa Maria Cerqueira. "The financial and social performance of US socially responsible mutual funds." Master's thesis, 2018. http://hdl.handle.net/1822/55378.

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Dissertação de mestrado em Finanças<br>The progressive emergence of socially responsible investment (SRI) mutual funds has triggered a debate between academics on whether they perform better or worse than conventional funds. Most empirical studies find that SRI mutual funds do not perform statistically different from conventional funds. Considering this type of evidence, several recent studies have begun to investigate to what extent these two types of mutual funds are really different in terms of their holdings. The objectives of this dissertation are to evaluate the financial performan
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Chen, Yi-tso, and 陳易佐. "Disentangling the Effect of Downside Risk on Performance: Evidence for Socially Responsible and Anti-social Investing in the United States." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/10449559863930115619.

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碩士<br>南華大學<br>財務金融學系財務管理碩士班<br>97<br>The concept of socially responsible investing (SRI) has escalated rapidly over the past decade. Considerable interest in the evolution and performance of socially responsible investing continues to be widened in academic literature while the studies pertaining to its antithetical counterpart, anti-social investing (ASI), are relatively underappreciated. This article sheds further light on the downside risk of the two antipodal investment strategies, introducing a more robust measure of risk in the form of Value-at-Risk (VaR). The data are sourced from daily
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Silva, Ricardo Miguel Matos da. "The financial effects of investing with social criteria: evidence from Europe." Master's thesis, 2021. http://hdl.handle.net/1822/76395.

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Dissertação de mestrado em Finanças<br>The main purpose of this dissertation is to evaluate the performance of European-based portfolios formed on the Social pillar (in the strict sense) in order to assess the financial impact of investing with social criteria. The study covers 990 European companies that are rated by Thomson Reuters Refinitiv ESG from 2010 to 2020. Portfolios are formed annually using the positive approach, by ranking the company according to its scores and selecting the best 30% companies to the top-rated portfolio and the 30% worst to the low-rated portfolio. Both equ
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Muzindutsi, Paul-Francois. "Effect of socially responsible investment on economic development in South Africa : an econometric analysis / Paul-Francois Muzindutsi." Thesis, 2015. http://hdl.handle.net/10394/16563.

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Changes in economic, environmental and social conditions have exposed our society to many challenges such as hunger and poverty, epidemic diseases and dramatic climate changes. As business entities operating within the community, companies have the immense task of assisting the community to address these challenges. To carry out this task, companies use socially responsible investment (SRI) initiatives in the effort to give back to local communities. These initiatives focus on environmental, social and economic activities that seek to improve the wellbeing of the community at large. The theore
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Chiu, Jia-Mei, and 邱佳眉. "Socially Responsible Investing and Managerial Myopic Behaviors." Thesis, 2011. http://ndltd.ncl.edu.tw/handle/31870780669753984210.

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碩士<br>國立臺北大學<br>金融與合作經營學系<br>100<br>This study explores whether a myopia phenomenon exists in the Social Responsible Index and the Socially Responsible Investing (SRI) Mutual Funds. “Myopia”, means a firm’s manager makes major efforts on short-term performance rather than concerning long-run value of their shareholder. Those corporations, who pay more attention to social responsibilities, may reduce the degree of myopia—do not heavily emphasize on short-term advantages. The contributions of this study will give the empirical evidences to clarify the inferences mentioned above. The major ques
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Chou, Ching-An, and 周慶安. "A Case Study of Socially Responsible Investing." Thesis, 2017. http://ndltd.ncl.edu.tw/handle/h6c8ch.

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碩士<br>國立臺灣科技大學<br>財務金融研究所<br>105<br>With the development of Corporate Social Responsibility, enterprises such as institutional investors and asset managers have applied “Socially Responsible Investing(SRI)” when making investments in recent years. According to the investigation conducted by Global Sustainable Investment Association (GSIA) in 2016, the total amount of investment under SRI concept had reached $22 trillion; however, SRI was in the initial stage in domestic financial service sector. The company of this case had undergone some thorny problems when implementing the policy on SRI. To
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Huang, Shu-Chen, and 黃淑貞. "The Feasibility Study of Socially Responsible Investing in Taiwan." Thesis, 1999. http://ndltd.ncl.edu.tw/handle/18984556412543568004.

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碩士<br>中原大學<br>企業管理學系<br>87<br>1.The attitude of the mutual fund managers toward socially responsible is as follows: Socially responsible investing (SRI) is the practice of making investment decisions on basis of both financeal and social performance. In SRI, there are two categories of screening methods, exclusive screening and positive screening. This study explores the feasibility of SRI in Taiwan with exclusive screeening method and providing a questionnaire. The conclusions of this study are as follows: 1.THe attitude of the mutual fund managers toward socially re
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Wen, Tzu-Ping, and 溫梓評. "Does Socially Responsible Investing Work in Taiwan’s Stock Market?" Thesis, 2012. http://ndltd.ncl.edu.tw/handle/89707943566305657383.

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碩士<br>國立中興大學<br>財務金融系所<br>100<br>In view of the increasing awareness of corporate social responsibility (CSR), and the lack of related researches in Taiwan, we have interest in whether we are able to apply this concept to Taiwan’s stock market. In this research, we would like to know if the performances of CSR-related portfolios can outperform the market. And whether we can earn higher returns compared with Taiwan’s stock market’s via our newly-proposed method. At last, whether the return anomaly exists in Taiwan’s stock market? Our finding shows that in the long run, most of our portfolios, C
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Rodrigues, Ana Júlia Jorge. "Responsible investing at Bpi Ga: real estate." Master's thesis, 2020. http://hdl.handle.net/10362/105524.

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The following paper is an additional component to the Real Estate’s section ofthe group’s report: Responsible Investing at BPI GA. Overall, the author endeavors to help asset managers integrate ESG issues in the Real Estate business with a detailed and easily understandable set of steps. First, the author disclosesthe topicof responsible investing in Real Estate. Subsequently, guidelines on how to effectively integrate ESG factors by asset managers in the Real Estate business are presented, where the main focus is on both environmental issues and engagement.
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WU, HSIU LIEN, and 吳秀蓮. "A study on the Socially Responsible Investing Funds in Taiwan." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/29602123792172261746.

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碩士<br>國立臺北大學<br>國際財務金融碩士在職專班<br>102<br>The study screens Fubon Taiwan CSR fund and 2 general mutual funds from the list provided by Taiwan Economic Journal CO.,Ltd， Fubon Taiwan CSR fund and general mutual funds and examines their monthly returns， employing the CAPM model and calculate the alpha value of each single fund and adopt a regression based method。 The empirical results of this study do not appear to show The fubon Taiwan CSR fund better than general mutual funds。
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Chen, Mei-Yi, and 陳眉衣. "Predictor of investors’ intention to buy socially responsible investing funds." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/gswttb.

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Teles, Miguel Duarte. "Responsible investing at Bpi Ga - thematic investment considerations." Master's thesis, 2020. http://hdl.handle.net/10362/104704.

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Building upon my group’s report Responsible Investing at BPI GA, I explore a trending responsible investment strategy deemed sustainability-themed or thematic investment, analyzing current practices atBPI Gestão de Activosand providing recommendations on how it could develop its own thematic approaches. Overall, the report strives to summarize extant literature into a detailed and easily understandable assessment process with four steps: (1) identifying trends and themes, (2) assessing and enhancing the knowledge base, (3) asset selection and building the portfolio and (4)
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Arvidsson, Ulrica, and Ebba Ljungbergh. "Socially Responsible Investments : Are investors paying a price for investing ethically?" Thesis, 2015. http://urn.kb.se/resolve?urn=urn:nbn:se:hj:diva-27150.

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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. Jensen’s alpha is used as a measure for risk-adjusted performance and estimated through CAPM single-index model as well as by Carhart’s four-factor model. By adding back the management fees to the net returns and then estimate Jensen’s alpha by Carhart’s four-factor model once again, evidence of any diffe
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許菁菁. "The study on tjhe performance of simulating the socially responsible investing portfolio." Thesis, 2000. http://ndltd.ncl.edu.tw/handle/90419903108792893862.

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碩士<br>中原大學<br>企業管理學系<br>88<br>Corporate Social Performance (CPS) affects not only their business but also the society. This study explores the relationship between social responsibility and financial performance by simulating the performance of socially responsible inverting portfolio with a questionnaire and performance indices. The conclusion of this study are as follows: 1. Identifying eighty corporations as the social responsible corporations through questionnaires which managers in the large enterprises are asked to evaluate the organizations within their own industry on six
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Galeotti, Sonia. "A risk comparison between traditional and responsible investing using caviar." Master's thesis, 2021. http://hdl.handle.net/10362/122681.

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As the most used risk measure, Value at Risk allows for the expression of the market risk associated with any portfolio through one monetary number. This paper employs a new VaR approach, the Conditional Autoregressive Value at Risk, which specifies the evolution of quantiles over time using an autoregressive methodology and it estimates the parameters with quantile regression. The model is used to investigate whether sustainable financial instruments are able to reduce risk exposure. For that purpose an index comparison between a sustainable and a traditional instrumen
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Pereira, Patrícia Araújo. "The impact of socially responsible investing on the performance of European bond portfolios." Master's thesis, 2018. http://hdl.handle.net/1822/55505.

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Dissertação de mestrado em Finanças<br>This dissertation investigates the performance of socially screened bond portfolios of 189 Eurozone companies between 2003 and 2016. Bond portfolios are formed on the basis of an aggregate measure of corporate social responsibility (CSR) as well as on specific dimensions of CSR: the environment, social and governance dimensions. The high- and lowrated portfolios consist of the best and worst socially rated companies with bonds in each period, respectively. Our results suggest that the performance of high-rated bonds is not statistically different fr
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Almeida, Pedro Miguel Sousa. "The financial impact of investing in environmentally responsible companies: evidence from the US market." Master's thesis, 2020. http://hdl.handle.net/1822/69468.

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Dissertação de mestrado em Finance<br>This dissertation investigates the performance of environmentally screened portfolios composed by US companies between 2003 and 2019, using the aggregate score of the Environmental Pillar of ASSET4 ESG database and its three individual categories (Product Innovation, Resource Reduction and Emission Reduction) to form portfolios. The high-rated and low-rated portfolios represent the companies with better and worst practices in each year. Our results shown that environmentally concerned investors do not pay a premium for holding environmentally responsi
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蕭美娟. "The performance evaluation of socially responsible investing mutual funds:take examples of U.S. asset management companies." Thesis, 2004. http://ndltd.ncl.edu.tw/handle/75918094263509562081.

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碩士<br>國立中興大學<br>高階經理人碩士在職專班<br>92<br>Till now none of Mutual funds follows the socially responsible investing methodology in Taiwan. Lack of academic researches and practical operations made this research study SRI. This research aimed at bringing the relative knowledge and experience of SRI to public investors, asset management companies and industry enterprise, also wished to make them all value corporate social responsibility. At result, the Financial Supervisory Commission — Securities and Futures Bureau will place importance on SRI. In this research, the selected sample funds h
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