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Journal articles on the topic 'Socially Responsible Investing (SRI)'

Author: Grafiati

Published: 4 June 2021

Last updated: 3 February 2022

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1

Geczy, Christopher C., Robert F. Stambaugh, and David Levin. "Investing in Socially Responsible Mutual Funds." Review of Asset Pricing Studies 11, no. 2 (2021): 309–51. http://dx.doi.org/10.1093/rapstu/raab004.

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Abstract We construct optimal portfolios of mutual funds whose objectives include socially responsible investment (SRI). Comparing portfolios of these funds to those constructed from the broader fund universe reveals the cost of imposing the SRI constraint on investors seeking the highest Sharpe ratio. This SRI cost crucially depends on the investor’s views about asset pricing models and stock-picking skill by fund managers. To an investor who strongly believes in the CAPM and rules out managerial skill, that is, a market index investor, the cost of the SRI constraint is typically just a few b

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Lei, Shan, and Yafei Zhang. "The role of the media in socially responsible investing." International Journal of Bank Marketing 38, no. 4 (2020): 823–41. http://dx.doi.org/10.1108/ijbm-09-2019-0332.

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PurposeThis study aims to understand how media content and media sentiment in corporate social responsibility (CSR) news coverage affect investment performance, as reflected in the S&P 500 Environmental and Socially Responsible Index from 2010 to 2016.Design/methodology/approachComputer-assisted content analysis and sentiment analysis are employed to analyze 818 CSR-related newspaper articles from mainstream newspapers. Autoregressive model is used to comprehend socially responsible investment (SRI) performance.FindingsThis study reveals the impact of media content and media sentiment of C

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Revelli, Christophe. "Socially responsible investing (SRI): From mainstream to margin?" Research in International Business and Finance 39 (January 2017): 711–17. http://dx.doi.org/10.1016/j.ribaf.2015.11.003.

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Junkus, Joan, and Thomas D. Berry. "Socially responsible investing: a review of the critical issues." Managerial Finance 41, no. 11 (2015): 1176–201. http://dx.doi.org/10.1108/mf-12-2014-0307.

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Purpose – The purpose of this paper is to provide a review of the most recent work in major finance journals on socially responsible investment (SRI). While SRI involves individual investors, firms, and investment managers, the authors concentrate primarily on the investment view. Design/methodology/approach – The authors briefly review the development of socially responsible investing (SRI) and the theoretical issues related to SRI and investment choice. This is followed by a review of the empirical results concerning firm value. The question of whether SR mutual funds and SR indexes differ i

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Chawana, Munyaradzi. "Socially responsible investing returns: Evidence from South Africa, 2004-2012." Journal of Economic and Financial Sciences 7, no. 1 (2014): 103–26. http://dx.doi.org/10.4102/jef.v7i1.133.

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A number of researchers have sought to test the theoretical prediction of Modern Portfolio Theory that asserts that Socially Responsible Investing (SRI) under-performs conventional investing. In contrast to the majority of literature, which focuses on comparing SRI funds’ performance to conventional funds, this study compares the performance of South Africa’s JSE SRI Index to the performance of local conventional market indices in the period 2004-2012. Using Sharpe ratios, the results of the study indicate that in comparison to conventional indices, the JSE SRI Index generally exhibits an infe

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Jun, Hannah. "Investing Well by Investing for Good?: Exploring the Motivations of Socially Responsible Investors." International Studies Review 14, no. 1 (2013): 29–56. http://dx.doi.org/10.1163/2667078x-01401002.

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Investments in socially responsible investing (SRI), an investment process that integrates environmental, social, and governance considerations into investment decisionmaking, have grown rapidly in many areas around the world. But compared to the growth of SRI investments on a global level, there is little clarity in the academic literature about why investors would choose to implement such a strategy. This paper attempts to highlight key theories and approaches to understand the motivetions of socially responsible investors and, in doing so, provide a more robust theoretical framework that un

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Śliwiński, Paweł, and Maciej Łobza. "Financial Performance of Socially Responsible Indices." International Journal of Management and Economics 53, no. 1 (2017): 25–46. http://dx.doi.org/10.1515/ijme-2017-0003.

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Abstract This article analyzes rate-of-return and risk related to investments in socially responsible and conventional country indices. The socially responsible indices are the DJSI Korea, DJSI US and Respect Index, and the corresponding conventional country indices are the Korea Stock Exchange Composite KOSPI, Dow Jones Industrial Average and WIG20TR. We conclude that investing in the analyzed SRI indices do not yield systematically better results than investing in the respective conventional indices, both in terms of neoclassical risk and return rate. This finding suggest that socially respo

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Dielini, Maryna. "TRENDS IN THE DEVELOPMENT OF SOCIALLY RESPONSIBLE INVESTING IN THE WORLD: THEORETICAL AND PRACTICAL ASPECTS." Economic Analysis, no. 30(1, Part 1) (2020): 74–83. http://dx.doi.org/10.35774/econa2020.01.01.074.

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The subject of this scientific article is the theoretical study of socially responsible investment (SRI) and development in the world and countries of Europe. The purpose of the research is to study the essence of socially responsible investing, its strategies and to analyze statistically the development of socially responsible investing in the world and in Europe in particular. Research methods. The methods of synthesis, analysis, comparison, generalization, statistical data processing, graphical and tabular methods of presentation of scientific results were used. The result of the work is a

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Cupriak, Daniel, Katarzyna Kuziak, and Tomasz Popczyk. "Risk Management Opportunities between Socially Responsible Investments and Selected Commodities." Sustainability 12, no. 5 (2020): 2003. http://dx.doi.org/10.3390/su12052003.

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Socially responsible investing (SRI) or sustainable, responsible, and impact investing is growing fast. The net total of SRI assets at the beginning of 2018 was USD 12.0 trillion. There is extensive literature on SRI, but very little of it relates to portfolio construction and risk management combining SRI and commodities. In this paper, the authors pay attention to model volatility and dynamic conditional correlations between SRI investment and selected representative of commodities. We state the following hypothesis: the potential to create portfolio and risk management opportunities exists

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Heriyanto, Heriyanto, Suramaya Suci Kewal, and Yohanes Andri Putranto Bernadus. "SOCIALLY RESPOSIBLE INVESTING (SRI) DAN KINERJA SAHAM." Nominal: Barometer Riset Akuntansi dan Manajemen 8, no. 2 (2019): 194–208. http://dx.doi.org/10.21831/nominal.v8i2.26698.

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Abstrak: Socially Resposible Investing (SRI) dan Kinerja Saham Penelitian ini bertujuan ingin menguji secara empiris perbedaan kinerja saham berdasarkan nilai return dan risiko dari perusahaan-perusahaan yang melakukan Social Responsibility Investment (SRI) melalui perhitungan indeks SRI-KEHATI dan Jakarta Islamic Index (JII) dengan Indeks Harga Saham Gabungan (IHSG).Periode pengamatan dalam penelitian iniselama 7 tahun yaitu dari tahun 2010 sampai dengan tahun 2016. Pengujian hipotesis dilakukan dengan teknik analisa yaitu independent sample t-test dengan menggunakan tingkat signifikansi sebe

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Pérez-Gladish, Blanca, Paz Méndez, and Bouchra M’Zali. "Ranking Socially Responsible Mutual Funds." International Journal of Energy Optimization and Engineering 1, no. 2 (2012): 59–84. http://dx.doi.org/10.4018/ijeoe.2012040104.

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Socially Responsible Investing (SRI), also known as sustainable or ethical investing, corresponds to an investment practice that takes into account not only the usual return-risk criteria, but also other non-financial dimensions, namely in terms of environmental, social and governance concerns. Recently, given the causes of the 2008 financial crisis, these concerns became even more relevant. However, while a diverse set of models have been developed to support investment decision-making based on financial criteria, models including also socially responsible criteria are rather scarce. The main

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Richardson, Benjamin J. "Socially Responsible Investing for Sustainability: Overcoming Its Incomplete and Conflicting Rationales." Transnational Environmental Law 2, no. 2 (2013): 311–38. http://dx.doi.org/10.1017/s2047102513000150.

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AbstractIn the wake of the Global Financial Crisis and worsening collateral social and environmental problems, socially responsible investing (SRI) has garnered more interest internationally as a potential civilizing influence on the financial economy. In particular, SRI is increasingly conceptualized as a means to promote environmentally sustainable development by disciplining financial markets to be more attentive to their ecological impacts. In this sense, SRI emerges as a putative form of transnational governance that utilizes non-state actors and mechanisms to promote sustainability in an

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Barom, Mohd Nizam. "Understanding Socially Responsible Investing and Its Implications for Islamic Investment Industry." Journal of Emerging Economies and Islamic Research 7, no. 1 (2019): 1. http://dx.doi.org/10.24191/jeeir.v7i1.6015.

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Understanding Socially Responsible Investing and Its Implications for Islamic Investment Industry              //   //   //     //     //              Social, ethical and environmental concerns have been used as important consideration for investment decision by an increasing number of investors. This can be seen by the size and growth of the socially responsible invest

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Tripathi, Vanita, and Amanpreet Kaur. "Socially responsible investing: performance evaluation of BRICS nations." Journal of Advances in Management Research 17, no. 4 (2020): 525–47. http://dx.doi.org/10.1108/jamr-02-2020-0020.

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PurposeThe study aims to contribute towards the sustainable development of financial systems, by testing the performance of socially responsible investing alternatives in emerging BRICS countries. The study outcomes give us an insight into viability of responsible financial decisions in contrast with the conventional style of investing.Design/methodology/approachThe authors examine the performance of socially responsible indices of BRICS nations vis-à-vis respective conventional market indices using various risk-adjusted measures and conditional volatility measures. We further segregate the 12

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15

Jun, Hannah, Hyojin Kim, and Songhee Han. "Recent Innovations in Socially Responsible Investing (SRI): The Role of “Socially Responsible Bonds” in Spurring Sustainable Development." International Studies Review 19, no. 1 (2018): 27–47. http://dx.doi.org/10.1163/2667078x-01901002.

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While it has become clear that the global community needs to utilize partnerships between the public and private sectors to achieve broader economic and development goals, there has been less discussion about the potential role of investors in shaping and participating in this movement. Part of this may be due to familiarity with traditional methods such as official development assistance (ODA) and relatively less understanding about recent innovations in socially responsible investing (SRI), including social impact bonds and development impact bonds. As economies like Korea have begun to show

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Sule, Ahmed. "MRI and SRI Mutual Funds: A Comparison of Christian, Islamic (Morally Responsible Investing), and Socially Responsible Investing (SRI) Mutual Funds." CFA Digest 37, no. 4 (2007): 60–62. http://dx.doi.org/10.2469/dig.v37.n4.4878.

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Henderson, Gail E. "Making Corporations Environmentally Sustainable: The Limits of Responsible Investing." German Law Journal 13, no. 12 (2012): 1412–37. http://dx.doi.org/10.1017/s2071832200017922.

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Almost weekly, it seems, my inbox fills with dozens of academic articles on the topic of “socially responsible investing” or “SRI”. Non-profit organizations across Europe and North America promote SRI as the new investment industry standard. Business schools now offer certificate programs in “sustainable investment”. In 2006, the UN launched the Principles for Responsible Investment (PRI) to provide a framework for investors interested in practicing responsible investing. The PRI now boast over 1,000 signatories, including asset owners and investment managers.

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Burchi, Alberto. "The risk in socially responsible investing: the other side of the coin." Journal of Risk Finance 20, no. 1 (2019): 14–38. http://dx.doi.org/10.1108/jrf-04-2018-0067.

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Purpose The field of socially responsible investment (SRI) has become a central theme in the mutual funds industry. The risk implications associated with this investment approach are less explored. This study further investigates the real contribution to the investor offered by the SRI alternative.The aim of this paper is to throw more light on this debate. Design/methodology/approach Analyzing a large sample of US companies, this study investigates the tendency to generate risk when the portfolio is built, taking into account SRI. The research is based on the backtest of the real performance

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Budsaratragoon, Pornanong, and Boonlert Jitmaneeroj. "Fund Ratings of Socially Responsible Investing (SRI) Funds: A Precautionary Note." Sustainability 13, no. 14 (2021): 7548. http://dx.doi.org/10.3390/su13147548.

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We examine fund ratings of socially responsible investing (SRI) equity funds in emerging and developed markets by validating the assumptions of the equally weighted U.S. News mutual fund scorecard and the causal interrelations among its rating agencies—Morningstar, Lipper, Zacks, CFRA and TheStreet—for improvement priorities. In so doing, we apply a novel interdisciplinary methodology including cluster analysis, classification analysis, partial least squares structural equation modeling and importance performance analysis. We find evidence against the U.S. News assumptions, as individual ratin

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Thomas, David P. "Critical pedagogy and Socially Responsible Investing (SRI): Questioning our post-secondary institutions’ investment strategies." Learning and Teaching 9, no. 3 (2016): 4–21. http://dx.doi.org/10.3167/latiss.2016.090302.

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This article explores the use of critical pedagogy in addressing the important issue of Socially Responsible Investing (SRI) in the postsecondary context. I argue that tools of critical pedagogy – in this case student-centred learning and sharing power in the classroom – provide a productive avenue for post-secondary students to engage with SRI. In addition, analysing current debates and trends in SRI offers an excellent opportunity to encourage active, engaged, student-centred learning, with the ultimate goal of producing citizens who are capable of questioning the world around them. The arti

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Richardson, Benjamin J. "Sovereign Wealth Funds and Socially Responsible Investing: An Emerging Public Fiduciary." Global Journal of Comparative Law 1, no. 2 (2012): 125–62. http://dx.doi.org/10.1163/2211906x-00102001.

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The dramatic growth of sovereign wealth funds (SWFs) in recent decades has made them a significant phenomenon in global financial markets and raised the prospect of more enlightened investing that respects the environmental underpinnings of economic prosperity. Until the Global Financial Crisis of 2008, the movement for socially responsible investing (SRI) had been the only noteworthy dissenting voice to the traditional complacency about the financial economy’s wider impacts. That financial calamity not only unveiled a systemic malaise in the financial alchemy of the global economy but also hi

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Praseeda, Challapalli. "Socially Responsible Investment, Microfinance and Banking: Creating Value by Synergy." Indian Journal of Corporate Governance 11, no. 1 (2018): 69–87. http://dx.doi.org/10.1177/0974686218769200.

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Socially responsible investing (SRI) is fast catching the imagination of the ever increasing social consciousness of the investor community. Emergence of SRI can be traced back to the 1970s to few socially conscious investors who wanted to invest in bonds other than war, arms and ammunition and alcohol. Traditionally, SRI has focused on the economic social and governance (ESG) areas. Dieckmann (2007) who authored; Microfinance an emerging investment opportunity as a part of the Deutsche Bank Research, indicates that the SRI sector is witnessing the emergence of novae entrants like the microfin

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Hannah Heekyung Jun, Songhee Han, and Hyojin Kim. "Recent Innovations in Socially Responsible Investing (SRI): The Role of “Socially Responsible Bonds” in Spurring Sustainable Development." Asian International Studies Review 19, no. 1 (2018): 27–47. http://dx.doi.org/10.16934/isr.19.1.201806.27.

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Viviers, S., and N. S. Eccles. "35 years of socially responsible investing (SRI) research: General trends over time." South African Journal of Business Management 43, no. 4 (2012): 1–16. http://dx.doi.org/10.4102/sajbm.v43i4.478.

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This article describes 35 years of academic research into investment practices that in some way integrate a consideration of environmental, social and corporate governance issues. A review of 190 academic papers was undertaken to identify trends in five domains, namely ‘Primary Name’, ‘Research Themes’, ‘Ethical Foundations’, ‘Research Approach’ and ‘SRI Strategies’. The evidence reveals that more than half the researchers refer to such investment practices as Socially Responsible Investing (SRI) and for this reason the name is used in this review as a generic term for the genre. A myriad of o

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Risi, David. "Time and Business Sustainability: Socially Responsible Investing in Swiss Banks and Insurance Companies." Business & Society 59, no. 7 (2018): 1410–40. http://dx.doi.org/10.1177/0007650318777721.

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Business sustainability aims to combine market logic with social welfare logic. In literature, it is commonly assumed that sustainability and the social welfare logic associated with it are characterized by a long-term orientation. However, this assumption is problematic because this principle may not apply in certain contexts. This qualitative study challenges this assumption and focuses on the mechanisms by which time affects the adoption of sustainability practices in the context of socially responsible investing (SRI) practices in Swiss banks and insurance companies. The article provides i

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Cultice, Ryan, and Steven Dolvin. "Do Socially Conscious ETFs Match Their Active Counterparts?" International Business Research 13, no. 4 (2020): 100. http://dx.doi.org/10.5539/ibr.v13n4p100.

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Over the past decade, Socially Responsible Investing (SRI) has grown at a rapid pace and, by some estimates, now represents a quarter of the $48 trillion in assets under professional management in the United States. At the same time, investors have broadly shifted from active to passive investing strategies. While there is significant research in each of these respective areas, we believe that we are the first to examine whether a socially conscious investor can employ a passive approach or if the constrained nature of SRI necessitates active management. As such, we examine the performance of

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Rivoli, Pietra. "Making a Difference or Making a Statement? Finance Research and Socially Responsible Investment." Business Ethics Quarterly 13, no. 3 (2003): 271–87. http://dx.doi.org/10.5840/beq200313323.

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Abstract:What does socially responsible investing (SRI) accomplish for investors and for society? Proponents of SRI claim that the practice yields competitive portfolio returns for investors, while at the same time achieving better outcomes for society at large. Skeptics view SRI as ineffective at best and ill-conceived marketing hype at worst. My objective in this paper is to apply mainstream finance research findings to the question of whether SRI may be expected to lead to superior social outcomes. I conclude that under the perfect markets assumptions underlying most finance theory, SRI wil

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Jun, Hannah. "Corporate governance and the institutionalization of socially responsible investing (SRI) in Korea." Asia Pacific Business Review 22, no. 3 (2016): 487–501. http://dx.doi.org/10.1080/13602381.2015.1129770.

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Townsend, Blaine. "From SRI to ESG: The Origins of Socially Responsible and Sustainable Investing." Journal of Impact and ESG Investing 1, no. 1 (2020): 10–25. http://dx.doi.org/10.3905/jesg.2020.1.1.010.

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Tripathi, Vanita, and Varun Bhandari. "Socially responsible stocks: a boon for investors in India." Journal of Advances in Management Research 12, no. 2 (2015): 209–25. http://dx.doi.org/10.1108/jamr-03-2014-0021.

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Purpose – The purpose of this paper is to empirically examine the performance of socially responsible stocks portfolio vis-à-vis portfolios of general companies in the Indian stock market. Design/methodology/approach – The study has used absolute rate of return as well as various risk adjusted measures like Sharpe ratio, Treynor ratio, Jensen’s α, Information ratio, Fama’s decomposition measure and dummy regression model to evaluate the performance of various portfolios. Findings – Socially responsible stocks portfolios are found to have lower relative risk despite having higher systematic ris

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COX, PAUL, and MARGUERITE SCHNEIDER. "GLOBAL SOCIALLY RESPONSIBLE INVESTING: THE SRI OF US PENSION PLANS IN THE UK." Academy of Management Proceedings 2006, no. 1 (2006): D1—D6. http://dx.doi.org/10.5465/ambpp.2006.27182150.

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Ngwakwe, Collins C., and Fulufhelo G. Netswera. "The corporate response to the socially responsible investment (SRI) index of the Johannesburg stock exchange (JSE)." Corporate Ownership and Control 12, no. 1 (2014): 399–405. http://dx.doi.org/10.22495/cocv12i1c4p3.

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This paper examines the trend in corporate response to the social responsible investing index (SRI) of the Johannesburg Stock Exchange (JSE). The motif of the paper is to discover how and if SRI drives corporates towards public declaration of their social responsible investments. The approach is archival with a descriptive and quantitative analysis of data drawn from the Johannesburg Stock Exchange. Descriptively, we charted a trend of the rate at which the JSE firms join the JSE SRI Index, and our findings indicate an upward trend from 2004 to 2013. Quantitatively, we examined the likely diff

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Sharma, Renuka, Kiran Mehta, and Vishal Vyas. "Responsible Investing: A Study on Non-Economic Goals and Investors’ Characteristics." Applied Finance Letters 9, SI (2020): 63–78. http://dx.doi.org/10.24135/afl.v9i2.245.

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The notion of rational investment is not attuned with the idea of socially responsible investment. Incongruence with conventional investments, the SRI/sustainable investment/ethical investment is pertained to ethical, environmental and social criteria (Eccles and Viviers,2011). All investors are not single-minded for an objective of wealth creation. The welfare of society and the environment are among the other drivers of investment. In certain cases, investors do prefer sustainable development to personal financial aspects (Beal et al., 2005). The present study has primarily focused on assess

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Oxana, Wieland. "Market Conditions for Impact Investments as a Subsidiary of the Social Finance Model." International Journal of Financial Accountability, Economics, Management, and Auditing (IJFAEMA) 3, no. 4 (2021): 434–40. http://dx.doi.org/10.52502/ijfaema.v3i4.111.

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In this paper, the author presents an overview of the development of socially oriented impact investing in country-specific markets as a development of the social finance model. This analysis focuses on socially responsible investing (SRI) or impact investing, which has experienced continuous growth in certain countries, including European (UK, particular Scandinavian) and US markets. The equity of social impact mutual fund markets has grown both in the number of funds and in the differentiation of the securities under the social finance model. Despite the fact that socially responsible

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Mikołajek-Gocejna, Magdalena. "The Environmental, Social and Governance Aspects of Social Responsibility Indices – A Comparative Analysis of European SRI Indices." Comparative Economic Research. Central and Eastern Europe 21, no. 3 (2018): 25–44. http://dx.doi.org/10.2478/cer-2018-0017.

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An increasing number of investors want to invest their capital not only with profit but also responsibly, and they pay significant attention to the formula of socially responsible investing (SRI), which means that they consciously engage their funds in companies operating in accordance with CSR principles. An important influence on the development of CSR is the role of stock exchange indices on socially responsible companies. These indices can be considered specific tools for adapting this concept in practice, in particular in the field of socially responsible investment. This article provides

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Revelli, Christophe. "Re-embedding financial stakes within ethical and social values in socially responsible investing (SRI)." Research in International Business and Finance 38 (September 2016): 1–5. http://dx.doi.org/10.1016/j.ribaf.2016.03.003.

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Revelli, Christophe, and Jean-Laurent Viviani. "Financial performance of socially responsible investing (SRI): what have we learned? A meta-analysis." Business Ethics: A European Review 24, no. 2 (2014): 158–85. http://dx.doi.org/10.1111/beer.12076.

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Yan, Shipeng, Fabrizio Ferraro, and Juan (John) Almandoz. "The Rise of Socially Responsible Investment Funds: The Paradoxical Role of the Financial Logic." Administrative Science Quarterly 64, no. 2 (2018): 466–501. http://dx.doi.org/10.1177/0001839218773324.

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Socially responsible investing (SRI) is gaining traction in the financial sector, but it is unclear whether the dominant financial logic complements or competes with the social logic in the founding of SRI funds. Based on insights we gained from observation at an Asian SRI industry association, interviews with SRI professionals in the U.S. and Europe, and other fieldwork, we questioned explanations for SRI’s conflicted relationship with the financial logic. Our observations prompted us to build a panel database of SRI fund foundings from 1970 to 2014 in 19 countries so that we could examine ho

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Paul, Karen. "The effect of business cycle, market return and momentum on financial performance of socially responsible investing mutual funds." Social Responsibility Journal 13, no. 3 (2017): 513–28. http://dx.doi.org/10.1108/srj-09-2016-0154.

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Purpose This study examines the effect of business cycle, market return and momentum on the financial performance of socially responsible investing (SRI) mutual funds using data from two complete business cycles as defined by the National Bureau of Economic Research (NBER). Design/methodology/approach A “fund of funds” approach is used to identify the extent to which SRI financial performance is affected by the macroeconomic climate. The Fama-French Three-Factor model and the Carhart four-factor model are used to bring the results into alignment with commonly used finance methodologies. Findin

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Chang, C. Edward, Thomas M. Krueger, and H. Doug Witte. "Saving green while going green." Managerial Finance 45, no. 1 (2019): 21–35. http://dx.doi.org/10.1108/mf-03-2018-0095.

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Purpose The purpose of this paper is to examine the operating characteristics as well as risk and performance measures of all available self-proclaimed socially responsible funds (hereafter SRFs) in the USA over the ten-year (2007–2016) period. The first research question addressed is: Do SRFs perform as well as the average of all mutual funds in their respective categories? The second research question addressed is: Are SRF expense ratios correlated with fund performance? Design/methodology/approach This study analyzes all socially responsible equity mutual funds, as self-reported to Mornings

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Jedynak, Tomasz. "Is it Worth Being Good? – The Efficiency and Risk of Socially Responsible Investing in Light of Various Empirical Studies." e-Finanse 13, no. 3 (2017): 1–14. http://dx.doi.org/10.1515/fiqf-2016-0025.

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AbstractThe paper discusses the issue of the effects of using SRI strategies on performance and risk of investment portfolios. During the research procedure, a number of goals were executed which is reflected by the article’s structure. In the first place, potential directions of the effects of using SRI strategies on portfolio parameters were indicated. Generally, these are hypotheses about 1) positive; 2) negative; 3) neutral impacts of SRI on investment portfolio parameters. Then the main streams in the research on SRI were identified. These streams are mainly based on: modern portfolio the

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Gottschalk, Ricardo. "Can It Be Both Economically and Morally Rewarding to Invest in Developing Countries?" Global Economy Journal 5, no. 2 (2005): 1850035. http://dx.doi.org/10.2202/1524-5861.1039.

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This paper argues that investing in developing countries can be both economically and morally very rewarding. It firstly shows that historically capital invested in developing countries has obtained higher returns than invested in developed countries. It secondly argues that there is also a moral case for investing in developing countries. It would accelerate economic development in the poorer areas of the world, thereby promoting global development. It finally suggests that the socially responsible investment (SRI)initiative could be broadened to incorporate development objectives more explic

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Khan, Inam Ullah. "Islamic Bonds (Sukuk) in Malaysia." ICR Journal 6, no. 4 (2015): 489–508. http://dx.doi.org/10.52282/icr.v6i4.299.

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This article introduces the various types of sukuk that exist in the Malaysian secondary market. The Malaysian sukuk market was initially debt-based which attracted criticism from the Shariah scholars from the Gulf and Middle East. However, the Malaysian sukuk market made a turn towards equity and ijarah sukuk and ventured into “green sukuk” or socially responsible investment (SRI) sukuk. To facilitate the financing of sustainable and responsible investment initiatives, the Securities Commission of Malaysia (SC) has launched the Sustainable and Responsible Investment (SRI) sukuk Framework in 2

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Lacalle, Daniel. "The Importance of Profit and Sound Financing in Socially Responsible Investment." Journal of Business Accounting and Finance Perspectives 2, no. 2 (2020): 1. http://dx.doi.org/10.35995/jbafp2020011.

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Socially Responsible Investment (SRI) has grown exponentially in recent years. The rising importance of social, environmental, and governance (ESG) aspects in decision making as well as in asset allocation is undeniable. However, important challenges must be addressed. The dramatic increase in ESG investments has coincided with a period of extremely low rates and massive liquidity injections. Also, the definition of socially responsible investment is too broad and can generate misunderstandings (an approximation to the correct definitions can be found in Sandberg et al., 2009). Additionally, I

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Kiymaz, Halil. "Performance Evaluation of SRI Funds: An Analysis of Fund Types." Accounting and Finance Research 8, no. 1 (2019): 212. http://dx.doi.org/10.5430/afr.v8n1p212.

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Socially responsible investing (SRI) continues to get the attention of both practitioners and academicians as the demands for these funds increased sharply during the last decade. This study provides additional evidence on performances of SRI in mutual funds. The empirical findings show that although SRI funds experience lower average returns relative to the non-SRI control sample and various benchmarks, they provide higher returns relative to the control group and benchmarks using various risk adjusted measures. Among the subgroups analyzed, SRI Fixed Income funds offer the highest risk adjus

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Arefeen, Saiful, and Koji Shimada. "Performance and Resilience of Socially Responsible Investing (SRI) and Conventional Funds during Different Shocks in 2016: Evidence from Japan." Sustainability 12, no. 2 (2020): 540. http://dx.doi.org/10.3390/su12020540.

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Socially responsible investing (SRI) reap the benefits of a social consensus and is often presented as a solution to conciliate finance and sustainable development. This article investigates the performance and resilience of both socially responsible and conventional funds listed in the Japan Investment Trust Association (JITA) during two economic shocks (the U.S. election and Brexit) in 2016. To see the immediate reaction in fund performance around different shocks, an event study with market model using ordinary least square (OLS), an event study with market model using exponential generaliz

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Vanita Tripathi and Varun Bhandari. "Performance of Socially Responsible Portfolios Across Sectors in Indian Stock Market." Think India 19, no. 1 (2016): 01–09. http://dx.doi.org/10.26643/think-india.v19i1.7787.

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The question of whether socially responsible stocks outperform or under-perform general stocks has been of keen interest for various researchers and academicians. This paper seeks to empirically examine the performance of socially responsible portfolios across various sectors and index of socially responsible and general companies in Indian stock market. We have taken up S&P ESG and CNX NIFTY as the indices of socially responsible and general companies respectively. ESG index has been classified into six different sectors on the basis of GICS. Performance has been evaluated in terms of ris

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Asvathitanont, Chayakrit, and Nopphon Tangjitprom. "The Performance of Environmental, Social, and Governance Investment in Thailand." International Journal of Financial Research 11, no. 6 (2020): 253. http://dx.doi.org/10.5430/ijfr.v11n6p253.

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The environmental, social, and governance (ESG) investment has evolved from the concept of socially responsible investing (SRI) starting in the period concerned with the civil rights movement and social responsibility. The concept of socially responsible investing has evolved into sustainable investment focusing on the companies that show concerns about environmental, social, and governance (ESG). This study aims to investigate the performance of ESG investment in the Stock Exchange of Thailand based on the list of companies with good performances in environmental, social and governance known

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Bodhanwala, Shernaz, and Ruzbeh Bodhanwala. "Relationship between sustainable and responsible investing and returns: a global evidence." Social Responsibility Journal 16, no. 4 (2019): 579–94. http://dx.doi.org/10.1108/srj-12-2018-0332.

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Purpose The purpose of this study is to examine whether sustainable and responsible investing (SRI) outperforms the benchmark index investing across different time frames globally. Design/methodology/approach Based on the systematic weighted environmental, social and governance (ESG) ratings compiled by Thomson Reuters Asset4, the authors assess the stock market performance and risk of highly compliant firms portfolio in seven different countries; grouped as developed and developing nations over different time frames by adopting the Jensen’s alpha model (CAPM) and the Fama and French three-fac

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Russo, Angeloantonio, Massimo Mariani, and Francesco Perrini. "Cherry Picking or Depth-Oriented Strategic Investing? Evidence from SRI Activity." International Journal of Business and Management 11, no. 11 (2016): 13. http://dx.doi.org/10.5539/ijbm.v11n11p13.

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Today, socially responsible investing (SRI) represents the youngest financial-services industry that investors can exploit to implement their investment strategies. Although literature in this field is growing, additional research is needed to disentangle the factors affecting the performance of SRI funds. This paper focuses on the analysis of the influence that the depth of investment strategy by SRI funds may have on the investment performance, whereas larger SRI funds have a stronger capacity to address their investment choices. We used a sample of 149 USA SRI funds referring to the Social

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