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Are they any good at all? A financial and ethical analysis of socially responsible mutual funds

Utz, Sebastian and Wimmer, Maximilian (2014) Are they any good at all? A financial and ethical analysis of socially responsible mutual funds. Journal of Asset Management 15 (1), pp. 72-82.

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Date of publication of this fulltext: 19 Jul 2013 08:28

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Abstract

In this article, we examine a broad sample of socially responsible (SR) and conventional mutual funds with respect to financial and ethical parameters. We cannot document profound differences in their financial performance. With regard to ethical performance, we indeed find that an investor who seeks to avoid the least ethical of all available funds can do so by purchasing SR mutual funds. Still, ...

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Item type:Article
Date:13 February 2014
Institutions:Business, Economics and Information Systems > Institut für Betriebswirtschaftslehre > Lehrstuhl für Finanzierung (Prof. Dr. Gregor Dorfleitner)
Identification Number:
ValueType
10.1057/jam.2014.8DOI
Related URLs:
URLURL Type
http://www.palgrave-journals.com/jam/journal/v15/n1/abs/jam20148a.htmlPublisher
Keywords:socially responsible Investment, performance analysis, mutual funds, ESG-scores
Dewey Decimal Classification:300 Social sciences > 330 Economics
Status:Published
Refereed:Yes, this version has been refereed
Created at the University of Regensburg:Yes
Item ID:28511
Owner only: item control page

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