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Artinger, Jakob ; Kreuzer, Christian

Screening US mutual funds for social responsibility and irresponsibility

Artinger, Jakob und Kreuzer, Christian (2025) Screening US mutual funds for social responsibility and irresponsibility. Finance Research Letters 87, S. 109002.

Veröffentlichungsdatum dieses Volltextes: 03 Dez 2025 05:33
Artikel
DOI zum Zitieren dieses Dokuments: 10.5283/epub.78250


Zusammenfassung

This study examines 139 socially responsible and 4,898 conventional U.S. mutual funds from 2013–2020, analyzing social responsibility and irresponsibility by screening fund holdings. SR funds show higher weighted ESG ratings and subscores than conventional funds but underperform regarding corporate scandals, driven by social and governance issues, with no significant differences in environmental ...

This study examines 139 socially responsible and 4,898 conventional U.S. mutual funds from 2013–2020, analyzing social responsibility and irresponsibility by screening fund holdings. SR funds show higher weighted ESG ratings and subscores than conventional funds but underperform regarding corporate scandals, driven by social and governance issues, with no significant differences in environmental scandals. Passive SR funds tend to show higher weighted ESG scores than active SR funds. The findings offer valuable insights for ethical investors and fund managers to enhance investment strategies and decision-making.



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Details

DokumentenartArtikel
Titel eines Journals oder einer ZeitschriftFinance Research Letters
Verlag:Elsevier
Band:87
Seitenbereich:S. 109002
Datum24 November 2025
InstitutionenWirtschaftswissenschaften > Institut für Betriebswirtschaftslehre > Lehrstuhl für Finanzierung (Prof. Dr. Gregor Dorfleitner)
Identifikationsnummer
WertTyp
10.1016/j.frl.2025.109002DOI
Stichwörter / KeywordsMutual fund, Sustainable finance, Corporate scandals, CSR, ESG, SRI
Dewey-Dezimal-Klassifikation300 Sozialwissenschaften > 330 Wirtschaft
StatusVeröffentlicht
BegutachtetJa, diese Version wurde begutachtet
An der Universität Regensburg entstandenZum Teil
URN der UB Regensburgurn:nbn:de:bvb:355-epub-782504
Dokumenten-ID78250

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