Trustee investment: ethical investing

2021 ◽  
Author(s):  
Luke Broadway ◽  
Toby Graham ◽  
David Russell
Keyword(s):  
Ethical Investing

Introduction: Special Issue on Ethical Investing

2020 ◽  
Vol 46 (3) ◽  
pp. 1-4
Author(s):  
Frank J. Fabozzi
Keyword(s):  
Special Issue ◽  
Ethical Investing

Ethical Investing Has No Portfolio Performance Cost

2020 ◽  
Vol 52 ◽  
pp. 101117 ◽  
Author(s):  
Yufen Fu ◽  
Danika Wright ◽  
George Blazenko
Keyword(s):  
Portfolio Performance ◽  
Ethical Investing

Morals and Markets: Some Theoretical and Policy Implications of Ethical Investing

1998 ◽  
pp. 164-182 ◽  
Author(s):  
Alan Lewis ◽  
Paul Webley ◽  
Adrian Winnett ◽  
Craig Mackenzie
Keyword(s):  
Policy Implications ◽  
Ethical Investing

Political consequences of ethical investing: The case of South Africa

1988 ◽  
Vol 7 (9) ◽  
pp. 691-697 ◽  
Author(s):  
Karen Paul ◽  
Dominic A. Aquila
Keyword(s):  
South Africa ◽  
Ethical Investing ◽  
Political Consequences

Ethical Investing: Examining the Performance of Indian Shariah Funds Vis-A-Vis Shariah Index

2015 ◽  
Vol 4 (2) ◽  
Author(s):  
Samarpita Seth ◽  
Samyabrata Das
Keyword(s):  
Secondary Data ◽  
Primary Objective ◽  
Annual Growth Rate ◽  
Stock Selection ◽  
Ethical Investing ◽  
Responsible Investment ◽  
Compound Annual Growth Rate ◽  
Fund Managers ◽  
Equity Funds ◽  
The Times

Ethical investment is an important part of Socially Responsible Investment (SRI) that is based on investors ethical beliefs and values. Shariah-compliant investment (SCI) is one such practice. In this backdrop, the primary objective of the study is to explore the performance of the existing two actively managed Shariah-compliant equity funds, namely, Tata Ethical Fund and Taurus Ethical Fund, from the perspective of risk-return parameters. Another objective is to analyze the performance of the Shariah index CNX 500 Shariah in relation to these two funds. The study is based on secondary data. The period of study is from March, 2010 to March, 2015. Measures like Annual return, Compound Annual Growth Rate (CAGR), Risk-adjusted CAGR, Jensen alpha, R-squared (R2), and beta have been used. The funds have exhibited superior risk-adjusted return. Further, funds are defensive in nature in most of the times, and are adequately diversified. Again, fund managers have superior stock selection skills. Returns from Systematic Investment Plan (SIP) are very much satisfactory. Moreover, the performance of Shariah index is inferior to that of the Tata Ethical Fund in respect of all parameters. Shariah-compliant funds have great potential to garner more investment from Shariah-conscious Indian investors.

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