Who Pays Attention to Indigenous Peoples in Sustainable Development and Why? Evidence From Socially Responsible Investment Mutual Funds in North America

2014 ◽  
Vol 27 (4) ◽  
pp. 368-382 ◽  
Author(s):  
William Nikolakis ◽  
Harry W. Nelson ◽  
David H. Cohen
Keyword(s):  
Sustainable Development ◽  
North America ◽  
Mutual Funds ◽  
Indigenous Peoples ◽  
Socially Responsible Investment ◽  
Socially Responsible ◽  
Responsible Investment

scholarly journals Evaluating the Performance of Socially Responsible Investment Funds

2018 ◽  
Vol 65 (2) ◽  
pp. 139-158
Author(s):  
Liliana Eva Donath ◽  
Roxana Ioan ◽  
Tatenda Mandimutsira
Keyword(s):  
Mutual Funds ◽  
Research Method ◽  
Market Value ◽  
Socially Responsible Investment ◽  
Decision Making Process ◽  
Socially Responsible ◽  
Investment Funds ◽  
Responsible Investment ◽  
Socially Responsible Investments ◽  
The U.S

Abstract The definition and scope of sustainability have evolved over the years, stimulated by debates which have won the attention of investors, thereby creating concepts such as responsible investment, socially responsible investment, responsible finance, etc. The purpose of the paper is to demonstrate whether screening has an effect on the financial performance of mutual funds and whether these effects are positive or negative. The study mainly focuses on the U.S. market as it is well developed and therefore provides greater insight and value. The research method uses the Markowitz and Sharpe market models to determine the market value of SRI and non SRI mutual funds. The study also depicts the investors’ attitude towards embedding sustainability driven variables in the decision making process as well as the market response to socially responsible investments.

scholarly journals Development trends of socially responsible investment funds: View from Poland

2018 ◽  
Vol 7 (3) ◽  
pp. 275-284
Author(s):  
Aleksandra Sulik-Górecka ◽  
Jolanta Rubik
Keyword(s):  
Sustainable Development ◽  
Financial Reporting ◽  
Socially Responsible Investment ◽  
Reporting Standards ◽  
Legal Regulations ◽  
Socially Responsible ◽  
Investment Funds ◽  
Responsible Investment ◽  
Asset Value ◽  
Net Asset Value

The issue of socially responsible investment (SRI) has been gaining increasing popularity in recent years. The idea of responsible investment, along with sustainable development, primarily assumes complying with ethical principles. The aim of this study is to survey the extent to which investment funds in Europe and Poland are guided by SRI. The criteria for identifying SRI funds are analysed, and their net asset value against the background of all investment funds in Europe is examined. The range of activities of SRI funds in Poland, which is surprisingly low, is also investigated. This paper uses the review method of legal regulations and analysis of the results of published studies concerning SRI funds. The results of the study confirm the growing importance of socially responsible funds in Europe. This paper is also a call for uniform reporting standards, so that SRI funds are more easily benchmarked against other investment funds. Keywords: Socially responsible investment funds, sustainable development, RESPECT index, financial reporting.

scholarly journals MODERN TRENDS IN SOCIALLY RESPONSIBLE INVESTMENT IN TERMS OF SUSTAINABLE DEVELOPMENT: EFFICIENCY ISSUES

2018 ◽  
Vol 9 (40) ◽  
pp. 103-118
Author(s):  
Iryna Zhyhlei ◽  
Sergiy Legenchuk ◽  
Olena Syvak
Keyword(s):  
Sustainable Development ◽  
Socially Responsible Investment ◽  
Modern World ◽  
Socially Responsible ◽  
Economic Interests ◽  
Investment Activity ◽  
Responsible Investment ◽  
Global Issues ◽  
Military Conflicts ◽  
Hybrid War

Global issues of the modern world related to environmental pollution, climate change, military conflicts, epidemics, social inequality have recently exacerbated. The existence of these issues and the need for their solution affect the policies of countries, enterprises, as well as economic and social development. Society gradually begins to realize the need for responsibility towards the environment, to create the necessary conditions for sustainable development of the world. Due to these circumstances, financial mechanisms are needed to ensure sustainable economic development, social integration and economic interests. Socially responsible investment (SRI) is one of such mechanism that emerged as an independent branch of investment activity in the second half of the XX century. The authors analyze the features of SRI. In particular, the article analyzes the main trends of SRI both globally and in Ukraine, taking into account the hybrid war. The existing methods of quantitative and qualitative estimation of social investments of the enterprise have been investigated.

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