Sökning: "The financial performance of ethical funds"

Visar resultat 1 - 5 av 13 uppsatser innehållade orden The financial performance of ethical funds.

  1. 1. Doing well by investing good? : En studie om hållbara aktiefonders prestation på svenska fondmarknaden

    Magister-uppsats, Södertörns högskola/Företagsekonomi

    Författare :Erik Soini; [2022]
    Nyckelord :;

    Sammanfattning : Denna uppsats har analyserat om det funnits signifikanta skillnader i prestation, i form av riskjusterad avkastning och fondflöden, mellan konventionella, hållbara och miljömärkta aktiefonder på den svenska marknaden. Studien har tillämpat en tvärsnittsdesign där finansiella data samlats in månatligt för perioden 2017/01 till 2020/12. LÄS MER

  3. 2. The Performance of Socially Responsible Investments : Are Swedish mutual funds forced to pay a price for doing good?

    Magister-uppsats, Jönköping University

    Författare :Gordon Molander; Carl Jönsson Asp; [2021]
    Nyckelord :SRI; ESG; Mutual Equity Funds; Conventional; Fund Performance; Portfolio Analysis;

    Sammanfattning : The financial performance of Socially Responsible Investing (SRI) strategies is heavily debated in the modern age. Due to lack of evidence on Swedish SRI performance, Swedish investors are uncertain about placing their financial assets in these strategies as they are afraid expected to sacrifice their financial return for doing good. LÄS MER

  4. 3. "Jag vill spara etiskt, men vad har jag för alternativ?" : En kvantitativ studie av etiska restriktioners påverkan på svenska fonders prestation

    Kandidat-uppsats, Uppsala universitet/Företagsekonomiska institutionen

    Författare :Alfred Atterby; Adam Ekström Hagevall; Carl Wikström; [2019]
    Nyckelord :funds; ethical restrictions; risk-adjusted return; multiple linear regression; significance testing; fonder; etiska restriktioner; riskjusterad avkastning; multipel linjär regression; signifikanstest;

    Sammanfattning : During the last few decades, the Swedish population has shown an increased interest in investment fund savings, and more than 60% of Swedish citizens are saving through funds today. In addition to this, awareness on climate change and related risks has increased, which has contributed to a greater focus on corporate sustainability among Swedish companies. LÄS MER

  5. 4. SRI - "Superior Return Investment?" - A study of Swedish socially responsible investment mutual funds over a longer period, evaluating the performance of funds and managers in different market conditi

    C-uppsats, Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

    Författare :Eric Abrahamsson; Axel Grapengiesser; [2015]
    Nyckelord :SRI; Socially Responsible Investment; Ethical Investment; Mutual Fund Performance; Financial Crisis;

    Sammanfattning : The market for socially responsible investment funds has been growing steadily in the recent years, and sustainable growth can be argued to be of great importance to future generations. Previous research has, contradictory to classic financial theory indicated similar performance between mutual funds imposing ethical constraints, and their conventional unrestricted counterparts. LÄS MER

  7. 5. Socially Responsible Investments : Are investors paying a price for investing ethically?

    Magister-uppsats,

    Författare :Ulrica Arvidsson; Ebba Ljungbergh; [2015]
    Nyckelord :Socially Responsible Investments SRI ; Ethical investments; Performance evaluation; Risk-adjusted performance; Carhart s four-factor model; Mutual funds;

    Sammanfattning : The aim of this study is to evaluate the difference in performance and management fees between ethical and conventional mutual funds registered in Sweden. Our dataset consists of 49 ethical and 254 conventional funds, estimated on a 10-year period of time between January 2005 to January 2015. LÄS MER