Factors influencing decision making in sustainable, responsible and impact investing
The result's identifiers
Result code in IS VaVaI
<a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F62156489%3A43110%2F18%3A43913771" target="_blank" >RIV/62156489:43110/18:43913771 - isvavai.cz</a>
Result on the web
<a href="http://ece.mendelu.cz/wcd/w-rek-ece/ece2018_fin.pdf" target="_blank" >http://ece.mendelu.cz/wcd/w-rek-ece/ece2018_fin.pdf</a>
DOI - Digital Object Identifier
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Alternative languages
Result language
angličtina
Original language name
Factors influencing decision making in sustainable, responsible and impact investing
Original language description
This paper deals with the sustainable investing issue. Special attention will be paid to sustainable, responsible, and impact investing (SRI) and so called ESG investing. This type of investing incorporates measurable criteria to compare investments across the three broad categories of Environment, Social and Governance (ESG). The results will be based on the Mutual Fund and Exchange-Traded Fund (ETF) Performance Chart which displays all sustainable, responsible and impact mutual funds and ETFs offered by member firms of theFoundationǯs Center for Sustainable Investment Education. 178 SRI funds will be evaluated and compared. The correlation between the assets under management (AUM) and the 5 year return will be observed as well as the relation between the 5 year return and the management fee. From these outcomes, negligible dependence of the management fee (Mgmt) on the volume of managed funds can be deduced, but a certain dependence of the average five-year (stable) return on the invested funds can be drawn. In case of the relationship between the 5-year average return (5yr) and the management fee, we can only confirm mutual independence of the assessed quantities. The results will be used for the recommendations in the investment decision making process.
Czech name
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Czech description
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Classification
Type
D - Article in proceedings
CEP classification
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OECD FORD branch
50206 - Finance
Result continuities
Project
<a href="/en/project/GA17-23448S" target="_blank" >GA17-23448S: Modelling and simulation of sustainable investment decision-making</a><br>
Continuities
P - Projekt vyzkumu a vyvoje financovany z verejnych zdroju (s odkazem do CEP)
Others
Publication year
2018
Confidentiality
S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů
Data specific for result type
Article name in the collection
Enterprise and Competitive Environment: Conference Proceedings
ISBN
978-80-7509-561-9
ISSN
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e-ISSN
neuvedeno
Number of pages
11
Pages from-to
209-219
Publisher name
Mendelova univerzita v Brně
Place of publication
Brno
Event location
Brno
Event date
Mar 22, 2018
Type of event by nationality
WRD - Celosvětová akce
UT code for WoS article
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