Analysis of unit trust funds and the creation of a descriptive model, with emphasis on the risk-factor and the return of investments

Result code in IS VaVaI
<a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F62156489%3A43110%2F19%3A43916371" target="_blank" >RIV/62156489:43110/19:43916371 - isvavai.cz</a>
Result on the web
<a href="http://mme2019.ef.jcu.cz/files/conference_proceedings.pdf" target="_blank" >http://mme2019.ef.jcu.cz/files/conference_proceedings.pdf</a>
DOI - Digital Object Identifier
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Result language
angličtina
Original language name
Analysis of unit trust funds and the creation of a descriptive model, with emphasis on the risk-factor and the return of investments
Original language description
The article deals with the data analysis of unit trust funds from the EU with ESG evaluation (environment, social responsibility and corporate governance), whilst attempting to categorize these funds from selected viewpoints. Emphasis is placed on identifying their risks and profitability, and this in connection with socially responsible investment (SRI), which includes sustainable investment (SI) which the ESG evaluation itself is a part of. ESG factors are part of the description of non-financial influences on long-term risk management and the expected return on investment. An analysis of the current approaches to evaluating investments shows that the key barrier in the transitions to SI is the fact that the ESG factors are not taken into account. A part of the article is also an analysis of the present state in the field of sustainable investments, the creation of one's own descriptive model, which takes into account ESG factors in the form of managing long-term risks and expected return on investments.
Czech name
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Czech description
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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)

Publication year
2019
Confidentiality
S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Article name in the collection
Mathematical Methods in Economics 2019: Conference Proceedings
ISBN
978-80-7394-760-6
ISSN
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e-ISSN
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Number of pages
6
Pages from-to
505-510
Publisher name
Jihočeská univerzita v Českých Budějovicích
Place of publication
České Budějovice
Event location
České Budějovice
Event date
Sep 11, 2019
Type of event by nationality
EUR - Evropská akce
UT code for WoS article
000507570400084

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