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

Kód výsledku v 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>

Výsledek na webu

<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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Jazyk výsledku

angličtina

Název v původním jazyce

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

Popis výsledku v původním jazyce

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&apos;s own descriptive model, which takes into account ESG factors in the form of managing long-term risks and expected return on investments.

Název v anglickém jazyce

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

Popis výsledku anglicky

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&apos;s own descriptive model, which takes into account ESG factors in the form of managing long-term risks and expected return on investments.

Druh

D - Stať ve sborníku

CEP obor

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OECD FORD obor

50202 - Applied Economics, Econometrics

Projekt

<a href="/cs/project/GA17-23448S" target="_blank" >GA17-23448S: Modelování a simulace udržitelného investování pro podporu rozhodování</a><br>

Návaznosti

P - Projekt vyzkumu a vyvoje financovany z verejnych zdroju (s odkazem do CEP)

Rok uplatnění

2019

Kód důvěrnosti údajů

S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Název statě ve sborníku

Mathematical Methods in Economics 2019: Conference Proceedings

ISBN

978-80-7394-760-6

ISSN

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e-ISSN

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Počet stran výsledku

6

Strana od-do

505-510

Název nakladatele

Jihočeská univerzita v Českých Budějovicích

Místo vydání

České Budějovice

Místo konání akce

České Budějovice

Datum konání akce

11. 9. 2019

Typ akce podle státní příslušnosti

EUR - Evropská akce

Kód UT WoS článku

000507570400084