IDEAS home Printed from https://ideas.repec.org/a/isp/journl/v9y2015i1p516-522.html
   My bibliography  Save this article

Sri Strategies In Asset Management: Typology And Application Trends

Author

Listed:
  • Virginia Zhelyazkova

Abstract

Socially responsible investments, also often referred to as sustainable and responsible investments (SRI) have been gaining importance for the last ten years. Climate change, severe environmental problems, raising ethical concerns across the globe led to the emergence of the question whether companies need to be both profitable and responsible towards society and if yes, whether investing in companies which follow such principles, would be a profitable endeavor. For the last ten years, as a result of intensifying interest in SRI, seven types of strategies related to this activity have emerged, each of which proves to be gaining more and more assets under management. The aim of the current paper it to explain the essence of these strategies and to present their typology and the trends of their application. The author supports the belief that SRI strategies will be gaining more and more importance in the future considering climate change side effects, pollution, the growing importance of ethical issues, and the corresponding shifts in consumer preferences and legislation.

Suggested Citation

  • Virginia Zhelyazkova, 2015. "Sri Strategies In Asset Management: Typology And Application Trends," Economy & Business Journal, International Scientific Publications, Bulgaria, vol. 9(1), pages 516-522.
    • Handle: RePEc:isp:journl:v:9:y:2015:i:1:p:516-522
    as

    Download full text from publisher

    File URL: https://www.scientific-publications.net/get/1000012/1440160065121747.pdf
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Joakim Sandberg & Carmen Juravle & Ted Hedesström & Ian Hamilton, 2009. "The Heterogeneity of Socially Responsible Investment," Journal of Business Ethics, Springer, vol. 87(4), pages 519-533, July.
    2. Renneboog, Luc & Ter Horst, Jenke & Zhang, Chendi, 2008. "Socially responsible investments: Institutional aspects, performance, and investor behavior," Journal of Banking & Finance, Elsevier, vol. 32(9), pages 1723-1742, September.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Panayiotis D. Kontakos, 2018. "Blue Economy Entrepreneurship In Offshore Energy In Cyprus & Greece," Economy & Business Journal, International Scientific Publications, Bulgaria, vol. 12(1), pages 193-202.
    2. Stanislav Dimitrov, 2019. "Pension Wealth In The European Union – Tendencies, Problems And Solutions," Economy & Business Journal, International Scientific Publications, Bulgaria, vol. 13(1), pages 32-42.
    3. Stanislav Dimitrov, 2018. "Adequate And Sustainable Pensions - Where Is The Balance Between Pay-As-You-Go Public Pensions And Capital Pensions," Economy & Business Journal, International Scientific Publications, Bulgaria, vol. 12(1), pages 142-152.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Céline Louche & Daniel Arenas & Katinka Cranenburgh, 2012. "From Preaching to Investing: Attitudes of Religious Organisations Towards Responsible Investment," Journal of Business Ethics, Springer, vol. 110(3), pages 301-320, October.
    2. José Luis Miralles-Quirós & María Mar Miralles-Quirós & José Manuel Nogueira, 2020. "Sustainable Development Goals and Investment Strategies: The Profitability of Using Five-Factor Fama-French Alphas," Sustainability, MDPI, vol. 12(5), pages 1-16, February.
    3. Xiao-Guang Yue & Yan Han & Deimante Teresiene & Justina Merkyte & Wei Liu, 2020. "Sustainable Funds’ Performance Evaluation," Sustainability, MDPI, vol. 12(19), pages 1-20, September.
    4. Łukasz Dopierała & Magdalena Mosionek-Schweda & Daria Ilczuk, 2020. "Does the Asset Allocation Policy Affect the Performance of Climate-Themed Funds? Empirical Evidence from the Scandinavian Mutual Funds Market," Sustainability, MDPI, vol. 12(2), pages 1-23, January.
    5. Volker Lingnau & Florian Fuchs & Florian Beham, 2022. "The link between corporate sustainability and willingness to invest: new evidence from the field of ethical investments," Journal of Management Control: Zeitschrift für Planung und Unternehmenssteuerung, Springer, vol. 33(3), pages 335-369, September.
    6. Francesco Gangi & Jérôme Méric & Rémi Jardat & Lucia Michela Daniele, 2019. "Business for society," Post-Print hal-02382307, HAL.
    7. Alda, Mercedes & Vicente, Ruth, 2020. "Behavioural analysis of socially responsible investment managers: specialists versus non-specialists," Research in International Business and Finance, Elsevier, vol. 54(C).
    8. Yolande Francois, 2023. "The Contribution of Philosophy to Ethical Corporate Finance: Challenges and Perspectives [Liens et Synergies entre Philosophie, Finance d'Entreprise et Responsabilité Sociale des Entreprises]," Post-Print hal-04081105, HAL.
    9. Francesco Gangi & Ida Camminatiello & Nicola Varrone, 2016. "Analysis of Private Socially Responsible Investment: The Impact of Personal Concern with Corporate Social Responsibility," Review of Economics & Finance, Better Advances Press, Canada, vol. 6, pages 47-62, November.
    10. Bilbao-Terol, Amelia & Arenas-Parra, Mar & Cañal-Fernández, Verónica, 2016. "A model based on Copula Theory for sustainable and social responsible investments," Revista de Contabilidad - Spanish Accounting Review, Elsevier, vol. 19(1), pages 55-76.
    11. Naeem, Muhammad Abubakr & Anwer, Zaheer & Khan, Ashraf & Paltrinieri, Andrea, 2024. "Do market conditions affect interconnectedness pattern of socially responsible equities?," International Review of Economics & Finance, Elsevier, vol. 93(PA), pages 611-630.
    12. Yunieta Nainggolan & Janice How & Peter Verhoeven, 2016. "Ethical Screening and Financial Performance: The Case of Islamic Equity Funds," Journal of Business Ethics, Springer, vol. 137(1), pages 83-99, August.
    13. repec:dau:papers:123456789/7347 is not listed on IDEAS
    14. Helen Chiappini & Gianfranco Vento & Leonardo De Palma, 2021. "The Impact of COVID-19 Lockdowns on Sustainable Indexes," Sustainability, MDPI, vol. 13(4), pages 1-18, February.
    15. Dan Daugaard, 2020. "Emerging new themes in environmental, social and governance investing: a systematic literature review," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 60(2), pages 1501-1530, June.
    16. Derwall, Jeroen & Koedijk, Kees & Ter Horst, Jenke, 2011. "A tale of values-driven and profit-seeking social investors," Journal of Banking & Finance, Elsevier, vol. 35(8), pages 2137-2147, August.
    17. Alice Martini, 2021. "Socially responsible investing: from the ethical origins to the sustainable development framework of the European Union," Environment, Development and Sustainability: A Multidisciplinary Approach to the Theory and Practice of Sustainable Development, Springer, vol. 23(11), pages 16874-16890, November.
    18. Guillermo Badía & Maria C. Cortez & Luis Ferruz, 2020. "Socially responsible investing worldwide: Do markets value corporate social responsibility?," Corporate Social Responsibility and Environmental Management, John Wiley & Sons, vol. 27(6), pages 2751-2764, November.
    19. Pieter Jan Trinks & Bert Scholtens, 2017. "The Opportunity Cost of Negative Screening in Socially Responsible Investing," Journal of Business Ethics, Springer, vol. 140(2), pages 193-208, January.
    20. Jean-Francois Gajewski & Marco Heimann & Luc Meunier, 2022. "Nudges in SRI: The Power of the Default Option," Journal of Business Ethics, Springer, vol. 177(3), pages 547-566, May.
    21. Kristin Heinemann & Bernhard Zwergel & Stefan Gold & Stefan Seuring & Christian Klein, 2018. "Exploring the Supply-Demand-Discrepancy of Sustainable Financial Products in Germany from a Financial Advisor’s Point of View," Sustainability, MDPI, vol. 10(4), pages 1-20, March.

    More about this item

    Keywords

    sri; exclusion; esg integration; corporate engagement; asset management;
    All these keywords.

    JEL classification:

    • A - General Economics and Teaching

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:isp:journl:v:9:y:2015:i:1:p:516-522. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Svetoslav Ivanov (email available below). General contact details of provider: https://www.scientific-publications.net/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.