Assessing the Circular Economy Funds: Performance, Fees, Risks, and Sustainability

Fei Fang and Sitikantha Parida ()
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Fei Fang: School of Management, Clark University, 950 Main St, Worcester, MA 01610, USA
Sitikantha Parida: School of Management, Clark University, 950 Main St, Worcester, MA 01610, USA

IJFS, 2024, vol. 12, issue 2, 1-15

Abstract: We studied various fund investing options in the circular economy sector. We found that most circular economy mutual funds and exchange-traded funds charge higher fees and take higher risks than their benchmarks. However, they appear to have underperformed their benchmarks during their short existence so far. Most of these funds are rated as sustainable and low-carbon funds. Investors keen on circular economy startups may consider private equity/venture capital funds, but most of these funds are exclusive to institutional and accredited investors.

Keywords: circular economy; mutual funds; exchange-traded funds (ETFs); private equities; venture capitals; sustainable; low-carbon (search for similar items in EconPapers)
JEL-codes: F2 F3 F41 F42 G1 G2 G3 (search for similar items in EconPapers)
Date: 2024
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