Socially and Environmentally Responsible Investments and Mutual Funds

Michalis Doumpos (), Marianna Eskantar () and Constantin Zopounidis ()
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Michalis Doumpos: Technical University of Crete
Marianna Eskantar: Technical University of Crete
Constantin Zopounidis: Technical University of Crete

A chapter in Sustainable Finance and ESG, 2023, pp 71-89 from Palgrave Macmillan

Abstract: Abstract The adoption of environmental, social, and governance (ESG) criteria has gained major interest among academics and practitioners for decision-making in banking, corporate finance, and investment appraisal. This chapter focuses on the incorporation of ESG factors in the context of designing and implementing socially and environmental fund management investment strategies (SRI). The principles of SRI and ESG are outlined, followed by an overview of their historical development, and the development of a list of various ESG criteria. Finally, an overview of the recent literature is presented, focusing on studies that examine the characteristics of socially responsible mutual funds and their performance, as well as behavioral and portfolio optimization issues.

Keywords: Socially responsible investments; Corporate social responsibility; Mutual funds; Literature review; Portfolio optimization (search for similar items in EconPapers)
Date: 2023
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Persistent link: https://EconPapers.repec.org/RePEc:pal:pmschp:978-3-031-24283-0_4

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DOI: 10.1007/978-3-031-24283-0_4

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