The performance of social responsible investing from retail investors' perspective: international evidence

This paper investigates the performance of socially responsible investment (SRI) portfolios compared to conventional investments. Adopting a retail investor's perspective, we provide evidence of SRI financial performance at the worldwide level as well as at the regional level, for five regions...

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Detalles Bibliográficos
Autores: Badía, Guillermo, Ferruz, Luis, Cortez, María C.
Tipo de recurso: artículo
Estado:Versión aceptada para publicación
Fecha de publicación:2021
País:España
Institución:Universidad de Zaragoza
Repositorio:Zaguán. Repositorio Digital de la Universidad de Zaragoza
OAI Identifier:oai:zaguan.unizar.es:106748
Acceso en línea:http://zaguan.unizar.es/record/106748
Access Level:acceso abierto
Descripción
Sumario:This paper investigates the performance of socially responsible investment (SRI) portfolios compared to conventional investments. Adopting a retail investor's perspective, we provide evidence of SRI financial performance at the worldwide level as well as at the regional level, for five regions (North America, Europe except UK, UK, Pacific region and emerging markets). Our results show that the performance of global SRI portfolios is higher than conventional investments. Moreover, we observe differences in the financial performance of regional SRI portfolios in the overall period and, in particular, in bear markets. These results suggest that country-specific factors may affect the relationship between corporate social and financial performance.