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The Effect of Socially Responsible Investing on Portfolio Performance

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Author Info
Alexander Kempf
Peer Osthoff
Abstract

"More and more investors apply socially responsible screens when building their stock portfolios. This raises the question whether these investors can increase their performance by incorporating such screens into their investment process. To answer this question we implement a simple trading strategy based on socially responsible ratings from the KLD Research & Analytics: Buy stocks with high socially responsible ratings and sell stocks with low socially responsible ratings. We find that this strategy leads to high abnormal returns of up to 8.7% per year. The maximum abnormal returns are reached when investors employ the best-in-class screening approach, use a combination of several socially responsible screens at the same time, and restrict themselves to stocks with extreme socially responsible ratings. The abnormal returns remain significant even after taking into account reasonable transaction costs." Copyright 2007 The Authors Journal compilation (c) 2007 Blackwell Publishing Ltd.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1468-036X.2007.00402.x
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Publisher Info
Article provided by Blackwell Publishing Ltd in its journal European Financial Management.

Volume (Year): 13 (2007)
Issue (Month): 5 ()
Pages: 908-922
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:bla:eufman:v:13:y:2007:i:5:p:908-922

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Web page: http://www.blackwellpublishing.com/journal.asp?ref=1354-7798

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  1. Urs von Arx & Andreas Ziegler, 2008. "The Effect of CSR on Stock Performance: New Evidence for the USA and Europe," CER-ETH Economics working paper series 08/85, CER-ETH - Center of Economic Research (CER-ETH) at ETH Zurich. [Downloadable!]
  2. Bastien Drut, 2009. "Sovereign Bonds and Socially Responsible Investment," Working Papers CEB 09-014.RS, Université Libre de Bruxelles, Solvay Brussels School of Economics and Management, Centre Emile Bernheim (CEB). [Downloadable!]
    Other versions:
  3. Shihe Fu & Liwei Shan, 2009. "Corporate Equality and Equity Prices: Doing Well While Doing Good?," EERI Research Paper Series EERI_RP_2009_09, Economics and Econometrics Research Institute (EERI). [Downloadable!]
    Other versions:
  4. Andreas Ziegler, 2009. "Is it Beneficial to be Included in a Sustainability Stock Index? A Panel Data Study for European Firms," CER-ETH Economics working paper series 09/121, CER-ETH - Center of Economic Research (CER-ETH) at ETH Zurich. [Downloadable!]
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