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Sri Strategies In Asset Management: Typology And Application Trends

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  • 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
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    References listed on IDEAS

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    1. 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.
    2. 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.
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    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.

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    More about this item

    Keywords

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

    JEL classification:

    • A - General Economics and Teaching

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