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Sovereign Bonds and Socially Responsible Investment

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Author Info
Bastien Drut

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Abstract

While the literature on Socially Responsible Investment (SRI) is mainly focused on the stock market, little attention has been paid to SRI in sovereign bonds. This paper investigates the effect of taking into account socially responsible indicators for countries, the Vigeo Sustainability Ratings (VSR), on the efficient frontier formed with the sovereign bonds of twenty developed countries. It shows that it is possible to increase the portfolios’ VSR rating without significantly harming the risk/return relationship. The analysis then focuses on specific ratings relating to a) the environment, b) social concerns, and c) public governance. The results suggest that socially responsible portfolios of sovereign bonds can be built without a significant diversification cost.

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File URL: http://economix.u-paris10.fr/pdf/dt/2009/WP_EcoX_2009-17.pdf
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Publisher Info
Paper provided by University of Paris West - Nanterre la Défense, EconomiX in its series EconomiX Working Papers with number 2009-17.

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Length: 23 pages
Date of creation: 2009
Date of revision:
Handle: RePEc:drm:wpaper:2009-17

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Related research
Keywords: Socially Responsible Investment; Sovereign Bonds; Portfolio Selection; Rating; Spanning Tests; Mean-variance efficiency; Portfolio Choice;

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Find related papers by JEL classification:
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G15 - Financial Economics - - General Financial Markets - - - International Financial Markets

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References listed on IDEAS
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  1. Basak, Gopal & Jagannathan, Ravi & Sun, Guoqiang, 2002. "A direct test for the mean variance efficiency of a portfolio," Journal of Economic Dynamics and Control, Elsevier, vol. 26(7-8), pages 1195-1215, July. [Downloadable!] (restricted)
  2. Bauer, Rob & Koedijk, Kees & Otten, Roger, 2005. "International evidence on ethical mutual fund performance and investment style," Journal of Banking & Finance, Elsevier, vol. 29(7), pages 1751-1767, July. [Downloadable!] (restricted)
  3. Renneboog, Luc & Ter Horst, Jenke & Zhang, Chendi, 2008. "The price of ethics and stakeholder governance: The performance of socially responsible mutual funds," Journal of Corporate Finance, Elsevier, vol. 14(3), pages 302-322, June. [Downloadable!] (restricted)
  4. Alexander Kempf & Peer Osthoff, 2007. "The Effect of Socially Responsible Investing on Portfolio Performance," European Financial Management, Blackwell Publishing Ltd, vol. 13(5), pages 908-922. [Downloadable!] (restricted)
  5. Ehling, Paul & Ramos, Sofia B., 2006. "Geographic versus industry diversification: Constraints matter," Journal of Empirical Finance, Elsevier, vol. 13(4-5), pages 396-416, October. [Downloadable!] (restricted)
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  6. Mats Hansson & Eva Liljeblom & Anders Loflund, 2009. "International bond diversification strategies: the impact of currency, country, and credit risk," European Journal of Finance, Taylor and Francis Journals, vol. 15(5-6), pages 555-583. [Downloadable!] (restricted)
  7. Michael Connolly, 2007. "Measuring the Effect of Corruption on Sovereign Bond Ratings," Journal of Economic Policy Reform, Taylor and Francis Journals, vol. 10(4), pages 309-323. [Downloadable!] (restricted)
  8. DeRoon, Frans A. & Nijman, Theo E., 2001. "Testing for mean-variance spanning: a survey," Journal of Empirical Finance, Elsevier, vol. 8(2), pages 111-155, May. [Downloadable!] (restricted)
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This page was last updated on 2009-11-23.


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