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Socially and Environmentally Responsible Investments and Mutual Funds

In: Sustainable Finance and ESG

Author

Listed:
  • Michalis Doumpos

    (Technical University of Crete)

  • Marianna Eskantar

    (Technical University of Crete)

  • Constantin Zopounidis

    (Technical University of Crete
    Audencia Business School)

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.

Suggested Citation

  • Michalis Doumpos & Marianna Eskantar & Constantin Zopounidis, 2023. "Socially and Environmentally Responsible Investments and Mutual Funds," Palgrave Macmillan Studies in Banking and Financial Institutions, in: Chrysovalantis Gaganis & Fotios Pasiouras & Menelaos Tasiou & Constantin Zopounidis (ed.), Sustainable Finance and ESG, pages 71-89, Palgrave Macmillan.
    • Handle: RePEc:pal:pmschp:978-3-031-24283-0_4
    DOI: 10.1007/978-3-031-24283-0_4
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