Socially responsible investment funds in Europe – development trends

Main Article Content

Jacek Tomaszewski


Keywords : investment funds, socially responsible investing, asset management
Abstract
The aim of the study is to assess the size and dynamics of the socially responsible investments sector in Europe. Study concentrates on analyzing the activity of investment funds available to retail investors due to objective nature of the source data and rigorous definition of responsible investments with regard to such funds. The research confirms the dynamic increase in the size of SRI investments, especially during the period following the global financial crisis. Significant geographical variations are observed, however. Favorable legal regulations are noticed as important incentive supporting the growth of SRI investments in leading countries.

Article Details

How to Cite
Tomaszewski, J. (2016). Socially responsible investment funds in Europe – development trends. Zarządzanie Finansami I Rachunkowość, 4(2), 17–26. https://doi.org/10.22630/ZFIR.2016.4.2.8
References

BARAN J. 2007: Efektywność spółdzielni i pozostałych form prawnych działających w przemyśle mleczarskim z wykorzystaniem metody DEA, Roczniki Nauk Rolniczych, Seria G, 94, 1, s. 109-116. (Crossref)

Asset Management in Europe, 8th Annual Review, EFAMA, April 2015.

EFAMA Report on Responsible Investment, EFAMA, February 2014.

European Responsible Investing Fund Survey 2015, KPMG Luxembourg.

European SRI Study 2014, Eurosif, Brussels, 2015.

GAJDOSOVA K. 2011: Socially Responsible Investment as a Trend in Invstment Serices in Europe, Silesiana university in Opava Working Paper, s. 127-138.

Green, Social and Ethical Funds in Europe - The Retail Market, 2014 Review, Vigeo Rating, October 2014.

JEDYNAK T. 2011: Rozwój koncepcji inwestowania społecznie odpowiedzialnego w Polsce i na świecie, Zeszyty Naukowe UEK w Krakowie 875, s. 17-28.

KRUPA D. 2012: Fundusze inwestycyjne odpowiedzialne społecznie. Acta Universitatis Mariae Curie-Skłodowska Lublin H, 46 (1), s. 307-316.

MUNOZ-TORRES M.J., FERNANDEZ-IZQUIERDO M.A., BALAGUER-FRANCH M.R. 2004: The social responsibility performance of ethical and solidarity funds: An approach to the case of Spain, Business Ethics: A European Review 13, (2-3), s. 200-218. (Crossref)

RACHOCKA J. 2007: Socially responsible investment in Europe (w:) Economic choices made in the Polish economy in globalization, (red.) D. Kopycińska, Print Group Szczecin, s. 15-25.

Regulation No 346/2013 of the European Parliament and of the Council of 17 April 2013 on European social entrepreneurship funds.

STEURER R., MARGULA S., MARTINUZZI A. 2008: Socially responsible investment in EU Member States: Overview of government initiatives and SRI experts' expectations towards governments, Final report to the EU high-level group on CSR.

Statistics

Downloads

Download data is not yet available.
Recommend Articles