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文章基本信息

  • 标题:Socially Responsible Investment: Mutual Funds. Global and Local Trends
  • 本地全文:下载
  • 作者:Luis Ferruz ; Isabel Marco ; Cristina Ortiz
  • 期刊名称:The International Journal of Applied Economics and Finance
  • 印刷版ISSN:1991-0886
  • 电子版ISSN:2077-2149
  • 出版年度:2007
  • 卷号:1
  • 期号:2
  • 页码:120-125
  • DOI:10.3923/ijaef.2007.120.125
  • 出版社:Asian Network for Scientific Information
  • 摘要:This study aims to provide a wide perspective of socially responsible investment, especially regarding mutual funds. We show the growing interest on screened funds that justifies further research. After a general view of the trends in the most important collective investment industries, attention is focused on the Spanish market. In doing that, we can compare mature mutual fund industries with a recent developed country in this aspect. Socially responsible mutual funds have shown an increase both in total net assets and in number of investors; but the sector is by far behind the United States regarding the share of the mutual fund industry devoted to screened funds.
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