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Do employee share owners face too much financial risk?
Kruse, Douglas L.; Blasi, Joseph R.; Weltmann, Dan; … - 2019
excessive financial risk. Recent theory concludes that 10-15% of a worker's wealth portfolio can be prudently invested in …
Persistent link: https://www.econbiz.de/10012002671
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An Identity Theory of the Short- and Long-Term Investor Debate
Hill, Claire A. - 2018
Lines in the broader short versus long-term battle have been drawn between various camps: those favoring corporate management versus those favoring shareholder activists; those believing that corporations are best run for the exclusive benefit of shareholders versus those believing that other...
Persistent link: https://www.econbiz.de/10012927052
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Loan Portfolio of a Faith-Based Microfinance Institution : An Empirical Analysis
Hoda, Najmul - 2014
An effective tool of economic development is found in microfinance and is believed to provide sustainable mechanism for poverty alleviation. The microfinance institutions across the world operate on a few established models. The studies indicate that the microfinance institutions have been able...
Persistent link: https://www.econbiz.de/10013061617
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Fees Eat Diversification's Lunch
Jennings, William W. - 2016
Diversification is often spoken of as the only free lunch in investing, yet we show that it is not free and is properly considered only in light of its costs. More-exotic asset classes typically come with a higher price tag. We show that fees on diversifying asset classes are high relative to...
Persistent link: https://www.econbiz.de/10013005506
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Strategy and Implementation : Quantitative Evaluation of Strategic Performance with Application to Mutual Funds
Cooper, William W. - 2011
This paper applies specific quantitative methods to demonstrate a general theoretical model for measuring strategic performance. The theoretical concepts are universal and measurable for all types of strategic activity by applying the methodology through alternative quantitative analytical...
Persistent link: https://www.econbiz.de/10013118148
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Corporate Social Responsibility and Investment Portfolio Diversification
Hoepner, Andreas G. F. - 2017
the significantly negative relationship between a firm's ESG rating and its specific risk. Our theory argues that while … identical conventional funds. With our simple theory, we aim to open a debate on the question, if (and when) the inclusion of … ESG criteria into investment portfolios really worsens their diversification. Our theory implies that mainstream active …
Persistent link: https://www.econbiz.de/10012976563
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DEA Portfolio Modeling - The Case of Socially Responsible Investing
Gasser, Stephan M. - 2018
In this paper, we expand the literature on multi-criteria portfolio modeling for social responsible investments using multi-directional efficiency analysis (MEA). We apply a positive screening according to MEA efficiency scores, but also exploit the information contained in the efficiency score...
Persistent link: https://www.econbiz.de/10012935698
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DivFolio : A Shiny Application for Portfolio Divestment in Green Finance Wealth Management
Marupanthorn, Pasin; Peters, Gareth; Ofosu-Hene, Eric; … - 2023
This paper introduces DivFolio, a multi-period portfolio selection and analytic software application that incorporates automated and user-determined divestment practices accommodating Environmental Social Governance (ESG) and portfolio carbon footprint considerations. This freely available...
Persistent link: https://www.econbiz.de/10014254568
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Sustainable financial literacy and preferences for sustainable investments among young adults
Varmaz, Armin; Riebe, Katharina; Hegner, Sabrina - In: Vierteljahrshefte zur Wirtschaftsforschung 90 (2021) 4, pp. 43-69
We use a choice experiment on equity fund investments to estimate the preferences of young adults for sustainable investments relative to conventional investment funds. Our results suggest that the traditional trade-off between investment fund risk and return is still valid in the selection of...
Persistent link: https://www.econbiz.de/10014234973
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Mechanisms to Incentivise Fossil Fuel Divestment and Implications on Portfolio Risk and Returns
Marupanthorn, Pasin; Sklibosios Nikitopoulos, Christina; … - 2022
Mechanisms to develop divestment strategies are an essential component of carbon reduction strategies. The rate at which investors should divest has become a critical aspect of effective divestment, which has shifted from the periphery to a movement of over a thousand major investors, totaling...
Persistent link: https://www.econbiz.de/10013405513