Sat, May 25, 2013
A A A
Welcome Guest
Free Trial RSS
New! Family Office and Investor Database with 11,750 contacts
Opalesque Islamic Finance Intelligence

Featured Resource: Conventional Wisdom - ESG/SRI Research

Friday, July 30, 2010

As Featured in the Islamic Finance Resources Blog

There is much that one can learn from the world of conventional finance, this is true for its many success stories as well as its most blatant failings. Featured below is a short selection of some of the most quoted and/or noteworthy research from recent years:


Cleaning a Passive Index: How to Use Portfolio Optimization to Satisfy CSR Constraints
Moshe A. Milevsky, Andrew R. Aziz, Allen Goss, Jane Thomson, David Wheeler
December 2004

Does Ethical Investment Pay?
Ross Havemann, Peter Webster
September 1999

Evaluating the Performance of Ethical and Non-Ethical Funds: A Matched Pair Analysis
N. Kreander, R. H. Gray, D.M. Power, C. D. Sinclair
September 2005

Guidelines for Integrating Socially Responsible Investment in the Investment Process
Frank Jan De Graaf, Alfred Slager
September 2006

International Evidence on Ethical Mutual Fund Performance and Investment Style
Rob Bauer, Roger Otten, Kees C. G. Koedijk
March 2002

Investing in Socially Responsible Mutual Funds
Christopher Geczy, Robert F. Stambaugh, David Levin
October 2005

Is there a Difference? The Performance Characteristics of SRI Equity Indexes
Michael Schroder
July 2005

Measuring The Performance Of Ethical Mutual Funds: A DEA Approach
Antonella Basso, Stefania Funari
January 2002

Socially Responsible Investing and Management Style of Mutual Funds in the Euronext Stock Markets
Auke Plantinga, Bert Scholtens
May 2001

Socially Responsible Investing in the Global Market: The Performance of US and European Funds
Maria Ceu Cortez, Florinda Silva, Nelson Areal
February 2009

Socially Responsible Investment Screening: Strong Evidence of No Significant Cost for Actively Managed Portfolios
Bernell K. Stone, John B. Guerard, Jr., Mustafa N. Gultekin, Greg Adams
June 2001

Socially Responsible Investments in Germany, Switzerland and the United States : An Analysis of Investment Funds and Indices
Michael Schroder
September 2003

Socially Responsible Investments: Methodology, Risk Exposure and Performance
Jenke Ter Horst, Chendi Zhang, Luc Renneboog
June 2007

Socially Responsible Investors and Their Advisors
Meir Statman
November 2007

The Cost of Socially Responsible Investing
Tim Adler
May 2008

The Cost of Socially Responsible Portfolios: Testing for Mean-Variance Spanning
Rients Galema, Auke Plantinga, Bert Scholtens
February 2009

The Determinants of Sin Stock Returns: Evidence on the European Market
Julie M. Salaber
November 2007

The Ethical Mutual Fund Performance Debate: New Evidence From Canada
Rob Bauer, Jeroen Derwall, Roger Otten
January 2007



Article Link

<< Go Back to Archive

Banner
Today's Exclusives Today's Other Voices Banner More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Endurance Series Trust launches first mutual fund, multi-series trust[more]

    Bailey McCann, Opalesque New York: Endurance Series Trust, a multi-series trust, is launching with Gator Capital Management, LLC as the adviser for the Trust’s first mutual fund series. Endurance Fund Services, LLC, an independently owned and operated fund administration company will serve as t

  2. Morgan Creek Capital Management to acquire Signet Capital Management[more]

    Bailey McCann, Opalesque New York: Investment firm Morgan Creek Capital Management has acquired Signet Capital Management a UK-based credit fund of funds with $700M in assets under management. Under the agreement, Signet will contribute its funds and senior investment management team to Morgan Creek

  3. North America – Students are launching hedge funds on colleges across America[more]

    From Valuewalk.com: …From Cornell, whose student-run hedge fund beat Wall Street returns to the University of Michigan, which allows its students to manage as much as $250,000, student hedge fund are becoming a more prominent part of financial education. Their success has attracted the attention of

  4. Comment – Can hedge funds survive Bernanke?[more]

    From Bloomberg.com: …The biggest reason for the market tranquility might be the Federal Reserve's repeated assurances that it will maintain zero interest rates and provide monetary stimulus until the economy recovers, and unemployment ebbs. That may just account for the recent flurry of storie

  5. Niche Investing in Wine - Champagne: There has been relatively little research in this area as the market is still quite opaque - most of the top Champagne producers still refuse to publish annual production figures, for example. However, the top vintage Champagnes are generally produced in larger volumes than many of their red wine co