Investments in Ethical Funds and Indices: An Overview of Performance

18 Pages Posted: 7 Sep 2017

See all articles by Giuseppe Risalvato

Giuseppe Risalvato

Carlo Cattaneo - LIUC University, Students

Date Written: September 4, 2017


This research paper shows the growing power of the practices of sustainable finance in the financial markets. The socially responsible investments (SRI), defined as a strategy to select issuers on the basis of both ESG Corporate Responsibility that financial factors, are rising a growing amount of capital: between 2012 and 2015 the global asset collected rose of 61%, amounting to 21.4 billion of dollars. The proliferation of ethical indices in the various financial centers of the world is related to a significant growth of assets managed according to an investment strategy that rewards socially responsible companies. After the financial crisis of 2008 ethical or sustainable indices have generally performed better than traditional indices, which they are derived through a selection of stocks that are subject to strict requirements, they show the performance of ethical finance compared to the traditional sector.

Keywords: Corporate Social Responsibility, Socially Responsible Investment, Performance, Ethical Investing

JEL Classification: M14, G11, G15

Suggested Citation

Risalvato, Giuseppe, Investments in Ethical Funds and Indices: An Overview of Performance (September 4, 2017). Available at SSRN: or

Giuseppe Risalvato (Contact Author)

Carlo Cattaneo - LIUC University, Students ( email )


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