Francisca M. Beer, James P. Estes, Charlotte Deshayes
{"title":"表现诚信和道德的投资产品","authors":"Francisca M. Beer, James P. Estes, Charlotte Deshayes","doi":"10.61190/fsr.v23i2.3133","DOIUrl":null,"url":null,"abstract":"This article explores the risk and return characteristics of socially responsible investment and faith-based mutual funds before and after the market crisis of 2008. Findings show a high level of correlation between the indices studied as well as a higher volatility than the S&P 500. We also find a significant shift in the mix of performance and volatility of these funds before and after the crash of 2008. This is an important consideration for both planners and investors in making an informed decision that is tempered by both the intensity of their social or faith based investment preferences and resultant risk and return on those investments.","PeriodicalId":100530,"journal":{"name":"Financial Services Review","volume":"49 1","pages":""},"PeriodicalIF":0.0000,"publicationDate":"2014-06-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"performance of the faith and ethical investment products\",\"authors\":\"Francisca M. Beer, James P. Estes, Charlotte Deshayes\",\"doi\":\"10.61190/fsr.v23i2.3133\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"This article explores the risk and return characteristics of socially responsible investment and faith-based mutual funds before and after the market crisis of 2008. Findings show a high level of correlation between the indices studied as well as a higher volatility than the S&P 500. We also find a significant shift in the mix of performance and volatility of these funds before and after the crash of 2008. This is an important consideration for both planners and investors in making an informed decision that is tempered by both the intensity of their social or faith based investment preferences and resultant risk and return on those investments.\",\"PeriodicalId\":100530,\"journal\":{\"name\":\"Financial Services Review\",\"volume\":\"49 1\",\"pages\":\"\"},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2014-06-01\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Financial Services Review\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.61190/fsr.v23i2.3133\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"\",\"JCRName\":\"\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Financial Services Review","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.61190/fsr.v23i2.3133","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
performance of the faith and ethical investment products
This article explores the risk and return characteristics of socially responsible investment and faith-based mutual funds before and after the market crisis of 2008. Findings show a high level of correlation between the indices studied as well as a higher volatility than the S&P 500. We also find a significant shift in the mix of performance and volatility of these funds before and after the crash of 2008. This is an important consideration for both planners and investors in making an informed decision that is tempered by both the intensity of their social or faith based investment preferences and resultant risk and return on those investments.
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