Corporate social responsibility and its performances: Application to SRI (Socially Responsible Investing) mutual funds

Joon Ho Hwang, Dong Han Kim, Se Hak Chun

Research output: Chapter in Book/Report/Conference proceedingConference contributionpeer-review

1 Scopus citations

Abstract

We compare the performance of the SRI (Socially Responsible Investing) mutual funds and that of regular mutual funds in Korea. We find that the SRI funds show higher Sharpe ratios and Treynor's measure compared to regular mutual funds. We also show that return measures are sensitive to weighting scheme; since SRI funds outperform regular funds by 1.2 times in terms of equal-weighted portfolio, but outperform by 62 times in terms of value-weighted portfolio. Finally, using a regression framework controlling for factors such as fund age, risk, and size, we confirm that SRI funds perform better than regular mutual funds.

Original languageEnglish
Title of host publicationFuture Information Technology - 6th International Conference, FutureTech 2011, Proceedings
Pages200-203
Number of pages4
EditionPART 1
DOIs
StatePublished - 2011
Event6th International Conference on Future Information Technology, FutureTech 2011 - Loutraki, Greece
Duration: 28 Jun 201130 Jun 2011

Publication series

NameCommunications in Computer and Information Science
NumberPART 1
Volume184 CCIS
ISSN (Print)1865-0929

Conference

Conference6th International Conference on Future Information Technology, FutureTech 2011
Country/TerritoryGreece
CityLoutraki
Period28/06/1130/06/11

Keywords

  • Mutual Fund
  • Performance Measure
  • Socially Responsible Investing

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