lnu.sePublications
Change search
CiteExportLink to record
Permanent link

Direct link
Cite
Citation style
  • apa
  • ieee
  • modern-language-association-8th-edition
  • vancouver
  • Other style
More styles
Language
  • de-DE
  • en-GB
  • en-US
  • fi-FI
  • nn-NO
  • nn-NB
  • sv-SE
  • Other locale
More languages
Output format
  • html
  • text
  • asciidoc
  • rtf
The use of SRI strategies and motivational factors: A case study among banks and fund companies
Linnaeus University, School of Business and Economics, Department of Economics and Statistics (NS).
2020 (English)Independent thesis Advanced level (degree of Master (One Year)), 20 credits / 30 HE creditsStudent thesis
Abstract [en]

Background: In today's society, there is more pressure to be sustainable and not least in the financial world. Several agreements, such as the Paris Agreement, have been created to steer countries towards more sustainability. When it comes to the economy, several SRI strategies have been developed to serve the same purpose. However, the problem that emerges is that investors who invest sustainably and use these strategies can lose returns and thus depart from their main goal of maximizing profits.

 

Purpose: The purpose of this paper is to examine how SRI strategies are used by investors when constructing their portfolios in terms of profit maximization. The paper will thus conclude if the underlying motivation behind the choice of strategy is affected by maximizing profit.

 

Method and implementation: By conducting a qualitative study and interviewing several fund managers at the largest banks and fund companies in Sweden, the authors aim to answer the research question. The answers provided by the respondents are presented and analyzed in the empirical section and linked to the study's theory.

 

Conclusion: In this study, there is clearly shown that by investing, according to SRI, a professional investor is still able to profit maximize. The authors, therefore, see that the new way of being rational as an investor is to include SRI strategies. The relationship with being both sustainable and profit-maximizing can be seen as a significant motivating factor. The same can be said about reduced ESG risk and creating legitimacy towards customers. Furthermore, a combination of strategies can be seen as a way to create an optimal portfolio by the investors. This further proves that sustainable investing is the most rational way of investing and a way to achieve an investors main goal to profit maximize.

Place, publisher, year, edition, pages
2020. , p. 86
Keywords [en]
SRI strategies, Sustainable and responsible investments, Modern Portfolio Choice Theory, Expected Utility Theory, Motivation, Profit maximization, Banks and fund companies
National Category
Economics
Identifiers
URN: urn:nbn:se:lnu:diva-96879OAI: oai:DiVA.org:lnu-96879DiVA, id: diva2:1448457
Supervisors
Examiners
Available from: 2020-06-30 Created: 2020-06-28 Last updated: 2023-07-14Bibliographically approved

Open Access in DiVA

fulltext(1107 kB)359 downloads
File information
File name FULLTEXT01.pdfFile size 1107 kBChecksum SHA-512
f06cf6f14f4a7fe9c5121b390b06d3f527fd9276fc3512f2b0c2ca32dc6485b8997be37fe8643ab5091143fa605073b1b7c63f3fdcc616caad0dcfa48d12f87f
Type fulltextMimetype application/pdf

By organisation
Department of Economics and Statistics (NS)
Economics

Search outside of DiVA

GoogleGoogle Scholar
Total: 359 downloads
The number of downloads is the sum of all downloads of full texts. It may include eg previous versions that are now no longer available

urn-nbn

Altmetric score

urn-nbn
Total: 313 hits
CiteExportLink to record
Permanent link

Direct link
Cite
Citation style
  • apa
  • ieee
  • modern-language-association-8th-edition
  • vancouver
  • Other style
More styles
Language
  • de-DE
  • en-GB
  • en-US
  • fi-FI
  • nn-NO
  • nn-NB
  • sv-SE
  • Other locale
More languages
Output format
  • html
  • text
  • asciidoc
  • rtf