ANALYSIS OF THE EFFECTIVENESS OF SOCIALLY RESPONSIBLE INVESTING FUNDS IN POLAND

Agata Lulewicz-Sas, Jaroslaw Kilon

Abstract


The purpose of the article is a theoretical analysis of the concept of socially responsible investing. On the basis of the literature, the essence and the genesis of this concept has been shown in the article, as well as Polish SRI market was presented in a synthetic way. The article attempts to determine the effectiveness of socially responsible investment by example of SRI funds. The analysis includes the following investment funds: Inwestor Zmian Klimatycznych, PZU Energia Medycyna Ekologia, SKOK FIO Etyczny 1, SKOK FIO Etyczny 2, PKO Biotechnologii i Innowacji Globalny and one pension fund – OFE Pocztylion.

On the basis of the literature review it can be assumed that Poland is in the initial phase of development of socially responsible investment. The reason for the low demand for this type of investment may be insufficient knowledge of investors on this topic. What is needed is broad-based information campaign on SRI among individual and institutional investors?

 

The type of the article: Empirical study

Keywords: socially responsible investment, efficiency, SRI founds.

JEL Classification: A13, G11, G12.

DOI: http://dx.doi.org/10.5755/j01.em.19.4.8101


Keywords


socially responsible investment, efficiency, SRI founds.

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Print ISSN: 1822-6515
Online ISSN: 2029-9338