Analysis of pre-selection criteria for socially responsible investment funds
Visualitza/
Metadades
Mostra el registre complet de l'elementcomunitat-uji-handle:10234/158176
comunitat-uji-handle2:10234/71324
comunitat-uji-handle3:10234/97664
comunitat-uji-handle4:
TFG-TFMAquest recurs és restringit
Metadades
Títol
Analysis of pre-selection criteria for socially responsible investment fundsAutoria
Tutor/Supervisor; Universitat.Departament
Balaguer Franch, María Rosario; Universitat Jaume I. Departament de Finances i ComptabilitatData de publicació
2018-11-14Editor
Universitat Jaume IResum
Over last years, humans have been becoming more concerned about aspects related to
the environment, social issues and social responsibility. For this reason, investors decide
to look for alternatives to conventional ... [+]
Over last years, humans have been becoming more concerned about aspects related to
the environment, social issues and social responsibility. For this reason, investors decide
to look for alternatives to conventional investment funds in order to be able to combine
financial criteria and extra-financial criteria in the same product. Socially responsible
investment funds offer investors this possibility, which is being exploited by European
countries, especially France, Belgium and Holland, countries that show a greater interest
in this variant of funds.
In this study, the different socially responsible funds existing in Spain as of 31/12/2017
will be analysed, with a descriptive analysis of their pre-selection criteria by sector, by
valuation or exclusion criteria and by the category of each asset. At the same time, an
analysis of the current situation in Europe with regard to SRI funds will be carried out. [-]
Paraules clau / Matèries
Descripció
Treball Final de Grau en Finances i Comptabilitat. Codi: FC1049. Curs: 2018-2019
Tipus de document
info:eu-repo/semantics/bachelorThesisDrets d'accés
http://rightsstatements.org/vocab/CNE/1.0/
info:eu-repo/semantics/restrictedAccess
info:eu-repo/semantics/restrictedAccess