文章基本信息

标题：The Effectiveness of SRI Funds in Poland
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作者：Agata Lulewicz-Sas ; Agata Lulewicz-Sas ; Jarosław Kilon 等
期刊名称：Procedia - Social and Behavioral Sciences
印刷版ISSN：1877-0428
出版年度：2014
卷号：156
页码：194-197
DOI：10.1016/j.sbspro.2014.11.170
语种：English
出版社：Elsevier
摘要：AbstractThe purpose of the article is a theoretical analysis of the concept of socially responsible investing. In the article on the basis of the literature, the essence and the genesis of this concept has been shown, as well as a Polish SRI market was presented in a synthetic way. The article attempts to determine the effectiveness of socially responsible investment on the example of SRI funds. The analysis includes the following investments 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 said 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 then is a broad-based information campaign on SRI among individual and institutional investors.From the thoroughgoing analysis of the literature in the article, an unambiguous conclusions about the effectiveness of socially responsible investment can not be drawn. The reason for divergence of the results can be, for example, different investment time horizon, the atmosphere prevailing in the market during the period, or a variety of industry sectors.
关键词：Socially responsible investment;efficiency;SRI founds.