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Principles for sustainability rating of investment funds

Title data

Koellner, Thomas ; Weber, Olaf ; Fenchel, Marcus ; Scholz, Roland W.:
Principles for sustainability rating of investment funds.
In: Business Strategy and the Environment. Vol. 14 (2005) Issue 1 . - pp. 54-70.
ISSN 0964-4733
DOI: https://doi.org/10.1002/bse.423

Abstract in another language

During the last decade, the idea of sustainable investments hit the market. Investors both private and institutional started to supplement financial considerations with social and ecological ones. Meanwhile the supply of mutual funds in the ‘green’ investment sector increased enormously. Currently in Europe about 300 mutual funds are available that are managed according to sustainability and social responsibility. Potential investors face the difficulty of keeping track of the various funds and choosing among them based on a reliable comparative assessment. This paper outlines the basic principles and methods on which such a comparative sustainability rating is based. The method was designed to be analogous to rating of the funds financially. The sustainability rating is based on assessment of the research processes in the fund management as well as investigation of the fund portfolio in terms of composition and sustainability performance. It should support investors in their investment choices by offering them a third party view.

Further data

Item Type: Article in a journal
Refereed: Yes
Institutions of the University: Faculties > Faculty of Biology, Chemistry and Earth Sciences > Department of Earth Sciences > Professor Ecological Services > Professor Ecological Services - Univ.-Prof. Dr. Thomas Köllner
Faculties
Faculties > Faculty of Biology, Chemistry and Earth Sciences
Faculties > Faculty of Biology, Chemistry and Earth Sciences > Department of Earth Sciences
Faculties > Faculty of Biology, Chemistry and Earth Sciences > Department of Earth Sciences > Professor Ecological Services
Result of work at the UBT: No
DDC Subjects: 500 Science > 550 Earth sciences, geology
Date Deposited: 03 Jul 2018 12:40
Last Modified: 31 May 2022 07:45
URI: https://eref.uni-bayreuth.de/id/eprint/44819