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Does doing good, do good : an investigation into SRI fund performance in South Africa
In this paper the literature is reviewed to determine what exactly SRI is, and whether there has been evidence of the financial benefits of SRI compared to conventional portfolios internationally. It has been found that among the different opinions of SRI, four goals of SRI are central to understand...
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| Format: | Thesis |
| Language: | English |
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Department of Finance and Tax
2014
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| _version_ | 1867613157317410816 |
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| access_status_str | Open Access |
| author | Fredericks, Llewellyn |
| author2 | Gstraunthaler, Thomas |
| author_browse | Fredericks, Llewellyn Gstraunthaler, Thomas |
| author_facet | Gstraunthaler, Thomas Fredericks, Llewellyn |
| author_sort | Fredericks, Llewellyn |
| collection | Thesis |
| description | In this paper the literature is reviewed to determine what exactly SRI is, and whether there has been evidence of the financial benefits of SRI compared to conventional portfolios internationally. It has been found that among the different opinions of SRI, four goals of SRI are central to understanding the concept. These goals are essentially to democratize the economy (by encouraging the employment and empowerment of the previously disadvantaged), to humanize the work environment (ensuring the safety and training of staff), rethinking profit distribution (dividends versus charitable giving and environmental campaigns) and convincing the business world that a corporate conscience can pay. With regards to gaining evidence of the financial benefits of SRI compared to conventional portfolios, no greater clarity was obtained, since there was diverging results of the studies undertaken. These results ranged from views that there is no trade-off between the two different stock performances, while others show that SRI stocks outperform non-SRI stocks and also that 'sin' stocks outperform SRI stocks. |
| format | Thesis |
| id | oai:open.uct.ac.za:11427/10496 |
| institution | University of Cape Town (South Africa) |
| language | eng |
| last_indexed | 2026-06-10T12:31:41.113Z |
| license_str | Not specified — see source repository |
| provenance_str_mv | Harvested via OAI-PMH from UCTD — University of Cape Town Open Access Repository |
| publishDate | 2014 |
| publishDateRange | 2014 |
| publishDateSort | 2014 |
| publisher | Department of Finance and Tax |
| publisherStr | Department of Finance and Tax |
| record_format | dspace |
| source_str | UCTD — University of Cape Town Open Access Repository |
| spelling | oai:open.uct.ac.za:11427/10496 Does doing good, do good : an investigation into SRI fund performance in South Africa Fredericks, Llewellyn Gstraunthaler, Thomas Financial Management In this paper the literature is reviewed to determine what exactly SRI is, and whether there has been evidence of the financial benefits of SRI compared to conventional portfolios internationally. It has been found that among the different opinions of SRI, four goals of SRI are central to understanding the concept. These goals are essentially to democratize the economy (by encouraging the employment and empowerment of the previously disadvantaged), to humanize the work environment (ensuring the safety and training of staff), rethinking profit distribution (dividends versus charitable giving and environmental campaigns) and convincing the business world that a corporate conscience can pay. With regards to gaining evidence of the financial benefits of SRI compared to conventional portfolios, no greater clarity was obtained, since there was diverging results of the studies undertaken. These results ranged from views that there is no trade-off between the two different stock performances, while others show that SRI stocks outperform non-SRI stocks and also that 'sin' stocks outperform SRI stocks. 2014-12-29T05:05:53Z 2014-12-29T05:05:53Z 2011 Master Thesis Masters MCom http://hdl.handle.net/11427/10496 eng application/pdf Department of Finance and Tax Faculty of Commerce University of Cape Town |
| spellingShingle | Financial Management Fredericks, Llewellyn Does doing good, do good : an investigation into SRI fund performance in South Africa |
| thesis_degree_str | Master's |
| title | Does doing good, do good : an investigation into SRI fund performance in South Africa |
| title_full | Does doing good, do good : an investigation into SRI fund performance in South Africa |
| title_fullStr | Does doing good, do good : an investigation into SRI fund performance in South Africa |
| title_full_unstemmed | Does doing good, do good : an investigation into SRI fund performance in South Africa |
| title_short | Does doing good, do good : an investigation into SRI fund performance in South Africa |
| title_sort | does doing good do good an investigation into sri fund performance in south africa |
| topic | Financial Management |
| url | http://hdl.handle.net/11427/10496 |
| work_keys_str_mv | AT fredericksllewellyn doesdoinggooddogoodaninvestigationintosrifundperformanceinsouthafrica |