JOURNAL OF ACCOUNTING AND FINANCE
Fund Characteristics and Performances of Socially Responsible Mutual Funds: Do ESG Ratings Play a Role?
Author(s): Nandita Das, Bernadette Ruf, Swarn Chatterjee, Aman Sunder
Citation: Nandita Das, Bernadette Ruf, Swarn Chatterjee, Aman Sunder, (2018) "Fund Characteristics and Performances of Socially Responsible Mutual Funds: Do ESG Ratings Play a Role?", Journal of Accounting and Finance, Vol. 18, ss. 6, pp. 57-69
Article Type: Research paper
Publisher: North American Business Press
Abstract:
This paper examines the risk-adjusted performance and differential fund flows for socially responsible
mutual funds (SRMF). The results show that SRMF rated high on ESG, perform better than lower rated ESG funds during the period of economic crisis. The findings also show that low ESG rated SRMF had higher differential cash-flows than high rated ESG funds except for the period of economic down turn. The findings are of interest to financial advisors, investors, mutual fund managers, and researchers on how SRMF performance responds to periods of economic downturn and expansion.