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Zeszyty Naukowe SGGW, Polityki Europejskie, Finanse i Marketing, 2022 |
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Konarzewska U., Michalczuk G. Inwestowanie społecznie odpowiedzialne jako kierunek rozwoju rynku kapitałowego
Autor | Urszula Konarzewska, Grażyna Michalczuk |
Tytuł | Inwestowanie społecznie odpowiedzialne jako kierunek rozwoju rynku kapitałowego |
Title | SOCIALLY RESPONSIBLE INVESTING AS THE DI-RECTION OF CAPITAL MARKET DEVELOPMENT |
Słowa kluczowe | inwestowanie społecznie odpowiedzialne, strategie inwestowania społecznie odpowiedzialnego, rynek kapitałowy |
Key words | socially responsible investing, socially responsible investing strategies, capital market |
Abstrakt | Inwestowanie społecznie odpowiedzialne (SRI) staje się coraz szybciej rozwijającym się segmentem rynku kapitałowego. Dotyczy ono transakcji, w których cel inwestycyjny jest determinowany nie tylko kryteriami finansowymi (oczekiwaną stopą zwrotu i ryzykiem), ale również aspektami pozafinansowymi dotyczącymi kwestii środowiskowych, społecznych i związanych z ładem korporacyjnym (ESG).Celem artykułu jest diagnoza inwestowania społecznie odpowiedzialnego na rynkach kapitałowych w ujęciu przestrzennym. Dodatkowym celem jest identyfikacja strategii implementowanych przez inwestorów na poszczególnych rynkach.W artykule zastosowano klasyczne metody badawcze, takie jak: studium literatury odnoszącej się do problematyki inwestowania społecznie odpowiedzialnego, a także metoda analizy desk research oparta na dokumentach ukazujących tendencje w zakresie społecznie odpowiedzialnego inwestowania na świecie w ujęciu wartościowym oraz w przekroju strategii inwestycyjnych stosowanych przez inwestorów.Odnosząc się do statystyk, można zauważyć, że inwestowanie społecznie odpowiedzialne staje się znaczącą formą lokowania środków finansowych na globalnym rynku kapitałowym. W roku 2020 globalna wartość rynku SRI wyniosła ponad 35 bln dolarów. Nie jest to jednak rynek jednolity, o czym świadczy zróżnicowane tempo rozwoju inwestowania społecznie odpowiedzialnego w poszczególnych regionach świata. Jest to też rynek, który ewoluuje pod względem stosowanych strategii inwestycyjnych. Znajduje to odzwierciedlenie w odchodzeniu od podejmowania decyzji inwestycyjnych głównie z wykorzystaniem selekcji negatywnej na rzecz inwestycji dokonanych w oparciu o strategię związaną z integracją czynników ESG z tradycyjną analizą finansową. |
Abstract | Socially responsible investing (SRI) is becoming an increasingly fast-growing segment of the capital market. It refers to transactions in which the investment objective is determined not only by financial criteria (expected rate of return and risk) but also by non-financial aspects related to environmental, social and corporate governance (ESG) issues.The aim of the article is to diagnose socially responsible investing in the capital markets in spatial terms. An additional aim is to identify the strategies implemented by investors in individual markets.The classical methods of research were used in this article, such as the study of the literature concerning socially responsible investing and the method of desk research based on documents showing global trends in socially responsible investing in terms of value and investment strategies used by investors.Referring to statistics, it can be seen that socially responsible investing becomes a significant form of locating funds in a global capital market. In 2020, the global value of the SRI market amounted to over USD 35 trillion. However, it is not a homogeneous market, as evidenced by thevarying rates of development of socially responsible investing in different regions of the world. It is also a market that evolves in terms of the investment strategies used. This is reflected in moving away from making investment decisions mainly with the use of negative/exclusionary screening toinvestments made on the basis of ESG integration. |
Cytowanie | Konarzewska U., Michalczuk G. (2022) Inwestowanie społecznie odpowiedzialne jako kierunek rozwoju rynku kapitałowego.Zeszyty Naukowe SGGW, Polityki Europejskie, Finanse i Marketing [t.], nr 27(76): 43-57 |
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Pełny tekst | PEFIM_2022_n76_s43.pdf |
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Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, 2021 |
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Malkanthi S., Rathnachandra S. Female Farmers’ Agricultural Information Needs and Food Production: A Case Study of Imbulpe ds Division in Sri Lanka
Autor | S.H. Pushpa Malkanthi, S.D. Dilini Rathnachandra |
Tytuł | Female Farmers’ Agricultural Information Needs and Food Production: A Case Study of Imbulpe ds Division in Sri Lanka |
Title | Female Farmers’ Agricultural Information Needs and Food Production: A Case Study of Imbulpe ds Division in Sri Lanka |
Słowa kluczowe | agricultural information, Imbulpe, information needs, Sri Lanka, women farmers |
Key words | agricultural information, Imbulpe, information needs, Sri Lanka, women farmers |
Abstrakt | The study was conducted to find out female farmers’ agricultural information needs and their impact on food production, in the Imbulpe DS Division in Sri Lanka. Of the female farmers in the area, 238 were taken as the sample for the study from seven selected Grama Niladhari (GN) divisions in the area. Female farmers were selected by using a simple random sampling method from these purposively selected GN divisions. A pre-tested, interviewer-administered questionnaire survey was used as the primary data collection method from March to July 2019. Data analysis was done by using descriptive statistics and chi-square analysis. The result revealed that the majority (62.6%) of respondents were middle aged (40-59 years), married, and belonged to families with 4-5 members. Most respondents (64.3 %) had studied up to junior secondary education level. Their average farm land size is 0.84 acres and they have farming experience of about 15 years. Most of the respondents mentioned that they had obtained higher levels of information needs about improved crop varieties. In addition, female farmers reported that they moderately need information on application of agrochemicals, improved market systems and modern farming technologies. Extension agents and other female farmers act as their major sources of agricultural information and ICT equipment acts as the least important agricultural information source in this area. Moreover, there is a significant positive association between the agricultural information needs and food production. Therefore, providing necessary agricultural information and enhanced utilization of ICT tools for agricultural information sources, and encouraging female farmers to participate in farming societies will lead to enhanced food production in this area. |
Abstract | The study was conducted to find out female farmers’ agricultural information needs and their impact on food production, in the Imbulpe DS Division in Sri Lanka. Of the female farmers in the area, 238 were taken as the sample for the study from seven selected Grama Niladhari (GN) divisions in the area. Female farmers were selected by using a simple random sampling method from these purposively selected GN divisions. A pre-tested, interviewer-administered questionnaire survey was used as the primary data collection method from March to July 2019. Data analysis was done by using descriptive statistics and chi-square analysis. The result revealed that the majority (62.6%) of respondents were middle aged (40-59 years), married, and belonged to families with 4-5 members. Most respondents (64.3 %) had studied up to junior secondary education level. Their average farm land size is 0.84 acres and they have farming experience of about 15 years. Most of the respondents mentioned that they had obtained higher levels of information needs about improved crop varieties. In addition, female farmers reported that they moderately need information on application of agrochemicals, improved market systems and modern farming technologies. Extension agents and other female farmers act as their major sources of agricultural information and ICT equipment acts as the least important agricultural information source in this area. Moreover, there is a significant positive association between the agricultural information needs and food production. Therefore, providing necessary agricultural information and enhanced utilization of ICT tools for agricultural information sources, and encouraging female farmers to participate in farming societies will lead to enhanced food production in this area. |
Cytowanie | Malkanthi S., Rathnachandra S. (2021) Female Farmers’ Agricultural Information Needs and Food Production: A Case Study of Imbulpe ds Division in Sri Lanka.Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, t. 21(36), z. 2: 22-32 |
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Pełny tekst | PRS_2021_T21(36)_n2_s22.pdf |
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Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, 2021 |
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Malkanthi S., Rathnachandra S., Weerasinghe W. Consumers’ Awareness on Organic Food: Case of Urban Sri Lanka
Autor | S.H. Pushpa Malkanthi, S.D. Dilini Rathnachandra, W.A. Ruwani N. Weerasinghe |
Tytuł | Consumers’ Awareness on Organic Food: Case of Urban Sri Lanka |
Title | Consumers’ Awareness on Organic Food: Case of Urban Sri Lanka |
Słowa kluczowe | consumers’ awareness, organic food, regression analysis, urban consumer, Sri Lanka |
Key words | consumers’ awareness, organic food, regression analysis, urban consumer, Sri Lanka |
Abstrakt | The organic food market is rapidly expanding all over the world with the recent rise of concern in food safety and environmental protection. Thus, examining information about consumers’ awareness on organic food is one of the inspiring areas for producers and marketers to capture a greater market share successfully. Therefore, this study aimed at analyzing the consumer awareness towards organic food products while addressing socio-demographic factors affecting consumer awareness on organic food, knowledge of consumers about organic food, and their purchasing pattern. A sample of 600 consumers was selected from the main cities of six urban districts in Sri Lanka for the study. Data were collected via a consumer survey using a pre-tested questionnaire, from November 2018 to May 2019. The data analysis was carried out using frequencies, percentages, and multiple linear regression analysis. According to the results, the majority of the respondents were married females. The results revealed that Sri Lankan consumers have a better awareness on organic food. The results of the regression analysis highlighted that the consumers’ awareness is significantly affected by factors such as gender, marital status, education, and monthly income. Although most respondents have a good level of awareness on organic food, their buying trend is at a lower level. The findings of the study play an important role in promoting the organic food market and are essential for food marketing planners, researchers, and policymakers to enhance the organic food industry in the country in the future. |
Abstract | The organic food market is rapidly expanding all over the world with the recent rise of concern in food safety and environmental protection. Thus, examining information about consumers’ awareness on organic food is one of the inspiring areas for producers and marketers to capture a greater market share successfully. Therefore, this study aimed at analyzing the consumer awareness towards organic food products while addressing socio-demographic factors affecting consumer awareness on organic food, knowledge of consumers about organic food, and their purchasing pattern. A sample of 600 consumers was selected from the main cities of six urban districts in Sri Lanka for the study. Data were collected via a consumer survey using a pre-tested questionnaire, from November 2018 to May 2019. The data analysis was carried out using frequencies, percentages, and multiple linear regression analysis. According to the results, the majority of the respondents were married females. The results revealed that Sri Lankan consumers have a better awareness on organic food. The results of the regression analysis highlighted that the consumers’ awareness is significantly affected by factors such as gender, marital status, education, and monthly income. Although most respondents have a good level of awareness on organic food, their buying trend is at a lower level. The findings of the study play an important role in promoting the organic food market and are essential for food marketing planners, researchers, and policymakers to enhance the organic food industry in the country in the future. |
Cytowanie | Malkanthi S., Rathnachandra S., Weerasinghe W. (2021) Consumers’ Awareness on Organic Food: Case of Urban Sri Lanka.Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, t. 21(36), z. 4: 25-36 |
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Pełny tekst | PRS_2021_T21(36)_n4_s25.pdf |
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Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, 2021 |
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Malkanthi S., Rathnachandra S. Determinants of Women’s Empowerment and Household Poverty Reduction in Imbulpe DS Division, Sri Lanka
Autor | S.H. Pushpa Malkanthi, S.D. Dilini Rathnachandra |
Tytuł | Determinants of Women’s Empowerment and Household Poverty Reduction in Imbulpe DS Division, Sri Lanka |
Title | Determinants of Women’s Empowerment and Household Poverty Reduction in Imbulpe DS Division, Sri Lanka |
Słowa kluczowe | empowerment, poverty reduction, women farmers, Imbulpe, Sri Lanka |
Key words | empowerment, poverty reduction, women farmers, Imbulpe, Sri Lanka |
Abstrakt | Women empowerment and poverty reduction are interrelated key driving forces to achieve the sustainable development of a country. However, most of the women farmers in rural areas have lack of access to adequate assets and resources, credit facilities and freedom of decision making within the households. Therefore, women empowerment is a timely important requirement to reduce the household poverty among them. This study was conducted to identify the determinants of empowerment of women farmers and also roles of them in reduction of poverty in Imbulpe Divisional Secretariat (DS) Division in Sri Lanka. In this study, 238 women farmers were selected using simple random sampling method, from purposively identified seven Grama Niladhari (GN) divisions in this area. Primary data was gathered from a field survey using a pre-tested, self-administered questionnaire from May to July 2019. Descriptive statistics and chi-square analysis were used as the statistical methods in data analyzing process. The result revealed that, age, education, monthly income of the respondents, economic resource accessibility, participation in decision making and freedom of mobility act as the determinants of empowerment of women farmers. The moderately significant positive nature of relationship was showed between the age of the women farmers and their role in poverty reduction. And also, the level of education, monthly income, economic resources accessibility of the respondents and participation of decision making within the household of the women farmers were showed moderately significant positive relationship with their role in poverty reduction. Therefore, encourage women farmers as rural entrepreneurs while performing their farming practices to earn additional income, enhance economic resource accessibility and motivate women farmers to express their ideas for enhance the active participation in the household decision making process are timely important requirements to empower women farmers and enhance their role in poverty reduction. |
Abstract | Women empowerment and poverty reduction are interrelated key driving forces to achieve the sustainable development of a country. However, most of the women farmers in rural areas have lack of access to adequate assets and resources, credit facilities and freedom of decision making within the households. Therefore, women empowerment is a timely important requirement to reduce the household poverty among them. This study was conducted to identify the determinants of empowerment of women farmers and also roles of them in reduction of poverty in Imbulpe Divisional Secretariat (DS) Division in Sri Lanka. In this study, 238 women farmers were selected using simple random sampling method, from purposively identified seven Grama Niladhari (GN) divisions in this area. Primary data was gathered from a field survey using a pre-tested, self-administered questionnaire from May to July 2019. Descriptive statistics and chi-square analysis were used as the statistical methods in data analyzing process. The result revealed that, age, education, monthly income of the respondents, economic resource accessibility, participation in decision making and freedom of mobility act as the determinants of empowerment of women farmers. The moderately significant positive nature of relationship was showed between the age of the women farmers and their role in poverty reduction. And also, the level of education, monthly income, economic resources accessibility of the respondents and participation of decision making within the household of the women farmers were showed moderately significant positive relationship with their role in poverty reduction. Therefore, encourage women farmers as rural entrepreneurs while performing their farming practices to earn additional income, enhance economic resource accessibility and motivate women farmers to express their ideas for enhance the active participation in the household decision making process are timely important requirements to empower women farmers and enhance their role in poverty reduction. |
Cytowanie | Malkanthi S., Rathnachandra S. (2021) Determinants of Women’s Empowerment and Household Poverty Reduction in Imbulpe DS Division, Sri Lanka.Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, t. 21(36), z. 4: 76-90 |
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Pełny tekst | PRS_2021_T21(36)_n4_s76.pdf |
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Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, 2021 |
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Malkanthi S. Outlook of Present Organic Agriculture Policies and Future Needs in Sri Lanka
Autor | S.H. Pushpa Malkanthi |
Tytuł | Outlook of Present Organic Agriculture Policies and Future Needs in Sri Lanka |
Title | Outlook of Present Organic Agriculture Policies and Future Needs in Sri Lanka |
Słowa kluczowe | conventional agriculture, organic agriculture, organic farming policies, Sri Lanka |
Key words | conventional agriculture, organic agriculture, organic farming policies, Sri Lanka |
Abstrakt | Many countries are formulating organic agriculture or organic farming policies aimed at sustainable agricultural development. Therefore, the objectives of this study were: to understand the present situation of organic agriculture policies in Sri Lanka and also in other countries where successful organic agriculture is operating; identify problems in the organic agriculture sector; and suggest potential policy measures to be implemented in Sri Lanka in future. The research was conducted in two stages. In the first stage, a thorough literature review was conducted to study the suitable policies available in other countries and also in Sri Lanka at present. In the second stage, two field surveys were carried out using pre-tested questionnaires, from December 2019 to May 2020, in order to gather farmers’ and extension officers’ information related to organic farming policy suggestions. According to the findings of the literature review, organic systems in some countries are more integrated with national strategic plans and visions. Those governments are more involved in new initiatives and farmers are encouraged to go organic through reliable and feasible policies. Although Sri Lanka has a high potential for organic agriculture, at present it is at an initial stage. While most organic products in Sri Lanka go to the export market, a small portion is kept at local markets. Demand for organic products in export as well as domestic markets is increasing. Even though there are seven international food certification agencies operating in the country as external inspection and certification bodies, a limited number of accredited certifications exist for products on the domestic market. Results of the farmers’ survey showed that even if farmers have a significant level of knowledge, few of them practice organic farming due to several existing problems. Moreover, extension officers have also identified similar types of problems that are faced by the farmers related to organic farming. Evaluation of Strengths, Weaknesses, Opportunities and Threats (SWOT) related to organic agriculture in the country helped to identify key problems facing policy-makers when balancing the supply and demand sides of organic products. Also, in developing organic agriculture, an effective linkage and coordination among government and private participants is crucial. Therefore, in Sri Lanka in this context, strategic focus on policy support for organic agriculture is needed. Current organic farming programs need to be revised in order to formulate policies covering all areas related to production, handling, processing, certification, labeling and marketing, in order to bring the benefits of organic agriculture to farmers, marketers and consumers in a fair manner. |
Abstract | Many countries are formulating organic agriculture or organic farming policies aimed at sustainable agricultural development. Therefore, the objectives of this study were: to understand the present situation of organic agriculture policies in Sri Lanka and also in other countries where successful organic agriculture is operating; identify problems in the organic agriculture sector; and suggest potential policy measures to be implemented in Sri Lanka in future. The research was conducted in two stages. In the first stage, a thorough literature review was conducted to study the suitable policies available in other countries and also in Sri Lanka at present. In the second stage, two field surveys were carried out using pre-tested questionnaires, from December 2019 to May 2020, in order to gather farmers’ and extension officers’ information related to organic farming policy suggestions. According to the findings of the literature review, organic systems in some countries are more integrated with national strategic plans and visions. Those governments are more involved in new initiatives and farmers are encouraged to go organic through reliable and feasible policies. Although Sri Lanka has a high potential for organic agriculture, at present it is at an initial stage. While most organic products in Sri Lanka go to the export market, a small portion is kept at local markets. Demand for organic products in export as well as domestic markets is increasing. Even though there are seven international food certification agencies operating in the country as external inspection and certification bodies, a limited number of accredited certifications exist for products on the domestic market. Results of the farmers’ survey showed that even if farmers have a significant level of knowledge, few of them practice organic farming due to several existing problems. Moreover, extension officers have also identified similar types of problems that are faced by the farmers related to organic farming. Evaluation of Strengths, Weaknesses, Opportunities and Threats (SWOT) related to organic agriculture in the country helped to identify key problems facing policy-makers when balancing the supply and demand sides of organic products. Also, in developing organic agriculture, an effective linkage and coordination among government and private participants is crucial. Therefore, in Sri Lanka in this context, strategic focus on policy support for organic agriculture is needed. Current organic farming programs need to be revised in order to formulate policies covering all areas related to production, handling, processing, certification, labeling and marketing, in order to bring the benefits of organic agriculture to farmers, marketers and consumers in a fair manner. |
Cytowanie | Malkanthi S. (2021) Outlook of Present Organic Agriculture Policies and Future Needs in Sri Lanka.Zeszyty Naukowe SGGW w Warszawie - Problemy Rolnictwa Światowego, t. 21(36), z. 3: 55-72 |
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Pełny tekst | PRS_2021_T21(36)_n3_s55.pdf |
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Zeszyty Naukowe SGGW - Ekonomika i Organizacja Gospodarki Żywnościowej, 2018 |
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Koszela G., Ochnio L., Suebpongsang P. Differences in food product consumption in selected Asian countries
Autor | Grzegorz Koszela, Luiza Ochnio, Pornsiri Suebpongsang |
Tytuł | Differences in food product consumption in selected Asian countries |
Title | Różnice w preferencjach żywieniowych w wybranych krajach Azji |
Słowa kluczowe | food preferences, Asia, multidimensional data analysis, GradeStat, GCA algorithm, ar measure, overrepresentation map, grouping of objects |
Key words | Preferencje żywieniowe w Azji, wielowymiarowa analiza danych, Grade- Stat, algorytm GCA, miara ar, mapy nadreprezentacji, grupowanie obiektów |
Abstrakt | The study of consumers’ food preferences has not only sociological dimensions but also economic ones, e.g. regarding producers searching for new markets. It is also a good starting point for estimating the willingness of consumers to spend money on the consumption of individual products. In this paper, the authors attempt to compare these preferences on the Asian market for nine product groups. Due to the problem complexity (considerations of tradition, religion, geographical location and size of the continent), the study included selected countries of Central and Southeast Asia (i.e. China, Mongolia, Japan, India, Thailand, Indonesia, Kazakhstan, Uzbekistan, Tajikistan, Malaysia, Myanmar, the Philippines, Pakistan, Cambodia, Vietnam, Laos and Sri Lanka). The study covered the period 2011–2013, and consumption was defined as the arithmetic mean of three years. According to the research results, contrary to the European literature, food preferences in the surveyed Asian countries vary, sometimes even considerably. This is probably related, to a large extent, to the cultural and environmental conditions that prevail in the area in question. This is evidenced by the fact that several countries can be assigned into groups in terms of similarities in food preferences. The study uses Gradual Data Analysis (a measure of ar as an indicator of the dissimilarity of food preferences, overrepresentation maps in order to visualize these dissimilarities and assign countries into groups of similar dietary preferences). |
Abstract | Badanie preferencji żywnościowych ma poza aspektem socjologicznym, także aspekt ekonomiczny, np. ze strony producentów i szukania przez nich rynków zbytu dla produkowanej żywności. Jest także punktem wyjścia do szacowania skłonności konsumentów do ponoszenia wydatków na poszczególne produkty żywnościowe. W pracy podjęto próbę porównania tych preferencji na rynku azjatyckim odnośnie 9 grup produktowych. Z powodu złożoności problemu (względy tradycji, religii, położenia geograficznego i wielkości kontynentu) w badaniu uwzględniono 17 wybranych krajów Azji środkowej i południowo- -wschodniej (Chiny, Mongolia, Japonia, Indie, Tajlandia, Indonezja, Kazachstan, Uzbekistan, Tadżykistan, Malezja, Myanmar, Filipiny, Pakistan, Kambodża, Wietnam, Laos i Sri Lanka). Badanie przeprowadzono w latach 2011–2013, a wyniki uśredniono dla każdego kraju dla każdej grupy produktowej na przestrzeni trzech lat. Wyniki badań wskazują, że wbrew obiegowej opinii Europejczyków, preferencje żywnościowe w krajach azjatyckich rozpatrywanego regionu różnią się, czasem nawet znacznie. Decyduje o tym zapewne, w dużej mierze, aspekt kulturowy oraz warunki środowiskowe, które przeważają nad bliskością sąsiedztwa pomiędzy państwami. Świadczy o tym wynik podziału państw na grupy pod względem podobieństw preferencji żywnościowych w badanym okresie. W obliczeniach posłużono się metodami gradacyjnej analizy danych (miarą ar jako miarą niepodobieństwa preferencji żywieniowych, mapami nadreprezentacji w celu wizualizacji tych niepodobieństw oraz podziału państw na odpowiednie grupy krajów o zbliżonych preferencjach żywieniowych). |
Cytowanie | Koszela G., Ochnio L., Suebpongsang P. (2018) Differences in food product consumption in selected Asian countries.Zeszyty Naukowe SGGW - Ekonomika i Organizacja Gospodarki Żywnościowej, nr 124: 51-60 |
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Pełny tekst | EIOGZ_2018_n124_s51.pdf |
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Zarządzanie Finansami i Rachunkowość, 2016 |
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Tomaszewski J. Fundusze inwestycji odpowiedzialnych społecznie w Europie – struktura i trendy rozwojowe
Autor | Jacek Tomaszewski |
Tytuł | Fundusze inwestycji odpowiedzialnych społecznie w Europie – struktura i trendy rozwojowe |
Title | Socially responsible investment funds in Europe – development trends |
Słowa kluczowe | fundusze inwestycyjne, inwestycje odpowiedzialne społecznie, zarządzanie aktywami |
Key words | investment funds, socially responsible investing, asset management |
Abstrakt | Celem opracowania jest ocena skali i dynamiki rozwoju sektora inwestycji odpowiedzialnych społecznie (SRI) w Europie. W badaniu skoncentrowano się na analizie aktywności funduszy inwestycyjnych dostępnych dla inwestorów detalicznych ze względu na dostępność obiektywnych danych źródłowych uwzględniających rygorystyczne definicje inwestycji SRI. Badanie potwierdza dynamiczny rozwój skali inwestycji SRI, zwłaszcza w okresie po kryzysie finansowym, przy znacznym zróżnicowaniu geograficznym tej aktywności. Za istotnym czynnik sprzyjający rozwojowi inwestycji SRI należy uznać regulacje prawne wspierające tego rodzaju działalność w liderujących państwach. |
Abstract | The aim of the study is to assess the size and dynamics of the socially responsible investments sector in Europe. Study concentrates on analyzing the activity of investment funds available to retail investors due to objective nature of the source data and rigorous definition of responsible investments with regard to such funds. The research confirms the dynamic increase in the size of SRI investments, especially during the period following the global financial crisis. Significant geographical variations are observed, however. Favorable legal regulations are noticed as important incentive supporting the growth of SRI investments in leading countries. |
Cytowanie | Tomaszewski J. (2016) Fundusze inwestycji odpowiedzialnych społecznie w Europie – struktura i trendy rozwojowe.Zarządzanie Finansami i Rachunkowość, nr 2: 17-26 |
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Pełny tekst | ZFIR_2016_n2_s17.pdf |
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Zeszyty Naukowe SGGW, Polityki Europejskie, Finanse i Marketing, 2014 |
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Kłobukowska J. Społecznie odpowiedzialne inwestowanie na rynku europejskim
Autor | Justyna Kłobukowska |
Tytuł | Społecznie odpowiedzialne inwestowanie na rynku europejskim |
Title | SOCIALLY RESPONSIBLE INVESTING ON EUROPEAN MARKET |
Słowa kluczowe | SRI, społecznie odpowiedzialne inwestowanie, Europa |
Key words | SRI, socially responsible investment, Europe |
Abstrakt | Celem niniejszego artykułu jest scharakteryzowanie społecznie odpowiedzialnego inwestowania na rynku europejskim. Zastosowano następujące metody badawcze: studia literatury polskiej i światowej oraz analizę danych statystycznych, których źródłem były publikacje Eurosif oraz Novetic. W pierwszej części artykułu omówiono definicje oraz główne strategie inwestycyjne SRI. Z analizy wynika, że literatura dostarcza wielu wyjaśnień terminu „SRI”. Inwestowanie społecznie odpowiedzialne to przede wszystkim takie, w którym podczas podejmowania decyzji inwestycyjnych uwzględnia się kryteria środowiskowe, społeczne oraz związane z ładem korporacyjnym. W części drugiej zaprezentowano otoczenie instytucjonalne rynku SRI w Europie. Unia Europejska oraz Eurosif odgrywają znaczącą rolę w promowaniu idei społecznie odpowiedzialnego inwestowania w Europie oraz wspieraniu rozwoju tego segmentu rynku finansowego. Nieodłączną częścią opracowania są dane statystyczne dotyczące rynku SRI. Na podstawie przeprowadzonej analizy można stwierdzić, że europejski rynek SRI w Europie ma potencjał wzrostu, a Europa może stać się światowym liderem społecznie odpowiedzialnego inwestowania w długim okresie. |
Abstract | The main goal of the article is to present the general characteristic of socially responsible investment on European market. The paper is based on the polish and international literature and statistical data from publications Eurosif and Novetic. First part of the article discusses the definitions and main investment strategies of that form of investment. The analysis is based on different definitions of the term ”SRI” offered by literature. Most of all, SRI include environment, social and governance criteria in the investment decision-making process. In the second part special attention was devoted to institutional background SRI market in Europe. The European Union and the Eurosif play significant role in promoting the idea of socially responsible investment and supporting development of this financial market segment. Integral part of the paper are statistic data from SRI market. Research results allow to claim that the European SRI market have a growth potential in the future and Europe can become world leader socially responsible investment in long-term perspective. |
Cytowanie | Kłobukowska J. (2014) Społecznie odpowiedzialne inwestowanie na rynku europejskim.Zeszyty Naukowe SGGW, Polityki Europejskie, Finanse i Marketing [t.], nr 11(60): 78-89 |
HTML | wersja html |
Pełny tekst | PEFIM_2014_n60_s78.pdf |
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