Motywy inwestowania społecznie odpowiedzialnego - przegląd wybranych badań

• Autorzy: Anna Doś , Monika Foltyn-Zarychta

Warianty tytułu

Motives for Socially Responsible Investment - An Overview of Selected Research

• Języki publikacji: PL

Abstrakty

Inwestycje społecznie odpowiedzialne definiowane są jako długoterminowa strategia inwestowania środków (osób fizycznych lub instytucji), która dąży zarówno do maksymalizacji zysku, jak i poprawy dobrobytu społecznego. Są one coraz szybciej rosnącym segmentem rynku finansowego. Rozpowszechnione w literaturze modele inwestora: model Markowitza i koncepcje behawioralne są niewystarczające, aby wyjaśnić skłonność inwestorów do lokowania środków w sposób społecznie odpowiedzialny. Celem artykułu jest identyfikacja i klasyfikacja motywów inwestowania społecznie odpowiedzialnego. Przyjętą metodą jest szeroka analiza literatury światowej. Uzyskane rezultaty wskazują, że wśród motywów inwestowania społecznie odpowiedzialnego dostrzega się motywy finansowe, inne motywy gospodarcze, motywy psychologiczne, etyczne, aksjologiczne, religijne, związane z budowaniem swojego wizerunku przez inwestora oraz chęcią oddziaływania na system społeczno-ekonomicznego. Potwierdza to niewystarczalność znanych modeli inwestora i inspiruje do dalszych badań interdyscyplinarnych koniecznych do predykcji zachowania inwestorów na rynkach kapitałowych(abstrakt oryginalny)

EN

Socially Responsible Investments (SRI) are defined as a long-term investment strategy of individual and institutional investors, aimed at both: financial return and social welfare. SRI are a fast growing segment of the capital market. Popular models of investors: Markowitz's model and behavioural concepts are not sufficient to explain the phenomena of SRI. The aim of this paper is to recognize and classify motives of investors to invest in socially responsible way. The method is the literature analysis. The results indicate that among motives for SRI there are financial and others: economic, psychological, ethical, axiological, religious, as well as ones connected with creating investor's image and with his/her willingnes to influence socio-economic system. The results show that most popular models for investors are insufficient and that interdisciplinary studies are necessary to predict investor's behaviour(original abstract)

Słowa kluczowe

PL

Decyzje inwestycyjne; Etyka; Rozwój zrównoważony

EN

Investment decisions; Ethics; Sustainable development

• Czasopismo: Prace Naukowe Uniwersytetu Ekonomicznego we Wrocławiu
• Rocznik: 2017
• Numer: nr 478 Finanse i rachunkowość na rzecz zrównoważonego rozwoju - edukacja, etyka, innowacje. Finanse
• Strony: 113--121

Twórcy

autor

Anna Doś

• Uniwersytet Ekonomiczny w Katowicach

autor

Monika Foltyn-Zarychta

• Uniwersytet Ekonomiczny w Katowicach

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Identyfikatory

DOI

10.15611/pn.2017.478.10