TITLE

The Cost of Socially Responsible Investing. .

PUB. DATE
October 2003
SOURCE
Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p19
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article deals with investment in socially responsible mutual funds. Three researchers at the Wharton School at the University of Pennsylvania conclude that there is indeed a sacrifice, and potentially a substantial one. With an SRI portfolio that closely tracks a market index, the sacrifice might be only one or two basis points per month. Investors who follow the three-factor model of Fama and French would underperform 30 basis points a month.
ACCESSION #
11032686

 

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