The performance of Hungarian sustainability and ESG mutual funds

Sustainable and ESG (environmental, social, and governance) investments are gaining prominence worldwide. The question from a financial viewpoint is whether investors need to sacrifice financial return when making their investment decisions to purchase sustainable or ESG mutual funds. In other words...

Teljes leírás

Elmentve itt :
Bibliográfiai részletek
Szerző: Szládek Dániel
Testületi szerző: Globalisation, integration, cooperation - what is at stake in the current turbulent times?
Dokumentumtípus: Könyv része
Megjelent: University of Szeged, Faculty of Economics and Business Administration, Doctoral School in Economics Szeged 2025
Sorozat:Conference in cooperation with the European Association for Comparative Economic Studies
Kulcsszavak:Felelősség - társadalmi, Pénzügy, Befektetés
Tárgyszavak:
doi:10.14232/gtk.nfdsib.2025.12

Online Access:http://acta.bibl.u-szeged.hu/87243
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041 |a eng 
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245 1 4 |a The performance of Hungarian sustainability and ESG mutual funds  |h [elektronikus dokumentum] /  |c  Szládek Dániel 
260 |a University of Szeged, Faculty of Economics and Business Administration, Doctoral School in Economics  |b Szeged  |c 2025 
300 |a 195-205 
490 0 |a Conference in cooperation with the European Association for Comparative Economic Studies 
520 3 |a Sustainable and ESG (environmental, social, and governance) investments are gaining prominence worldwide. The question from a financial viewpoint is whether investors need to sacrifice financial return when making their investment decisions to purchase sustainable or ESG mutual funds. In other words, does investing in socially better or greener mutual funds offer a relatively lower return than traditional investment strategies? This paper identifies the Hungarian sustainability and ESG mutual funds and analyses the riskadjusted performance of these mutual funds to answer the question. The results indicate that ESG funds perform better on average only in the bond type category, while funds investing traditionally have better risk-adjusted performance in the mixed and absolute return fund type categories. For equity type funds, the results are ambiguous. 
650 4 |a Társadalomtudományok 
650 4 |a Közgazdasági és gazdálkodástudományok 
695 |a Felelősség - társadalmi, Pénzügy, Befektetés 
711 |a Globalisation, integration, cooperation - what is at stake in the current turbulent times?  |c Szeged  |d 2024. március 22-23. 
856 4 0 |u http://acta.bibl.u-szeged.hu/87243/1/navigating_the_future_2025_195-205.pdf  |z Dokumentum-elérés