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Socio-Economically Responsible Investing and Income Inequality in the USA
Mälardalen University, School of Education, Culture and Communication.
2017 (English)Independent thesis Advanced level (degree of Master (Two Years)), 20 credits / 30 HE creditsStudent thesis
Abstract [en]

To add to the tools currently available to combat income inequality in the United States an investment fund type is proposed, justified, described, and created using historical asset returns from 1960 to 2015. By focusing on two socio-economic indicators of poverty, inflation and unemployment rates, this fund, when marketed to investors who live near, at, or below the poverty line, seeks to increase returns during times of increased strain on the economies of the poor. Multiple hurdles are proposed and affirmatively answered to this end and a fund type and corresponding four factor model that realized hypothetical excess returns fitting the requirements of a successful investment strategy was developed and evaluated. With the increasing importance of socially responsible investment practices an investment bank who maintains a fund of this type could potentially see financial and reputational benefits.

Place, publisher, year, edition, pages
2017. , 42 p.
Keyword [en]
Portfolio Theory, SRI, Socially Responsible Investing, Poverty, Multi Index Model, Investment Model
National Category
Mathematics
Identifiers
URN: urn:nbn:se:mdh:diva-35739OAI: oai:DiVA.org:mdh-35739DiVA: diva2:1108711
Subject / course
Mathematics/Applied Mathematics
Presentation
2017-06-01, Västerås, 21:45 (English)
Supervisors
Examiners
Available from: 2017-06-15 Created: 2017-06-12 Last updated: 2017-06-15Bibliographically approved

Open Access in DiVA

fulltext(470 kB)13 downloads
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File name FULLTEXT01.pdfFile size 470 kBChecksum SHA-512
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Type fulltextMimetype application/pdf

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Mathematics

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CiteExportLink to record
Permanent link

Direct link
Cite
Citation style
  • apa
  • harvard1
  • ieee
  • modern-language-association-8th-edition
  • vancouver
  • Other style
More styles
Language
  • de-DE
  • en-GB
  • en-US
  • fi-FI
  • nn-NO
  • nn-NB
  • sv-SE
  • Other locale
More languages
Output format
  • html
  • text
  • asciidoc
  • rtf