Sustainable Investing
Socio-Economic Impacts of Exchange-Traded Funds
- 1st Edition - January 10, 2023
- Imprint: Academic Press
- Authors: Adam Marszk, Ewa Lechman
- Language: English
- Paperback ISBN:9 7 8 - 0 - 1 2 - 8 2 3 8 7 1 - 4
- eBook ISBN:9 7 8 - 0 - 1 2 - 8 2 3 8 7 9 - 0
Sustainable Investing: Socio-Economic Impacts of Exchange-Traded Funds examines the social and economic effects of sustainable investing ETFs and their impacts on the global fi… Read more
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Request a sales quoteSustainable Investing: Socio-Economic Impacts of Exchange-Traded Funds examines the social and economic effects of sustainable investing ETFs and their impacts on the global financial system. The book presents the key issues with regard to sustainable investing, discussing exchange-traded funds mechanisms and categories in comparison to competing investment funds. The book outlines the theoretical determinants of ETF markets development and the effects of their diffusion, both at the investor and firm levels, as well as financial system, entire economy, and society levels. The book presents various possible implementations of sustainable investing, and covers the methodological aspects of their identification and categorization.
Hybrid investment products—such as exchange-traded funds that combine the investment features of mutual funds with the trading features of stocks—are one of the most rapidly growing categories of investment funds with their total global value reaching almost $5 trillion. The book examines the linkages between ETFs and the FinTech sector in the context of sustainable development, as well as global sustainable development policies in relation to their effects on the popularity of sustainable investing. The book concludes with a discussion of the significance for other entities that may be affected, such as policy makers and recipients of funds invested through sustainable investment strategies.
- Includes case studies comparing the sustainable investment landscapes in Europe, United States, and Asia Pacific
- Features numerous richly illustrated charts and diagrams
- Offers both theoretical and empirical insights
- Reviews key academic and professional literature
Economic/Finance researchers, postgraduate students, instructors interested in sustainably. Portfolio managers interested in sustainability
- Cover image
- Title page
- Table of Contents
- Copyright
- Foreword
- Acknowledgments
- Chapter 1. Introduction
- 1.1. Context
- 1.2. Aims and scopes
- 1.3. Book's structure and contents
- Chapter 2. Exchange-traded funds: background and concepts
- 2.1. Definition, mechanisms, and classification of ETFs
- 2.2. ETFs versus mutual funds: comparison
- 2.3. Effects of the development of ETFs markets
- 2.4. ETFs and FinTech
- 2.5. Sustainable investing ETFs in the European countries: case study (I)—Switzerland
- Chapter 3. Sustainable investing—main concepts. Sustainable investing ETFs: methodological and theoretical background
- 3.1. Terminology and historical background
- 3.2. Categories of sustainable investing
- 3.3. Sustainable development policies: global and European outlook
- 3.4. Sustainable investing: investment opportunities
- 3.5. Sustainable investing: methodological dilemmas. Literature review
- 3.6. Sustainable investing ETFs in the European countries: case study (II)—Germany
- Chapter 4. Sustainable investing ETFs: European market
- 4.1. Global sustainable investing industry: basic information
- 4.2. European sustainable investing industry: size, between-country differences
- 4.3. Sustainable investment funds in Europe
- 4.4. European ETFs market: basic facts
- 4.5. Sustainable investing ETFs in Europe market development patterns and dynamics—regional and country-specific evidence
- 4.6. Sustainable investing ETFs in the European countries: case study (III)—the United Kingdom
- 4.7. Sustainable investing ETFs in the European countries: case study (IV)—France
- Chapter 5. Consequences of the spread of the sustainable investing ETFs in Europe
- 5.1. Empirical evidence
- 5.2. Discussion: impact of the sustainable investing ETFs on the investment industry, financial sector, and socio-economic systems
- 5.3. Consequences for the managing financial institutions
- 5.4. Can ETFs contribute to the implementation of the sustainable development policies?
- 5.5. Sustainable investing ETFs in the European countries: case study (V)—Sweden
- Chapter 6. Conclusions and recommendations
- 6.1. General comments
- 6.2. ETFs and sustainable investing: background
- 6.3. European sustainable investing ETFs markets—key insights into the heterogeneous development of ESG ETFs in Europe
- 6.4. Sustainable investing ETFs and sustainable development: tracking possible contributions of the ESG funds
- 6.5. Case studies of the European sustainable investing ETFs markets: main findings
- 6.6. Recommendations and directions for the future studies
- Methodological annex
- Index
- Edition: 1
- Published: January 10, 2023
- Imprint: Academic Press
- No. of pages: 254
- Language: English
- Paperback ISBN: 9780128238714
- eBook ISBN: 9780128238790
AM
Adam Marszk
Adam Marszk is associate professor in the Faculty of Management and Economics, Gdansk University of Technology, Poland. His research focuses on financial innovations, financial markets, sustainable investing, financial systems in underdeveloped economies, economic integration, and portfolio management. He has published articles and books in the top economic journals, including Technological Forecasting and Social Change and Journal of Macroeconomics. He has served as coordinator and investigator in research projects financed by national and international institutions and was the winner of the Jan Uphagen’s Award for the Best Young Scientists. In 2017 he was awarded the START scholarship of the Foundation for Polish Science. Since 2017 he is also CFA charterholder and member of the CFA Institute and CFA Society Poland.
Affiliations and expertise
Associate Professor, Faculty of Management and Economics, Gdansk University of Technology, PolandEL
Ewa Lechman
Ewa Lechman, Ph.D. Habil, is an Assistant Professor at the Faculty of Management and Economics, Gdansk University of Technology (Fahrenheit Universities), Poland. Her extensive research interests concentrate on economic development, ICT, and its role in reshaping social and economic systems and various aspects of poverty and economics in developing countries. She was the 2013 winner of an Emerald Literati Network Award for Excellence and is a member of the editorial boards of international journals on technology diffusion, the digital economy and economic development. She coordinates and participates in international research and educational projects and also works as an independent expert assisting with innovation assignments, including the evaluation of small and medium enterprise proposals, EU-financed programmes, and policy design regarding innovativeness, digitalization, education and social exclusion.
Affiliations and expertise
Assistant Professor, Faculty of Management and Economics, Gdansk University of Technology (Fahrenheit Universities), Poland.Read Sustainable Investing on ScienceDirect