recherches économiques
Volume 12, Numéro 16, Pages 407-420

Strategies & Countermeasures On Portfolio Management Based On Sri

Authors : Barca El-mehdi .


In theory and practice, there is a growing interest in sustainability and social responsibility issues. Given this development, the question arises of how these issues can be integrated into the investment decision-making process. The investment portfolio, which describes the investment opportunities in terms of a set of attributes and part of that group, aims to capture the impacts on society. We associate here with the emerging literature on SRI: a socially responsible investment. Given the multiple attributes of individual investment opportunities, we show how they can be integrated into portfolios with the same portfolio characteristics. We also show how the manager can systematically support the choice between different portfolio features. Within the frame, we use multi-standard decision tools


Socially responsible investment, Portfolio management, Environmental, Social and Governance (ESG) criteria