Polish socially responsible investment funds – investment policy and efficiency
Polish socially responsible investment funds – investment policy and efficiency

Summary/Abstract: The objective of the paper is to discuss the essence of SRI funds and to analyse their investment policy. The analysis will be conducted based on the information published in their information prospectuses and also on the basis of data included in financial reports prepared by these funds. The study will be supplemented by the assessment of national socially responsible investment funds efficiency covering their rates of return comparison against interest rates offered by the funds functioning outside SRI, but featuring a similar investment policy. The analysis covers actively functioning national investment funds valuating units in PLN.

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