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Fair Trade - en studie över socialt ansvarstagande investeringar i terminer


This study investigates how the concept of Social Responsible Investment (SRI) can be applied to futures trading. More specifically, this study examines the possibility of creating a SRI-product for an investor, active in futures investments within commodities, energies and stock indices, and the content of such a product is suggested. We conducted a qualitative study, based on a number of interviews. The study suggests that investments in futures of specific assets are to be equated with investments directly in the underlying assets from a SRI point of view. Therefore, we analyzed the underlying assets of futures traded commodities, energies and stock indices, and used social screening, together with specific screening criteria, for the analysis. The study concludes that a number of assets, for example oil, coal and uranium, are subject for exclusion or avoidance in socially responsible futures investing. Furthermore, assets like natural gas, platinum and social stock indices should be included or actively traded in such investing. The study also concludes that the number of socially responsible investment opportunities within futures trading is likely to grow in the future.

Författare

Joakim Ossmark Jesper Magnusson

Lärosäte och institution

Handelshögskolan i Stockholm/Institutionen för redovisning och finansiering

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