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Positive Impact Investing pp 65–96Cite as

Could a 100% Portfolio Beat the Market?

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Part of the book series: Sustainable Finance ((SUFI))

Abstract

In this article we shed light on the possibility to outperform the market via a 100% impact portfolio. For this, we have a closer look at the existing funds and indexes and analyze their performance over the last few years. We find no over- or underperformance of SRI portfolios. Nevertheless, evidence argues in favour of rather stable returns when compared to conventional products which may allow downside protection during recessions.

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Notes

  1. 1.

    https://www.federalreserve.gov/releases/h15/update/ retrieved on 10.05.2016.

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Author information

Authors and Affiliations

  1. Vienna University of Economics and Business, Vienna, Austria

    Lukas Immervoll & Margarethe Rammerstorfer

Authors
  1. Lukas Immervoll
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  2. Margarethe Rammerstorfer
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Corresponding author

Correspondence to Margarethe Rammerstorfer .

Editor information

Editors and Affiliations

  1. Eccos Impact GmbH, Cham, Switzerland

    Karen Wendt

Appendix

Appendix

This appendix describes the sample of SRI equity and fixed-income indices. For each index we indicate: provider, fund name, investment type, ticker, applied time horizon, legal domicile (GER Germany, ITA Italy, SUI Switzerland, BEL Belgium, GBR Great Britain, FRA France), investment region and the source of data.

Table 14 Description of SRI equity and fixed-income
Full size table

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Immervoll, L., Rammerstorfer, M. (2018). Could a 100% Portfolio Beat the Market?. In: Wendt, K. (eds) Positive Impact Investing. Sustainable Finance. Springer, Cham. https://doi.org/10.1007/978-3-319-10118-7_4

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