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Ethical Funds - The Stevensons' Debate

Ron G. Wirick; Craig Gilchrist; Dana Gruber

商品編號:9A98N018
出版日期:1998/10/08
再版日期:
商品來源:Ivey
商品主題:Finance
商品類型:Case
涵蓋議題:Mutual Funds;Personal Financial Planning;Investments;Ethical Issues
難易度:5 - MBA/Postgraduate
內容長度:27 頁
地域:Canada
產業:Holdings and other Investment Companies
事件年度:1998

A couple debate whether some of their investment money should be directed at ethical (or socially responsible) mutual funds. An historical review of the development of such funds is provided. The case also describes and compares the investment performance of a number of specific Canadian and U.S. ethical mutual funds.

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