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Ansvarsfulla investeringar: en fallstudie
Mid Sweden University, Faculty of Human Sciences, Department of Business, Economics and Law.
2015 (Swedish)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesis
Abstract [sv]

Tidigare studier har främst fokuserat på att undersöka investerarens perspektiv vid ett investeringstillfälle, mer specifikt vad det är som motiverar en investerare att investera ansvarsfullt. Idag är det dock vanligt att det finns en tredje part närvarande vid ett investeringstillfälle, en finansiell rådgivare. Därför valde den här studien att undersöka rådgivarens perspektiv och hur rådgivaren anser att investeraren såväl som bankens resonemang är gentemot ansvarsfulla investeringar. För att hantera studiens problematik valde författaren ett teoretiskt ramverk bestående av rational choice theory som är en rationell beteendeteori och som beskriver hur en individ bör agera. Vidare samlade författaren in data genom att utföra intervjuer med tre finansiella rådgivare vid en bank samt genom analys av bankens CSR-rapport och dess ansvarsfulla fonder. Enligt studien är ansvarsfulla investeringar kundorienterat, det vill säga det är investerarens efterfrågan och krav som styr hur pass stor marknaden för ansvarsfulla investeringar är. Studien visar också att rådgivaren anser att investeraren har vissa krav på en ansvarsfull investering, som vanligtvis består av finansiella nyckeltal i form av avkastning. Därför är det också viktigt att från bankens sida möta investerarens krav på ansvarsfulla investeringar, så att marknaden för ansvarsfulla investeringar kan fortsätta att växa.

Abstract [en]

Previous studies on the subject have primarily focused on examining the investor's perspective in an investment opportunity, in particular the investor’s thoughts and reasons behind socially responsible investments. However, it is today common that there is a third party present at an investment opportunity, the financial advisor. Hence, this thesis intended to examine the advisor's perspective and how the advisor disclose and ensure that the investor as well as the bank’s motivation is, towards socially responsible investments. The author has used a theoretical framework consisting rational choice theory, which describes how an individual should act in different choices. The data has been collected through interviews with three financial advisors at one Swedish bank and by analyzing the banks CSR-report and its socially responsible funds. The results indicates that socially responsible investments might be customer-oriented, it is in fact the customers own demand that controls the market forsocially responsible investments. The study also shows that the financial advisors believes that the customer has certain requirements for a socially responsible investment, which usually involves financial returns. Thus it is important that the bank encounters the investor’s demands for socially responsible investment, so that the market for socially responsible investments may continue to grow.

Place, publisher, year, edition, pages
2015. , 64 p.
Keyword [en]
Responsible investments, corporate social responsibility, banking, advisory, investors, demand, reasoning, rational choice theory
Keyword [sv]
Ansvarsfulla investeringar, corporate social responsibility, bank, rådgivning, investerare, krav, resonemang, rational choice theory
National Category
Business Administration
Identifiers
URN: urn:nbn:se:miun:diva-27163Local ID: FÖ-V15-G3-055OAI: oai:DiVA.org:miun-27163DiVA: diva2:908471
Subject / course
Business Administration FE1
Educational program
BSc Programme in Business and Economics SEKOG 180 higher education credits
Supervisors
Examiners
Available from: 2016-03-02 Created: 2016-03-02 Last updated: 2016-03-02Bibliographically approved

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CiteExportLink to record
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Citation style
  • apa
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