Assessing the Circular Economy Funds: Performance, Fees, Risks, and Sustainability

Author:

Fang Fei1ORCID,Parida Sitikantha1

Affiliation:

1. School of Management, Clark University, 950 Main St, Worcester, MA 01610, USA

Abstract

We studied various fund investing options in the circular economy sector. We found that most circular economy mutual funds and exchange-traded funds charge higher fees and take higher risks than their benchmarks. However, they appear to have underperformed their benchmarks during their short existence so far. Most of these funds are rated as sustainable and low-carbon funds. Investors keen on circular economy startups may consider private equity/venture capital funds, but most of these funds are exclusive to institutional and accredited investors.

Publisher

MDPI AG

Reference24 articles.

1. Financing the Circular Economic Model;Abloulamer;Thunderbird International Business Review,2020

2. International Evidence on Ethical Mutual Fund Performance and Investment Style;Bauer;Journal of Banking & Finance,2005

3. Circular Economy Finance: Clear Winner or Risky Proposition?;Dewick;Journal of Industrial Ecology,2020

4. Corporate Social Responsibility Exposure and Performance of Mutual Funds;Dong;The Journal of Investing ESG Special Issue,2019

5. Sustainable Mutual Fund Performance and Flow in the Recent Years Through the COVID-19 Pandemic;Fang;International Review of Financial Analysis,2022

Cited by 1 articles. 订阅此论文施引文献 订阅此论文施引文献,注册后可以免费订阅5篇论文的施引文献,订阅后可以查看论文全部施引文献

1. Private financing and the circular economy;Resources, Conservation and Recycling;2024-06

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