查詢結果分析
來源資料
頁籤選單縮合
題 名 | 從基金經理人意見看臺灣倫理投資之可行性研究=The Feasibility Study of Socially Responsible Investing in Taiwan--From the Viewpoint of Mutual Fund Managers |
---|---|
作 者 | 胡為善; 黃淑貞; | 書刊名 | 中原學報 |
卷 期 | 28:2 2000.06[民89.06] |
頁 次 | 頁23-30 |
分類號 | 563.52 |
關鍵詞 | 企業倫理; 社會責任投資; 倫理基金; Business ethics; Socially responsible investment; Ethical fund; |
語 文 | 中文(Chinese) |
中文摘要 | 歐美各國對倫理基金或社會責任投資的重視與實踐已超過七十年,但台灣投資人 對社會責任投資的概念,仍非常陌生。本文除介紹社會責任投資的意義、進展及理論外,並 對 56 位基金經理人以訪談或問卷的方式,探討社會責任投資在台灣推動的可能性。問卷結 果發現社會責任投資的理念深受基金經理人的支持,在未來會逐步實施,至於在各項社會責 任方面,基金經理人認為最重要的議題為企業經理人應與消費者及勞工維持良好的關係及注 重防治環境污染,而最不重要的議題則是企業與社區關係之好壞、企業對員工是否歧視及企 業是否雇用與訓練殘障員工。在不少上企業因違背企業倫理與社會責任,而相繼爆發嚴重財 務危機,造成相關股票重挫之際,本研究一方面喚醒台灣個別投資人今後注重投資於合乎社 會責任與企業倫理的公司之證券,使其投資目標與倫理理念配合一致,以避免遭受人為巨幅 損失,另一方面呼籲基金經理人訂定與遵守社會責任篩選標準,合力推動我國企業更加注重 社會責任與企業倫理。 |
英文摘要 | Ethical fund or socially responsible investment has been developed more than seventy years in the United States or European countries. However, Taiwan investors are still unfamiliar with the concept of socially responsible investment. This work not only introduced the concept, theory and development of the ethical fund, but also explored the feasibility of socially responsible investment by interviewing or providing questionnaires to the fund managers. The responses from the 56 managers are positive so that most of them agreed to perform the socially responsible investment in the near future. Most of them agreed that they would refuse to invest in those firms which having bad re lationship with customers and employees as well as polluting the environment. However, most of them disagree to divest in these firms which not hiring the handicapped, having bad relationship with neighbors or having discrimination against races or sexuality. This study also found that fund managers in Taiwan are concerned more about the financial performance of the company than about social justice. This work concludes that Taiwan investors and fund managers should seek out to invest in the underlying comp anies with good records for business ethics and social responsibilities. This work also attempts to push the companies in Taiwan to perform business ethics and social responsibilities. |
本系統中英文摘要資訊取自各篇刊載內容。