Publicação

When words move markets: mutual fund flows following ESG label adoption

Ver documento

Detalhes bibliográficos
Resumo:This thesis investigates how investors respond to ESG signals in mutual fund markets. The group analysis examines fund flows and performance in relation to ESG classifications, showing that sustainability ratings alone provide an incomplete picture of investor behavior. To address this, the individual analysis focuses on changes in ESG fund names, a clear labeling tool. Using a panel event-study approach with Morningstar and CRSP data, it examines flow patterns around ESG name changes. The results indicate significant flow responses following adoptions, suggesting that investors consider ESG labels beyond just the actual sustainability metrics. Overall, the study highlights the importance of ESG communication methods alongside formal ratings.
Autores principais:Mtir, Nour Hadj
Assunto:ESG investing Greenwashing Fund flows Sustainability labels Investor attention Event study Mutual funds
Ano:2026
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:This thesis investigates how investors respond to ESG signals in mutual fund markets. The group analysis examines fund flows and performance in relation to ESG classifications, showing that sustainability ratings alone provide an incomplete picture of investor behavior. To address this, the individual analysis focuses on changes in ESG fund names, a clear labeling tool. Using a panel event-study approach with Morningstar and CRSP data, it examines flow patterns around ESG name changes. The results indicate significant flow responses following adoptions, suggesting that investors consider ESG labels beyond just the actual sustainability metrics. Overall, the study highlights the importance of ESG communication methods alongside formal ratings.