Investigation of socially responsible investment strategies taxonomy

Анотація

Purpose: to generalize a taxonomy of responsible investment strategies based on assessing the main trends in developing SRI at the global level and by major geographical regions. Analyze the existing SRI strategies and rank them according to their leading positions and active use in different geographical regions. Methods: system-structural in order to generalize approaches to the typology of socially responsible investment strategies in accordance with the current assets structure managed by investment managers, including by geographical regions; systematic analysis to identify current trends and patterns in the investment processes in line with the sustainable development goals (SDGs); statistical and graphical methods for quantitative and visual presentation of analysis results. Findings: the current mechanism of socially responsible investments distribution in comparison with traditional assets is characterized; global trends in the field of SRI are assessed; the taxonomy of SRI strategies in accordance with general scientific approaches and classifications of international investment organizations aimed at achieving the Sustainable Development Goals at the global level has been formed and generalized. Theoretical implications: a comprehensive assessment of global investment processes is carried out in the context of responsible investment and achievement of the Sustainable Development Goals; the most optimal approaches to the RI strategies typology have been determined based on its current trends, the level of attraction of them in different regions in order to apply them in the impact investments programs, developing the country's profile as an investment donor. Practical Implications: the obtained results will be used in the further study of the transformation of the stock market in Ukraine based on the responsible trajectory and fractal analysis. Also, identified responsible investment strategies can serve as a basis for developing the investment profile of the impact investment donor country and highlighting priority areas for attracting investments to restore the country's economy after crises, military conflicts, and other macroeconomic destabilization factors. Article type: empirical. The study was performed within the state budget research "Fractal model of the stock market transformation in Ukraine: socially responsible investment to achieve the Sustainable Development Goals" № 0121U100473 JEL Classification: M40, F21, Q01

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