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Spotting portfolio greenwashing in environmental funds

Spotting portfolio greenwashing in environmental funds
Spotting portfolio greenwashing in environmental funds
This paper examines greenwashing practices in sustainable funds. We utilize a unique
data set of US equity mutual fund holdings between 2012 and 2021 to calculate the sustainable
funds’ carbon footprint. We then use a Difference-in-Differences analysis to measure
how much the carbon footprint of sustainable funds changes after announcing their commitment to sustainability. The results show that sustainable funds fail to reduce their carbon
footprint relative to a matched group of conventional funds. Using an event study, we also
find that sustainable fund flows significantly increase in response to fund announcements.
This provides evidence of greenwashing in sustainable funds which raises concerns about
their fiduciary duty. Our findings also indicate that greenwashers tend to be underperforming
funds with relatively low flows which then announce their commitment to sustainable
investing to attract investor inflows.
0167-4544
Abouarab, Rabab Samir
50ef9914-0c61-4b62-bade-0cd46400fa09
Mishra, Tapas
218ef618-6b3e-471b-a686-15460da145e0
Wolfe, Simon
9a2367fc-36cc-496a-bbd2-e7346bcbb19e
Abouarab, Rabab Samir
50ef9914-0c61-4b62-bade-0cd46400fa09
Mishra, Tapas
218ef618-6b3e-471b-a686-15460da145e0
Wolfe, Simon
9a2367fc-36cc-496a-bbd2-e7346bcbb19e

Abouarab, Rabab Samir, Mishra, Tapas and Wolfe, Simon (2024) Spotting portfolio greenwashing in environmental funds. Journal of Bussiness Ethics. (In Press)

Record type: Article

Abstract

This paper examines greenwashing practices in sustainable funds. We utilize a unique
data set of US equity mutual fund holdings between 2012 and 2021 to calculate the sustainable
funds’ carbon footprint. We then use a Difference-in-Differences analysis to measure
how much the carbon footprint of sustainable funds changes after announcing their commitment to sustainability. The results show that sustainable funds fail to reduce their carbon
footprint relative to a matched group of conventional funds. Using an event study, we also
find that sustainable fund flows significantly increase in response to fund announcements.
This provides evidence of greenwashing in sustainable funds which raises concerns about
their fiduciary duty. Our findings also indicate that greenwashers tend to be underperforming
funds with relatively low flows which then announce their commitment to sustainable
investing to attract investor inflows.

Text
Greenwashing in Sustainable Funds_ Final Version - Accepted Manuscript
Restricted to Repository staff only until 22 July 2025.
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More information

Accepted/In Press date: 22 July 2024

Identifiers

Local EPrints ID: 493719
URI: http://eprints.soton.ac.uk/id/eprint/493719
ISSN: 0167-4544
PURE UUID: 44812aa0-211e-41ab-ab8f-6c02dbe4a03b
ORCID for Rabab Samir Abouarab: ORCID iD orcid.org/0000-0001-5446-4669
ORCID for Tapas Mishra: ORCID iD orcid.org/0000-0002-6902-2326
ORCID for Simon Wolfe: ORCID iD orcid.org/0000-0001-9815-9535

Catalogue record

Date deposited: 11 Sep 2024 17:13
Last modified: 12 Sep 2024 02:03

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Contributors

Author: Rabab Samir Abouarab ORCID iD
Author: Tapas Mishra ORCID iD
Author: Simon Wolfe ORCID iD

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