The Credit Suisse Christian Values Fund Harvard Case Solution & Analysis

Swiss investor Catholic faced with the decision on how to invest their savings in a socially responsible manner. She learns about the new fund offered Credit Suisse, which involves investments in accordance with Christian values ​​and principles. After research fund on the Internet, it becomes aware of the current state of ethical funds, its principles and its critics. Some organizations have criticized socially responsible investing (SRI) is no more than a marketing ploy. The only way some may enjoy favorable returns is using vague criteria that allow them to invest in dubious company. Although Christian values ​​fund does not perform well, it was created a few months ago and have not had time to establish a track record. And finally, management fees were high in comparison with similar funds and the investor has to decide if the costs are justified. Event provides a forum for the discussion of business ethics, religion in the workplace, and the history of ethical funds and ethical investments. Finally, it discusses the challenges faced by Sri fund managers, who must balance the ethical and financial considerations. "Hide
by Alexander Roth, David T. Wesley Source: Richard Ivey School of Business Foundation 18 pages. Publication Date: February 26, 2010. Prod. #: 909M21-PDF-ENG

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