Persistent Link:
http://hdl.handle.net/10150/146236
Title:
The Application of Sustainable Investing in Portfolio Management
Author:
Murillo, Rae Lynn
Issue Date:
May-2010
Publisher:
The University of Arizona.
Rights:
Copyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.
Abstract:
With more and more companies actively taking steps to improve and minimize their negative impacts on the environment, society, and the economy, corporations? sustainability practices are bearing increasing weight in the investment decisions of fund managers and individual investors. The following paper examines particular criteria and indices that classify a company as sustainable, as well as how these factors have the potential to add value to an investment portfolio. In addition, particular examples of current sustainable equity holdings in the University of Arizona Foundation?s student-run portfolio are analyzed. Lastly, Pinnacle West Capital Corporation, an Arizona-based utility company, is valuated using a combination of fundamental analysis and sustainability analysis to determine whether or not the inclusion of the company?s stock in a portfolio would generate positive returns. Pinnacle West was chosen as part of the applied portfolio management class?s on-going project to compile and valuate a database of Arizona companies actively engaging in sustainability practices.
Type:
text; Electronic Thesis
Degree Name:
B.S.
Degree Level:
bachelors
Degree Program:
Honors College; Finance
Degree Grantor:
University of Arizona

Full metadata record

DC FieldValue Language
dc.language.isoenen_US
dc.titleThe Application of Sustainable Investing in Portfolio Managementen_US
dc.creatorMurillo, Rae Lynnen_US
dc.contributor.authorMurillo, Rae Lynnen_US
dc.date.issued2010-05-
dc.publisherThe University of Arizona.en_US
dc.rightsCopyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.en_US
dc.description.abstractWith more and more companies actively taking steps to improve and minimize their negative impacts on the environment, society, and the economy, corporations? sustainability practices are bearing increasing weight in the investment decisions of fund managers and individual investors. The following paper examines particular criteria and indices that classify a company as sustainable, as well as how these factors have the potential to add value to an investment portfolio. In addition, particular examples of current sustainable equity holdings in the University of Arizona Foundation?s student-run portfolio are analyzed. Lastly, Pinnacle West Capital Corporation, an Arizona-based utility company, is valuated using a combination of fundamental analysis and sustainability analysis to determine whether or not the inclusion of the company?s stock in a portfolio would generate positive returns. Pinnacle West was chosen as part of the applied portfolio management class?s on-going project to compile and valuate a database of Arizona companies actively engaging in sustainability practices.en_US
dc.typetexten_US
dc.typeElectronic Thesisen_US
thesis.degree.nameB.S.en_US
thesis.degree.levelbachelorsen_US
thesis.degree.disciplineHonors Collegeen_US
thesis.degree.disciplineFinanceen_US
thesis.degree.grantorUniversity of Arizonaen_US
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