Measurement of U.S. Equity Mutual Funds’ Environmental Responsibility Attractiveness for an Individual Investor
Bibliographic record
Abstract
Socially responsible mutual funds, also known as socially responsible invested funds, are one of the main instruments of Socially Responsible Investment (SRI). The term “fund” is used to refer to a ready-made financial product where investor’s money is pooled into a portfolio and a fund/investment manager decides which shares to buy. Therefore, this financial product is attractive for passive investors without a high degree of financial knowledge. Nevertheless, investment tools aimed at assisting the investors in their selection of socially responsible companies which serve best their social and environmental values are rather scare and this lack of tools assisting investors in SRI is even more important when we refer to socially responsible mutual funds. The aim of this paper is to assist individual passive investors in their investment decisions providing them with a ranking of mutual funds adjusted to their social, environmental and ethical particular preferences. The proposed approach is illustrated with a real US equity mutual funds’ ranking example.
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How this classification was reachedexpand
Full frame machine prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.
Distilled classifier scores by category (both heads)
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.002 | 0.008 |
| Meta-epidemiology (narrow) | 0.000 | 0.000 |
| Meta-epidemiology (broad) | 0.000 | 0.000 |
| Bibliometrics | 0.001 | 0.002 |
| Science and technology studies | 0.000 | 0.000 |
| Scholarly communication | 0.001 | 0.001 |
| Open science | 0.000 | 0.001 |
| Research integrity | 0.000 | 0.000 |
| Insufficient payload (model declined to judge) | 0.002 | 0.000 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".