Nonfinancial traits and financial smartness: International evidence from Shariah-compliant and Socially responsible funds

Wajahat Azmi*, Shamsher Mohamad, Mohamed Eskandar Shah

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

12 Citations (Scopus)

Abstract

This paper examines the flow-performance relationship and the presence of “Smart money effect” in Socially responsible funds (SRFs) and Shariah compliant funds (SCFs). A survivorship bias free sample of 686 funds comprising of 212 SCFs and 474 SRFs were analysed with investment focus in the Asia pacific, Emerging markets, Europe, Global (with no focus to any specific country or region), Middle East and North Africa (MENA) and North America. The findings show that flow-performance relationship is asymmetric for both the funds as the response to positive returns is more as compare to the negative returns for the last/current year as well as the last/current month. There is also a significant presence of “Smart money effect” in both the funds for the entire sample but there is no evidence of “Smart money effect” in SRFs for the sample of old funds.

Original languageEnglish
Pages (from-to)201-217
Number of pages17
JournalJournal of International Financial Markets, Institutions and Money
Volume56
DOIs
Publication statusPublished - Sept 2018
Externally publishedYes

Keywords

  • Flow performance relationship
  • Shariah compliant funds
  • Smart money effect
  • Socially responsible funds

Fingerprint

Dive into the research topics of 'Nonfinancial traits and financial smartness: International evidence from Shariah-compliant and Socially responsible funds'. Together they form a unique fingerprint.

Cite this