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Testing green finance portfolio performance

  • Enoch Quaye*
  • , Radu Tunaru
  • , Diana Tunaru
  • *Corresponding author for this work

    Research output: Contribution to journalArticle (Academic Journal)peer-review

    2 Citations (Scopus)

    Abstract

    Green activities are measured with a green revenue adjustment factor that can be used to adjust observed market stock prices. We examine the green revenue factors for all companies that are part of the stock indexes representing the main five economies. Using multivariate correlation coefficients, we detect higher-order groupings of green indexes that may highly or lowly correlate. We employ the green revenues factor to construct portfolios that may benefit from the wedge between high green companies and low green companies, for all five economies. The quintile portfolios are compared across mean return, the CAPM beta, and realised beta. We also statistically test their comparative dollar performance using high-order stochastic dominance tests. The US portfolio has better dollar performance than the corresponding portfolios for the other economies, while the similar portfolio for Japan has the least dollar performance out of portfolios of all the other economies.

    Original languageEnglish
    Pages (from-to)146-160
    Number of pages15
    JournalJournal of the Operational Research Society
    Volume77
    Issue number1
    Early online date20 Feb 2025
    DOIs
    Publication statusPublished - 1 Jan 2026

    Bibliographical note

    Publisher Copyright:
    © 2025 The Author(s). Published by Informa UK Limited, trading as Taylor & Francis Group.

    Keywords

    • Green revenues factors
    • investment appraisal
    • portfolio theory
    • stochastic dominance test
    • sustainability

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