000110562 001__ 110562
000110562 005__ 20240319080949.0
000110562 0247_ $$2doi$$a10.1016/j.mulfin.2022.100730
000110562 0248_ $$2sideral$$a127502
000110562 037__ $$aART-2022-127502
000110562 041__ $$aeng
000110562 100__ $$0(orcid)0000-0002-2525-9049$$aAlda, M.$$uUniversidad de Zaragoza
000110562 245__ $$aProduct differentiation in the socially responsible mutual fund industry
000110562 260__ $$c2022
000110562 5060_ $$aAccess copy available to the general public$$fUnrestricted
000110562 5203_ $$aIn this study, we analyse the effect of product differentiation on prices and clients’ attraction in the socially responsible (SR) mutual fund industry. Using three proxies for differentiation, including a text-based indicator, a return-based indicator, and a portfolio-holding indicator, we analyse a sample of US SR equity mutual funds in the period 1999–2019. Our findings show that the text differentiation measure better explains the product differentiation impact on prices and flows than the measures based on funds’ characteristics. Our text differentiation results indicate that younger SR funds and funds belonging to smaller families are more differentiated. In addition, differentiation allows SR funds to charge higher fees and attract more money flows. Finally, our results indicate that SR fund investors are sensitive to differentiation regarding other funds implementing the same SR strategies, but not in relation to other funds in the same Morningstar financial style category.
000110562 536__ $$9info:eu-repo/grantAgreement/ES/DGA-FEDER/S38-20R-CIBER$$9info:eu-repo/grantAgreement/ES/MCIU/RTI2018-093483-B-I00$$9info:eu-repo/grantAgreement/ES/UZ/JIUZ-2018-SOC-13$$9info:eu-repo/grantAgreement/ES/UZ/JIUZ-2020-SOC-02
000110562 540__ $$9info:eu-repo/semantics/openAccess$$aby-nc-nd$$uhttp://creativecommons.org/licenses/by-nc-nd/3.0/es/
000110562 590__ $$a4.2$$b2022
000110562 592__ $$a0.937$$b2022
000110562 591__ $$aBUSINESS, FINANCE$$b31 / 111 = 0.279$$c2022$$dQ2$$eT1
000110562 593__ $$aFinance$$c2022$$dQ1
000110562 593__ $$aEconomics and Econometrics$$c2022$$dQ2
000110562 594__ $$a6.6$$b2022
000110562 655_4 $$ainfo:eu-repo/semantics/article$$vinfo:eu-repo/semantics/publishedVersion
000110562 700__ $$0(orcid)0000-0002-9481-1466$$aMuñoz, F.$$uUniversidad de Zaragoza
000110562 700__ $$0(orcid)0000-0002-8638-2665$$aVargas, M.$$uUniversidad de Zaragoza
000110562 7102_ $$14002$$2230$$aUniversidad de Zaragoza$$bDpto. Contabilidad y Finanzas$$cÁrea Economía Finan. y Contab.
000110562 773__ $$g64, 100730 (2022), [28 pp.]$$tJournal of Multinational Financial Management$$x1042-444X
000110562 8564_ $$s1839585$$uhttps://zaguan.unizar.es/record/110562/files/texto_completo.pdf$$yVersión publicada
000110562 8564_ $$s2135000$$uhttps://zaguan.unizar.es/record/110562/files/texto_completo.jpg?subformat=icon$$xicon$$yVersión publicada
000110562 909CO $$ooai:zaguan.unizar.es:110562$$particulos$$pdriver
000110562 951__ $$a2024-03-18-12:50:16
000110562 980__ $$aARTICLE