FİNANSAL SÜRDÜRÜLEBİLİRLİK KAPSAMINDA TÜRKİYE’DE SOSYAL SORUMLU YATIRIMCI PROFİLİ

Year 2024, Volume: 25 Issue: 1, 112 - 140, 25.03.2024

Serhat Duranay , Gamze Göçmen Yağcılar

https://doi.org/10.53443/anadoluibfd.1278346

Abstract

Finansal sürdürülebilirliğin temelini sürdürülebilir yatırım olarak da bilinen sosyal sorumlu yatırımlar oluşturmaktadır. Sosyal sorumlu yatırımların beklenen etkiyi yaratabilmesi için yatırım araçları ve uygulamaların farklı toplumsal değerlere göre şekillendirilmesi gerekmektedir. Bu nedenle, yatırımcıların sosyal, çevresel ve yönetimsel konulardaki görüş ve beklentilerinin iyi araştırılması önem arz etmektedir. Bu çalışma sosyal sorumlu yatırımların durumunu, sorumlu yatırımcıların demografik yapıları ile tutum ve beklentilerini ortaya koymayı ve bu yatırımlara yönelik cezbeden ve caydıran faktörleri belirleyebilmeyi amaçlamaktadır. Elde edilen bulguların bir yatırımcı profili oluşturulmasına ve bu profile yönelik politikalar geliştirilmesine olanak sağlayacağı düşünülmektedir. Çalışmanın sonuçları, Türkiye’de sosyal sorumlu yatırımcı oranının düşük olduğunu, bu yatırımcıların orta yaş grubunda yer alan, yüksek eğitim ve gelir seviyesine sahip bireylerden oluştuğunu ortaya koymuştur. Yatırımcıları sosyal sorumlu yatırımlara yönlendiren en önemli etkenin sosyal ve çevresel kaygılar, sorumlu yatırım yapmaktan alıkoyan en önemli nedenin ise bu yatırımlara dair bilgi eksikliği olduğu tespit edilmiştir.

Keywords

Finansal Sürdürülebilirlik, Sürdürülebilir Yatırımlar, Sosyal Sorumlu Yatırımcı Profili, Yatırım Tercihleri

SOCIAL RESPONSIBLE INVESTOR PROFILE IN TURKEY IN THE SCOPE OF FINANCIAL SUSTAINABILITY

Abstract

Socially responsible investments, also known as sustainable investments, form the financial sustainability. To make SRI more effective, investment tools and practices should be structured according to social values. Therefore, it is important to investigate investors' expectations on social, environmental and governance issues. This study aims to reveal the status of SRI, the demographic structure, attitudes and expectations of responsible investors, and to identify the factors that attract and deter such investments. It is thought that the findings obtained will enable the creation of an investor profile and the development of policies towards this profile. The results reveal that the rate of responsible investors is low and that these investors are middle-aged individuals with high levels of education and income. Social and environmental concerns are the most important factors that directs investors towards SRI, while the most important reason that prevents them from invest in SRI is the lack of information.

Keywords

Financial Sustainability, Sustainable Investments, Socially Responsible Investor Profile, Investment Preferences

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