Summary information

Study title

Social Survey of Ethical/Green Investors, 1997

Creator

Lewis, A., University of Bath, School of Humanities and Social Sciences

Study number / PID

4011 (UKDA)

10.5255/UKDA-SN-4011-1 (DOI)

Data access

Restricted

Series

Not available

Abstract

Abstract copyright UK Data Service and data collection copyright owner.The aims and objectives of the project were as follows: to provide information about investors, particularly ethical/green investors, in order to determine whether people are prepared to incur economic costs in expressing their preferences; to critically examine the authenticity of ethical and green trusts; to assess the likely impact of ethical green investment on policy; to contribute to the development of economic psychology. This study used a mixture of quantitative and qualitative methodology. The methods employed included a questionnaire study of ethical investors; 50 interviews and discussions with key personnel in the ethical/green investment movement; a case study of the workings of Friends Provident Stewardship; 14 focus group discussions (comprising on average seven participants each) with 45 non-ethical investors and 49 ethical/green investors; 20 telephone interviews with investors who specifically take a financial loss in investing ethically; and finally a computer simulation study of the investment choices of 27 'ethical' investors and 29 'standard' investors. For the second edition of the study (2003), qualitative material (the 14 focus group discussions) not previously included in the UKDA dataset, was added to the study.Main Topics:The dataset comprises the replies of 1146 ethical/green investors to a six-page questionnaire. Questions covered: investors' willingness to take a financial loss to invest ethically; their preferences for the form ethical/green investing should take as well as their more general attitudes and perceptions. Demographic information includes political and pressure group affiliation, age, occupation and the proportion of their investments made ethically. The additional element of transcriptions from 13 of the focus groups addresses a similar range of issues with further reference to the respondents' personal interests, family relationships and other...
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Methodology

Data collection period

01/01/1997

Country

United Kingdom

Time dimension

Cross-sectional (one-time) study

Analysis unit

Individuals
National
Investors

Universe

Ethical/green investors drawn from a random sample of Friends Provident and NPI investors across the United Kingdom in 1997.

Sampling procedure

Simple random sample

Kind of data

Text
Numeric

Data collection mode

Postal survey
Questionnaires were sent out with the regular newsletters of the Unit Trusts concerned. Focus group discussions were also held.

Funding information

Grant number

L122251017

Access

Publisher

UK Data Service

Publication year

1999

Terms of data access

The Data Collection is available to UK Data Service registered users subject to the End User Licence Agreement.

Commercial use of the data requires approval from the data owner or their nominee. The UK Data Service will contact you.

Related publications

  • Mackenzie, C. and Lewis, A. (2000) 'Support for Investor Activism among U.K. Ethical Investors', Journal of Business Ethics, 215-222