Evaluating the resilience of ESG investments in European Markets during turmoil periods

Fuente: arXiv
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Main Authors: Iannone, Barbara, Duttilo, Pierdomenico, Gattone, Stefano Antonio
Format: Preprint
Published: 2025
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author Iannone, Barbara
Duttilo, Pierdomenico
Gattone, Stefano Antonio
author_facet Iannone, Barbara
Duttilo, Pierdomenico
Gattone, Stefano Antonio
contents This study investigates the resilience of Environmental, Social, and Governance (ESG) investments during periods of financial instability, comparing them with traditional equity indices across major European markets-Germany, France, and Italy. Using daily returns from October 2021 to February 2024, the analysis explores the effects of key global disruptions such as the Covid-19 pandemic and the Russia-Ukraine conflict on market performance. A mixture of two generalised normal distributions (MGND) and EGARCH-in-mean models are used to identify periods of market turmoil and assess volatility dynamics. The findings indicate that during crises, ESG investments present higher volatility in Germany and Italy than in France. Despite some regional variations, ESG portfolios demonstrate greater resilience compared to traditional ones, offering potential risk mitigation during market shocks. These results underscore the importance of integrating ESG factors into long-term investment strategies, particularly in the face of unpredictable financial turmoil.
format Preprint
id arxiv_https___arxiv_org_abs_2501_03269
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Evaluating the resilience of ESG investments in European Markets during turmoil periods
Iannone, Barbara
Duttilo, Pierdomenico
Gattone, Stefano Antonio
Statistical Finance
This study investigates the resilience of Environmental, Social, and Governance (ESG) investments during periods of financial instability, comparing them with traditional equity indices across major European markets-Germany, France, and Italy. Using daily returns from October 2021 to February 2024, the analysis explores the effects of key global disruptions such as the Covid-19 pandemic and the Russia-Ukraine conflict on market performance. A mixture of two generalised normal distributions (MGND) and EGARCH-in-mean models are used to identify periods of market turmoil and assess volatility dynamics. The findings indicate that during crises, ESG investments present higher volatility in Germany and Italy than in France. Despite some regional variations, ESG portfolios demonstrate greater resilience compared to traditional ones, offering potential risk mitigation during market shocks. These results underscore the importance of integrating ESG factors into long-term investment strategies, particularly in the face of unpredictable financial turmoil.
title Evaluating the resilience of ESG investments in European Markets during turmoil periods
topic Statistical Finance
url https://arxiv.org/abs/2501.03269