Journal of the International Academy for Case Studies (Print ISSN: 1078-4950; Online ISSN: 1532-5822)


Evaluating Financial and Social Returns for Investors: Methods, Challenges, and Case Studies

Author(s): Elena Holgate

Investors, especially in recent years, have begun to place greater importance on evaluating not only the financial returns on their investments but also their social and environmental impact. In this research article, we explore the different methods and frameworks available for evaluating both financial and social returns for investors. We discuss the importance of these evaluations, the challenges investors face when attempting to evaluate both types of returns, and the different metrics and tools investors can use to measure these returns. We also examine case studies of companies and investment funds that have successfully managed to balance financial and social returns.

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