Collectibles: Researchpost 158
Collectibles: 14x new research on migration, biodiversity, forests, sustainability disclosures, ESG performance, ESG skills, ESG progress, activists and NFTs
Houseowner risks: Researchpost 157
13x new research on houseowner and job risks, migration, good lobbying, online altruism, criminal lawyers, rule of law, biodiversity, green bank risks, climate votes, private equity and innovation
2023: Passive Allokation und ESG gut, SDG nicht gut
2023 ETF- und Aktien-Modellportfolioperformance: Passive Allokation und ESG gut, SDG schlecht und Trendfolge, anders als 2022, sehr schlecht
Sustainable investment = radically different?
A lower asset class diversification, more illiquid investments for large investors, more project finance, more active rather than passive mandates, significantly higher concentration within investment segments and different risk management with additional metrics and significantly less benchmark orientation.
Nachhaltige Geldanlage = Radikal anders?
Strenge Nachhaltigkeit kann zu stärkeren Unterschieden zwischen Geldanlagemandaten und radikalen Änderungen gegenüber traditionellen Mandaten führen: Geringere Diversifikation über Anlageklassen, mehr illiquide Investments für Großanleger, mehr Projektfinanzierungen, mehr aktive statt passive Mandate, erheblich höhere Konzentration innerhalb der Anlagesegmente und ein anderes Risikomanagement mit zusätzlichen Kennzahlen und erheblich geringerer Benchmarkorientierung.
ESG research criticism? Researchpost 156
ESG research criticism: 13x new research on e-commerce, petrochemical and corruption problems, good and average sustainable performance, high transition risks, EU Taxonomy, Greenium, climate disaster effects, good investment constraints and private equity benchmarks
Skilled fund managers – Researchpost 155
22x new research on skyscrapers, cryptos, ESG-HR, regulation, ratings, fund names, AI ESG Tools, carbon credits and accounting, impact funds, voting, Chat GPT, listed real estate, and fintechs
ESG and impact: Researchpost 154
ESG and impact: 12x new research on AI, poverty, crime, green demand, ESG risks, brown lending, green agency issues, voting, engagement, impact investing, CEO compensation, small caps etc.
Biodiversity risk: Researchpost 153
Biodiversity risk: 10x new (critical) research on ESG ETF and net-zero, sustainability-linked bonds, lifecycle and thematic investments, altruism and stablecoins