Glorreiche 7: Sind sie unsozial?
Die Glorreichen 7 Apple et al. sind nicht in meinen direkten Aktienportfolios, v.a. weil ihre Best-in-Universe Sozialratings zu schlecht sind
SDG rating confusion: Researchpost 152
SDG rating confusion: 13x new research on emissions, life expectancy, green bonds, physical risks and transition, environmental information, SDG ratings, bond and equity factors, fraud, health-wealth relations, LLM financial analysts
Divestments: 49 bei 30 Aktien meines Artikel 9 Fonds
49 Verkäufe bei nur 30 Aktien des Fonds: Gründe waren v.a. verschlechterte Sozialratings und unerwünschte Aktivitäten
Green risks: Researchpost 151
Green risks: 9x new research on GPT, influencers, sustainable products, climate policies and city and market risks, environmental metrics, investment fees and art
Responsible derivatives? Researchpost 150
Responsible derivatives: 10x new research on migration, ESG labels, biodiversity measurement, effective shareholder voting, responsible investing mandates, green derivatives, structured products, stock market models, IPOs and alternative investments
Purpose: Researchpost 149
Purpose: 13x times new interesting research on free data, biodiversity, gender gaps, purpose and ESG washing, geodata, shareholder engagement, financial education, ETFs, private equity and asset allocation
Liquid impact: Researchpost 148
Liquid impact: 10x new and interesting research on greentech, sustainable jobs, ESG exclusions and ratings, green performance, greenwashing and advisor growth by Ulrich Atz, Thomas Dangl, Michael Halling and many more
ESG inflation: Researchpost 147
ESG inflation: 18x interesting new research on real estate, pharma, monetary policy, fires, innovation, banks, corporate culture, ESG and climate funds, carbon premium, greenium, purpose, shareholder engagement, ETFs, structured products, art and crypto investing
Alternatives: Thematic replace alternative investments
Thematic investments can take up (part) of the allocation which alternative investments should have had in the past. The main reason is a stricter focus on responsible investments. Here I explain, why I support this development: