ESG gut: 1. Halbjahr gut für ESG- und schlecht für SDG-Portfolios
Vereinfacht zusammengefasst haben meine nachhaltigen Portfolios im ersten Halbjahr 2023 ähnlich rentiert wie vergleichbare traditionelle aktiv gemanagte Fonds aber etwas schlechter als traditionelle ETFs.
Many greens: Researchpost 133
Many greens: 12x new research on crypto spillovers, toxic risks, greenwashing, green lending, greening ECB, climate communications, climate policy costs, green bonds, impact investing, inclusive fintech, political engagement and digital angst (# SSRN downloads on June 30ths) Social and ecological research: Many greens Crypto spillovers: The Effects of Cryptocurrency Wealth on Household Consumption and Investment […]
ESG Transition Bullshit?
No impact on secondary markets? ESG transition approaches suggest making companies more sustainable. Many providers of so-called responsible investments promote ESG transition investments. Typically, the argumentation is: You have to put money into brown companies so that they can finance the transition to become a greener company. That sounds plausible but may be misleading. In […]
Complex engagement, ESG placebo and more: Researchpost 132
Complex engagement: 10x new research on hot Nordics, green growth, GHG data, debt-for-nature, quant and placebo ESG, shareholder engagement, bond factors, insider trading and international fintech
Active or impact investing?
Since there is so little overlap with any fund I could find, in my opinion, my fund is an ideal add-on (satellite) candidate for almost any investment portfolio.
Good immigrants and bad bankers: Researchpost 131
Good immigrants: 16x new research on inequality, hate, decarbonization, electric cars, carbon reporting, ESG ratings, CEOs, bankers, impact investments and venture capital
Direct Indexing (ESG) and more: Researchpost 130
10x new research on brownshifting, denials, greenwashing, lack of ESG products, missing research, sin premium, female private equity, fintech and AI-accountants
Greenwashing banks? Researchpost 129
Greenwashing banks? 12x new research on immigration, suppliers, greenwashing, banks, ESG ratings, AI voting, green bonds, climate inflation, (climate) VCs and crowdinvesting
Climate reporting: Researchpost 128
Climate reporting: 13x new research regarding inequality, climate reporting, biodiversity, green bonds, external costs, private equity real estate, gold, equal weighting, correlations, tail risks, robo advisors and AI