Banning dividends? Researchpost 127
Banning dividends: 10x new research on gender wealth, activists, dividends, greenium, correlations, diversification, ChatGPT and investment committees by Charlotte Bartels, Eva Sierminska, Carsten Schroeder, Marcos López de Prado, Bernd Scherer et al. (# indicates the number of SSRN downloads on May 17th, 2023)
Finfluencers: Researchpost 126
Finfluencers: 14x new research on CO2 storage, climate learnings, sustainable bonds, diversity, impact investing, active investing, and finfluencers
ESG AI: Researchpost 125
ESG AI: >10x new research on climate AI models (for banks), CO2 removal, bridge technology risks, human capital, ESG risk management and ESG bullshit, government greenium, double materiality and listed impact investing and industry versus regional diversification
ESG beliefs: Researchpost 124
10x new research on biodiversity, subsidies, governance, greenium, ESG beliefs, divestments, taxonomy reporting, fund commissions, SVB, private asset platforms etc.
Taxonomy reporting: Can companies boost their share-prices?
Taxonomy reporting: Many investors want to invest responsibly. Investment funds which want to attract such investors should report their share of responsible investments.
ESG or impact? Researchpost 123
15x new research on (social) housing, AI lawyers, DWS, climate models, divestments, sustainability loans and greenium, green fees, ESG ratings, ESG labels, Article 9 funds, fiduciary duty and suppliers
Q1: Nachhaltige Portfolios mit ordentlicher Rendite im ersten Quartal 2023
Vereinfacht zusammengefasst haben im ersten Quartal 2023 meine nachhaltigen ESG und SDG-Portfolios ähnlich rentiert wie vergleichbare traditionelle ETFs bzw. aktiv gemanagte Fonds. Nachdem meine Trendfolgeportfolios in 2022 Verluste in erheblichem Umfang reduzieren konnten, haben die Signale im ersten Quartal 2023 zu Verlusten gegenüber Portfolios ohne Trendfolge geführt.
Taxing or nudging? Researchpost 122
Taxing or nudging: 10x new research on wealth taxes, climate nudges, ESG data, buybacks, private equity, GPT and visuals
Climate investment research: Researchpost 121
Climate investment research: 11x new research on digital productivity, crimes, ESG fees, green home bias, disclosure, infrastructure, brown news, ECB impact, shareholder engagement, and public-private deals