Biodiversity diversion: Researchpost 165
Biodiversity diversion: 14x new research on donations, brown indices, ESG ETFs, ESG investing fees, greenwashing, labeled bonds, climate engagement, framing, female finance, and risk measurement
ESG bluff? Researchpost 164
ESG bluff: 10x new research on Swiss/sustainable retail, lab meat, Weimar politics, sustainable women, SDG financial research, green funds, real estate ESG, free trading governance effects and bond factors
Nutrition changes: Researchpost 163
Nutrition changes: 13x new research on biodiversity, food, socially responsible buying, SFDR, ESG data, green indices, derivatives, impact investing, ESG compensation, stock and bond risks, and financial advisor biases
Impact washing? Researchpost 162
Impact washing: 8 new research studies on ESG performance, sustainable finance labels, sdg funds, diversification, bank purpose, SME loans, Millenials and fractional shares
Neutral ESG? Researchpost 160
Neutral ESG: 14x new research on migration gender topics, re-migration, AI, broadband, political ESG investments, ESG ratings, ESG alpha, ESG credit risk, greenium, anomalies, robo-advisors, private equity and finfluencers
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.