ESG confusion and more (Researchpost 114)
ESG confusion: 19x new research on energy, mining, home offices, UN PRI, D&O, ESG ratings, greenwashing, shareholder and bondholder engagements, CEO pay, asset allocation, trading fee, private equity, cryptos
Bank climate risks and more (Researchpost 113)
Bank climate risks: >20x new research on CO2 bio-capture, ESG ratings, inflation, greenwashing, diversity, gender pay gap, shareholder engagement, investment consultants, ML and hybrid robo-advisors
Greenhushing and more (Researchpost 112)
Greenhushing: 15x new research on air quality, ESG audits, emerging markets, methane, private equity, impact tools, engagement, algos, large caps, robo advisors and other fintechs
Female ESG power and more (Researchpost 111)
Female ESG power: >10x new research on human rights ratings, child care, female ESG power, climate defaults, brown offloads, green consumers, green benchmarks, transition risks, ESG shocks, leasing, UN PRI, timberland and hedge funds by Gaizka Ormazabal, Frauke Peter, Joshua Rauh, Thierry Roncalli et al.
Positive immigration and more little known research (Researchpost 110)
Positive immigration: >20x new research on climate conflicts, inequality, immigration, gas price break, carbon pricing, solar sharing, cool cities, brown banks, greenwashing, biodiversity, analysts and consultants, voting and engagement and private equity by Christina Bannier, Lucian Bebchuk, Alexander Wagner et al. (# indicates the number of SSRN downloads on January 7th, 2023): Social research: Positive […]
Artikel 9 Fonds: Sind 50% Turnover ok?
Artikel 9 Fonds mit klaren Nachhaltigkeitsregeln Für meinen Artikel 9 Fonds FutureVest Equity Sustainable Development Goals R versuche ich, nur die verantwortungsvollsten 30 Aktien zu nutzen (vgl. 30 stocks, if responsible, are all I need – Responsible Investment Research Blog (prof-soehnholz.com). „Verantwortungsvoll“ definiere ich dabei auf Basis eines transparenten Konzepts (vgl. 220901_Nachhaltigkeitsinvestmentpolitik_der_Soehnholz_Asset_Management_GmbH-9d76c965ab447b9ff4e1f04e62dffaa12e12f064.pdf (futurevest.fund). Die Regeln […]
Artikel 9 ETF-Portfolios bzw. PAB ETF-Portfolios sind attraktiv
Noch ist es einfach, für regionale und thematische Aktienallokationen genügend gute Artikel 9 ETFs zu finden. Werbung mit Artikel 9 ETF-Portfolios zu machen, ist aber riskanter geworden. Alternativ kann man überlegen, PAB ETF-Portfolios anbieten.
ESG bonus: Researchpost 109
ESG bonus: 15xnew research on inequality, diversity, PRI, greenium, fintech, incompetences, engagement, 1/n and more by Peter Mülbert, David Walker, Malcom Baker, Lucian Bebchuk, Marie Dutordoir, Guofu Zhou, Dirk Zetzsche, David Larcker, Raina Gibson, PedroMatos
Engagement test (Blogpost 300)
It is probably much more effective to hope that (the leaders of) companies are intrinsically motivated to significantly improve their sustainability. Engagement can very likely be much more effective with such companies than with ESG-sceptics. Also, strict regulation for all market participants may lead to more sustainability. Nevertheless, this case encouraged us to continue testing further engagements.