Article 9 funds: Researchpost 175
Article 9 funds: 7x new research on happiness, greenwashing, green fund flows, climate data, climate pay, private equity and structured products
Impact divestment: Illiquidity hurts
Illiquid investments have major impact or sustainability risks, little diversification benefits and no significant return premium.
ESG deficits: Researchpost 174
ESG deficits: 8x new research on plastic pollution, electric cars, climate prognostics, purpose, ESG deficits, climate costs, financial education, fund management
Custom voting: Researchpost 173
Custom Voting: 8x new research on child labour, carbon accounting, ESG ratings, ESG flows, voting and green project finance
ESG variety: Researchpost 172
ESG variety: 12x new research on migration, climate politics, ESG (regulation, risk, disclosure, weigthings, ratings), Norwegian ESG, climate data, stewardship, impact measurement, and altruists
Impactaktien-Portfolio mit 80% SDG-Vereinbarkeit?
Impactaktien: Dauerhaft haben aktive Fonds meist schlechtere Performances als adäquate passive Benchmarks. Outperformanceversprechen sind deshalb wenig glaubhaft. Aber den meisten Untersuchungen zufolge kann man mit nachhaltigen Aktien eine marktübliche Performance erreichen. Ich versuche deshalb, aus besonders nahhaltigen Aktien ein Portfolio mit marktüblicher Performance zu machen.
Greeniums and more: Researchpost 170
Greeniums: 15x new research on transition risk, emissions assurance, biodiversity risks, materiality, climate commitments, investment consultants, green innovation, biodiversity premium, sustainable fund flows, brown home bias, greenwashing, retail governance, and private debt performance
Q1 Renditen der Soehnholz ESG Portfolios
Q1 Renditen der regelbasierten Soehnholz ESG Portfolios: Multi-Asset und Aktien OK, Anleihen gut und ESG SDG schwierig
ESG rumors: Researchpost 169
ESG rumors: 8x new research on carbon offsets, green innovation, sustainable fund outperformance, ESG rumors and their effects on equities and bonds, ESG factors, safe bonds and private equity