Liquid impact: Researchpost 148
Liquid impact: 10x new and interesting research on greentech, sustainable jobs, ESG exclusions and ratings, green performance, greenwashing and advisor growth by Ulrich Atz, Thomas Dangl, Michael Halling and many more
ESG inflation: Researchpost 147
ESG inflation: 18x interesting new research on real estate, pharma, monetary policy, fires, innovation, banks, corporate culture, ESG and climate funds, carbon premium, greenium, purpose, shareholder engagement, ETFs, structured products, art and crypto investing
Alternatives: Thematic replace alternative investments
Thematic investments can take up (part) of the allocation which alternative investments should have had in the past. The main reason is a stricter focus on responsible investments. Here I explain, why I support this development:
Emissions trading and more: Researchpost 146
Emissions trading: 15x new research on fossil subsidies, ECB eco policy, GHG disclosures, supplier ESG, workforce ESG, geospatial ESG data, ESG reputation and performance, investor driven greenwashing, sustainable blockchain, active management, GenAI for asset management and more
ESG gemischt, SDG schlecht: 9-Monatsperformance 2023
ESG gemischt: Vereinfacht zusammengefasst haben meine nachhaltigen ESG-Portfolios in den ersten 9 Monaten 2023 ähnlich rentiert wie vergleichbare traditionelle aktiv gemanagte Fonds bzw. traditionelle ETFs
Impactinvesting ideas: Researchpost 145
Impactinvesting ideas: 12x new research on terrorism, migrants, emissions, innovations, ESG-ratings, sustainable debt, impactinvesting, directors, ETFs, gamification and concentration
Customer ESG engagement: Opinionpost 212
Customer ESG engagement is my term for my shareholder engagement with the goal to address customers regarding ESG-topics. Ultimately, I want to help my respective portfolio companies to increase revenues
Supplier ESG: Researchpost 144
Supplier ESG: 17x new research on SDG, green behavior, subsidies, SMEs, ESG ratings, real estate, risk management, sin stocks, trading, suppliers, acting in concert, AI and VC
Supplier engagement: Opinionpost 211
upplier engagement is my term for shareholder engagement with the goal to address suppliers either directly or indirectly. I provide an overview of current scientific research regarding supplier engagement. I also explain my respective recommendations to the companies I am invested in. Supplier engagement can be very powerful.