Green illusion: Researchpost 108
Green illusion: 15x new research on social media, Scope 3, CSR, ESG bonifications, sovereigns, pensions, securitization, microfinance, trend-following, IQ, VCs and fintech
Microfinance risk and more: Researchpost 107
Microfinance risk: 15x new research on publication biases, green innovation, supply chains, biocredits, greenium, ESG ratings and loans, CSR, Kickbacks etc.
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.
German ESG criticism: Researchpost 103
German ESG criticism: 14x new research on climate costs, circular economy, infrastructure, ESG, SDG, ratings, transitions, asset allocation, factor investing, REITs and private equity
Unsustainable bonds? Researchpost 102
Unsustainable bonds? 20x new research on climate risk, real estate, health, Trump, carbon credits, CDS, bank loans, bonds, interest rates, ESG indexing, pensions, gender, infrastructure, private equity, investment apps, ESG fintechs, climate AI
ESG regulation and more: Researchpost 101
ESG regulation: >15x new research on climate, regulation, (un)sustainable funds, SDGs, greenium, ESG reporting, voting, wealth, buy-and-hold, private equity, private real estate and AI by Roman Inderst, Andreas Hoepner et al.
Stewardship etc.: Researchpost 100
>20x new research on inequality, biodiversity, ESG incidents, carbon credits and indexing, greenium, stewardship, gender, social taxonomy, withdrawals and art investing by authors such as Florian Berg, Laurens Swinkels and many more
Investors drive ESG: Researchpost 99
Investors drive ESG: >10x new research on climate spillovers, plastic, supply chains, bribes, gender, credit, ESG, behavioral finance, hedge funds, art investments and Bitcoin
Konzentration und SDG-Fokus gut: Meine 9 Monats Performance 2022
Konzentration und SDG: In den ersten 9 Monaten 2022 haben meine Portfolios zwar absolut schlecht, aber in vielen Fällen relativ gut performt.