ESG ok, SDG gut: Performance 1. HJ 2022
ESG ok, SDG gut: Meine SDG-aligned, die Trendfolge- und die globalen pure ESG Aktienportfolios haben im 1. Halbjahr relativ gut performt.
ESG and impact investments under fire: Researchpost 89
Under fire includes >10x new research on ESG and factors, performance, commitment, regulation, scope 3 GHG, market potential, indices, reporting, engagement, and impact washing
Deadline August: Müssen dann andere Fonds angeboten werden?
Deadline August: Ab August müssen AnlegerInnen aufgrund regulatorischer Vorgaben (MiFID II, IDD) nach ihren Nachhaltigkeitspräferenzen befragt werden. Auch künftig ist zunächst weiterhin die sogenannte Geeignetheit zu prüfen, speziell Renditeerwartungen, Risikokriterien, Zeithorizont und individuelle Umstände von InteressentInnen. Vereinfacht zusammengefasst muss künftig im Anschluss daran gefragt werden, inwieweit eines oder mehrere dreier Nachhaltigkeitsprodukttypen in Anlagen einbezogen werden […]
Benchmarking problems: Researchpost 88
Benchmarking problems: Almost 20x new research on tax avoidance, net-zero illusions, brown and unsocial banks and mutual funds, negative ESG bonus, plastics, real estate, panic, monetary policy, missing data, wrong benchmarks, institutional herding, and fintechs
Factor problems: Researchpost 87
>20 new studies on plastic, water, children, rich people, the web, ESG indices, ESG reporting, Greenwashing, ESG cost, SDG, UN PRI, mutual funds, factor investing, skew, forecasts, institutional investors, infrastructure, fintech, PFOF
Inequality and more: Researchpost 86
Inequality: 15x new research on inequality, Amazon, smart homes, scope 3, SRI performance, divestments, passive and ESG flows, market efficiency, Buffett indicator, market timing, Sharpe ratio, and fintech criticism
Complex RI (Responsible Investments): Researchpost 85
Complex RI: >20x new research on strategic sustainability, climate logistics, human rights, ESG flows, climate uncertainty, climate funds, banks, divestments, impact fund, sustainable startups, thematic funds, fund managers, passive investments, PFOF, DCF, REITS, NFT, ICO
Wrong ESG bonus math? Opinionpost 188
An increase in bonification payments for executives would be bad for the pay gap between low-wage employees and executives. I prefer to support a company which is lowering the pay gap than one which is increasing bonifications
Impact investing & more research
Impact investing: >20x new research on indoor-clima, hydrogen problems, plastic, regulation, oligopolies, gender, ESG performance, costs and ratings, greenwashing, impact investing, B-Corps and engagement, decision models, equity premium, narcists, foundations, illiquid investments, tokenomics