Sustainable investment = radically different?
A lower asset class diversification, more illiquid investments for large investors, more project finance, more active rather than passive mandates, significantly higher concentration within investment segments and different risk management with additional metrics and significantly less benchmark orientation.
Nachhaltige Geldanlage = Radikal anders?
Strenge Nachhaltigkeit kann zu stärkeren Unterschieden zwischen Geldanlagemandaten und radikalen Änderungen gegenüber traditionellen Mandaten führen: Geringere Diversifikation über Anlageklassen, mehr illiquide Investments für Großanleger, mehr Projektfinanzierungen, mehr aktive statt passive Mandate, erheblich höhere Konzentration innerhalb der Anlagesegmente und ein anderes Risikomanagement mit zusätzlichen Kennzahlen und erheblich geringerer Benchmarkorientierung.
ESG research criticism? Researchpost 156
ESG research criticism: 13x new research on e-commerce, petrochemical and corruption problems, good and average sustainable performance, high transition risks, EU Taxonomy, Greenium, climate disaster effects, good investment constraints and private equity benchmarks
Skilled fund managers – Researchpost 155
22x new research on skyscrapers, cryptos, ESG-HR, regulation, ratings, fund names, AI ESG Tools, carbon credits and accounting, impact funds, voting, Chat GPT, listed real estate, and fintechs
ESG and impact: Researchpost 154
ESG and impact: 12x new research on AI, poverty, crime, green demand, ESG risks, brown lending, green agency issues, voting, engagement, impact investing, CEO compensation, small caps etc.
Purpose: Researchpost 149
Purpose: 13x times new interesting research on free data, biodiversity, gender gaps, purpose and ESG washing, geodata, shareholder engagement, financial education, ETFs, private equity and asset allocation
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
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