ESG beliefs: Researchpost 124
10x new research on biodiversity, subsidies, governance, greenium, ESG beliefs, divestments, taxonomy reporting, fund commissions, SVB, private asset platforms etc.
Taxonomy reporting: Can companies boost their share-prices?
Taxonomy reporting: Many investors want to invest responsibly. Investment funds which want to attract such investors should report their share of responsible investments.
ESG or impact? Researchpost 123
15x new research on (social) housing, AI lawyers, DWS, climate models, divestments, sustainability loans and greenium, green fees, ESG ratings, ESG labels, Article 9 funds, fiduciary duty and suppliers
Green cover investments: Researchpost 120
Green cover investments: 10x new research on carbon offset accounting, green cover and fading green investments, greenium, divestment criticism, SDG benchmarks, and real estate inflation risk
Artikel 9 Fonds: Kleine Änderungen mit großen Wirkungen?
Obwohl der Artikel 9 Fonds mit nur 30 Aktien und einem hohen Gesundheitsanteil wenig diversifiziert erscheint, hat er gut und vor allem defensiv performt. In den guten Aktienmarktphasen zu Ende 2022 und zu Anfang 2023 brachte der Fonds nur geringere Renditen als der allgemeine Aktienmarkt. Dafür hat er in 2022 mit -8,6% relativ gesehen sehr gut rentiert. Damit liegt er wie schon sein Modellportfoliovorläufer mit dem Startjahr 2017 (Global Equities ESG SDG Portfolio, vgl. www.soehnholzesg.com) bei der Rendite auf dem Niveau des breiten Aktienmarktes bei erheblich geringerem Risiko.
Critical ESG and more: Researchpost 118
Critical ESG: 11x new research on tax avoidance, ESG deficits, corporate governance, green monetary policy, climate transition investing, shareholder engagement, inequality, factor investments, listed real estate, and ChatGPT by Alex Edmans, David Larcker, Martin Hoesli et al.
Beyond ESG: Researchpost 116
Beyond ESG: 21x new research on bioenergy, CSR, carbon policy, greenium, ESG ratings, ecolabel, greentech, transition, fiduciaries, impact, activism, insiders, 1/n, SPACs, private equity and female founders by Timo Busch, Andreas Hoepner and many more (# indicates the number of SSRN downloads on February 5th, 2023): Social and ecological research High bio-emissions: Emissions of Wood […]
Stakeholder engagement and ESG (Special Edition Researchpost 115)
Stakeholder engagement: 18x research on stakeholder engagement, human capital, employee activists, employee ESG surveys, ESG wage gap, CEO pay gap, customer alpha, CEO limits and more research which is important for my shareholder engagement activities
ESG confusion and more (Researchpost 114)
ESG confusion: 19x new research on energy, mining, home offices, UN PRI, D&O, ESG ratings, greenwashing, shareholder and bondholder engagements, CEO pay, asset allocation, trading fee, private equity, cryptos