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Big Data – Frischer Wind im ESG-Investing

5. November 2018
Thema:
Anleger versuchen bereits seit Längerem, ESG-Informationen in ihre Anlageentscheidungen einfließen zu lassen. Bislang jedoch haben ESG-Fonds schlechter abgeschnitten als der Markt. In dieser Ausgabe betrachten wir, wie die neuesten Entwicklungen im Bereich künstliche Intelligenz und maschinelles Lernen den Anlegern in die Hand spielen. Big Data hilft, Greenwashing aufzudecken, und liefert zukunftsgerichtete Marktsignale, die bessere Ergebnisse bieten als der Markt. Anleger, die die Auswirkungen von ESG-Faktoren auf den Fair Value von Aktien einschätzen wollen, können nur profitieren. [mehr]

Weitere Dokumente von Luke Templeman

81 Dokumente
8. Dezember 2021
2
The biggest themes of 2022 are not questions about, say, market direction. Rather, we highlight the waves of change in society that have momentum and will drive prices and risk. Our top-10 themes are spread across economics, finance, corporates, and government. They all exist against the backdrop of covid and they are all being changed by it. [mehr]
16. November 2021
6
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [mehr]
2. November 2021
7
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [mehr]
20. September 2021
8
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then? [mehr]
22.9.0