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X-WR-CALNAME:Mathematical Finance
X-ORIGINAL-URL:https://www.math.ttu.edu/mathematicalfinance
X-WR-CALDESC:Events for Mathematical Finance
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DTSTART;TZID=America/Chicago:20250411T140000
DTEND;TZID=America/Chicago:20250411T150000
DTSTAMP:20260604T095830
CREATED:20241216T173924Z
LAST-MODIFIED:20241216T173924Z
UID:1686-1744380000-1744383600@www.math.ttu.edu
SUMMARY:Custom ESG Indexing: How Direct ESG Indexing Can Solve Many Responsible Investing Problems
DESCRIPTION:Speaker: Prof. Dr. Dirk Soehnholz\, CEO: Soehnholz ESG GmbH and Soehnholz Asset Management GmbH; Prof. of Asset Management\, Leipzig University \nAbstract: Responsible investments are booming\, but criticism has been growing\, too. I start by outlining the different dimensions and characteristics of responsible investments. I also describe a free tool to develop bespoke\, responsible investment policies that could serve as the basis to select appropriate funds. \nThere are now many standard active and passive\, so called responsible mutual funds available. I use three ambitious sustainable funds to show sustainability limits. In summary\, since responsible investments can vary pretty much by investor\, most standard funds may not be ideal for investors. \nMuch of the legitimate criticism of responsible investing can be avoided with bespoke portfolios. I outline simple ways to customize responsible portfolios with direct investments\, not limited to equity investments. There are many arguments for rather concentrated direct rule-based ESG investments. These (self-indexed) solutions could be efficiently delivered by wealth managers or used by self-directed investors. An (over-)diversification focus of mutual fund providers and investment advisors may be the biggest limitation for the growth of direct or custom ESG indexing. Most of the arguments apply to private and institutional investors alike\, although institutional investors will probably diversify more than private investors.
URL:https://www.math.ttu.edu/mathematicalfinance/event/custom-esg-indexing-how-direct-esg-indexing-can-solve-many-responsible-investing-problems/
LOCATION:via Zoom
CATEGORIES:Seminars,Spring 2025
ATTACH;FMTTYPE=image/png:https://www.math.ttu.edu/mathematicalfinance/wp-content/uploads/2024/12/soehnholz.png
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