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Nachhaltige Investments: Eine empirisch-vergleichende Analyse der Performance ethisch-nachhaltiger Investmentfonds in Europa

Nachhaltige Investments: Eine empirisch-vergleichende Analyse der Performance ethisch-nachhaltiger Investmentfonds in Europa

          
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About the Book

Nachhaltige Investments sind ein neuer Trend in der Finanzwelt. Immer mehr Investoren legen ihr Geld nach nachhaltigen Kriterien an - oft ethisch motiviert. Doch was sind nachhaltige Investments und wie funktionieren sie? Ist die Investition in nachhaltige Geldanlagen sinnvoll? Wie sieht die Performance nachhaltiger Investments aus? Sollten Anleger besser traditionelle oder nachhaltige Investmentfonds kaufen? Diese und weitere Fragen werden im vorliegenden Buch näher untersucht. Ob ethische, sozial verantwortliche oder grüne Kapitalanlagen, ob Socially Responsible Investment (SRI), Ethical oder Sustainable Investing, alle Bezeichnungen lassen sich als nachhaltige Investments zusammenfassen. Sie berücksichtigen nicht nur ökonomische sondern auch ökologische und soziale Kriterien bei der Geldanlage. Im Buch werden verschiedene Begriffe zu nachhaltigen Investments erläutert und die Grundlagen erklärt. Zudem wird ein Überblick über nachhaltige Anlageformen gegeben und die Entwicklung nachhaltiger Investments dargestellt. Darauf aufbauend fokussiert das Buch auf nachhaltige Investmentfonds und geht auf Grundlagen von Aktienfonds ein. Es nimmt eine Klassifizierung nachhaltiger Fonds vor und erläutert verschiedene Nachhaltigkeitsstrategien wie Negativkriterien, Positivkriterien, Best-in-Class-Ansatz und Engagement-Ansatz. Darüber hinaus wird die Wirkung nachhaltiger Investments beurteilt. Anschließend folgt eine Analyse der Performance nachhaltiger Investmentfonds. Dabei werden ausgehend vom magischen Tetraeder der Geldanlage die Grundlagen der Performancemessung beleuchtet. Insbesondere betrachtet das Buch Einflussfaktoren auf Rendite und Risiko. Zudem werden traditionelle und moderne Performancemaße nach ihrer Eignung zur Performanceanalyse aus Sicht der Anleger bewertet (z. B. Sharpe-Ratio, Treynor-Ratio, Jensen-Alpha, Sortino-Maß). Daran schließt die empirische Analyse der Performance von 69 nachhaltigen, europäischen Aktienfonds an. Die Studie schildert die Vorgehen
About the Author: Johann Seitz, Diplom-Kaufmann Univ., absolvierte nach Abitur und Zivildienst eine Ausbildung zum Bankkaufmann mit sehr gutem Erfolg. Diese Qualifikationen baute er im darauffolgenden Studium der Betriebswirtschaftslehre an der Universität Augsburg mit Schwerpunkt auf dem Cluster Finance & Information aus, das er mit überdurchschnittlichen Leistungen abschloss. Während des Studiums arbeitete er in einer größeren Sparkasse und konnte so aktuelle Entwicklungen in der Finanzbranche mitverfolgen. Privat engagiert er sich ehrenamtlich z. B. in der Jugendarbeit und in Musikgruppen. Soziales, Ökologie und Ökonomie gehören für ihn zusammen, auch in der Finanzbranche. Daher lag es nahe, das Thema der Diplomarbeit am renommierten Lehrstuhl für Finanz- und Bankwirtschaft von Prof. Dr. Manfred Steiner in diesem aktuellen Spannungsfeld zu wählen: Denn nachhaltige Investments beziehen soziale und ökologische Aspekte bei der Geldanlage mit ein.


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Product Details
  • ISBN-13: 9783836696791
  • Publisher: Diplomica
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Spine Width: 5 mm
  • Weight: 131 gr
  • ISBN-10: 3836696797
  • Publisher Date: 08 Nov 2010
  • Height: 210 mm
  • No of Pages: 100
  • Series Title: German
  • Sub Title: Eine empirisch-vergleichende Analyse der Performance ethisch-nachhaltiger Investmentfonds in Europa
  • Width: 148 mm


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