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Kann ein 100 %-Portfolio den Markt schlagen?

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Positives Impact Investing

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Zusammenfassung

In diesem Artikel beleuchten wir die Möglichkeit, mit einem 100 %igen Impact-Portfolio den Markt zu übertreffen. Dazu schauen wir uns die bestehenden Fonds und Indizes genauer an und analysieren ihre Performance über die letzten Jahre. Wir finden keine Über- oder Unterperformance von SRI-Portfolios. Dennoch spricht einiges dafür, dass die Renditen im Vergleich zu konventionellen Produkten relativ stabil sind, was in Rezessionen eine Absicherung nach unten ermöglichen kann.

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Notes

  1. 1.

    https://www.federalreserve.gov/releases/h15/update/ abgerufen am 10.05.2016.

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Author information

Authors and Affiliations

  1. Wirtschaftsuniversität Wien, Wien, Österreich

    Lukas Immervoll & Margarethe Rammerstorfer

Authors
  1. Lukas Immervoll
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  2. Margarethe Rammerstorfer
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Corresponding author

Correspondence to Margarethe Rammerstorfer .

Editor information

Editors and Affiliations

  1. Eccos Impact GmbH, Cham, Schweiz

    Karen Wendt

Anhang

Anhang

In diesem Anhang wird die Stichprobe der SRI-Aktien- und Rentenindizes beschrieben. Für jeden Index geben wir an: Anbieter, Fondsname, Anlagetyp, Ticker, angewandter Zeithorizont, juristischer Sitz (GER Deutschland, ITA Italien, SUI Schweiz, BEL Belgien, GBR Großbritannien, FRA Frankreich), Anlageregion und die Datenquelle.

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Immervoll, L., Rammerstorfer, M. (2023). Kann ein 100 %-Portfolio den Markt schlagen?. In: Wendt, K. (eds) Positives Impact Investing. Springer Gabler, Cham. https://doi.org/10.1007/978-3-031-31297-7_4

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  • DOI: https://doi.org/10.1007/978-3-031-31297-7_4

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  • Publisher Name: Springer Gabler, Cham

  • Print ISBN: 978-3-031-31296-0

  • Online ISBN: 978-3-031-31297-7

  • eBook Packages: Business and Economics (German Language)

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