Nachhaltige ETFs als Asset Investment im Treasury. Modellierung, Analyse und Anwendung
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Nachhaltige ETFs als Asset Investment im Treasury. Modellierung, Analyse und Anwendung

Nachhaltige ETFs als Asset Investment im Treasury. Modellierung, Analyse und Anwendung


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About the Book

Studienarbeit aus dem Jahr 2022 im Fachbereich BWL - Investition und Finanzierung, Sprache: Deutsch, Abstract: Wie sieht es bei nachhaltigen ETFs mit den Returnerwartungen aus? Wie schlagen sich nachhaltige ETFs im Vergleich zu normalen ETFs oder sogar aktiv gemanageten Fonds? Diesen Fragen wird das Research Paper fokussieren. Im Rahmen einer klassischen Performanceanalyse werden diese Fragen beantwortet und auf ihre Validität geprüft. Es wird anhand von mehreren ETFs und Fonds ein Vergleich der Performance auf einen 3 Jahreshorizont (Start: November 2019) angefertigt und mit bestmöglicher Vergleichbarkeit bewertet. Dies ermöglicht eine historisch orientierte Bewertung der Performance von nachhaltigen zu nicht nachhaltigen ETFs und Fonds. Mit der Einführung von Exchange Traded Funds (ETFs) im Jahre 1989, wurde ein neues Finanzprodukt vorgestellt, welches seitdem einen signifikanten Einfluss auf die Finanzwelt und deren Investments hat. Einer Studie vom Beratungshaus PwC zu urteilen wird der jetzt schon signifikant große Markt bis zum Jahre 2026 auf eine Größe von mindestens 18 Billionen USD ansteigen. Verglichen mit dem Gesamtmarkt von circa 160 Billionen USD Assets under Management macht das einen Anteil von circa 10% aus. Auch die Anzahl der ETFs hat sich in den letzten 18 Jahren von 276 auf über 8500 ETFs weltweit verdreißigfacht. Wenn man auf die Performance der ETFs im Vergleich zu aktiv gemanageten Aktienfonds schaut, kann man sehen, dass über einen Zeithorizont von 10 Jahren ein global diversifizierter ETF wie der MSCI World besser performed als die größten aktiven Gobalen Aktienfonds in Deutschland. Dies zeigt deutlich, dass ETFs auch im Bereich Asset Management im Treasury eine signifikante Relevanz erlangen können und daher eine genauere Analyse des Investitionselements vorgenommen werden sollte. Dennoch sind vor allem im aktuellen Marktumfeld vor allem nachhahltige Investitionslösungen gefragt, vor allem durch neue vom Gesetzgeber initiierte Regula


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Product Details
  • ISBN-13: 9783963565557
  • Publisher: Bod Third Party Titles
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Weight: 100 gr
  • ISBN-10: 3963565551
  • Publisher Date: 22 Feb 2024
  • Height: 210 mm
  • No of Pages: 30
  • Spine Width: 2 mm
  • Width: 148 mm


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Nachhaltige ETFs als Asset Investment im Treasury. Modellierung, Analyse und Anwendung
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