ESG ETF‘S SCHLAGEN MSCI
Der Glaube, dass man mit nachhaltigen Anlagen keine konkurrenzfähigen oder sogar überdurchschnittlichen Renditen erzielen kann, ist im Markt nach wie vor weit verbreitet. Je länger je mehr zeigt sich jedoch, dass dies durchaus möglich ist. Gerade in schwierigen Zeiten sind nachhaltige Anlagestrategien oftmals resistenter. Dies belegt auch eine kürzlich veröffentlichte Studie von Bloomberg Intelligence, die aufzeigt, dass im Jahr 2020 bisher 60% der europäischen ESG ETFs ihren Vergleichsindex MSCI Europe geschlagen haben.
Wie mittlerweile bekannt sein dürfte, kann die Betrachtung von ESG-Kriterien dabei helfen, Risiken frühzeitig zu erkennen. Wer auf solche Signale entsprechend reagiert, sei es mit dem Ausschluss der betroffenen Unternehmen oder mit aktivem Engagement, kann diese Risiken deutlich reduzieren. Der Nutzen des ESG-Ansatzes geht aber über die Reduzierung von Risiken hinaus. Untersuchungen zeigen, dass sich ein positiver ESG-Trend oftmals als Wegweiser für operative Verbesserungen bei den Unternehmen herausstellt. So weisen Unternehmen mit hohen ESG-Ratings oftmals höhere Eigenkapitalrenditen und tiefere Nettoverschuldungen / EBITDA als der Durchschnitt auf. Das bedeutet, dass Unternehmen welche bei der ESG-Bewertung besser abschneiden, eine stärkere operative Leistung in Bezug auf die Höhe und Stabilität der Erträge erbringen. Dies wiederum lässt mittelfristig eine bessere Performance des Investments gegenüber dem Markt erwarten.
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MISSION POSSIBLE: NACHHALTIGKEIT UND ÜBERDURCHSCHNITTLICHE RENDITE
ESG ETF‘S SCHLAGEN MSCI
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Zurich, 3rd February 2014