by Julius Harpstedt | Jun 15, 2021 | Investition
Environmental, social, and governance (ESG) factors have become central tenets in the capital allocation process for both the providers of capital, or investors, and the users of capital, or corporations. While initial rounds of ESG investment have largely received... by Julius Harpstedt | Jun 7, 2021 | Investition
Accurate performance readings of public pension funds, endowments, and other institutional investors are critical to their trustees and stakeholders. Fund performance is usually evaluated by comparing the portfolio rate of return to that of an index-like benchmark.... by Julius Harpstedt | Jun 6, 2021 | Investition
Your potential alpha isn’t just where the map differs from the territory. It’s where the map differs from the territory and where other investors are misusing that map. Continuing in the wake of the previous memo, let’s examine the balance sheet. Counting the Whole... by Julius Harpstedt | May 29, 2021 | Investition
Michael Lewis can “untangle complex subjects like few others.” And few topics qualify as more complex — or more tragic — than the US response to the COVID-19 pandemic, the subject of his latest book, The Premonition: A Pandemic Story. At the heart of Lewis’s narrative... by Julius Harpstedt | May 20, 2021 | Investition
Donnerstag, 18. Juni 2020, ist ein Tag, den James H.Freis, Jr., CFA, der Gründer von Market Integrity Solutions, niemals vergessen wird. Über Nacht wurde der sanftmütige Amerikaner in das Zentrum des größten Finanzskandals in der Geschichte des modernen Deutschlands... by Julius Harpstedt | May 19, 2021 | Investition
“Jedes System ist perfekt darauf ausgelegt, die Ergebnisse zu erzielen, die es erzielt.” – Paul Batalden zugeschrieben Dan Heath schreibt die Inspiration für sein neuestes Buch Upstream einer einzigen Parabel zu, die dem Soziologen Irving Zola... 
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