Join 📚 Josh Beckman's Highlights
A batch of the best highlights from what Josh's read, .
Work in public. Reveal nothing.
The Art of Working in Public / Robin
Robin
Just like regular investment funds can either be actively managed or “closet indexers” who mostly track the index, ESG funds can either have active idiosyncratic views about what companies are good for ESG, or can just track published benchmarks. If you just track the benchmarks then you will, in a certain light, have better ESG performance, because *the benchmarks are the ESG performance* . But that might not be quite what one wants in an ESG manager.
Money Stuff: AMC Has Some Clever APEs
Matt Levine
From the perspective of non-mega-platform companies, I think this is a natural continuation of the timeline evolution from “data as value” to “data as risk”, and these sorts of companies will increasingly want to approach all stored data with their eyes towards secure, restricted, and audited access.
A Brief Rant on Converging Compliance Regimes.
lethain.com
...catch up on these, and many more highlights
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