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ESG Valuation Considerations – Top Down or Bottom Up?

Value Scope

This work can be used to reconcile and support an adjustment to the CAPM, then the WACC, via Alpha and Beta. Using Alpha, however, it could be done. Alpha is an adjustment made to the Capital Asset Pricing Model (“CAPM”) as part of the calculation of the Weighted Average Cost of Capital, or “WACC.” million to $271.5

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The European asset management industry: Navigating volatile times

Mckinsey and Company

While the relatively high cost of talent compared with other industries provided the majority of use cases until now, players are increasingly focusing on alpha generation, and the quest for efficiency and improved performance are considered equally important by survey participants (68 percent).

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ESG A Valuation Framework

Value Scope

As companies continue to legitimately integrate ESG into business strategy, the ability to achieve “alpha,” which is an excess return or performance above a codified index or peer group, might become more difficult to do. Using Alpha, however, it could be done. Alpha is unsystematic risk, unique to the firm undergoing valuation.

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ESG's Russia Test: Trial by Fire or Crash and Burn?

Musings on Markets

Case writers and consultants should have no trouble finding supporting cases studies and anecdotal evidence, academic researchers will unearth statistical evidence that your concept works and investment fund managers will unearth its capacity to create "alpha" in past returns. YouTube Video Blog Posts on ESG Sounding good or Doing good?

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Private real estate companies can ace the US student housing test

Mckinsey and Company

8 RealPage Analytics Blog , “Student housing outlook for 2023,” blog post by Carl Whitaker, January 12, 2023. Digital enablement is particularly important in the university setting, since the current (Gen Z) and next generation of students (Gen Alpha, born between 2010 and 2023) are digital natives who prefer digital interfaces.