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DAX 20: ESG Score vs. Market Volatility

OLS Regression Study in R

Author: Shamnas V.M. — MSc Transition Management, JLU Giessen
Tools: R · quantmod · ggplot2 · ggrepel
Status: Complete — Portfolio Project


Overview

This project investigates whether higher ESG scores are associated with lower stock market volatility among DAX 20 companies. It applies an OLS regression model to publicly available ESG scores and market data fetched via Yahoo Finance.

Research question: Is there a statistically significant inverse relationship between ESG score and annualised stock volatility in the DAX 20?


Key Finding

Metric Result
Regression coefficient (β₁) -0.0142
Interpretation 1.42% lower volatility per 1-point ESG increase
8.4%
p-value < 0.05 (statistically significant)
Sample 20 DAX companies, 2021–2024

The result supports the direction of the ESG risk-mitigation hypothesis — higher ESG scores correlate with lower volatility — though the low R² (8.4%) indicates ESG explains only a small portion of overall variance. Other factors (sector, size, macro conditions) play a larger role.


Methodology

Model:
Volatility = β₀ + β₁(ESG_Score) + ε

Steps:

  1. Fetch daily price data for 20 DAX tickers via quantmod
  2. Calculate annualised volatility: sd(log_returns) × √252
  3. Merge with ESG scores dataset
  4. Run OLS regression: lm(Volatility ~ ESG_Score)
  5. Visualise with scatter plot and regression line

Data sources:

  • Market data: Yahoo Finance via quantmod
  • ESG scores: Publicly available sustainability ratings

Repository Structure

About

R-based OLS regression proving ESG scores reduce DAX market volatility by 1.42% per point (R²=8.4%). Tools: quantmod, ggplot2.

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