Why does the for-profit portfolio remain, for the most part, traditionally invested? What forward-looking companies, family offices and foundations have committed to impact investing, and why? How have the multiple benefits of impact investing evolved over the last few years? What are smart ways to equip a company – whether it's the (potential) investor or the (potential) recipient of investment funds – to reap the benefits of socially responsible investing?
Falcon Invoice Discounting: Empowering Your Business Growth
Trends and Tremors in the Investor Landscape: New Forces in a New Era
1. Trends and Tremors in the Investor
Landscape: New Forces in a New Era
Paul Herman, HIP Investor
Vincent Siciliano, New Resource Bank
Darya Allen-Attar, Morgan Stanley
Conrad MacKerron, As You Sow
6. !! 22 sustainable banks now in GABV
!! TBTF banks not as profitable as sustainable banks
!! Risk "control" appears to be missing - e.g.
JPMorgan, HSBC, Bangladesh
!! Transparency & impact now required to build trust
and attract investors
Trends and Tremors
7. Money as a store of value
…..store of your values
Money as a medium of exchange
…..an agent of change
Wholehearted Money
Q: Are you spending your money on purpose?
28. Published 2010!
(John Wiley & Sons)
*Amazon.com
*BetterWorldBooks
* Wiley.com
Business Book
Bestseller List
18 University Curricula
Global Libraries
on 5 Continents
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44. Money as a store of value
…..store of your values
Money as a medium of exchange
…..an agent of change
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Q: Are you spending your money on purpose?
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Key Attributes
Values Alignment & ESG
Integration
Thematic focus
Sustainable thematic investments may focus on an
industry, such as water, energy, affordable housing;
or a specific topic, such as serving those at the
economic base of the pyramid or conservation
financing
Managers making sustainable thematic
investments often operate under an ESG policy
Sustainable thematic investment managers often
commit to some form of impact reporting
Key Attributes
Sector Exposure & Impact
Investing
Screening
Exclusion (using negative screens) or inclusion
(using positive or best-in-class1 screens) of sectors
or companies for investment based upon ESG
criteria
Environment, Social and Governance (ESG)
Integration
Overlaying financial analysis by factoring in the
long-term implications of material ESG risks and
opportunities
Active Share Ownership and Engagement
Investors can vote their proxies and file
shareholder resolutions to support corporate
initiatives that promote positive ESG behavior
Shareholders can engage with companies in order
to influence behavior related to sustainability
through dialogue with company executives, letter
writing and email campaigns and participation in
multi-stakeholder communications and coalitions
1! Social Investment Forum Foundation, Report on Socially Responsible Investing Trends in the United States, 2010