Investing Your Values的动态

In a new piece for ImpactAlpha on “Charting the path forward for responsible and impact investing with a systems lens,” I share a few reflections from my experience at this year’s annual #PRIinPerson conference in Toronto, hosted by Principles for Responsible Investment. From the article: “The path forward for responsible, sustainable, and impact investing may be as complex as the challenges we face. Among investors at this year’s PRI in Person conference in Toronto, there was a growing recognition that system-level solutions offer our best chance at addressing interconnected crises such as climate and inequality….” Read more in the link below. Big thank you to David Bank and Dennis Price! Attending the The Global Impact Investing Network's Impact Forum this week in Amsterdam? I’ll join Melissa Bradley of 1863? Ventures, Brianna Losoya-Evora of Sweef Capital Management Pte, and Hetal Damani of Trill Impact tomorrow for the panel on “Measuring Impacts of Investments in Historically Marginalized Communities.” During the panel, I'll discuss how TIIP - The Investment Integration Project thinks about evaluating system-level progress, particularly in the context of addressing LGBTQIA+ inequity. I’ll also give a sneak peek at TIIP’s work on the?Federal Reserve Bank of New York’s Making Missing Markets Initiative. The initiative is focused on: 1) connecting new sources of capital to community needs; 2) scaling existing sources of capital that meet a community need; and 3) connecting previously unlinked buyers and sellers. Want to learn more about the initiative and get involved in the system-level investing design team? DM me here or drop me an email, and register for the in-person event in New York on Nov 14: https://lnkd.in/gDBzMu4b. Ccing: David Erickson, Otho Kerr, Nathan Fabian, Cambria Allen Ratzlaff, Laura Weeks, Will Sullivan, Monique Aiken, Jessica Ziegler, Melissa Eng, Laura Wells, Noel Pacarro Brown, CIMA?, CPWA?, Kieron Boyle, Robert Eccles, Kirsty Jenkinson, Yuko Koshiba, Jon Lukomnik, Renaye Manley, MBA, Meredith Miller, Kilian Moote, and Caroline Flammer https://lnkd.in/g9vtvPzu

?"In 2022 44% of young investors thought it was “extremely important” for investment companies to use their size and voting power to influence the environmental priorities of their portfolio companies. The following year, 27% felt that way. This year? A mere 11%." https://lnkd.in/gTk449G7

Navigating the Shift’ delves into the transformation of investment paradigms, examining the rise of stakeholder values amidst traditional shareholder-centric approaches. It explores how Corporate Social Responsibility (CSR) and Impact Investing reshape business strategies, reflecting societal demands for ethical and inclusive capitalism. The book navigates the challenges and opportunities these shifts present, offering insights into their evolving impact on corporate governance and investor decision-making. https://lnkd.in/gDS-beFM

It's a wrap! We are sharing our most read articles in 2024. Today: Hadewych Kuiper's column 'Ignore the noise. Impact investing is on the right side of history' "Alarmist headlines, powerful conglomerates and so-called ‘anti-woke’ politicians are casting doubt about sustainable investing. But no matter how loud their noise, they can never prevent progress. Impact investing is on the right side of history", argues Managing Director Hadewych Kuiper. She encourages sustainable investors to stand strong and persevere. Like an oak tree against the wind. "I draw strength from the sometimes brazen arguments against ESG, sustainable and impact investing. Resistance is a normal part of change, and counterarguments make you aware of how others perceive things. They compel us to better articulate why we believe the financial sector should look at the ‘true return’ of their investment and replace their risk-return lens with an impact-risk-return lens." Read Hadewych's column on our website. #ImpactInvesting #SustainableInvesting #ESG #PositiveImpact #ImpactRiskReturn

BlackRock, as the largest global investment management company, and a leading voice in the investment community on climate and energy transition-related investment themes, has found itself at the center of a vocal anti-ESG movement by Republican politicians in the U.S., who have accused the firm of following a social agenda, or of “boycotting” and working to harm energy companies. The Texas State Board of Education announced the termination of an investment with BlackRock, pulling $8.5 billion in funds from the investment giant, with a statement by the Board’s Chairman Aaron Kinsey citing BlackRock’s “dominant and persistent leadership in the ESG movement.” Read more below: https://lnkd.in/gxyGbaRg #ESGNews #Sustainability #BihasaConsultants

Investor freedoms and impact investing principles are under attack by those who seek to sow confusion and disrupt the ability of investors to make decisions that are consistent with their fiduciary duty. ? Meeting the needs of Americans requires that we, as impact investors, confront challenges like the climate crisis and widening inequality head on rather than bowing to the intended chilling effect of insidious lawsuits and politicized attacks. Read the latest on these harmful efforts in?ImpactAlpha. #impinv U.S. Impact Investing Alliance https://lnkd.in/eSRrs5aQ??

Black Rock (the world largest investor company) significantly reduced its support for proposals?addressing social and environmental issues according to Forbes, September 2024. But is this a mainstream strategy for investors to push back sustainable financing? ? To understand it more deeply, here is different type of investors and their strategies: ? Index-investor -> engage with only a small number of investees, might establish a framework to define where engagement efforts should be focused. ? Private equity investors -> engagement can be more frequent and robust. Private equity funds can contribute significantly to the performance of the firms in which they invest. ? Fixed-income investing -> Relations have been traditionally non-existent, but recent finding shows that “…signatories with fixed income investments engage with at least one company”. ? So, should we keep going on E&S agenda or this is not priority in recent environment? ? Sources: https://lnkd.in/eeRydemP ? https://lnkd.in/ejak6rhv ? https://lnkd.in/eKxf43Tw

Challenge Project 2025's misguided attacks on ESG and its impact on sustainable investing. If Donald J. Trump For President, Inc wins the 2024 presidential election, this The Heritage Foundation initiative could reshape American democracy, misrepresenting ESG as irrelevant. This article by Jennifer N. Coombs with Ethos ESG (now part of ACA Group) sets the record straight on the importance of ESG investing. https://lnkd.in/gHfA89VQ Leslie Samuelrich Green Century Funds #Equities #Project2025 #SustainableInvesting #ESG #Investing #Investors #PresidentialElection #2024 #Trump2024 #DonaldTrump #DonaldTrump2024 #Finance #HeritageFoundation #AmericanPolitics #Politics #BlackRock #StateStreetGlobalAdvisers

Bates Wells' latest Purpose & Impact Roundup is out now! ??https://lnkd.in/e9rTpGUa?? Of particular interest this month: ? The Global Steering Group for Impact Investment has rebranded as “GSG Impact”, and the Impact Investing Institute has announced new leadership for its five-year strategy. ? The Taskforce on Inequality and Social-Related Financial Disclosures (TISFD) is seeking feedback and supporters to help develop a global framework for businesses to report on inequality and social matters. ? The EU Council has given final approval to the Corporate Sustainability Due Diligence Directive. ? B Lab Global has published its latest Annual Report, setting out key facts, figures and case studies to illustrate the development of the B Corp movement during 2023. If you'd like to receive the P&I Roundup highlights straight to your inbox every month, sign up here by selecting 'purpose & impact business': https://lnkd.in/gFR4NMQc #ResponsibleBusiness #SocialEnterprise #BCorp #Sustainability #ClimateAction #NetZero #Biodiversity #ImpactInvesting #SocialInvestment #CorporatePurpose #ESG #ImpactEconomy #SocialValue #PurposeDrivenBusiness #BusinessAsAForceForGood #PurposeBeyondProfit #Nature #ProfitWithPurpose #TransitionPlan #Governance

Impact investments support business models that serve a good cause and aim to be economically profitable. They are considered the highest level of sustainable investing, says the author of this article, Dr. Christoph Kind. As many investors are increasingly irritated by bureaucratic ESG regulation and the dangers of "greenwashing", the demand for impact investments is growing. The United Nations' Social Development Goals have established a set of values that can be used to assess whether investments serve a good purpose or not. The biggest challenge remains how impact can be meaningfully defined and measured. Read the full article here?https://lnkd.in/eeb7aK5p Benefit from our bi-weekly insights?https://lnkd.in/eHBkegDq #impactinvesting #sustainablefinance #familyoffice