Top Stocks Special Edition - Ethical, Sustainable, Responsible
Top Stocks Special Edition - Ethical, Sustainable, Responsible

Author: Erica Hall

Publisher: John Wiley & Sons

Published: 2024-06-10

Total Pages: 311

ISBN-13: 1394243464

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A handbook for investing with impact and building a share portfolio that reflects your values When it comes to share investing, how you choose to invest your money can create real global impact. Your investments can make a difference for urgent issues like climate change and human rights. But how do you know which companies are living up to their promises for a greener, brighter future? In Top Stocks Special Edition – Ethical, Sustainable, Responsible, you’ll discover essential information for growing a profitable portfolio that aligns your investments with your values. This book reveals the ethical and sustainable impact of top Australian companies. Inside, sustainable investing expert Erica Hall provides clear explanations for key metrics on environmental, social and governance (ESG) criteria and on carbon emissions. With this book, you’ll learn how to evaluate risk and momentum for more than 60 best-in-class companies across the major industry sectors of the ASX. And you’ll discover which companies have strong accountability, a clear pathway to decarbonisation, and robust, transparent ESG reporting. Learn how to identify what companies are best-in-class for responsible and ethical investing Understand the different challenges faced by each sector in achieving goals for impact Explore current issues in ESG and sustainability, from business ethics to public policy, the supply chain, environmental operations, and more An invaluable resource for novices and professionals alike, Top Stocks Special Edition – Ethical, Sustainable, Responsible provides clear, accessible tables for easy reference to essential ESG ratings and data points. With this handbook, you’ll learn how and where your investments can make a positive difference in the world — so you can make wiser, well-informed decisions for building your wealth.

ESG and Responsible Institutional Investing Around the World: A Critical Review
ESG and Responsible Institutional Investing Around the World: A Critical Review

Author: Pedro Matos

Publisher: CFA Institute Research Foundation

Published: 2020-05-29

Total Pages: 80

ISBN-13: 1944960988

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This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

Socially Responsible Investing
Socially Responsible Investing

Author: Lawrence Kennedy

Publisher: Independently Published

Published: 2023-08-15

Total Pages: 0

ISBN-13:

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"Socially Responsible Investing: Aligning Values and Wealth Creation" welcomes you to a game-changing framework in the field of finance. This exclusive Special Report, authored by the seasoned finance professional and social investing advocate Lawrence Kennedy, bridges the gap between fiscal pragmatism and ethical responsibility. You can now make your money work in a harmonious blend of profit and purpose, aligning your investments with your deeply held values. The report is an all-encompassing guide to socially responsible investing. Not only does it shed light on the practical aspects of creating wealth ethically, but it also dives into interviews, case studies, and strategic advice from experts in the field. Understanding Socially Responsible Investing: A comprehensive introduction to ethical wealth generation, demystifying commonly held confusions. The Inner Mechanics of Ethical Wealth Generation: A in-depth excavation into the nuts and bolts of socially conscious investments. The Shift towards Conscious Capital: Historical Insights: A historical overview of sustainable investing, showcasing the shift towards a more conscious economy. Analyzing Profitability of Socially Responsible Investments: Understand the fiscal potential of ethical investments with robust analyses and evaluations. Key Players in the Field of Social Responsibility Investment: Meet industry leaders and pioneers shaping the landscape of socially responsible investing. Strategies for Successful Socially Responsible Investing: Unlock the best strategies and tools to make your investments align with your social impact objectives. Challenges in Socially Responsible Investing: Mitigation Techniques: Navigate comfortably in the world of socially responsible investing with mitigation techniques for common challenges. Case Studies: Successful Socially Responsible Investors: Draw inspiration from the success stories of individuals who have triumphed in the realm of ethical investments. Measurement and Evaluation of Social Impact Investments: Learn how to measure the impact of your social investments and continuously evaluate your strategies. Charting Your Course: A Practical Guide to Start Investing Socially: Begin your journey in ethical investing with a practical, step-by-step guide curated for you. This isn't just a report-it's a transformative journey towards enriching your financial knowledge, your life, and the world around you. Whether you're a seasoned investor or just dipping your toes into the world of finance, this invaluable guide by Lawrence Kennedy paves the way to ethically sound and profitable investing. Let's take this step towards aligning our wealth with our values, one investment at a time!

Strategic Financial Management Casebook
Strategic Financial Management Casebook

Author: Rajesh Kumar

Publisher: Academic Press

Published: 2017-01-05

Total Pages: 605

ISBN-13: 0128093528

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Strategic Financial Management Casebook strategically uses integrative case studies—cases that do not emphasize specific subjects such as capital budgeting or value based management—to provide a framework for understanding strategic financial management. By featuring holistic presentations, the book puts readers into the shoes of those responsible for the world’s largest wealth creators. It covers strategies of growth, mergers and acquisitions, financial performance analysis over the past decade, wealth created in terms of stock returns since its listing in stock market, investment and financial decisions, cost of capital, and corporate valuation. In addition, the casebook also discusses corporate restructuring activities undertaken by each company. Each chapter follows a template to facilitate learning, and each features an Excel-based case analysis worksheet that includes a complete data set for financial analysis and valuation. Introduces a conceptual framework for integrating strategy and finance for value creation Emphasizes the roles of corporate governance, corporate social responsibility, and risk management in value creation Encourages an analysis of investment, financing, and dividend decisions Examines non-financial factors that contribute to value

Environmental, Social, and Governance (ESG) Investing
Environmental, Social, and Governance (ESG) Investing

Author: John Hill

Publisher: Academic Press

Published: 2020-01-30

Total Pages: 371

ISBN-13: 0128186933

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Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio presents a balanced, thorough analysis of ESG factors as they are incorporated into the investment process. An estimated 25% of all new investments are in ESG funds, with a global total of $23 trillion and the U.S. accounting for almost $9 trillion. Many advocate the sustainability goals promoted by ESG, while others prefer to maximize returns and spend their earnings on social causes. The core problem facing those who want to promote sustainability goals is to define sustainability investing and measure its returns. This book examines theories and their practical implications, illuminating issues that other books leave in the shadows. Provides a dispassionate examination of ESG investing Presents the historical arguments for maximizing returns and competing theories to support an ESG approach Reviews case studies of empirical evidence about relative returns of both traditional and ESG investment approaches