Investment advice and sustainability. A survey on professional-client interactions PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Investment advice and sustainability. A survey on professional-client interactions PDF full book. Access full book title Investment advice and sustainability. A survey on professional-client interactions by Paola Soccorso. Download full books in PDF and EPUB format.
Author: Paola Soccorso
Publisher: Roma TrE-Press
ISBN:
Category : Business & Economics
Languages : en
Pages : 69
Get Book Here
Book Description
La ricerca analizza la relazione consulente-cliente allo scopo di cogliere eventuali distonie informative e conoscitive. In continuità con l’edizione 2020 dell’indagine, la relazione consulente-cliente è stata esplorata con riferimento allo specifico tema dell’integrazione dei cosiddetti fattori ESG nell’attività di consulenza finanziaria. L’analisi, come di consueto, si basa su un questionario somministrato a due campioni paralleli, costituiti rispettivamente da consulenti finanziari e da loro clienti/investitori (indagine mirroring). Attraverso un confronto tra le opinioni degli investitori – così come percepite dai consulenti finanziari – e le opinioni effettivamente dichiarate dai clienti, l’indagine approfondisce diversi profili attinenti: all’interazione tra professionista e cliente; alla conoscenza e alla diffusione di investimenti sostenibili; ai fattori che possono promuovere la diffusione di tali opzioni di investimento. DOI: 10.13134/979-12-5977-385-2
Author: Paola Soccorso
Publisher: Roma TrE-Press
ISBN:
Category : Business & Economics
Languages : en
Pages : 69
Get Book Here
Book Description
La ricerca analizza la relazione consulente-cliente allo scopo di cogliere eventuali distonie informative e conoscitive. In continuità con l’edizione 2020 dell’indagine, la relazione consulente-cliente è stata esplorata con riferimento allo specifico tema dell’integrazione dei cosiddetti fattori ESG nell’attività di consulenza finanziaria. L’analisi, come di consueto, si basa su un questionario somministrato a due campioni paralleli, costituiti rispettivamente da consulenti finanziari e da loro clienti/investitori (indagine mirroring). Attraverso un confronto tra le opinioni degli investitori – così come percepite dai consulenti finanziari – e le opinioni effettivamente dichiarate dai clienti, l’indagine approfondisce diversi profili attinenti: all’interazione tra professionista e cliente; alla conoscenza e alla diffusione di investimenti sostenibili; ai fattori che possono promuovere la diffusione di tali opzioni di investimento. DOI: 10.13134/979-12-5977-385-2
Author: OECD
Publisher: OECD Publishing
ISBN: 9264852395
Category :
Languages : en
Pages : 94
Get Book Here
Book Description
This edition of the OECD Sovereign Borrowing Outlook reviews developments in response to the COVID-19 pandemic for government borrowing needs, funding conditions and funding strategies in the OECD area.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119440904
Category : Business & Economics
Languages : en
Pages : 340
Get Book Here
Book Description
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author: C. A. Brebbia
Publisher: WIT Press
ISBN: 1845644581
Category : Business & Economics
Languages : en
Pages : 626
Get Book Here
Book Description
Tourism has become a major international industry, with many countries all over the world relying on the income it produces. Because it is a major source of finances and employment, government and other institutions activitely promote tourism, regardless of the impact on the environment, ecology and social structure of the region. The demands of tourism can contribute to the destruction of the natural and cultural environment upon which it depends. The natural and cultural landscape's capacity to accommodate the local and worldwide effects of tourism, the typology thereof and its implications for the economy and society constitute very important study objectives. The development of tourism can result in the degradation of natural landscapes that paradoxically attract tourists to such areas. Featured topics include: Tourism Strategies; Tourism as a Tool of Development; Tourism Impact; Tourism and Protected Areas; Rural Tourism; Community Involvement; IT and Tourism; Climate Change and Tourism; Environmental Issues; Art, Architecture and Culture; Modelling; Emergent Strategies for Tourism Development; Landscape and Tourism; Tourism and Urban Planning.
Author: Atul K. Shah
Publisher: Taylor & Francis
ISBN: 1000772136
Category : Business & Economics
Languages : en
Pages : 229
Get Book Here
Book Description
Instead of being a means to an end, finance has become an end in itself and a master of economic actions and priorities. The role of ethics, culture and faith has been diminished by neoliberalism over the last forty years, such that we are living through a profound moral crisis, rising inequality and plutocracy. This practice is destroying the social and trust capital that already exists and is in need of replenishing. This pioneering book draws upon diverse wisdom traditions and their current living business practices to show that not only is another world possible, but it is actually hiding in plain sight. The author argues that our obsession with technocratic economic science has disabled us from exposing the organic and culturally diverse practices of finance. The climate and inequality crises demand new institutional and cultural solutions to transform behaviour and heal the planet. Through real-life examples and case studies, this book illustrates and develops a new organic theory of finance which can be taught and shared all over the world, helping society to prepare for a sustainable and inclusive future. It provides valuable empowerment to experts and professionals from different cultures and traditions to write about their own finance practices and in turn encourage their students and communities to embrace sustainability ideals. There is a global audience for this book, given its multicultural outlook and the diversity of narratives and case studies, from entrepreneurs to MBA students and leaders in accounting and finance. It also has huge relevance for policymakers and educators keen on embracing sustainable finance in their curriculum.
Author: Michael Stausberg
Publisher: Oxford University Press
ISBN: 019872957X
Category : Religion
Languages : en
Pages : 881
Get Book Here
Book Description
The Oxford Handbook of the Study of Religions provides a comprehensive overview of the academic study of religions. Written by an international team of leading scholars, its fifty-one chapters are divided thematically into seven sections. The first section addresses five major conceptualaspects of research on religion. Part two surveys eleven main frameworks of analysis, interpretation, and explanation of religion. Reflecting recent turns in the humanities and social sciences, part three considers eight forms of the expression of religion. Part four provides a discussion of theways societies and religions, or religious organizations, are shaped by different forms of allocation of resources (i.e., economy). Other chapters in this section consider law, the media, nature, medicine, politics, science, sports, and tourism. Part five reviews important developments,distinctions, and arguments for each of the selected topics.The study of religion addresses religion as a historical phenomenon and part six looks at seven historical processes. Religion is studied in various ways by many disciplines, and this Handbook shows that the study of religion is an academic discipline in its own right. The disciplinary profile ofthis volume is reflected in part seven, which considers the history of the discipline and its relevance. Each chapter in the Handbook references at least two different religions to provide fresh and innovative perspectives on key issues in the field. This authoritative collection will advance thestate of the discipline and is an invaluable reference for students and scholars.
Author: London Institute of Banking and Finance
Publisher: John Wiley & Sons
ISBN: 1119610028
Category : Business & Economics
Languages : en
Pages : 161
Get Book Here
Book Description
PRAISE FOR Banking on Change "In this 140th Anniversary celebration book, The London Institute of Banking and Finance stick to their core function of educating us all, but especially aspirant bankers, on the role and concerns of (retail and commercial) banking in the UK. They have assembled a well-chosen group of practitioners from a range of professions to write clear and easily assimilable essays, no technical expertise required, on a wide variety of current banking issues. If you want to learn about the current practices and problems of UK retail banking, this book must be essential reading." —Charles Goodhart, emeritus professor of banking and finance at the London School of Economics "In this important book, a line from Bill Allen's contribution is key: 'Nobody can predict the ferocity of the gale of creative destruction' that faces the financial services sector. True; but if you read the many and varied contributions, you'll have a pretty good idea. Moreover, you'll understand how we (that is, bankers) got here – and what we should do to make the industry more competitive, fairer and more genuinely useful. It is a soup-to-nuts look at banking – from the early days of the Institute of Banking, through the go-go years of ifs, to a present and future that are likely to be dominated by technology. It is well-worth a long read." —Andrew Hilton, director, Centre for the Study of Financial Innovation "If you were to imagine what a book celebrating 140 years of financial knowledge might contain, you could not come up with a better selection than this. As well as a historic sweep – from no-tech to fintech, the decline of trust and the rise of competition – today's hot subjects are addressed, including sustainable investing, cultural diversity and digital identity. The cradle-to-grave nature of the industry is captured in pieces about financial education and pensions. And it's well written, setting the scene nicely for the next era." —Jane Fuller, Fellow of the Society of Investment Professionals Financial services are undergoing rapid, and potentially dramatic, change. What will happen in payments, in sustainable finance and in fintech? How can the industry boost financial inclusion and ensure that its workforce has the skills it needs to meet regulatory requirements and to compete with new entrants? Can trade finance rise to the challenge of underpinning global trade for all and help the developing world avoid "financial abandonment"? What do financial services need to do to protect our digital identities? Banking on Change provides insights by experts and influencers from across the financial services industry on these and other questions. Published to mark the 140th anniversary of The London Institute of Banking & Finance, this book is intended to be of lasting value to both students and professionals.
Author: Cybellium
Publisher: Cybellium Ltd
ISBN: 1836795858
Category : Business & Economics
Languages : en
Pages : 228
Get Book Here
Book Description
Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com
Author: BPP Learning Media
Publisher: BPP Learning Media
ISBN: 0751775975
Category : Business & Economics
Languages : en
Pages : 609
Get Book Here
Book Description
The Association of Chartered Certified Accountants (ACCA) is the global body for professional accountants. With over 100 years of providing world-class accounting and finance qualifications, the ACCA has significantly raised its international profile in recent years and now supports a BSc (Hons) in Applied Accounting and an MBA.BPP Learning Media is an ACCA Official Publisher. P2 is a very challenging paper which builds on the knowledge and skills acquired at earlier levels in the preparation and analysis of financial reports for single entities and groups. It takes these areas to a higher level, putting into context the role of the accountant as a professional steward and adviser, who is responsible to the stakeholders of an organisation.It has five main sections: 1. Regulatory and ethical framework and current issues 2. Reporting the financial performance of entities 3. Group financial statements 4. Specialised entities 5. Analysis of the financial performance of entitiesThe main new topics introduced at this level relate to group accounts, but other topics are tested with a different emphasis and in more depth than at the Fundamentals Level.We provide material for both International and UK streams. The study text has been reviewed by the examiner and takes account of his advice on approaching the paper. Ethics, which have an impact on all aspects of financial reporting, are introduced at an early stage in the text, as is corporate social responsibility, so that students do not neglect these topics when covering the numerical areas. Accounting standards come next, combining revision with extension into more advanced areas. After a brief revision of basic groups, the more advanced consolidation topics are covered. Current issues are covered throughout the text within the appropriate topics, and also summarised towards the end of the book. The question bank contains practice at the case study-style question you will encounter in the real exam.BPP Learning Media is the publisher of choice for many ACCA students and tuition providers worldwide. Join them and plug into a world of expertise in ACCA exams.
Author: Michael Has
Publisher: Walter de Gruyter GmbH & Co KG
ISBN: 3110767392
Category : Technology & Engineering
Languages : en
Pages : 190
Get Book Here
Book Description
Sustainable production presented from an overarching perspective. The book provides information on the identification and assessment of footprints, concepts of sustainability practice in manufacturing companies, stakeholder management and communication. For the reader practical examples permit the analysis of the current situation and emerging developments. the current technical status of footprint analysis according to the Green House Gas Protocol is displayed. case studies with a focus on the manufacturing industry are discussed.
