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Author: Bonnie Foley-Wong
Publisher: Bevel Press
ISBN: 9780995327405
Category :
Languages : en
Pages :
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Book Description
Balancing financial skills with an ethical mindset and intuition is challenging in an increasingly complex world and market. Integrated Investing offers an insightful methodology and practice for making investment decisions that reap rewards while matching your values. Developed over more than two decades' experience in finance, investment banking and venture capital, Foley-Wong's tools will shift your perspective about the relationship between money and social good, while techniques will help you to evaluate investments in high-stakes situations. The result? You will learn to make savvy investments time and again that meet your goals while also benefiting your community and planet. Radical yet practical, provoking and empowering, Integrated Investing is a must read for anyone with the desire for a better world, and a dollar to create it. Bonnie Foley-Wong is the founder of Pique Ventures, an impact investment and management company, and Pique Fund, an angel fund focusing on leadership diversity and women-led ventures. She has made and financed over $1 billion of alternative investments in Europe and North America. Having grown up in a working-class family, education had the biggest impact on her life. She strongly believes in empowering people with knowledge to make better and more mindful investment decisions. Foley-Wong is a Chartered Professional Accountant, Chartered Accountant, and a CFA charterholder. She presently resides in Vancouver, Canada, with her husband and young daughter.
Author: Bonnie Foley-Wong
Publisher: Bevel Press
ISBN: 9780995327405
Category :
Languages : en
Pages :
Get Book Here
Book Description
Balancing financial skills with an ethical mindset and intuition is challenging in an increasingly complex world and market. Integrated Investing offers an insightful methodology and practice for making investment decisions that reap rewards while matching your values. Developed over more than two decades' experience in finance, investment banking and venture capital, Foley-Wong's tools will shift your perspective about the relationship between money and social good, while techniques will help you to evaluate investments in high-stakes situations. The result? You will learn to make savvy investments time and again that meet your goals while also benefiting your community and planet. Radical yet practical, provoking and empowering, Integrated Investing is a must read for anyone with the desire for a better world, and a dollar to create it. Bonnie Foley-Wong is the founder of Pique Ventures, an impact investment and management company, and Pique Fund, an angel fund focusing on leadership diversity and women-led ventures. She has made and financed over $1 billion of alternative investments in Europe and North America. Having grown up in a working-class family, education had the biggest impact on her life. She strongly believes in empowering people with knowledge to make better and more mindful investment decisions. Foley-Wong is a Chartered Professional Accountant, Chartered Accountant, and a CFA charterholder. She presently resides in Vancouver, Canada, with her husband and young daughter.
Author: Simon Weihofen
Publisher: epubli
ISBN: 374188152X
Category : Business & Economics
Languages : en
Pages : 276
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Book Description
Besides financial goals, companies increasingly start formulating strategic environmental goals. However, the management and control of these goals remains a challenge. Therefore, this thesis aims to develop a method that is able to systematically integrate financial and environmental data in investment processes to support the achievement of strategic environmental and financial goals of companies. This new integrated investing method intends to provide a sufficient degree of scientific quality on the one hand and practical applicability on the other hand. In context of this thesis, a deficit analysis assesses reasons why current methods of environmental management accounting have not established as common business practice so far. During the first part of the subsequent method development a set of seven requirements is composed. On basis of these requirements additional methods of environmental management and management accounting systems are evaluated resulting in a final set of three approaches representing the basis of developing the new integrated investing method. After developing and describing the new integrated investing method, the method is applied in seven case studies within the Volkswagen Group. This method application verifies the method's practical applicability as well as its ability to manage and control strategic environmental and financial goals. In conclusion, this dissertation contributes to the development and application of a new integrated investing method that aims to ensure a sufficient degree of scientific quality and practical applicability. With the help of this method, it is able to systematically integrate environmental impacts in investment processes of companies in order to manage and control the achievement of strategic environmental and financial goals.
Author: William Burckart
Publisher: Berrett-Koehler Publishers
ISBN: 1523091096
Category : Business & Economics
Languages : en
Pages : 154
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Book Description
How institutions and individuals can address complex social, financial, and environmental problems on a systemic level—and invest in a more secure future. Investment today has evolved from the basic, conventional approach of the past. Investors have come to recognize the importance of sustainable investment and are more frequently considering environmental and social factors in their decisions. Yet the complexity of the times forces us to recognize and transition to a third stage of investment practice: system-level investing. In this paradigm-shifting book, William Burckart and Steve Lydenberg show how system-level investors support and enhance the health and stability of the social, financial, and environmental systems on which they depend for long-term returns. They preserve and strengthen these fundamental systems while still generating competitive or otherwise acceptable performance. This book is for those investors who believe in that transition. They may be institutions, large or small, concerned about the long-term stability of the environment and society. They may be individual investors who want their children and grandchildren to inherit a just and sustainable world. Whoever they may be, Burckart and Lydenberg show them the what, why, and how of system-level investment in this book: what it means to manage system-level risks and rewards, why it is imperative to do so now, and how to integrate this new way of thinking into their current practice. “Burckart and Lydenberg are the Wayne Gretzkys of investing: Showing us not where investing is, but where it’s going.” —Jon Lukomnik, Managing Partner, Sinclair Capital; Senior Fellow, High Meadows Institute
Author: Mariana Bozesan
Publisher: Springer Nature
ISBN: 3030540162
Category : Business & Economics
Languages : en
Pages : 300
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Book Description
Today, early-stage investors and entrepreneurs find themselves in a dilemma in which they must choose between profit and impact; between traditional, for-profit-only models on the one hand, and multiple-bottom-line structures with a positive social or environmental impact on the other. At a time in which climate change, exponentially growing technologies, social polarization, and looming pandemics are calling into question humanity’s priorities, this Report to the Club of Rome and the World Academy of Art and Science dissolves this dilemma by proposing a new investment paradigm, namely Integral Investing. Integral Investing incorporates and transcends the best practices of both traditional venture capital and impact investing. It provides a seamless integration and shows how technological progress need not be our rival, but can instead be our ally in ensuring the prosperous society we all want. Drawing on her own investments and stellar track record since 1995, the author reveals the mechanism of Integral Investing. At the heart of it is a powerful, 360-degree de-risking tool called the Theta Model, which reveals how to make smart investment decisions based on the comprehensive integration of traditional due-diligence criteria, sustainability metrics, and assessments of the founders’ and team culture. But it doesn’t stop there. In turn, this handbook demonstrates how to use human-centered AI to scale and digitalize the investment process. The goal here is to accelerate the use of exponential tech, capital, and consciousness leadership to transition to a sustainable global society: a process the author refers to as the Investment Turnaround. The 21 principles of Integral Investing, which she defines using Ken Wilber’s Integral Theory, lead to her manifesto on how to implement the UN Sustainable Development Goals within Planetary Boundaries by 2050 through early-stage investing and entrepreneurship. Similar to the 15th century, when the Medicis inspired the Renaissance, today humanity is once again at a crucial turning point where pioneering public and private financiers, investors, entrepreneurs, and other committed individuals have the opportunity to leave behind the legacy of a prosperous society. This handbook provides a source of inspiration, and shows how self-actualization, a positive mindset, and a consciousness that is backed by a world-centric desire can become the driving force for solving the global grand challenges.
Author: Carl E. Van Horn
Publisher:
ISBN: 9780692163184
Category : Human capital
Languages : en
Pages :
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Book Description
Author: Xin Xie
Publisher: John Wiley & Sons
ISBN: 0470826789
Category : Business & Economics
Languages : en
Pages : 343
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Book Description
A fresh approach to technical analysis utilizing a full view (multi-time frame) integrated analytical system. Has the bear market ended? Is the rebound lasting? Everybody wants an answer but nobody can provide one with a good degree of confidence. While fundamental analysis is notoriously weak when it comes to market timing decisions and price target forecasts, technical analysis is equally timid in providing any concrete answers to the above fundamentally important questions for market participants. No existing system has produced a firm answer with a respectable degree of conviction. This book will present a system to answer those questions with a high degree of confidence. Xin Xie is the Director for Institute of International Trade and Investment at the Upper Yangtze River Economic Research Center, Chongqing University of Business and Technology and PRC Ministry of Education. He has a PhD in Economics from Columbia University in New York and a Master of Arts Degree in Statistics at Zhongnan University of Finance in China. He has extensive experiences in banking and investment industries as Senior Economists and Strategists in Bank of America and UBS AG.
Author: Katherine Collins
Publisher: Routledge
ISBN: 1351861085
Category : Business & Economics
Languages : en
Pages : 134
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Book Description
We are all investors. We invest our time, our energy, our money. We invest every single day, as citizens, as consumers, as businesspeople. At its core, investing involves connection, exchange, and mutual benefit. Lately, however, the primary, beneficial function of investing has been overshadowed by ever-more mechanized iterations of finance. We have created funds of funds, securitizations of securitizations, and entire firms whose business is based on harvesting the advantage of microseconds of trading speed. The Nature of Investing calls for a transformation of the investment process from the roots up. Drawing on the author's twenty-plus years of leadership experience in top investment firms, the book connects real-world finance with the field of biomimicry. Citing real-life examples and discussing principles from the natural world, The Nature of Investing shows how we can create an investment framework that is different from the mechanized one currently employed. Readers will discover an approach that re-aligns investing with the world it was originally meant to serve. An approach that values resiliency over rigidity and elegant simplicity over synthetic complexity. This is the true nature of investing.
Author: OECD
Publisher: OECD Publishing
ISBN: 9264852395
Category :
Languages : en
Pages : 94
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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: Vasant Naik
Publisher: CFA Institute Research Foundation
ISBN: 1944960155
Category : Business & Economics
Languages : en
Pages : 192
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Book Description
Author: Jon Lukomnik
Publisher: Routledge
ISBN: 100037615X
Category : Business & Economics
Languages : en
Pages : 175
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Book Description
Moving Beyond Modern Portfolio Theory: Investing That Matters tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It’s time for MPT to evolve. The authors propose a new imperative to improve finance’s ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change and a lack of gender diversity, so as to improve the risk/return of the market as a whole, despite current theory saying that should be impossible. "Moving beyond MPT" recognizes the complex relations between investing and the systems on which capital markets rely, "Investing that matters" embraces MPT’s focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Its bold critique shows how the real world already is moving beyond investing orthodoxy.
