Investment advice and sustainability. A survey on professional-client interactions PDF Download
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Author: Paola Soccorso
Publisher: Roma TrE-Press
ISBN:
Category : Business & Economics
Languages : en
Pages : 69
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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
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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: Cybellium
Publisher: Cybellium Ltd
ISBN: 1836795858
Category : Business & Economics
Languages : en
Pages : 228
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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: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216
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Book Description
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author: United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Health, Employment, Labor, and Pensions
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 160
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Book Description
Author: IBP, Inc.
Publisher: Lulu.com
ISBN: 1514513641
Category : Business & Economics
Languages : en
Pages : 280
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Book Description
Cambodia Country Study Guide Volume 1 Strategic Information and Developments - Everything you need to know about the country - Geography, history, politics, economy, business, etc.
Author: United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Health, Employment, Labor, and Pensions
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 100
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Book Description
Author: Peter A. Soyka
Publisher: FT Press
ISBN: 0133480720
Category : Business & Economics
Languages : en
Pages : 1538
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Book Description
A new collection of realistic, proven best practices for implementing sustainability and making it stick… 4 authoritative books, in a convenient e-format, at a great price! 4 authoritative Books show how to transform business sustainability from idea to profitable reality: Understanding the value of sustainability is one thing: successfully implementing it in your business is another. Good intentions aren't enough: you need excellence in implementation. In this unique 4 eBook package, world-class experts focus on the nitty-gritty and the nuts-and-bolts of successful business sustainability: what it takes to make it work, build on success, and keep moving forward. In Creating a Sustainable Organization: Approaches for Enhancing Corporate Value through Sustainability, Peter A. Soyka helps you choose the right strategies, and then manage and measure them well. Bridging the worlds of the sustainability professional and the investor/analyst, Soyka reveals what the evidence says about linkages between sustainability and value… how to effectively manage sustainability throughout the business… how to manage key investor and stakeholder relationships, and much more. Next, in Return on Sustainability: How Business Can Increase Profitability and Address Climate Change in an Uncertain Economy , Kevin Wilhelm reviews today's best practices for capitalizing on the business opportunities presented by climate change. Wilhelm helps you make the business case by identifying key climate-related business risks that will require your company to act whether it wants to or not. He presents real-world case studies of firms ranging from Yakima to Lockheed Martin, demonstrating how enterprises have significantly improved business performance by improving climate performance -- and offering practical strategies, techniques, and lessons from their experiences. Then, in Making Sustainability Stick: The Blueprint for Successful Implementation, Wilhelm offers a complete, up-to-date blueprint for successfully and profitably integrating sustainability across your enterprise. Wilhelm organizes his plan into easy-to-digest chapters, with action steps backed up from his extensive real-life consulting experience and candid interviews with 40+ directors of Sustainability or Corporate Social Responsibility (CSR). He provides a step-by-step roadmap for realizing the benefits of sustainability by fully engaging employees… a checklist for implementation… powerful tips on regaining lost momentum… and specific resources and exercises for overcoming common obstacles. Finally, in Financial Times Briefings: Sustainable Business, Brian Clegg delivers concise, practical, and actionable advice for integrating sustainability throughout your business in ways that improve both the environment and your bottom line. Organized to deliver fast and realistic solutions, this FT Briefing presents targeted strategies, detailed tactics, real cases, crucial consensus-building techniques, effective metrics, proven executive interventions, and more. Whatever your role in executing on business sustainability, this collection will help you achieve outstanding results -- environmental and financial. From world-renowned business sustainability experts Peter A. Soyka, Kevin Wilhelm, and Brian Clegg
Author: Michael Urtuzuástegui Melcher
Publisher: BenBella Books
ISBN: 1637742924
Category : Business & Economics
Languages : en
Pages : 227
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Book Description
Create, maintain, and leverage professional relationships—in only 20 minutes a day. Meaningful relationships are a must-have to sustain and further your career. A network built on reciprocity, depth, and trust isn’t merely helpful to your career growth; it is absolutely necessary. Your skills, work ethic, education, lived experience, passions—all these will only achieve their full potential when paired with meaningful relationships. Your Invisible Network provides a practical, nuanced plan for building and sustaining a network that will supercharge your growth—from author Michael Urtuzuástegui Melcher, an internationally acclaimed executive coach and leadership expert who has partnered with professionals in nearly every field for decades. Every chapter of Your Invisible Network contains compelling true stories along with quick lessons and manageable practice exercises that even the busiest of professionals can fit into their schedules. As you take immediate action to build and deepen your network, you’ll learn how to: Recognize the seven types of relationships critical for your career success Foster meaningful connections with people with whom you have little in common Find mentors and sponsors Reach out to people despite discomfort—and know what to do if they don’t respond Serve as a resource and benefactor to others Develop your convening power Build a happier and more fulfilled work life No matter what career stage you’re in, it’s time to reevaluate your network and equip yourself with the tools to boost its power—your secret weapon for career success.
Author: SHOVON MAHALI
Publisher: YFLEXLEDGER
ISBN:
Category : Business & Economics
Languages : en
Pages : 563
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Book Description
Enduring principles of wealth, behavior, and financial mastery achieving true wealth is not merely a matter of numbers or knowledge—it’s about grasping the behavioral patterns that drive our financial choices. The Silent Power of Wealth: Management and Equation, author explores the dynamics of money management from a deeper psychological perspective, highlighting how our personal histories, emotions, and worldviews influence our financial outcomes. Financial decisions aren't just made on spreadsheets—they unfold in personal discussions, emotional boardroom exchanges, and moments of impulse. In The Silent Power of Wealth: Management and Equation, author shares 22 essential chapters offers a comprehensive look into real-world experiences, global economic case studies, and life-altering lessons that reshape how we perceive wealth accumulation. From understanding greed’s role to mastering the science of compounding and the rewards of patience, this book decodes the subtle yet impactful equations that govern financial success. SHOVON MAHALI offers practical wisdom on mastering concepts like the compounding effect, the importance of patience, and the role of calculated risk-taking author doesn’t just offer theory; he provides readers with actionable insights to apply in their everyday lives. Whether you're an investor, entrepreneur, or simply someone looking to gain better control over your financial future, this book will challenge the way you think about money and guide you toward making smarter, more strategic decisions.
