Download or read book Green Values A Guide to ESG Investing written by Anand Vemula and published by Anand Vemula. This book was released on with total page 88 pages. Available in PDF, EPUB and Kindle. Book excerpt: Green Values: A Guide to ESG Investing" is a comprehensive roadmap for investors seeking to align their financial goals with environmental, social, and governance (ESG) principles. Authored by renowned experts in sustainable finance, the book offers a deep dive into the world of ESG investing, providing both novice and seasoned investors with practical insights and strategies. The book begins by elucidating the fundamental concepts of ESG investing, emphasizing the importance of considering environmental impact, social responsibility, and corporate governance practices in investment decisions. Through clear and concise explanations, readers gain a solid understanding of how ESG factors can mitigate risks and drive long-term value creation in investment portfolios. As the narrative progresses, "Green Values" delves into the methodologies and frameworks used to assess ESG performance across different asset classes. From equities and fixed income to alternative investments, readers learn how to evaluate companies and funds based on their ESG credentials, enabling them to make informed investment choices that align with their values. One of the book's strengths lies in its exploration of real-world case studies and success stories from the ESG investing landscape. Through these illustrative examples, readers gain practical insights into how ESG integration can lead to competitive financial returns while simultaneously fostering positive societal and environmental outcomes. Furthermore, "Green Values" doesn't shy away from addressing the challenges and controversies surrounding ESG investing, offering nuanced perspectives on topics such as greenwashing, data transparency, and regulatory developments. By acknowledging these complexities, the book equips readers with the critical thinking skills necessary to navigate the evolving landscape of sustainable finance. In conclusion, "Green Values: A Guide to ESG Investing" serves as an indispensable resource for investors looking to harness the power of capital markets for positive change. With its blend of theoretical foundations, practical guidance, and real-world examples, the book empowers readers to build investment portfolios that reflect their commitment to sustainability and responsible stewardship.
Download or read book Values at Work written by Daniel C. Esty and published by Springer Nature. This book was released on 2020-10-26 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sustainable investing is a rapidly growing and evolving field. With investors expressing ever greater interest in environmental, social, and governance (ESG) metrics and reporting, companies face a sustainability imperative and the need to remake their business models to respond to an array of pressing issues including climate change, air and water pollution, racial justice, workplace diversity, economic inequality, privacy, corporate integrity, and good governance. From equities to fixed income and from private equity to impact-investing, investors of all kinds now want to understand which companies will be marketplace leaders in a business future redefined by sustainability. Thus, investment strategies, risk models, financial vehicles, applications, data, metrics, standards, and regulations are all changing rapidly around the world. In an effort to better understand the current status and movement of this dynamic field and to provide a practical reference for the growing pool of investors, financial advisors, companies, and academics seeking information on sustainable investing and ESG reporting, this edited book covers the latest trends, tools, and thinking. It showcases the work of authors from leading companies and academic institutions across a range of vital topics such as financial disclosure, portfolio assessment, ESG metrics construction, and law as well as regulation. Readers of the book will be better able to identify and address the hurdles to moving mainstream capital toward more sustainable companies, investments, and projects.
Download or read book Your Essential Guide to Sustainable Investing written by Larry E. Swedroe and published by Harriman House Limited. This book was released on 2022-04-05 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sustainable investing is booming. The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing? Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more—providing investors with a firm plan for truly sustainable investing. The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why. They then move on to a comprehensive review of the academic research. What does the data really say about risk and return in sustainable investing? What performance can you genuinely expect from sustainable investments? And how are today’s sustainable investors using their influence to drive positive changes for society and the environment? Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world. Your Essential Guide to Sustainable Investing is the definitive go-to resource that investors have been waiting for.
Download or read book ESG and Responsible Institutional Investing Around the World A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book ESG Investing For Dummies written by Brendan Bradley and published by John Wiley & Sons. This book was released on 2021-02-26 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your guide to investing for a more sustainable world Investing in one’s own future has always been a good financial move. But what if you want to ensure that the companies you have a financial interest in are also helping to improve the present and future of all of us—and of the planet? More than ever before, sustainable investors want to be confident that a company’s Environmental (net zero emissions target), Social (response to the Covid-19 pandemic), and Governance (no repeats of Enron and WorldCom) policies and actions are positively impacting the global outlook—and to identify ways that their dollar can incentivize business leaders to do even better. The worldwide rise of an Environmental, Socially Responsible, and Governance (ESG) approach to investing shows you’re not alone, and the $30+ trillion—and growing—committed in this way says it’s already become a transformative global movement. ESG provides a framework for evaluating companies that, unlike unrelated investment strategies, informs and guides sustainable investment. Even if you’re a novice investor, ESG For Dummies will allow you to hit this new investing landscape running, providing you with measurable ways to factor ESG into company performance, see how these are reflected in your investment return, and show how you can monitor companies to ensure your money is being put to ethical use. You’ll also become familiar with the big names to follow in the ESG world, how they’re already effecting positive change, and how you can help. Identify the drivers for each category of ESG Define and measure material ESG factors for investing success Understand principles for building a diversified sustainable portfolio Recognize material ESG factors effect on company performance ESG investing introduces powerful tools to do real and lasting good: this book shows you how to use them to help make everyone’s future, including your own, much more secure.
Download or read book Environmental Social and Governance ESG Investing written by John Hill and published by Academic Press. This book was released on 2020-01-30 with total page 371 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book Sustainable Investing written by Hanna Silvola and published by Springer Nature. This book was released on 2021-06-14 with total page 252 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book reviews the latest methods of sustainable investing and financial profit making and describes how ESG (Environmental, Social, Governance) analysis can identify future business opportunities and manage risk to achieve abnormal returns. Megatrends such as climate change, sustainable development and digitalisation increase uncertainty and information asymmetry and have an impact on the future returns on investments. From a profit perspective, it is largely about how ESG factors affect the long-term value added by companies and the valuation of companies in the financial markets. Although sustainability provides an opportunity for abnormal returns, this phenomenon must be considered in a critical light. The book describes the risks and limitations associated with the accountability and availability of ESG data and tools. This book provides both academic findings and practical models for assessing the sustainability of investees and introduces practical tools and methods to make ESG analysis practice. It focuses on the ESG analysis of equity investments and fund investments in institutional investment organizations and provides a handbook for all investment analysts who are involved with investment decisions. Readers will benefit from understanding the methods, opportunities and challenges that professionals use in their ESG analysis with cases, interviews and practical tools for both institutional and private investors.
Download or read book Investing in a Sustainable World written by Matthew J. KIERNAN and published by AMACOM Div American Mgmt Assn. This book was released on 2008-11-12 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: For business and investors, there's no doubt about it: The smart money is going green...and the growing movement toward ecologically forward-thinking companies is quickly becoming bigger and bigger. What may be surprising to some is that socially responsible organizations aren't just doing the right thing for the environment, they are also paying off financially, making their investors money and increasing the bottom line. Investing in a Sustainable World offers clear proof, through facts, figures, and hard documentation, that “going green” leads directly to better stock market performance...and that investors and companies who ignore it will, in fact, lose money. The book reveals the most powerful global megatrends—from the ongoing focus on emerging markets to natural resource depletion—which are transforming the very basis on which companies will compete, and offers an approach to sustainability-enhanced investing beneficial to both investors and companies. Revolutionary and backed by undeniable statistics, this book shows the clear link between sustainability initiatives and clear-cut profitability.
Download or read book Valuation and Sustainability written by Dejan Glavas and published by Springer Nature. This book was released on 2023-06-22 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to know how to integrate environmental, social, and governance (ESG) data into business valuation? This book will help you do so step-by-step. The book primarily aims at reaching two types of audiences: practitioners and students in finance (graduate and undergraduate level). Practitioners in finance will find interest in the book, as it will give them access to academic knowledge in a format that suits them. Academic research has made substantial advances in the field of business valuation and ESG. The book intends to transform this knowledge into practical and rigorous methodologies for taking ESG into account when valuing a company. Graduate and undergraduate courses have recently developed in business schools, universities, and engineering schools. These courses usually directly refer to academic articles or valuation companies' website documentation, but not to academic books. Therefore, the book will allow students to have access to centralized and organized information about business valuation and ESG. Readers without prior knowledge of business valuation will be guided through the ESG integration process. They will first be introduced to the concept of value and the reasons for incorporating ESG into the value. They will then learn simple financial methods to value firms and see step-by-step use cases. For instance, the reader will learn how to value a firm in the renewable energy sector using cash flow and multiple valuation methods. After building knowledge of standard business valuation, readers will better understand ESG data and ratings. The reader will then learn how to integrate ESG into business valuation using cash flow and multiples approaches. Again, the reader will be able to replicate these methods as the book will provide practical cases for integrating ESG data in business valuation. Finally, for the readers that intend to go a bit further, they will learn about the academic research advances in ESG and business valuation.
Download or read book Sustainable Investing written by H. Kent Baker and published by Oxford University Press. This book was released on 2022 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Can investors do well financially and do good for the world? Should they try? Many assume that investors "don't care who wins" as long as they are making money. For some investors, this mindset still rings true. Yet, many other investors challenge this stereotype and prefer to "make money mean more." Thus, they have dual goals: making money and doing good. This viewpoint, called sustainable investing, has gained considerable momentum in the last few decades. Sustainable investing delivers value by balancing traditional investing with environmental, social, and governance-related (ESG) insights to improve long-term outcomes. Some view sustainable investing as critical to the sustainability of investing. The book aims to demystify sustainable investing for "average" investors. It uses a question-and-answer format to examine whether such investments have a place in investor portfolios. Each chapter also contains insightful and amusing quotes by investment professionals and others. The book includes six chapters. Chapter 1 examines the changing investment landscape. Chapter 2 explores corporate social responsibility and the evolving responsibilities and obligations of a business. Chapter 3 focuses on the roles of social and religious values in shaping sustainable investing. Chapter 4 discusses the many investment options available to sustainable investors, such as stock, bonds, mutual funds, and exchange-traded funds. Chapter 5 reviews the performance implications of sustainable investing. This research-oriented chapter investigates the intriguing question, "Can sustainable investors have their cake and eat it too?" Finally, Chapter 6 ends by focusing on building a portfolio with a purpose"--
Download or read book The Complete Idiot s Guide to Socially Responsible Investing written by Ken Little and published by Penguin. This book was released on 2008 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: More than ever, people want their money investments to reflect their personal or political leanings. But how do they find out which companies are "socially responsible?" Do these "green" investments perform as well as traditional investments? How can they protect themselves from mutual funds or 401Ks that are managed without the future in mind? All these questions and more are answered by an international expert who founded the SRI World Group, one of the largest information services on SRI. Includes detailed information about SRI, its history and where it's headed Explains the criteria used to evaluate a company's level of social responsibility Compares performance of SRI to traditional investments
Download or read book Green Investing written by Patrick J. Costello and published by . This book was released on 2013-09 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this book, Patrick Costello, a practicing Certified Financial Planner(tm), shows busy investors how to implement a socially responsible and sustainable investment (SRI) strategy. Without spending an inordinate amount of time or becoming an investing expert, everyday investors can align their investing process with their personal ethics and values while earning a competitive return. Additionally, Patrick introduces the concept of "Green" investing, which is fundamentally about investor empowerment. Green investing, with socially responsible and sustainable investing at its core, goes beyond investment selection and encompasses the totality of the individual's investing experience. It is critical that aspiring SRI investors learn to navigate today's complex investing environment, avoiding pitfalls and leveraging the resources offered by the professional SRI community. In addition, a basic knowledge of the principles of portfolio construction is essential to any investor's success in achieving her goals. Only after an investor learns these lessons will she be fully prepared to build a diversified, risk-adjusted, socially responsible and sustainable portfolio. The financial services industry is rife with conflicts of interest, marketing hype and enormous amounts of media "noise." When investing through Wall Street financial service firms or national banks, investors may be unwittingly limiting themselves to proprietary trading programs and/or a small handful of mutual fund families that do not offer much in the way of SRI options. Investment professionals calling themselves "Financial Advisors" may in fact be nothing more than salesmen, eager to promote investment products of dubious value that pay high commissions. A Green investor is armed with the knowledge required to sift through financial service propaganda and media noise. She has the skills to select a financial professional who puts her interests ahead of his own, and enough of a working knowledge of portfolio construction to guard against taking inappropriate investment risks. "Green Investing: More Than Being Socially Responsible" delivers the following: 1) Clear definitions of what Socially Responsible (SRI), Sustainable, and Impact investing are all about, 2) Current objective performance information demonstrating that there is no need for SRI investors to make a financial sacrifice, 3) Practical step-by-step guidelines investors can use to add Socially Responsible and Sustainable investing strategies to their portfolios, 4) Concise explanations of the differences and similarities among popular investment vehicles such as mutual funds, exchange traded funds (ETFs) and separate accounts, 5) An overview of the science behind the construction of a diversified, risk-adjusted investment portfolio, 5) An analysis of the influence of Wall Street firms and large national banks on the investing environment, 6) A discussion of the impact of the financial media on the decision-making process of the long-term investor, and 7) Detailed descriptions of the professional training and standards of care offered by financial professionals with titles such as Financial Advisor, Investment Consultant, Certified Financial Planner(tm). To get right to the heart of the biggest misunderstanding among ordinary investors: The most current objective data show that an investor does not have to sacrifice performance in order to add an SRI element to his or her investment strategy.
Download or read book The Short Guide to Sustainable Investing written by Cary Krosinsky and published by Routledge. This book was released on 2017-09-08 with total page 67 pages. Available in PDF, EPUB and Kindle. Book excerpt: The vast majority of invested assets do not consider environmental, social or governance (ESG) factors. Socially responsible investing (SRI) emerged to address these challenges, but it remains largely deployed in "negative strategies" such as sector screening, and continues to be a small investment niche, largely due to perceptions about potential underperformance.Sustainable investing is a new, more positive investment construct, described as "an investment discipline that explicitly considers future social and environmental trends in financial decision making, in order to provide the best risk-adjusted and opportunity-directed returns for investors. By anticipating these trends ahead of the market, sustainable investing seeks to identify 'predictable surprises' that can help maximize value over the long term."This concise guide by one of the sector's leading experts: Disentangles the terminology around SRI and describes a new, positive, opportunities-oriented paradigm for sustainable investing Showcases funds and strategies that are delivering outperformance within ecological limitsSets out the key megatrends and scenarios which investors need to consider, and Offers a practical guide to constructing a sustainable portfolio. This is absolutely essential reading for investors, fund managers and analysts who need to get up to speed on sustainable investing.
Download or read book Handbook on Sustainable Investments Background Information and Practical Examples for Institutional Asset Owners written by Swiss Sustainable Finance and published by CFA Institute Research Foundation. This book was released on 2017-12-27 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fast growing share of investors have recently widened their scope of analysis to criteria regarded as extra-financial. They are driven by different motivations. Adoption of sustainable investment strategies can be driven, on the one hand by the sole motivation to hedge portfolios against knowable risks by expanding the conceptual framework to incorporate the latest best practice in risk management. Other investors focus rather on a long-term view and make an active bet on societal change. Recent empirical research has shown that considering sustainability factors within investment practices does not come at a cost (i.e. through a reduced opportunity set) but allows for competitive returns. Furthermore, the growing market and resulting competition in the wake of sustainable investing going mainstream has the welcome effect to compress fees for such products. Hence, staying informed about recent trends in sustainable investing is imperative no matter what the main motivation is.
Download or read book A Guide to Sustainable Corporate Responsibility written by Caroline D. Ditlev-Simonsen and published by Springer Nature. This book was released on 2022 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: This open access book discusses the challenges and opportunities faced by companies in an age that increasingly values sustainability and demands corporate responsibility. Beginning with the historical development of corporate responsibility, this book moves from academic theory to practical application. It points to ways in which companies can successfully manage their transition to a more responsible, sustainable way of doing business, common mistakes to avoid and how the UN Sustainable Development Goals are integral to any sustainability transformation. Practical cases illustrate key points. Drawing on thirty years of sustainability research and extensive corporate experience, the author provides tools such as a Step-by-Step strategic guide on integrating sustainability in collaboration with stakeholders including employees, customers, suppliers and investors. The book is particularly relevant for SMEs and companies operating in emerging markets. From a broader perspective, the value of externalities, full cost pricing, alternative economic theories and circular economy are also addressed.
Download or read book The Responsible Investor written by Anna Hyrske and published by Taylor & Francis. This book was released on 2022-10-31 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: • Provides an easy-to-access guide to what sustainable investing is and how it can influence investment decisions. • Written by experienced investment professionals, the book covers the full scale of Responsible Investment approaches and asset classes. • The book is based on global best practice and definitions as set by the UN-backed Principles for Responsible Investment (PRI), which is today the leading institution for responsible investors.
Download or read book The Morningstar Guide to green and Socially Responsible Investing written by Morningstar, Inc and published by . This book was released on 20?? with total page 15 pages. Available in PDF, EPUB and Kindle. Book excerpt:
