Cedar Portfolio Impact Investing Model Portfolio Jan 7 2020cedarportfolio
The document describes The Cedar Impact Investing Portfolio, which aims to help society and the environment through financially outperforming investments that address environmental, social and governance factors. The portfolio targets returns above industry benchmarks through businesses with strong corporate social responsibility programs involving impact investing. It is led by an experienced trader and aims to generate yield in a low interest rate environment while preserving purchasing power and mitigating risks. The portfolio's approach incorporates responsible investing focused on impact investing, ESG factors and social responsible screening to achieve dual goals of societal benefit and financial returns.
Cedar Portfolio Impact Investing Model Portfolio Dec 18 2019cedarportfolio
The document describes The Cedar Portfolio and its Cedargold Impact Investing Portfolio. The portfolio aims to achieve financial outperformance relative to benchmarks through investments in businesses that address ESG factors and impact investing, helping society and the environment. It utilizes a 14-step investment process that assesses quantitative and qualitative factors, and targets businesses involved in impact investing themes like sustainability. Backtesting from 2005-present shows the portfolio achieved higher returns with lower risk than the MSCI World Index. Contact information is provided for The Cedar Portfolio in Singapore, Toronto, and Chicago.
Cedar Portfolio Information Packet July 2019 Updatedcedarportfolio
The document provides an overview of research services offered by The Cedar Portfolio to help investors grow capital through real wealth investments and trading opportunities. It summarizes the portfolio's management team including a veteran floor trader, outlines challenges in today's investing environment, and describes the portfolio's approach which incorporates Austrian economic principles and quantitative and qualitative smart beta factors. The portfolio consists of three parts: a global equities pool, trading opportunities suggested by the floor trader, and suggested "cash holdings". Subscription details are also provided.
Cedar Model Portfolio Services Information Packet June 19 2019cedarportfolio
The document provides information on research services from The Cedar Portfolio that aim to generate annual returns of 10-12% through real wealth investments and trading opportunities. It summarizes the portfolio's approach, which incorporates Austrian school of economics principles, smart beta factors, and qualitative analysis to identify global equities and trading opportunities. Contact information is also provided.
Investment and Advice Services for Not-for-Profit OrganisationsChad Brendish
This document provides an overview of Morgan Stanley Wealth Management's investment and advisory services for not-for-profit organizations. It discusses building foundations for success through professional investment management, outlines their disciplined advice and robust investment processes, and describes their capabilities in sustainable investing, governance, reporting, and outsourced expertise to support not-for-profit clients.
Ashton Global is an emerging manager platform that specializes in niche investment strategies related to small-cap stocks and special situations.
Kijana Mack – Senior Managing Director, Portfolio Manager
Kijana has 14 years of experience in institutional investment management and corporate finance. He is responsible for overall enterprise risk and portfolio risk management at Ashton Global.
https://soundcloud.com/user-364986019/kijana-mack-interview-about-emerging-managers
Ashton Global Emerging Manager Hedge FundsKijana Mack
Kijana Mack is the Founder and Senior Managing Director at Ashton Global
https://kijanamack.com/
Kijana A. Mack, an expert in the global finance and energy sectors.
Please email kijana.mack@gmail.com for more information.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests in businesses promoting the UN's 17 Sustainable Development Goals using principles of Austrian economics and impact investing. Backtesting from 2005-2020 showed it outperformed one of the largest ESG funds. The strategy is managed by a team with decades of experience in finance, economics, trading, policy and ESG/sustainability.
Cedar Portfolio Impact Investing Model Portfolio Jan 7 2020cedarportfolio
The document describes The Cedar Impact Investing Portfolio, which aims to help society and the environment through financially outperforming investments that address environmental, social and governance factors. The portfolio targets returns above industry benchmarks through businesses with strong corporate social responsibility programs involving impact investing. It is led by an experienced trader and aims to generate yield in a low interest rate environment while preserving purchasing power and mitigating risks. The portfolio's approach incorporates responsible investing focused on impact investing, ESG factors and social responsible screening to achieve dual goals of societal benefit and financial returns.
Cedar Portfolio Impact Investing Model Portfolio Dec 18 2019cedarportfolio
The document describes The Cedar Portfolio and its Cedargold Impact Investing Portfolio. The portfolio aims to achieve financial outperformance relative to benchmarks through investments in businesses that address ESG factors and impact investing, helping society and the environment. It utilizes a 14-step investment process that assesses quantitative and qualitative factors, and targets businesses involved in impact investing themes like sustainability. Backtesting from 2005-present shows the portfolio achieved higher returns with lower risk than the MSCI World Index. Contact information is provided for The Cedar Portfolio in Singapore, Toronto, and Chicago.
Cedar Portfolio Information Packet July 2019 Updatedcedarportfolio
The document provides an overview of research services offered by The Cedar Portfolio to help investors grow capital through real wealth investments and trading opportunities. It summarizes the portfolio's management team including a veteran floor trader, outlines challenges in today's investing environment, and describes the portfolio's approach which incorporates Austrian economic principles and quantitative and qualitative smart beta factors. The portfolio consists of three parts: a global equities pool, trading opportunities suggested by the floor trader, and suggested "cash holdings". Subscription details are also provided.
Cedar Model Portfolio Services Information Packet June 19 2019cedarportfolio
The document provides information on research services from The Cedar Portfolio that aim to generate annual returns of 10-12% through real wealth investments and trading opportunities. It summarizes the portfolio's approach, which incorporates Austrian school of economics principles, smart beta factors, and qualitative analysis to identify global equities and trading opportunities. Contact information is also provided.
Investment and Advice Services for Not-for-Profit OrganisationsChad Brendish
This document provides an overview of Morgan Stanley Wealth Management's investment and advisory services for not-for-profit organizations. It discusses building foundations for success through professional investment management, outlines their disciplined advice and robust investment processes, and describes their capabilities in sustainable investing, governance, reporting, and outsourced expertise to support not-for-profit clients.
Ashton Global is an emerging manager platform that specializes in niche investment strategies related to small-cap stocks and special situations.
Kijana Mack – Senior Managing Director, Portfolio Manager
Kijana has 14 years of experience in institutional investment management and corporate finance. He is responsible for overall enterprise risk and portfolio risk management at Ashton Global.
https://soundcloud.com/user-364986019/kijana-mack-interview-about-emerging-managers
Ashton Global Emerging Manager Hedge FundsKijana Mack
Kijana Mack is the Founder and Senior Managing Director at Ashton Global
https://kijanamack.com/
Kijana A. Mack, an expert in the global finance and energy sectors.
Please email kijana.mack@gmail.com for more information.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests in businesses promoting the UN's 17 Sustainable Development Goals using principles of Austrian economics and impact investing. Backtesting from 2005-2020 showed it outperformed one of the largest ESG funds. The strategy is managed by a team with decades of experience in finance, economics, trading, policy and ESG/sustainability.
Programme of the Sustainable Finance Academy with Sustainable Finance Certificate through our Partner Iversity. Learn all aspects of Sustainable Finance and become a Sustainable Finance Expert. In the wake of humanities unsustainable journey, overuse of resources, climate change and social challenges, learn the frameworks and standards: the EU taxonomy, other taxonomies, the benchmark the EU has developed, the EU Action Plan for Sustainable Growth, The Social Economy Action Plan, Blockchain used for sustainability, open banking, integrating the COP 26, the Paris Agreement and the Sustainable Development Goals in all investment decisions. Learn about the voluntary standards the industry has developed (Montreal Protocol, Compact, Voluntary Principles for Human Rights in Business, the Green Bond Standards etc), impact investing ESG and innovation trends and learn how to evaluate and value assets with regard to sustainability, learn how to create impact assets, where they trade, how to value them, how to report about impacts and sustainability (EU Sustainable Finance Disclosure Directive, Global Reporting Initiative), learn how to do impact assessments and how to integrate sustainability in agreements, and smart contracts.
Understanding How Venture Capital Works | Kirsten Leute and John Lee | Lunch ...UCICove
About UCI Applied Innovation:
UCI Applied Innovation is a dynamic, innovative central platform for the UCI campus, entrepreneurs, inventors, the business community and investors to collaborate and move UCI research from lab to market.
About the Cove @ UCI:
To accelerate collaboration by better connecting innovation partners in Orange County, UCI Applied Innovation created the Cove, a physical, state-of-the-art hub for entrepreneurs to gather and navigate the resources available both on and off campus. The Cove is headquarters for UCI Applied Innovation, as well as houses several ecosystem partners including incubators, accelerators, angel investors, venture capitalists, mentors and legal experts.
Follow us on social media:
Facebook: @UCICove
Twitter: @UCICove
Instagram: @UCICove
LinkedIn: @UCIAppliedInnovation
For more information:
cove@uci.edu
http://innovation.uci.edu/
This document discusses venture capital and angel financing. It defines venture capital as money provided by investors to start-ups and small businesses with long-term growth potential. Venture capital financing is high-risk but can have high rewards. Angel financing refers to early investments from individuals, usually friends or family of the entrepreneur. The document outlines the stages of venture capital funding, advantages and disadvantages, as well as how venture capital firms and angel investors operate.
The document is a primer for the 2014 Impact Capitalism Summit. It discusses how impact investing portfolios can outperform traditional investing by incorporating environmental, social and governance factors that are knowable but often ignored. It provides evidence that portfolios focused on high-impact companies can achieve lower risk and higher returns than benchmarks. The primer includes articles making the case for impact investing across different asset classes as part of a responsible investment strategy. It also profiles the summit organizers, Watershed Capital Group, and their experience assisting companies with sustainability solutions.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
An advisory firm in Governance, Financial Management and Funding Strategies.
Our client focus is on growth companies in Energy, Digital Media, Technology, Healthcare and Financial Services.
Jaguar Capital is specialized in
Evaluating, Pivoting and Growing Companies
The document discusses various sources of funding for new ventures, including self-financing, angel investors, venture capitalists, private equity, public equity, banks, and research institutions. It describes who each source is, what drives their investment decisions, what they expect in return, and where their money comes from. Different sources are typically used to fund different stages of a company's development, from initial start-up to longer-term growth.
Impact investing aims to generate financial returns while solving social or environmental challenges by investing in small- and medium-sized enterprises that offer innovative but high-risk solutions, providing them with flexible, patient funding and support beyond what traditional sources offer; examples include the Low Carbon Enterprise Fund which invests in global businesses reducing carbon emissions. However, impact funds also face limitations in their ability to support entrepreneurs and achieve scale due to constraints of their market-based approach, focus on commercial returns alongside impact, and limited capital and expertise.
Venture Capital: An Entrepreneur's ManualBen Holmes
This document provides an overview of startup finance and the investment process. It discusses important reflections founders should have before starting a business, including their motivations and risk tolerance. Financing options are explored, including self-financing, debt, angels, venture capital, and public markets. The document outlines how to attract investors by building context and momentum. The investment process is summarized, including sharing relevant information with investors and understanding common deal structures like preferred shares, liquidation preferences, and reverse vesting. Key considerations for founders in choosing investors focus on finding the right partner at a fair valuation.
Why SME’s Need Assistance with Governance
What are the Benefits for SME’s when they create better Governance Structures
CEO’s or Founders need to get over the control aspects of their Board
Family Businesses vs. Private Corporations
Advisory Board vs. Board of Directors
The Five Best Governance Recommendations for a Private Corporation
Discuss experiences from the field
The Challenges for Consultants when Marketing and Engaging with SMEs
Best Practises in Contracting with SME’s
The document provides information on various funding sources for new ventures:
- Self-financed and angel investors provide initial startup funds. Research institutions focus on basic research.
- Venture capitalists invest just after startup to fund growth. Private equity invests in longer-term growth of established companies.
- Public equity and banks provide capital for operating needs and exits for venture capitalists and private equity investors. Each source has different drivers, expected returns, and origins of funds.
Buy-side M&A - Qualifying Your Seller & Finding ValueFirmex
Watch Full Webinar here: http://www.firmex.com/Qualifying-Your-Seller-Finding-Value-Sign-Up
How to avoid surprises and common mistakes, analyzing business issues in due diligence and how data rooms are playing a role in the due diligence process
Raising Capital - Venture Capital in AustraliaMarcus Tarrant
This presentation was prepared for the 2010 Australian Innovation festival by Mission HQ. It provides an overview of how to prepare an information memorandum for capital raising, and discusses the Australian investment marketplace
Entrepital provides funding to entrepreneurs through simplified terms in a cooperative partnership. It aims to enable business creativity by removing constraints unlike traditional conservative lenders. Entrepital targets startups with growth potential, low capital needs, and ability to expand globally. It understands the difficulties of funding startups and wants to unlock business growth through sharing the entrepreneur's vision and accepting more risk for higher returns. The directors have decades of experience in construction, investment management, and business analysis.
This document discusses startup financing life cycles and alternative financing mechanisms for startups. It explains that bootstrapping, debt, angels investors, seed funds, venture capital, and private equity are typical stages in a startup's financing life cycle. Angels investors provide small investments of $500k or less in early stage companies, while venture capital funds invest larger amounts in early and growth stage companies seeking exponential growth. Venture capital expects higher returns than debt-based financing from banks and has a more flexible process that is open to new technologies and ideas.
WBS Entrepreneurship Mentoring Workshop -28 July 2011 - John GriffithsWarwick Business School
This document discusses various funding options for entrepreneurs, including grants, debt, angel investors, and venture capital. It emphasizes the importance of developing an investment-ready business by creating a strong proposition, proof points, compelling business plan, and focused pitch. The Connect Midlands program is highlighted for its success in helping over 1,000 businesses become investment-ready and assisting over 300 entrepreneurs in raising £200 million total.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance versus a large ESG fund. The strategy is managed by a team with decades of investment experience, including a floor trader, CEOs, and advisors with expertise in macroeconomics, portfolio management, and ESG analysis. Interested parties can become shareholders or express interest in learning more about the investment strategy.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of the Austrian School of Economics and seeks businesses promoting UN Sustainable Development Goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interest in the investment strategy or becoming a shareholder, led by veteran trader Yra Harris and a team with expertise in ESG, economics, and finance.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using the principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interested parties to join as shareholders or express interest in the strategy. The management team is led by floor trader veteran Yra Harris and includes experts in ESG, macroeconomics, risk management, and sustainable investing.
Programme of the Sustainable Finance Academy with Sustainable Finance Certificate through our Partner Iversity. Learn all aspects of Sustainable Finance and become a Sustainable Finance Expert. In the wake of humanities unsustainable journey, overuse of resources, climate change and social challenges, learn the frameworks and standards: the EU taxonomy, other taxonomies, the benchmark the EU has developed, the EU Action Plan for Sustainable Growth, The Social Economy Action Plan, Blockchain used for sustainability, open banking, integrating the COP 26, the Paris Agreement and the Sustainable Development Goals in all investment decisions. Learn about the voluntary standards the industry has developed (Montreal Protocol, Compact, Voluntary Principles for Human Rights in Business, the Green Bond Standards etc), impact investing ESG and innovation trends and learn how to evaluate and value assets with regard to sustainability, learn how to create impact assets, where they trade, how to value them, how to report about impacts and sustainability (EU Sustainable Finance Disclosure Directive, Global Reporting Initiative), learn how to do impact assessments and how to integrate sustainability in agreements, and smart contracts.
Understanding How Venture Capital Works | Kirsten Leute and John Lee | Lunch ...UCICove
About UCI Applied Innovation:
UCI Applied Innovation is a dynamic, innovative central platform for the UCI campus, entrepreneurs, inventors, the business community and investors to collaborate and move UCI research from lab to market.
About the Cove @ UCI:
To accelerate collaboration by better connecting innovation partners in Orange County, UCI Applied Innovation created the Cove, a physical, state-of-the-art hub for entrepreneurs to gather and navigate the resources available both on and off campus. The Cove is headquarters for UCI Applied Innovation, as well as houses several ecosystem partners including incubators, accelerators, angel investors, venture capitalists, mentors and legal experts.
Follow us on social media:
Facebook: @UCICove
Twitter: @UCICove
Instagram: @UCICove
LinkedIn: @UCIAppliedInnovation
For more information:
cove@uci.edu
http://innovation.uci.edu/
This document discusses venture capital and angel financing. It defines venture capital as money provided by investors to start-ups and small businesses with long-term growth potential. Venture capital financing is high-risk but can have high rewards. Angel financing refers to early investments from individuals, usually friends or family of the entrepreneur. The document outlines the stages of venture capital funding, advantages and disadvantages, as well as how venture capital firms and angel investors operate.
The document is a primer for the 2014 Impact Capitalism Summit. It discusses how impact investing portfolios can outperform traditional investing by incorporating environmental, social and governance factors that are knowable but often ignored. It provides evidence that portfolios focused on high-impact companies can achieve lower risk and higher returns than benchmarks. The primer includes articles making the case for impact investing across different asset classes as part of a responsible investment strategy. It also profiles the summit organizers, Watershed Capital Group, and their experience assisting companies with sustainability solutions.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
An advisory firm in Governance, Financial Management and Funding Strategies.
Our client focus is on growth companies in Energy, Digital Media, Technology, Healthcare and Financial Services.
Jaguar Capital is specialized in
Evaluating, Pivoting and Growing Companies
The document discusses various sources of funding for new ventures, including self-financing, angel investors, venture capitalists, private equity, public equity, banks, and research institutions. It describes who each source is, what drives their investment decisions, what they expect in return, and where their money comes from. Different sources are typically used to fund different stages of a company's development, from initial start-up to longer-term growth.
Impact investing aims to generate financial returns while solving social or environmental challenges by investing in small- and medium-sized enterprises that offer innovative but high-risk solutions, providing them with flexible, patient funding and support beyond what traditional sources offer; examples include the Low Carbon Enterprise Fund which invests in global businesses reducing carbon emissions. However, impact funds also face limitations in their ability to support entrepreneurs and achieve scale due to constraints of their market-based approach, focus on commercial returns alongside impact, and limited capital and expertise.
Venture Capital: An Entrepreneur's ManualBen Holmes
This document provides an overview of startup finance and the investment process. It discusses important reflections founders should have before starting a business, including their motivations and risk tolerance. Financing options are explored, including self-financing, debt, angels, venture capital, and public markets. The document outlines how to attract investors by building context and momentum. The investment process is summarized, including sharing relevant information with investors and understanding common deal structures like preferred shares, liquidation preferences, and reverse vesting. Key considerations for founders in choosing investors focus on finding the right partner at a fair valuation.
Why SME’s Need Assistance with Governance
What are the Benefits for SME’s when they create better Governance Structures
CEO’s or Founders need to get over the control aspects of their Board
Family Businesses vs. Private Corporations
Advisory Board vs. Board of Directors
The Five Best Governance Recommendations for a Private Corporation
Discuss experiences from the field
The Challenges for Consultants when Marketing and Engaging with SMEs
Best Practises in Contracting with SME’s
The document provides information on various funding sources for new ventures:
- Self-financed and angel investors provide initial startup funds. Research institutions focus on basic research.
- Venture capitalists invest just after startup to fund growth. Private equity invests in longer-term growth of established companies.
- Public equity and banks provide capital for operating needs and exits for venture capitalists and private equity investors. Each source has different drivers, expected returns, and origins of funds.
Buy-side M&A - Qualifying Your Seller & Finding ValueFirmex
Watch Full Webinar here: http://www.firmex.com/Qualifying-Your-Seller-Finding-Value-Sign-Up
How to avoid surprises and common mistakes, analyzing business issues in due diligence and how data rooms are playing a role in the due diligence process
Raising Capital - Venture Capital in AustraliaMarcus Tarrant
This presentation was prepared for the 2010 Australian Innovation festival by Mission HQ. It provides an overview of how to prepare an information memorandum for capital raising, and discusses the Australian investment marketplace
Entrepital provides funding to entrepreneurs through simplified terms in a cooperative partnership. It aims to enable business creativity by removing constraints unlike traditional conservative lenders. Entrepital targets startups with growth potential, low capital needs, and ability to expand globally. It understands the difficulties of funding startups and wants to unlock business growth through sharing the entrepreneur's vision and accepting more risk for higher returns. The directors have decades of experience in construction, investment management, and business analysis.
This document discusses startup financing life cycles and alternative financing mechanisms for startups. It explains that bootstrapping, debt, angels investors, seed funds, venture capital, and private equity are typical stages in a startup's financing life cycle. Angels investors provide small investments of $500k or less in early stage companies, while venture capital funds invest larger amounts in early and growth stage companies seeking exponential growth. Venture capital expects higher returns than debt-based financing from banks and has a more flexible process that is open to new technologies and ideas.
WBS Entrepreneurship Mentoring Workshop -28 July 2011 - John GriffithsWarwick Business School
This document discusses various funding options for entrepreneurs, including grants, debt, angel investors, and venture capital. It emphasizes the importance of developing an investment-ready business by creating a strong proposition, proof points, compelling business plan, and focused pitch. The Connect Midlands program is highlighted for its success in helping over 1,000 businesses become investment-ready and assisting over 300 entrepreneurs in raising £200 million total.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance versus a large ESG fund. The strategy is managed by a team with decades of investment experience, including a floor trader, CEOs, and advisors with expertise in macroeconomics, portfolio management, and ESG analysis. Interested parties can become shareholders or express interest in learning more about the investment strategy.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of the Austrian School of Economics and seeks businesses promoting UN Sustainable Development Goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interest in the investment strategy or becoming a shareholder, led by veteran trader Yra Harris and a team with expertise in ESG, economics, and finance.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using the principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interested parties to join as shareholders or express interest in the strategy. The management team is led by floor trader veteran Yra Harris and includes experts in ESG, macroeconomics, risk management, and sustainable investing.
The document describes the CedarGlobalEquities ESG ETF, which aims to outperform peers through businesses that address ESG factors and impact investing. It takes a unique approach based on Austrian economics, assessing companies on 7 quantitative and 7 qualitative factors including social/environmental criteria. The fund seeks dual impact of helping society/environment while achieving financial outperformance at lower risk. It incorporates ESG, SRI and impact investing into the process.
The document discusses sustainable and responsible investing (SRI), which integrates financial and sustainability analysis to identify companies that manage environmental, social, and governance (ESG) issues well and thus provide superior long-term returns. It describes how SRI considers these non-financial issues as valid parts of investment decisions and encourages corporations to improve their practices. The document then outlines Boardwalk Capital Management's SRI investment strategies and services.
A portfolio is a Frame of financial assets such as stocks, bonds, commodities, currencies and cash equivalents including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly tradable securities, like real estate, art, and private investments.
Investors should construct an investment portfolio in accordance with their risk tolerance and investing objectives. Securities can be used to build a diversified portfolio, but stocks, bonds, and cash are generally considered a portfolio's core building blocks.
The asset owners demonstrate a sound and considerable investment strategy to Environmental, Social and Governance (ESG) to maximize the long-term investment and better manage of Risk.
The asset owner strategies are required to focus on managing ESG-risks, seeking sustainable investment opportunities to create good financial returns and contribute to solutions for major problems in our global society.
We go through the concept of ethical investing and discuss some of the mutual funds where one can invest ethically in India #ethicalinvesting #bseindia #investment #shariahcompliant
This document provides an overview of responsible investment (RI) in Canada. It defines RI as integrating environmental, social and governance factors into investment decisions. The main RI strategies are described as negative/positive screening, ESG integration, engagement, impact investing, and sustainability themes. Recent trends in the Canadian market include strong growth in RI assets under management, particularly among pension funds and retail investors, as well as an increase in the number of investment firms and funds offering RI options. Performance data shows that Canadian RI funds have outperformed industry averages. The document encourages learning more about RI through the Responsible Investment Association website.
Watershed Capital Group is a specialty consulting firm that assists sustainable companies and fund managers. It helps clients raise capital, execute mergers and acquisitions, and evaluate strategic financial options. Watershed's clients include entrepreneurs, companies, and fund managers scaling sustainable solutions. The firm brings over 100 years of combined experience across multiple industries. Partners have expertise in sectors like renewable energy, agriculture, manufacturing, and environmental services. Watershed also maintains one of the broadest networks in sustainable investing through initiatives it has launched. The firm is committed to helping clients succeed and scaling the sustainable economy.
ESG and Sustainable Investing: A Guide for ESG-Focused Investors in 2024Smoooth Biz Limited
ESG investing continues to gain momentum, driven by a growing awareness of sustainability issues and a shift towards more responsible investing practices. As an ESG-focused investor in 2024, staying informed, conducting thorough research, and aligning investments with personal values and goals are crucial for success in this evolving landscape.
https://smooothbiz.io/
This document provides information about IHS Inc., a leading information and analytics company, and its approach to corporate sustainability. It discusses IHS's financial performance, sectors and global operations. It emphasizes that corporate sustainability helps attract talent, drive innovation and supports long-term profitability. The document outlines IHS's sustainability initiatives including establishing sustainability as a corporate goal and participation in sustainability index assessments to improve performance. IHS aims to be a sustainability leader and integrate it throughout its culture and solutions to enable efficiency and long-term success.
The document discusses responsible investment strategies such as positive selection, activism, engagement, exclusion, and consulting. It also discusses institutional investors and frameworks for responsible investment like the Principles of Responsible Investment established by the UN and the Equator Principles used by financial institutions to manage environmental and social risks. Responsible investment began as a niche industry serving those wanting to invest ethically.
This document summarizes ClearBridge Advisors' socially aware investing (SAI) strategy. It notes that SAI aims to maximize both financial returns and social good by investing in companies promoting best practices in environmental, social, and governance issues. The document highlights that ClearBridge Advisors was an early pioneer in SAI, managing such portfolios since 1987, and that their SAI process integrates SAI-specific analysts and managers into their investment teams. It also summarizes evidence that SAI strategies have historically outperformed broad market indexes over medium- and long-term periods.
Agri-Vie is a private equity investment fund focused on food and agribusiness in sub-Saharan Africa. It was initiated by SP-aktif and Sanlam Private Equity to generate above-average returns while also creating socio-economic impacts. Agri-Vie invests in businesses involved in agriculture inputs, processing, marketing, and distribution with a focus on food and beverage, fiber, timber, and aquaculture products. Its goal is to be a catalyst for sustainable growth in Africa's foundational food and agriculture sector.
Smart Directions | Ethical Investing | April 14, 2016emmetoneallibrary
Dr. Rauterkaus presents information about Ethical Investing in the latest installment of Emmet O'Neal Library's Smart Directions series, sponsored by ALA and FINRA.
A message to GCC investment banks about trends in long and short term incentive compensation since the 2008 financial crisis. Increased emphasis on incorporating risk factors with financial measures/KPIs and enhanced corprorate governance.
This document discusses how sustainability and climate risk considerations can provide opportunities for wealth and asset managers. It argues that addressing these issues can help attract clients concerned with them, position the firm as a leader, and identify companies well-positioned for long-term success. The document recommends that firms develop narratives explaining how they consider sustainability, provide sustainable investment products, and work with Climate Risk Ltd to implement related strategies.
Dr.Bozesan on Economic Empowerment of Women Global Summit of Women Kuala Lump...AQAL Capital
This document summarizes a presentation on financing a business for growth using an integrated approach. It discusses:
1) Why understanding the global context and operating as an integrally informed business is crucial for success.
2) How traditional investing is challenged and impact investing is growing but fragmented, with the need for integration between traditional and sustainable investing.
3) Different sources of capital including government capital, public-private partnerships, and impact investors, and why understanding capital is important to attract funding to realize one's dreams.
Similar to Cedar Portfolio Impact Investing Model Portfolio Jan 10 2020 (20)
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
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