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Klappentext Build sustainable, responsible portfolios that reflect the values of your retail clients In The Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals, the Founder and Director of Sustainable Investing at Earth Equity Advisors, Peter Krull, delivers a timely and insightful discussion of sustainable investing and responsible portfolio construction. In the book, you'll learn how to help your retail clients build solutions-based, sustainable, responsible, and impact-driven portfolios that actually reflect their values. You'll also learn how to avoid the greenwashed, "less-bad" investments so commonly found in the products and portfolios of major Wall Street firms seeking to use ESG primarily as a growth vehicle. The book also offers: A history of the Socially Responsible Investing movement, including its descendants: Environmental, Social, and Governance (ESG) Investing and Sustainable, Responsible, and Impact (SRI) Investing Why labels like ESG and SRI matter, what they mean, and how they're different An explanation of how major Wall Street firms hijacked the ESG investing philosophy and turned it into a vehicle for asset accumulation A perfect resource for financial advisors, planners, and other finance professionals, The Sustainable Investor is the ideal roadmap to values-driven investing strategies that meets the needs of retail investors who seek to make a positive difference in the world with their money. Inhaltsverzeichnis Foreword by Ed Begley Jr. xv Introduction: Why I'm Qualified to Write About Sri xxi Section I The Basics 1 Chapter 1 Why You Need to Know About Sri Now 3 Overview 3 Climate Change Hitting Home 5 Income Inequality and Social Justice in the Headlines 11 Corporate Greed and Malfeasance 13 More Information Available 15 Demographic Shifts 16 The Great Wealth Transfer 18 The Changing Economy 19 Conclusion 23 Chapter 2 The History of Sri, Esg, and Whatever the Next Acronym Might Be 25 Overview 25 Faith- Based Investing 26 Peace, Love, and Environmentalism 29 South African Apartheid 30 The Different Iterations of SRI 32 And Speaking of ESG 33 Where We're Going 35 Chapter 3 Esg: a Set of Metrics 37 Overview 37 What Is ESG? 38 ESG Is About Risk 39 ESG Reporting and Its Advantages 41 Regulation 43 E is for Environment 45 S is for Social 47 G is for Governance 49 Why Transparency Matters 52 ESG is the Future of Investing 53 Chapter 4 Sustainable Investing: Making the World A Better Place 55 Sustainable Investing and the Clean, Resilient Economy 55 What Does Positive, Solutions- Based Investing Mean? 56 What Is Decarbonization? 61 Where Does Banking Fit In? 62 Resilience and Adaptation: The Hidden Key to Sustainable Investing and the Clean Economy 66 The United Nations SDGs 72 Indexing and Sustainable Investing 74 Sustainable Investing Is Growth Investing 75 ESG Investing Is NOT Sustainable Investing 76 Measuring, Reporting, and Transparency 77 Conclusion 86 Chapter 5 Greenwashing 87 Overview 87 Greenwashing and Your Clients 88 Case Study 89 Conclusion 96 Chapter 6 Shareholder Advocacy 97 Overview 97 The Rules 99 Teamwork Is Key 99 The Issues 101 Examples of Shareholder Advocacy Victories 103 Engagement 104 Conclusion 106 Chapter 7 Community, Impact, and Private Investing 107 Overview 107 Community and Impact Investing 108 Private Investments 113 Conclusion 119 Section II Investing 1...
