Domini social equity fund and MSCI KLD 400. Source: Bloomberg.
|
|
- Jasmine Singleton
- 5 years ago
- Views:
Transcription
1 Domini social equity fund and MSCI KLD 400 Source: Bloomberg.
2 Investment funds incorporating ESG factors Number of Funds Total Net Assets (US$ billions) ,013 Source: US SIF Foundation. Note: ESG funds include mutual funds, annuity funds, closed-end funds, ETFs, alternative investment funds and other pooled products, but exclude separate account vehicles and community investing institutions.
3 Sustainable and responsible investing in the U.S. Today, more than one out of every nine dollars under professional management in the United States is invested according to strategies of sustainable and responsible investing (SRI). - $3.31 trillion in US-domiciled assets at year-end 2011 held by 443 institutional investors, 272 money managers and 1,043 community investment institutions that apply various environmental, social and governance (ESG) criteria in their investment analysis and portfolio selection. - After eliminating double-counting for assets involved in both strategies, the overall total of SRI assets is $3.74 trillion, a 22-percent increase since year-end Source: US SIF Foundation.
4 Sustainable and responsible investing in the U.S ESG Incorporation $166 $533 $1,502 $2,018 $2,157 $1,704 $2,123 $2,554 $3,314 Shareholder Resolutions $473 $736 $922 $897 $448 $703 $739 $1,497 $1,536 Overlapping Strategies N/A ($84) ($265) ($592) ($441) ($117) ($151) ($981) ($1,106) Total $639 $1,185 $2,159 $2,323 $2,164 $2,290 $2,711 $3,069 $3,744 Source: US SIF Foundation.
5 Only 9 percent of investment strategies received a highly rated Ranking (ESG1 & ESG2) from Mercer Source: Mercer.
6 Mercer ESG ratings regional breakdown Source: Mercer.
7 There are a growing number of certified B Corporations B Corporation 2012 progress report Source: B Corporation.
8 B Corporation GIIRS impact rating GIIRS is an online self-assessment tool that measures companies' and funds' social and environmental performance. Comprehensive recognizing over 13 Social Enterprise models as well as over 100 multi-stakeholder practices and policies of a sustainable enterprise and fund manager; Easy to use designed for small and medium-sized enterprises and funds; Comparable allowing investors to compare and aggregate ratings of various companies and funds, regardless of geography, sector, and size, with specifically tailored questions and weightings applied in a consistent framework to ensure both relevancy and comparability; Adaptable offering industry addenda focused on products and services of companies within specific high-demand industries. Source: B Corporation.
9 MSCI ESG Impact Monitor The MSCI ESG Impact Monitor approach is stakeholder driven and covers 30 indicators Source: MSCI ESG Research.
10 Growth of media attention and shareholder proposals related to environmental CSR Newspaper articles Shareholder proposals Source: Caroline Flammer, MIT Sloan School of Management. Note: Newspaper articles include: articles mentioning both CSR and environment Shareholder proposals are proposals related to the environment as a percentage of the total number of shareholder proposals
11 The business case for CSR Improved relations with the investment community and better access to capital Enhanced employee relations that yield better results respecting recruitment, motivation, retention, learning and innovation, and productivity Stronger relationships with communities and enhanced license to operate Improved reputation and branding Source: Industry Canada.
12 Trends in CSR In percent of Fortune 500 companies issued corporate accountability reports Companies are becoming more aware and engaged with human rights issues across their value chains Some studies show up to 88 percent of millenials will choose a company with CSR values similar to their own Employee morale and engagement is higher in companies that pursue CSR Sources: Forbes, PricewaterhouseCoopers & Kellogg Insight.
13 Examples of CSR related indices and funds Dow Jones Group Sustainability Index FTSE4GOOD Index Series Socially Responsible Investment Fund Domini Social Equity Fund EcoValue 21 Sources: Industry Canada.
14 Deepwater Horizon oil spill Sources: Google Images.
15 2004 tsunami in Indonesia Sources: Google Images.
16
17 % cocoa yields Household incomes +200% Development projects +80% Investing $400 million 200,000 cocoa farmers 1 million people $100 million in Côte d Ivoire
18 FARMING COMMUNITY YOUTH ENVIRONMENT 35
19 Powerful Partnerships
20 Community Involvement We ve contributed more than $1 billion in cash and food over 25 years. The Mondelēz International Foundation is helping empower families around the world to achieve healthy lifestyles. Our community-based programs use proven three-pronged approach to healthy living active play nutrition education access to fresh foods Philippines Brazil China 5
21 Corporate Social Responsibility at Prudential Prudential s corporate social responsibility (CSR) work is led by the Community Resources Department. Community Resources manages a set of resources that the company utilizes to focus on key issues: Resources Impact Investments Corporate Engagement by Executives and employees Corporate Contributions Issue Areas Education Economic Development Civic Infrastructure Oversight is provided by: a board consisting of corporate directors and Prudential executives, and the Investment Committee on corporate impact investments Prudential s CSR work is local, national and international in scope with a special emphasis on its headquarters city of Newark, NJ 2
22 Impact Investing at Prudential has a long and deep history with the community Makes socially responsible investments earning a risk-adjusted return in projects that target the CSR focus areas (education, economic opportunity, civic infrastructure) and include both direct and indirect equity, debt, real estate and structured products. All investments are made with a dual mandate to drive social change and produce appropriate returns. Since its inception in 1976, the group has made over $1.5 Billion in investments with a strong track record of both social and investment performance. Prudential s dedicated impact investing unit manages a portfolio of $350 million in corporate assets and approximately $20 million of the Prudential Foundation Assets. Recent signature transactions include: Investing $7.5 million in UNICEF to launch the Bridge Fund which allows it to have a pool of liquid working capital to bridge funding delays and expedite the delivery of life saving commodities. In its most recent transaction, the Bridge Fund saved UNICEF $10 million and assisted it s purchase of 4 billion doses of Oral Polio Vaccine that is being used to eradicate polio in Nigeria. Leading supporter of B-Lab and a pioneer Investor in the Global Impact Investing Ratings (GIIRS) system. All funds in our portfolio are GIIRS rated and we serve on an advisory board to organization. 3
23 Corporate Engagement at Prudential strengthens community and builds employee skills This unit leads employee engagement and guides associates in using volunteerism to enhance their business skills. It also leverages corporate resources to advance social causes while helping meet business goals. Level of engagement by our employees In the last year, Prudential employees provided almost 120,000 hours of time to the community. Over 75 employees represent Prudential as board members for not-for-profit institutions Investing in Talent Building Diverse Leadership Initiative (A Board Placement Program) An employee and community engagement program for Prudential associates and nonprofit partners Combines Prudential s goals of developing leaders and strengthening communities Targets Prudential associates of different backgrounds (race, ethnicity, gender, age, sexual orientation and previous military service) Thirty high-potential diverse employees were identified for the inaugural class, 24 were placed. Corporate engagement is designed to provide development opportunities that tie into Prudential s leadership competencies such as: Establishes and Supports a Clear Vision and Strategy, Takes Intelligent Risks, Collaborates to Seize Opportunities, Transforms Strategy Into Action
24 Prudential s Corporate Contributions (Prudential Foundation) represents an established philanthropic tradition Established in 1977, the Prudential Foundation has invested several hundred million dollars in non profits that improve education, provide economic development opportunities, supports the arts, and builds civic infrastructure of underserved communities. Last year the Prudential Foundation made grants in the amount of $27 million. Signature support: $1M committed to the Alliance to Reform Education Leadership (AREL), a resultsoriented initiative focused on changing how school principals throughout the United States are recruited, prepared, supported and evaluated. National Fund for Workforce Solutions, a collaborative of national and local funders dedicated to testing new ways to train low income individuals to obtain and advance in careers paying family-sustaining wages and benefits, while at the same time ensuring that employers have the high quality human resources that will enable them to succeed in this dynamic and competitive economy. We have provided $1.75M since $2M committed to establish a one-stop business support center to help develop small and medium enterprises in the Tohoku area impacted by the tsunami. Our partner is Architecture for Humanity.
25 Millennials Must Be Engaged 89% said they are likely to switch brands if linked to cause 79% want to work for company that case about and contributes to society 78% believe that companies have responsibility for making a difference in the world 74% more likely to pay attention to a company s overall messaging when they see that company has deep commitment to cause they care about 69% consider companies CSR reputation when deciding where to shop 61% feel personally responsible for making a difference in the world 56% would refuse to work for an irresponsible corporation Source: 2006 Cone Millennial Cause Study
26 Stages of Employee Engagement
27
28
29
30
31
32
33 How Social Responsibility Inspires Employees and Serves Investors
Increase career awareness Build the pipeline Foster retention and development in the career Improve and strengthen the organization
2 0 1 7 S T R AT E G I C I N I T I AT I V E S INTRODUCTION Over the past few years, we have focused on a long-term strategic plan that was carefully carved out to help us live up to the mission of our
More informationRoyal Philips Electronics Creating long-term value with sustainability
Royal Philips Electronics Creating long-term value with sustainability ING Benelux SRI Conference Amsterdam March 25 th, 2010 Important information Forward-looking statements This document and the related
More informationESG: Impact on Companies Doing Business in America and Why They Must Care
ESG: Impact on Companies Doing Business in America and Why They Must Care 1 INTRODUCTION When the environmental, social and governance (ESG) movement first began to take shape across corporate America
More informationIntroduction. The Assessment consists of: A checklist of best, good and leading practices A rating system to rank your company s current practices.
ESG / CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com September 2017 Introduction This ESG / CSR / Sustainability Governance
More informationVendor Disclosure Page
Vendor Disclosure Page 2017 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written
More informationIntroduction. The Assessment consists of: Evaluation questions that assess best practices. A rating system to rank your board s current practices.
ESG / Sustainability Governance Assessment: A Roadmap to Build a Sustainable Board By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com November 2017 Introduction This is a tool for
More informationFrom niche to mainstream: how ESG principles are reshaping investing today
June 2016 From niche to mainstream: how ESG principles are reshaping investing today Leo M. Zerilli, CIMA Head of Investments John Hancock Investments As ESG standards become more uniform and as corporate
More informationSUPPORTING THE POSITIVE IMPACT OF YOUR BUSINESS
N O VEMB ER 2 0 1 7 SUPPORTING THE POSITIVE IMPACT OF YOUR BUSINESS SOC I E T E G E N E R ALE C IB PIONE E R S PO SI T I V E I M PACT FINANC E S OLU TIONS As the global population approaches eight billion,
More information2015 Letter to Our Shareholders
2015 Letter to Our Shareholders 1 From Our Chairman & CEO Pierre Nanterme DELIVERING IN FISCAL 2015 Accenture s excellent fiscal 2015 financial results reflect the successful execution of our strategy
More informationCorporate Responsibility 2016 Overview. Aspiration into Action
Corporate Responsibility 2016 Overview Aspiration into Action New Standards for Change Corporate responsibility (CR) is a long-term commitment we ve made to our clients, employees, shareholders and communities
More informationMPMA Sustainability Conference 2013
www.pwc.com MPMA Sustainability Conference 2013 Sustainability ratings: how transparency can drive performance 3 rd Sustainability is at the core of people, planet and profit dimensions The company s degree
More informationjuly 2012 CEB to Acquire SHL Compelling Value Creation, Growth, and Scale Opportunity
july 2012 CEB to Acquire SHL Compelling Value Creation, Growth, and Scale Opportunity Safe Harbor Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities
More informationHARBOURVEST ESG POLICY (ENVIRONMENTAL, SOCIAL, AND GOVERNANCE)
HARBOURVEST ESG POLICY (ENVIRONMENTAL, SOCIAL, AND GOVERNANCE) LONG-TERM COMMITMENT HarbourVest views ESG as an integral part of its business, and the Firm s ESG Policy formalizes its longstanding view
More informationSustainability Investing Measuring Intangibles. Guido Giese, PhD Head Indexes
Sustainability Investing Measuring Intangibles Guido Giese, PhD Head Indexes Content Introduction Measuring Sustainability Sustainability Investing Conclusion 1 Introduction to SAM Investment boutique
More informationA Framework for Implementing the Patient Protection & Affordable Care Act to Improve Health in Latino Communities
The Latino Coalition for a Healthy California A Framework for Implementing the Patient Protection & Affordable Care Act to Improve Health in Latino Communities Preamble Twenty years ago, the Latino Coalition
More informationBuilding Capacity for the Future
Building Capacity for the Future Research Foundations Leading in Collaboration and Partnership Carlsberg Academy Copenhagen, Denmark January 27, 2015 Jed Emerson Grand Lake, CO San Francisco, CA A Broad,
More informationIt s more than our tag line.
It s more than our tag line. Earning our clients confidence starts with delivering consistently excellent investment results and outstanding service. But it doesn t end there. Confidence also comes from
More informationOffice of the Chief Operating Officer
Office of the Chief Operating Officer Table of Contents Organizational Structure Departmental Overview Economic Development and Tourism Division Strategic Communications Division Strategic and Enterprise
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Value Across Multiple Dimensions The Investing with Impact Platform focuses on flexibility and engagement, allowing both
More informationINNOVATING IN THE NEW
2018 LETTER TO SHAREHOLDERS INNOVATING IN THE NEW NEW APPLIED NOW DELIVERING IN FISCAL 2018 Accenture delivered outstanding financial results in fiscal 2018, reflecting excellent demand for our differentiated
More informationNational Family Office Forum: Adapt, innovate, and transform 2018 survey report
National Family Office Forum: Adapt, innovate, and transform 2018 survey report Introduction Although no two family offices are alike, many single family offices (SFOs) do have a great deal in common.
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation
More informationNonprofits face many challenges. Growing investments. to support your operational needs. Meeting the need for
H E L P I N G Y O U A C H I E V E Y O U R O R G A N I Z A T I O N S M I S S I O N F o u n d a t i o n & I n s t i t u t i o n a l A d v i s o r s Y O U R O R G A N I Z A T I O N S N E E D S A R E C O M
More informationAnnual Press Conference 2010 Peter Löscher President and CEO, Siemens AG Munich, Germany, November 11, 2010
Annual Press Conference 2010 Peter Löscher President and CEO, Munich,, November 11, 2010 Check against delivery. Siemens growth gains momentum We have just completed a very successful fiscal year. We are
More informationGlobal Sustainability Leaders Index ETF (ETHI) Horizons
Horizons Global Sustainability Leaders Index ETF (ETHI) In one trade, gain exposure to the top100 global climate change leaders committed to socially responsible investing. Innovation is our capital. Make
More informationBusiness Plan 2016/ /19
Business Plan 2016/17 2018/19 Approved by OTF Board of Directors November 25, 2015 Ontario Trillium Foundation 800 Bay Street, Fifth Floor, Toronto ON M5S 3A9 Telephone: 416.963.4927 Toll-free: 1.800.263.2887
More informationPRINCIPLES FOR SUSTAINABLE INSURANCE REPORT ON PROGRESS OCTOBER 2015
PRINCIPLES FOR SUSTAINABLE INSURANCE REPORT ON PROGRESS OCTOBER 2015 Purpose of document This document outlines our commitment and progress towards implementing the Principles for Sustainable Insurance,
More informationAnnaly ESG Presentation to Investors January 2019
Annaly ESG Presentation to Investors January 2019 Safe Harbor Notice This presentation, other written or oral communications, and our public documents to which we refer contain or incorporate by reference
More informationDow Jones Sustainability North America Index Dow Jones Sustainability United States Index
Dow Jones Sustainability North America Index Dow Jones Sustainability United States Index Launch Event 23 September 2005 New York, USA 1 Program Sustainability Investing A Market Overview Jane Ambachtsheer
More informationstrategy consulting digital technology operations ANNUAL REPORT 2017
strategy consulting digital technology operations ANNUAL REPORT 2017 DELIVERING FISCAL 2017 Accenture s very strong financial performance in fiscal 2017 reflects the continued successful execution of our
More informationVice President, Investor Relations. Search conducted by: waldronhr.com
Vice President, Investor Relations Search conducted by: waldronhr.com The Organization Global Partnerships (GP) is an impact-first investor dedicated to expanding opportunity for people living in poverty.
More informationSOLUTIONS FINANCE SERIES BEYOND IMPACT INVESTING, TOWARDS SOLUTIONS FINANCE ISSUE #1
SOLUTIONS FINANCE SERIES BEYOND IMPACT INVESTING, TOWARDS SOLUTIONS FINANCE ISSUE #1 1 Solutions Finance Series Issue #1 A NEW VISION FOR OUR WORK: BUILDING THE SOLUTIONS ECONOMY The J.W. McConnell Family
More informationEconomic and Social Council
United Nations Economic and Social Council Distr.: Limited 1 December 2015 Original: English For decision United Nations Children s Fund Executive Board First regular session 2016 2-4 February 2016 Item
More informationResponsible investment primer
Responsible investment primer Executive summary Responsible investment primer This document explains responsible investment, its four primary approaches and potential benefits for investors. The many facets
More informationUnilever Investor Event 2018 Graeme Pitkethly 4 th December 2018
Unilever Investor Event 2018 Graeme Pitkethly 4 th December 2018 SAFE HARBOUR STATEMENT This announcement may contain forward-looking statements, including forward-looking statements within the meaning
More informationOur Fingerprint in the World of Wealth Management
Our Fingerprint in the World of Wealth Management INVEST & TRANSFORM WEALTH MANAGEMENT World-class investment and advisory professionals at your disposal with the sole objective of achieving your personal
More informationStatement on Climate Change
Statement on Climate Change BMO Financial Group (BMO) considers climate change one of the defining issues of our generation. Everyone, including BMO, bears responsibility for the effectiveness of the response.
More informationDVYA ishares Asia/Pacific Dividend ETF
ishares Asia/Pacific Dividend ETF ETF.com segment: Equity: Asia-Pacific - High Dividend Yield Competing ETFs: N/A Related ETF Channels: Smart-Beta ETFs, Asia-Pacific, Dividend, High Dividend Yield, Equity,
More informationFundamentals of Sustainable and Responsible Investment. The World Bank Washington DC May 20, :30 am 11:30 am
Fundamentals of Sustainable and Responsible Investment The World Bank Washington DC May 20, 2014 8:30 am 11:30 am US SIF and US SIF Foundation The US SIF Foundation is a 501c3 organization that carries
More informationAnnual Meetings Remarks May 3, Paul Mahon. President and CEO Great-West Lifeco Inc.
Annual Meetings Remarks May 3, 2018 Paul Mahon President and CEO Great-West Lifeco Inc. Paul Mahon President and CEO Great-West Lifeco Inc. Contents Overview 1 Financial performance highlights 1 Creating
More informationMajority of Millennials Are Happy Despite Financial Anxiety, Wells Fargo Study Finds
Contact: Amy Hyland Jones 704-383-4995 Amy.hylandjones@wellsfargo.com Peter Greenley 415-222-0102 Peter.Greenley@wellsfargo.com Majority of Millennials Are Happy Despite Financial Anxiety, Wells Fargo
More informationPress release Financial information 3 rd quarter 2018
Press release Financial information 3 rd quarter 2018 Paris, 13 November 2018 Strong first nine months to September with a very satisfactory third quarter Global Advisory: record nine months revenue, up
More informationAXA and the Principles for Sustainable Insurance Overview
AXA and the Principles for Sustainable Insurance Overview Isabella Falautano, Responsabile Relazione Esterne e Istituzionali, Chief Corporate Responsibility Officer, Gruppo AXA in Italia Seminario FeBAF,
More informationCAMPUS CAREERS INVESTMENT GROUPS BUILD STRATEGIES
ABOUT BlackRock was founded 28 years ago by eight entrepreneurs who wanted to start a very different company. One that combined the best of a financial leader and a technology pioneer. And one that focused
More informationIMPACT INVESTING. Is It Right for Your Clients? Investing for Good SM. A Presentation for Financial Advisors
IMPACT INVESTING Is It Right for Your Clients? A Presentation for Financial Advisors Investing for Good SM All investments have social and environmental impacts that can be positive or negative. At Domini
More information2020 STRATEGIC AND FINANCIAL PLAN TRANSFORM TO GROW
2020 STRATEGIC AND FINANCIAL PLAN TRANSFORM TO GROW Paris, 27 November 2017 Societe Generale will present tomorrow its 2020 Strategic and Financial Plan at an Investor Day in Paris. Commenting on the plan,
More informationF U T U R E O F W O R K
H E A L T H W E A L T H C A R E E R F U T U R E O F W O R K Milan Taylor Partner, Mercer G E O P O L I T I C A L V O L AT I L I T Y G L O B A L T R E N D N O T J U S T U S What is on our employees minds?
More informationB U I L D I N G A F R I C A N - A M E R I C A N A N D L A T I N O P I P E L I N E S F O R T H E F I N A N C I A L S E R V I C E S I N D U S T R Y
B U I L D I N G A F R I C A N - A M E R I C A N A N D L A T I N O P I P E L I N E S F O R T H E F I N A N C I A L S E R V I C E S I N D U S T R Y F I N A N C I A L S E R V I C E S P I P E L I N E E X T
More informationOM Asset Management Business Review 2016
OM Asset Business Review 2016 2 Business review Institutional Asset Peter Bain Chief Executive Officer OM Asset (OMAM) We are an institutionally driven, active investment management business delivered
More informationInvestec Bank plc. Q and A fact sheet
Investec Bank plc 17 Q and A fact sheet Overview of Investec and Investec Bank plc Investec is an international specialist bank and asset manager that provides a diverse range of financial products and
More informationThe Changing Workforce: Future Talent Trends Impacting Pooling and the Insurance Industry. Managing Partner
The Changing Workforce: Future Talent Trends Impacting Pooling and the Insurance Industry Presented by: Margaret Resce Milkint Managing Partner AGENDA Market Trends Changing Dynamics Industry Solutions
More informationMIKE HALLORAN, CFA INVESTMENT STRATEGIST JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC
1 Michael Halloran, CFA A GUIDE TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INVESTING December 21, 2018 Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline
More informationEmbracing Community PEMCO and the Pacific Northwest Spirit. Shrey Aggarwal David Brablec Henry Kopesky Chloe Naguib
Embracing Community PEMCO and the Pacific Northwest Spirit Shrey Aggarwal David Brablec Henry Kopesky Chloe Naguib 1 2 Objective To develop a CSR strategy for PEMCO that fits with its current image Agenda
More informationEQUITY PARTNERSHIP TRUST
EQUITY PARTNERSHIP TRUST Scoping Document for Consultation November 2014 MANAGE YOUR CAPITAL IMPORTANT INFORMATION This material has been prepared as a first step in a consultation process with our farmers
More informationRoyal Bank of Canada. Annual Report
Royal Bank of Canada 2010 Annual Report Vision Values Strategic goals Always earning the right to be our clients first choice Excellent service to clients and each other Working together to succeed Personal
More informationInvestors Ask For More Information (Why) Should Companies Be Bothered?
Investors Ask For More Information (Why) Should Companies Be Bothered? Alvar Roosimaa Limestone Investment Management Investor Relations Seminar Macedonian Stock Exchange and PFS Program September 24,
More informationThe 2018 U.S. Trust Study of High Net Worth Philanthropy 1
The 2018 U.S. Trust Study of High Net Worth Philanthropy 1 Conducted in partnership with the Indiana University Lilly Family School of Philanthropy Executive Summary Insights into the motivations, priorities
More informationWORKING TOGETHER TO BUILD STRONGER PORTFOLIOS
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE WORKING TOGETHER TO BUILD STRONGER PORTFOLIOS Four ways J.P. Morgan helps solve your investment needs The path to a stronger portfolio starts here It takes
More informationG7 Investor. Global Initiatives. iglobalinitiatives.com
G7 Investor Global Initiatives iglobalinitiatives.com INITIATIVE #1 INVESTING IN GROWTH THAT WORKS FOR EVERYONE Enhancing expertise in infrastructure financing and development 2 THE CASE FOR CHANGE...
More informationPRUDENTIAL FINANCIAL, INC. FEBRUARY 2018
PRUDENTIAL FINANCIAL, INC. FEBRUARY 2018 FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES Certain of the statements included in this presentation constitute forward-looking statements within the meaning
More informationIdentifying Opportunities. Aligning Resources. Community Commitment Plan Summary Report. Measuring Outcomes. Advancing What Works
Identifying Opportunities 2016 Community Commitment Plan Summary Report Aligning Resources Measuring Outcomes Advancing What Works 2016 Community Commitment Highlights Helping to ensure the well-being
More informationSocially Responsible Investing Survey. September 2018
Socially Responsible Investing Survey September 2018 1 Research Method Socially responsible investments investments that aim to promote environmental stewardship, consumer protection, human rights, and
More informationALTERNATIVE INVESTMENTS
ALTERNATIVE INVESTMENTS FIERA CAPITAL ALTERNATIVE INVESTMENT SOLUTIONS Fiera Capital combines the flexibility and efficiency of an alternative investment strategies manager with the deep resources of a
More informationMaximizing Capital. The Power of Investing with Impact. CRC (3/15) Expiration: 3/16
Maximizing Capital The Power of Investing with Impact CRC1137880 (3/15) Expiration: 3/16 What Is Investing with Impact? Morgan Stanley defines Investing with Impact as an approach that aims to generate
More informationGoldman Sachs Presentation to Bernstein Strategic Decisions Conference David M. Solomon President and Chief Operating Officer
May 3, 208 Goldman Sachs Presentation to Bernstein Strategic Decisions Conference David M. Solomon President and Chief Operating Officer Cautionary Note on Forward-Looking Statements Today s presentation
More informationREPORT FROM THE BUY SIDE: THE POWER OF INTANGIBLE FACTORS ON INVESTMENT DECISIONS
REPORT FROM THE BUY SIDE: THE POWER OF INTANGIBLE FACTORS ON INVESTMENT DECISIONS BACKGROUND & METHODOLOGY This research was conducted to determine how, and the extent to which, communications influence
More informationStrategic Plan
2018 2021 Strategic Plan Prepared and Submitted for Review: May 10, 2018 Adopted by ERFC Board of Trustees: May 17, 2018 Letter from ERFC Executive Director and Chief Investment Officer The ERFC 2018 2021
More informationESG Policy & Process. 1. Overview and Philosophy
Wells Capital Management ESG Policy & Process Updated March 2018 1. Overview and Philosophy Through our independent and specialized investment teams, Wells Fargo Asset Management ( WFAM ) 1 brings together
More informationINVESTMENT FIRM OF THE FUTURE ALTERNATIVE BUSINESS MODELS AND STRATEGIES FOR A MORE FORWARD-THINKING INDUSTRY
INVESTMENT FIRM OF THE FUTURE ALTERNATIVE BUSINESS S AND STRATEGIES FOR A MORE FORWARD-THINKING INDUSTRY CFA Netherlands VBA 31 May 2018 Roger Urwin, Strategic Director, Future of Finance Global Head of
More informationRising Importance of CG Indices Worldwide
Rising Importance of CG Indices Worldwide Stephen Davis, Harvard Law School Second Annual Corporate Governance Conference 22 nd of April, 2018 Why do governance indices exist? Investor eyes on risk, opportunity
More informationEdward Jones Investments
Edward Jones Investments Executive Summary Established in 1922, it is a financial advisory firm which takes a highly personal approach to clients Offers commission-based and fee-based services and currently
More informationPerformance Perspectives on ESG Investment Strategies
Performance Perspectives on ESG Investment Strategies Laurie Hesketh, CIPM, PMP (Director, Meradia Group) Since 1997, Meradia is a specialized consulting firm focused on transformational change initiatives
More informationWhen investments create positive impact and financial returns. Geneva, June 2 nd, 2016 Dominik Scheck Senior Client Portfolio Manager
When investments create positive impact and financial returns Geneva, June 2 nd, 2016 Dominik Scheck Senior Client Portfolio Manager Who we are ORIX Corporation Headquartered in Tokyo, established in 1964
More informationWhy Sustainability. June Richard Betts, EY Senior Manager in Sustainability
Why Sustainability June 2016 Richard Betts, EY Senior Manager in Sustainability richard.betts@tr.ey.com Agenda Introduction to sustainability Global and European trends in non-financial reporting Sustainability
More informationFROM 12 TO 21: OUR WAY FORWARD
FROM 12 TO 21: OUR WAY FORWARD MESSAGE FROM THE BOARD Weldon Cowan, chair of the board of directors The board of directors shares the corporation s excitement about the next phase of the From 12 to 21
More informationBusiness Developments in the Americas
Business Developments in the Americas Mizuho Corporate Bank Shinya Wako Managing Executive Officer Head of the Americas To Our Customers At Mizuho Corporate Bank, our continued commitment to building a
More informationALFI 2020 Ambition: Serving the interests of investors and the economy
ALFI 2020 Ambition: Serving the interests of investors and the economy ALFI commits to further enhance Luxembourg s position as the international fund centre of reference, recognised as open, reliable
More informationOCTOBER 2011 STOXX GLOBAL ESG LEADERS INDICES TRANSPARENCY AND FLEXIBILITY STAND OUT IN THE FLOOD OF SUSTAINABLE PRODUCTS
OCTOBER 2011 STOXX GLOBAL ESG LEADERS INDICES TRANSPARENCY AND FLEXIBILITY STAND OUT IN THE FLOOD OF SUSTAINABLE PRODUCTS 2/5 Does the market really need another sustainability index? Numerous approaches
More informationThe Successful Asset Mix Strategy
The Successful Asset Mix Strategy CAUBO 2016 June 12, 2016 www.usask.ca The Successful Asset Mix Strategy In a Sustainable World Sustainability Source: Wall Street Journal, Bloomberg, McKinsey & Company.
More informationAustrian Climate Change Workshop Summary Report The Way forward on Climate and Sustainable Finance
Austrian Climate Change Workshop 2018 - Summary Report The Way forward on Climate and Sustainable Finance In close cooperation with the Austrian Federal Ministry of Sustainability and Tourism, Kommunalkredit
More informationSeeking better outcomes.
RI summary report 2018 Seeking better outcomes. For investors, our communities and the planet. Nuveen believes that responsible investing principles can help provide enduring benefits for our clients and
More informationMeasuring Progress towards Sustainability
Measuring Progress towards Sustainability Andrew J. Hoffman Holcim (US) Professor of Sustainable Enterprise Director, Erb Institute for Global Sustainable Enterprise University of Michigan Roundtable on
More informationOutsourced Chief Investment Officer considerations
Outsourced Chief Investment Officer considerations The role of the Outsourced Chief Investment Officer (OCIO) Boards of Directors, as part of their fiduciary obligation, are responsible for ensuring the
More informationWhen Capital Creates Social Impact & Financial Returns Michael Baldinger CEO, RobecoSAM
When Capital Creates Social Impact & Financial Returns Michael Baldinger CEO, RobecoSAM Strength in diversity and equality Who we are ORIX Corporation Headquartered in Tokyo, established in 1964 in Japan
More informationBEYOND PAY AND BENEFITS: Prudential Offers You Total Rewards
BEYOND PAY AND BENEFITS: Prudential Offers You Total Rewards DISCOVER WHAT S INSIDE PRUDENTIAL S TOTAL REWARDS Pay Employee Benefits Our commitment to diversity Business Resource Groups Work/Life Programs
More informationStakeholders of Allianz SE from the fields of politics, media, NGOs, academia, the corporate sector, and managers at Allianz
Stakeholder Expectations Survey - December 2009 Study design Target group Stakeholders of Allianz SE from the fields of politics, media, NGOs, academia, the corporate sector, and managers at Allianz Survey
More information2014 Wells Fargo Middle-Class Retirement Study
2014 Wells Fargo Middle-Class Retirement Study Table of contents Overview 1 Key findings 2 Background and methodology 8 Overview Consistent with findings from previous surveys, middle-class Americans continue
More informationtime use across the life course
issue brief 18 issue brief 18 time use across the life course Tay K. McNamara introduction It is important to understand how various activities fit together for both workers and non-workers throughout
More informationINVESTOR PRESENTATION. Fourth Quarter, FY2018
INVESTOR PRESENTATION Fourth Quarter, FY2018 WHO WE ARE Steelcase is the world s leading provider of office furniture We believe we are positioned to grow in a changing market Our scale and track record
More informationBank of America Corporation 2016 Environmental, Social and Governance Highlights
Our Environmental, Social and Governance leadership is central to our responsible growth strategy and is delivering long-term value to our shareholders. Bank of America Corporation 2016 Environmental,
More informationDIRECTOR OF PARTNERSHIP DEVELOPMENT
DIRECTOR OF PARTNERSHIP DEVELOPMENT Appointment Brief November 2016 WELCOME LETTER FROM THE EXECUTIVE DIRECTOR Thank you for your interest in the International Budget Partnership (IBP). Founded in 1997,
More informationMaximizeYour Impact. MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools. CRC (3/2015) Expiration (3/2016)
MaximizeYour Impact MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools CRC1126157 (3/2015) Expiration (3/2016) Global Impact Funding Trust (GIFT) Introduction The Morgan Stanley Global Impact
More informationTHE COLORADO TRUST REQUEST FOR PROPOSALS INVESTOR ADVISORY SERVICES 2016 THE COLORADO TRUST REQUEST FOR PROPOSALS INVESTMENT ADVISORY SERVICES 2016
THE COLORADO TRUST REQUEST FOR PROPOSALS INVESTOR ADVISORY SERVICES 2016 THE COLORADO TRUST REQUEST FOR PROPOSALS INVESTMENT ADVISORY SERVICES 2016 1 THE COLORADO TRUST Request for Proposals Investment
More informationDaniel E. Chornous Chief Investment Officer, RBC Global Asset Management
t Membership Guide Testimonials The RIA is a leader in promoting the responsible investment industry in Canada as well as providing invaluable education and research on responsible investing issues. RBC
More informationA NEW FRONTIER STRATEGIC PLAN YMCA OF GREATER SPRINGFIELD
A NEW FRONTIER STRATEGIC PLAN 2013-2015 YMCA OF GREATER SPRINGFIELD 1 WITH THE HELP OF OUR STAFF, VOLUNTEERS AND COMMUNITY PARTNERS, THE YMCA OF GREATER SPRINGFIELD IS COMMITTED TO ENSURING THAT EVERYTHING
More information2016 Edelman Trust Barometer. Canada Report
2016 Edelman Trust Barometer Canada Report THE STORIES THAT SHAPED 2015 3 4 State of Trust Trust Rising Per cent trust in the four institutions of government, business, media and NGOs, 2015 vs. 2016 2015
More informationIndependent. Diligent. Proactive.
Independent. Diligent. Proactive. About National Bank Investments Our mission Guided by our 100% open architecture structure, we are dedicated to providing diverse investment solutions to meet your evolving
More informationCSR & Sustainability Current State of the Legal Industry Report 2018
CSR & Sustainability Current State of the Legal Industry Report 2018 Table of Contents 7 Firm Focus CSR & Sustainability Current State of the Legal Industry Report 2018 This report explores to what extent
More informationCORPORATE SUSTAINABILITY
CORPORATE SUSTAINABILITY Daniel Rüfenacht VP Corporate Communications and Sustainability Investor Days 2018, Bordeaux 2 Build corporate reputation with customers Comply with regulatory requirements Respond
More informationActuarial 20/20 Transform the function
Actuarial 20/20 Transform the function Contents 4 Vision: Tomorrow s actuarial function 5 Unlock the power of the actuarial operating model 6 Transform: How services are delivered 8 Transform: Where services
More information