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[GUIDE] Roadmap to Results: A Corporate Funder's Guide to Impact

Get the Roadmap to a Results-Driven CSR Strategy
Multimedia with summary

As a corporate funder, how can you invest more strategically to meet your social and business goals? In this guide, Michelle DiSabato, Founder and President of Community Impact Consultants, Inc. walks you through a step-by-step approach to a more impactful and measurable action plan. 

International Sri Mutual Funds: Domini, Thornburg and Boston Common

Sustainable, Responsible, Impact Investments
Article

This is the first of two articles from GreenMoney's International ESG/SRI Investing issue featuring short profiles on a number of the International SRI Mutual Funds, which invest in companies outside the United States. The information below comes from each Fund and is subject to change. We have included their website links for you to look up the latest information including Company Holdings, Country Allocations and Financial Performance. 

You will find information on -

Why Invest Internationally in Companies With Strong ESG Practices?

To boost portfolio ESG quality and the potential for improved risk-adjusted returns
Article

by Scott LaBreche, Director at Impax Asset Management 

The megatrends underlying the transition to a more sustainable economy, such as climate change and widening inequality, are global issues. It should come as no surprise, then, that companies are addressing sustainability risks and opportunities regardless of their domicile.

So investors may be wondering, how are companies in developed markets outside the U.S. and Canada performing on sustainability issues? It varies, of course, but on the whole, they are performing better than those in the U.S.

Responsible Investing: Past, Present and the Next 25 Years

Insights from the President of Parnassus Investments
Article

By Benjamin E. Allen, President, Parnassus Investments and a portfolio manager for the Parnassus Core Equity Fund

As President of Parnassus Investments, I often think about what responsible investing might look like over the coming decades. The future is anchored in the past, so I believe the best way to begin an answer to this question is with a look back at the early years of responsible investing.

The Origins of Values-Based Investing

How Millennials are using Data to Power the Impact Investing Movement

How the Case Foundation Influences Capital
Article

by Sean Tennerson, Program Officer, The Case Foundation 

For those of you who know the Case Foundation, we’re bullish on the impact investing movement and the power of private capital for public good. While still a relatively small market, impact investments are surging, with some seeing a trillion-dollar market potential by 2020. Against that context, we do a lot of thinking about what is standing in the way of tipping significantly more interested investors to activated investors.

EXECUTIVE PERSPECTIVE: No limits to growth for sustainable investments

Article

By Dr. Jan Amrit Poser, Chief Economist and Head of Asset Management at Bank J. Safra Sarasin | 7 January 2014

Case Study Topic 2: The Culture Shift Challenge: Making ERM Stick

Presented by: Joan Mohammed, Senior Vice-President and Head of Corporate Risk Group at BMO Financial Group
Summary: 

Case Study Topic 2: The Culture Shift Challenge: Making ERM Stick, presented by Joan Mohammed, Senior Vice-President and Head of Corporate Risk Group at BMO Financial Group at the Investment Industry Enterprise Risk Management Conference on February 9th

An ERM program can only be successful if managers across the organization actually use its framework, tools, and processes to enhance management practices. Find out how one organization designed and rolled-out its enterprise risk management program to optimize employee and stakeholder buy-in, and break down organizational silos.

The speaker will also discuss how to motivate managers across the organization to integrate ERM into their standard business practices, including strategic, business planning, and performance management processes.
 
 
CBC10150
summary

Case Study Topic 2: The Culture Shift Challenge: Making ERM Stick, presented by Joan Mohammed, Senior Vice-President and Head of Corporate Risk Group at BMO Financial Group at the Investment Industry Enterprise Risk Management Conference on February 9th

An ERM program can only be successful if managers across the organization actually use its framework, tools, and processes to enhance management practices. Find out how one organization designed and rolled-out its enterprise risk management program to optimize employee and stakeholder buy-in, and break down organizational silos.

The speaker will also discuss how to motivate managers across the organization to integrate ERM into their standard business practices, including strategic, business planning, and performance management processes.
 
 
CBC10150

Research Report: Capturing the Benefits of ERM

Presented by: Betty Simkins, Williams Companies Professor of Business and Professor of Finance at Spears School of Business, Oklahoma State University
Summary: 

Research Report: Capturing the Benefits of ERM, presented by Betty Simkins, Williams Companies Professor of Business and Professor of Finance at Spears School of Business, Oklahoma State University at the Investment Industry Enterprise Risk Management conference on February 9th.

Learn about the latest ERM research conducted by The Conference Board of Canada in collaboration with leading researchers in Canada and the U.S.  Benefit from the studies’ insights into the state of ERM in financial and non-financial organizations, and the lessons for investment funds on how to use ERM to:

• enhance corporate governance and the Board’s confidence in management
• ensure business culture and compensation practices promote ethical and appropriate risk-taking
• generate risk intelligence that drives corporate performance improvement
• support effective stakeholder communications and board reporting
• strengthen corporate reputation

Register early for this event and save $200 by using priority code 3BL

CBC10148

summary

Research Report: Capturing the Benefits of ERM, presented by Betty Simkins, Williams Companies Professor of Business and Professor of Finance at Spears School of Business, Oklahoma State University at the Investment Industry Enterprise Risk Management conference on February 9th.

Learn about the latest ERM research conducted by The Conference Board of Canada in collaboration with leading researchers in Canada and the U.S.  Benefit from the studies’ insights into the state of ERM in financial and non-financial organizations, and the lessons for investment funds on how to use ERM to:

• enhance corporate governance and the Board’s confidence in management
• ensure business culture and compensation practices promote ethical and appropriate risk-taking
• generate risk intelligence that drives corporate performance improvement
• support effective stakeholder communications and board reporting
• strengthen corporate reputation

Register early for this event and save $200 by using priority code 3BL

CBC10148

Keynote Presentation: The ERM Advantage

Speaker: John Scott, Chief Risk Officer, Zurich Global Corporate at Zurich Financial Services
Summary: 

Keynote Presentation: The ERM Advantage, presented by John Scott, Chief Risk Officer of Zurich Financial Services on February 9th at the Investment Industry Enterprise Risk Management Conference in Toronto. 

The global financial crisis revealed somewhat dramatically that enterprise risks have become more complex, and that complexity is a risk in itself. Financial sector organizations have adopted ERM to better understand and manage the full range of complex risks that can affect them, including strategic, operational, and investment risks.

Zurich’s integrated view of enterprise risks helped it make some tough business decisions to change its risk profile since 2003. As a result, Zurich outshone its competitors during the recent financial markets turmoil.

John Scott will share how senior management ensures enterprise-wide risks are managed to protect the balance sheet and enable sustainable and profitable growth. Find out how ERM helped Zurich maximize its resilience, refine its risk/return profile, and drive strategic growth.

Register early and save $200 by using priority code 3BL.

CBC10124

summary

Keynote Presentation: The ERM Advantage, presented by John Scott, Chief Risk Officer of Zurich Financial Services on February 9th at the Investment Industry Enterprise Risk Management Conference in Toronto. 

The global financial crisis revealed somewhat dramatically that enterprise risks have become more complex, and that complexity is a risk in itself. Financial sector organizations have adopted ERM to better understand and manage the full range of complex risks that can affect them, including strategic, operational, and investment risks.

Zurich’s integrated view of enterprise risks helped it make some tough business decisions to change its risk profile since 2003. As a result, Zurich outshone its competitors during the recent financial markets turmoil.

John Scott will share how senior management ensures enterprise-wide risks are managed to protect the balance sheet and enable sustainable and profitable growth. Find out how ERM helped Zurich maximize its resilience, refine its risk/return profile, and drive strategic growth.

Register early and save $200 by using priority code 3BL.

CBC10124

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