Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Newark
John Wiley & Sons, Incorporated
2020
|
| Schlagworte: | |
| Online-Zugang: | HWR01 |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 online resource (1327 pages) |
| ISBN: | 9781119691082 |
Internformat
MARC
| LEADER | 00000nmm a2200000zc 4500 | ||
|---|---|---|---|
| 001 | BV047688519 | ||
| 003 | DE-604 | ||
| 005 | 20220311 | ||
| 007 | cr|uuu---uuuuu | ||
| 008 | 220118s2020 |||| o||u| ||||||eng d | ||
| 020 | |a 9781119691082 |9 978-1-119-69108-2 | ||
| 035 | |a (ZDB-30-PQE)EBC6420853 | ||
| 035 | |a (ZDB-30-PAD)EBC6420853 | ||
| 035 | |a (ZDB-89-EBL)EBL6420853 | ||
| 035 | |a (OCoLC)1226585791 | ||
| 035 | |a (DE-599)BVBBV047688519 | ||
| 040 | |a DE-604 |b ger |e rda | ||
| 041 | 0 | |a eng | |
| 049 | |a DE-2070s | ||
| 082 | 0 | |a 332.6 | |
| 084 | |a QK 800 |0 (DE-625)141681: |2 rvk | ||
| 100 | 1 | |a De Morais Sarmento, Elsa |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Global Handbook of Impact Investing |b Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| 264 | 1 | |a Newark |b John Wiley & Sons, Incorporated |c 2020 | |
| 264 | 4 | |c ©2021 | |
| 300 | |a 1 online resource (1327 pages) | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b c |2 rdamedia | ||
| 338 | |b cr |2 rdacarrier | ||
| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a Cover -- Title Page -- Copyright -- Contents -- Foreword -- Acknowledgments -- About the Contributors -- Acronyms and Abbreviations -- Introduction -- CHAPTER 1 Impact Investing: Innovation or Rebranding? -- Introduction -- Methodology -- Impact Investing: Clarifying the Concept -- The History of Impact Investing: The Birth of a New Term -- Challenging a Bifurcated System: Positive Impacts and Returns -- Types of Impact Investing: Financial-First versus Impact-First -- Impact Investing and Similar Practices: Where Do the Differences Lie? -- Impact Investing: A Response to a Changing Investment Environment -- Twenty‐First Century Investing: Features of the New Investment Environment -- Changing Demographics: Investment Practices Among Millennials -- A Nascent Industry: Upward Trends and Institutionalization -- A Global, Multibillion-Dollar Market -- Mechanisms for Institutionalization -- Key Features of Impact Investing -- A Sense of Community: The Impact Investing Culture -- Compatibility with Existing Models and Practices: Portfolios, Industry Standards, and Investment Priorities -- Flexible Investing for Broad Investor Interests and Needs -- Refining the "Good" Return: Financial and Social Considerations -- Helping Investors "Walk the Walk": Aligning Mission, Values, and Investments -- A Prudent Entrepreneurial Spirit: Experimentation and Mitigating Risks -- Impact Investing: Leverage for Development? -- Conclusion -- References -- CHAPTER 2 Investing for Impact: Socially Motivated Investors and Externalities -- Introduction -- A Conceptual Framework for Socially Motivated Investment Behavior -- Typology of Socially Motivated Investors -- Value Alignment -- Value Commitment -- Impact Investing -- Conclusion -- Disclaimer -- References | |
| 505 | 8 | |a CHAPTER 3 Place‐Based Impact Investing: Local and Regional Assets for Local and Regional Impact in Globally Diversified Portfolios -- Introduction -- Current State of Place‐Based Impact Investing Collaboratives -- Targeting Impact Through Place‐Based Impact Investing -- Aligning Place‐Based Impact Investing with the United Nations Sustainable Development Goals -- Constructing Institutional Place‐Based Impact Investing Portfolios -- The Institutional Investor Portfolio -- Aligning Investments with Place: Identifying the Geographic Area for Intentional Impact -- A San Francisco Bay Area Example: The Bay Area Model Equity Strategy -- The Bay Area Model Equity Strategy -- The US Community Investing Index, by the F. B. Heron Foundation -- Building Place‐Based Impact Investing Portfolios -- Creating Investable Opportunities for Sustainable and Resilient Communities Through Inclusive Community Engagement -- Designing a Resilient Community in North Richmond, California -- Developing Investable Opportunities in a Community -- Connecting Investment Portfolios to the Investable Projects: A Center for Place‐Based Impact Investing -- Capital Stacks: Financing Local and Regional Projects -- Global Examples of Place‐Based Impact Investing Success -- Example 1: The State of Telangana, India -- Example 2: The City of Curitiba, Brazil -- Final Remarks and Key Conclusions -- References -- CHAPTER 4 How to Invest in Human Capital: Measuring and Integrating Human Capital Valuation to Realize Higher‐Impact Portfolios -- Why Impact Investors Should Care About Human Capital Valuation -- Methodology -- Measuring the Contribution of Human Capital to Returns -- Human Capital Valuation Methods -- Investor Methods for Capturing Monetary HCV -- The Heritage of Monetary Human Capital Valuation Methods -- Investment Strategies Using Monetary HCV. | |
| 505 | 8 | |a Non‐Monetary Human Capital Valuation for Impact Investors -- Exemplary Ratings Systems That Feature Human Capital Valuation -- Non-Monetary Human Capital Metrics That Impact InvestorsCan Use in Custom Analyses -- Incorporating Data from Human Resources Management Systems -- Standards for Human Capital Valuation -- Integrating Human Capital into the Investment Process -- Examples of Human Capital Valuation Applied in Impact Investing -- Examples: Monetary Human Capital Valuation in Action -- Monetary HCV Example: Asian Company "BroadTek" Uses Human Capital Financial Statements to Calculate Returnson Workforce Investments -- Monetary HCV Example: Global Technology Company Infosys Uses Present Value of Compensation Method to CalculateReturns on Workforce Investments -- Examples: Using Non‐Monetary Human Capital Metrics to Guide Investment -- Example: Being a Global "Great Place to Work" Creates Higher Growth -- Non-Monetary HCV Example: Indian Company HCL Technologies' "Employees First, Customers Second" Initiative Leads to Higher Growth and Economic Resilience -- Examples: Using Standards to Assess Whether Companies Value Human Capital -- HCV Standards Example: SASB Standard Used by PIMCO to Invest in Commercial Banks -- HCV Standards Example: How Novartis Used the "Social and Human Capital Protocol" to Calculate the Economic Value of Improving Health Across Africa -- HCV Standards Example: French Automaker Groupe PSA Demonstrates How Human Capital Contributes to Their Value Chain Using the International Integrated Reporting Framework -- HCV Standards Example: Managers of Australian Retirement Fund Assess and Adjust Holdings Using GRI Human Capital Guidelines -- Stock Indexes and Funds Built on Human Capital Metrics -- Looking Forward: New Human Capital Valuation Reporting Will Make Impact Investing Easier | |
| 505 | 8 | |a An Investor's Action Plan for Human Capital Valuation -- Conclusion -- Further Reading for Impact Investors -- Disclosure and Standards -- Human Capital Valuation Ratings -- Health and Safety -- References -- Appendix 4.1: Experts Interviewed -- Appendix 4.2: Human Capital Management Institute Monetary Human Capital Valuation Formulas -- Appendix 4.3: Human Capital Valuation Ratings Systems -- Appendix 4.4: Human Resource Metrics and Where to Find Them -- CHAPTER 5 Leadership by Results for Impact Investors and Investees -- Introduction -- The Impact Sector Underinvests in Leaders -- Leadership Is a Critical Lever to Deliver Results -- Impact Sector Chronically Underinvests in Leadership Development -- Sector Leaders Themselves Acknowledge Gaps -- The Wrong Metrics Lead to Underinvestment -- The "Leadership by Results" Approach -- Impact Investors Must Focus on Big Hairy Audacious Goals -- Triggers for Leadership Development Across the Investment Life Cycle -- Custom and Collective Journeys for the Top Team -- Mindsets, Not Just Skills -- Holistic Support -- Mindsets Can Tangibly Be Shifted Using Ontological and Phenomenological Models -- Use a Hurdle Rate for Impact and Financial Returns -- Other Practical Suggestions to Implement the "Leadership by Results" Approach -- Three Practical Frameworks and an Example -- Framework 1: Common Leadership Archetypes in the Impact Sector -- Mindsets and Attitudes -- Fixed Mindset Archetypes in the Impact Sector -- Extreme Deliberative or Extreme Implemental Mindset -- Other Impact Sector Leader Archetypes -- Framework 2: Leadership Team Effectiveness Framework -- Framework 3: Translation of Leaders' Goals into Return on Investment and Attribution -- Translation of Goal Achievements into Returns on Investment -- Attribution of Impact | |
| 505 | 8 | |a Institutionalized Leadership Development Support: The Case of LeapFrog Investments Talent Accelerator -- Conclusion -- References -- CHAPTER 6 Gender Lens Investing: Co‐Creating Critical Knowledge to Build a Credible, Durable Field -- Introduction -- Why Critical Knowledge Matters to Professional Fields -- Gender Lens Investing: Evolving Definitions -- A Professional Field with Visibility, Force, and Momentum -- Building a Larger, More Robust Field: Five Scaling Strategies -- Deepening the Empirical Knowledge Base: Four Themes -- Constructing a GLI Research Agenda Through 2030 -- Impact Investing Community‐University Research Partnerships -- Final Remarks -- Acknowledgments -- References -- CHAPTER 7 Investing with a Gender Lens: Uncovering Alpha Previously Overlooked -- Introduction -- Gender Lens Investing: Definitions, History, and Potential for a Growing Movement -- Definitions: What Is Gender Lens Investing? -- Origins and History of Gender Lens Investing -- Gender Lens Investing: A Growing Movement -- Factors Driving Investors to Adopt a Gender Lens -- GLI Intended Goals -- Benefits of Incorporating a Gender Lens in Investing: The Evidence -- Female Asset Managers Outperforming -- Women at the Top -- Board Representation -- Women Founders and Women-Led Startups -- How Impact Investors Can Pursue Gender Investing -- The United Nations Women's Empowerment Principles -- Key Ways to Leverage and Align Investment Portfolios with a Gender Lens -- Gender Lens Investing Examples Across Asset Classes -- Gender Lens Cash Equivalents and Short-Term Notes -- Gender Lens Public Fixed Income -- Gender Lens Fixed Income -- Gender Lens Private Debt -- Gender Lens Public Equities -- Gender Lens Global Equities -- Gender Lens Private Equity -- Startup Ventures with a Gender Lens -- Fund of Funds | |
| 505 | 8 | |a The Importance of an Investment Policy Statement for Gender Lens Investing | |
| 650 | 0 | 7 | |a Nachhaltigkeit |0 (DE-588)4326464-5 |2 gnd |9 rswk-swf |
| 650 | 0 | 7 | |a Anlagepolitik |0 (DE-588)4206018-7 |2 gnd |9 rswk-swf |
| 650 | 0 | 7 | |a Sozialer Ertrag |0 (DE-588)4262264-5 |2 gnd |9 rswk-swf |
| 650 | 0 | 7 | |a Investition |0 (DE-588)4027556-5 |2 gnd |9 rswk-swf |
| 655 | 7 | |0 (DE-588)4143413-4 |a Aufsatzsammlung |2 gnd-content | |
| 689 | 0 | 0 | |a Anlagepolitik |0 (DE-588)4206018-7 |D s |
| 689 | 0 | 1 | |a Investition |0 (DE-588)4027556-5 |D s |
| 689 | 0 | 2 | |a Sozialer Ertrag |0 (DE-588)4262264-5 |D s |
| 689 | 0 | 3 | |a Nachhaltigkeit |0 (DE-588)4326464-5 |D s |
| 689 | 0 | |5 DE-604 | |
| 700 | 1 | |a Herman, R. Paul |e Sonstige |4 oth | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a De Morais Sarmento, Elsa |t Global Handbook of Impact Investing |d Newark : John Wiley & Sons, Incorporated,c2020 |z 9781119690641 |
| 912 | |a ZDB-30-PQE | ||
| 999 | |a oai:aleph.bib-bvb.de:BVB01-033072535 | ||
| 966 | e | |u https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=6420853 |l HWR01 |p ZDB-30-PQE |q HWR_PDA_PQE_Kauf |x Aggregator |3 Volltext | |
Datensatz im Suchindex
| _version_ | 1804183174242107392 |
|---|---|
| adam_txt | |
| any_adam_object | |
| any_adam_object_boolean | |
| author | De Morais Sarmento, Elsa |
| author_facet | De Morais Sarmento, Elsa |
| author_role | aut |
| author_sort | De Morais Sarmento, Elsa |
| author_variant | m s e d mse msed |
| building | Verbundindex |
| bvnumber | BV047688519 |
| classification_rvk | QK 800 |
| collection | ZDB-30-PQE |
| contents | Cover -- Title Page -- Copyright -- Contents -- Foreword -- Acknowledgments -- About the Contributors -- Acronyms and Abbreviations -- Introduction -- CHAPTER 1 Impact Investing: Innovation or Rebranding? -- Introduction -- Methodology -- Impact Investing: Clarifying the Concept -- The History of Impact Investing: The Birth of a New Term -- Challenging a Bifurcated System: Positive Impacts and Returns -- Types of Impact Investing: Financial-First versus Impact-First -- Impact Investing and Similar Practices: Where Do the Differences Lie? -- Impact Investing: A Response to a Changing Investment Environment -- Twenty‐First Century Investing: Features of the New Investment Environment -- Changing Demographics: Investment Practices Among Millennials -- A Nascent Industry: Upward Trends and Institutionalization -- A Global, Multibillion-Dollar Market -- Mechanisms for Institutionalization -- Key Features of Impact Investing -- A Sense of Community: The Impact Investing Culture -- Compatibility with Existing Models and Practices: Portfolios, Industry Standards, and Investment Priorities -- Flexible Investing for Broad Investor Interests and Needs -- Refining the "Good" Return: Financial and Social Considerations -- Helping Investors "Walk the Walk": Aligning Mission, Values, and Investments -- A Prudent Entrepreneurial Spirit: Experimentation and Mitigating Risks -- Impact Investing: Leverage for Development? -- Conclusion -- References -- CHAPTER 2 Investing for Impact: Socially Motivated Investors and Externalities -- Introduction -- A Conceptual Framework for Socially Motivated Investment Behavior -- Typology of Socially Motivated Investors -- Value Alignment -- Value Commitment -- Impact Investing -- Conclusion -- Disclaimer -- References CHAPTER 3 Place‐Based Impact Investing: Local and Regional Assets for Local and Regional Impact in Globally Diversified Portfolios -- Introduction -- Current State of Place‐Based Impact Investing Collaboratives -- Targeting Impact Through Place‐Based Impact Investing -- Aligning Place‐Based Impact Investing with the United Nations Sustainable Development Goals -- Constructing Institutional Place‐Based Impact Investing Portfolios -- The Institutional Investor Portfolio -- Aligning Investments with Place: Identifying the Geographic Area for Intentional Impact -- A San Francisco Bay Area Example: The Bay Area Model Equity Strategy -- The Bay Area Model Equity Strategy -- The US Community Investing Index, by the F. B. Heron Foundation -- Building Place‐Based Impact Investing Portfolios -- Creating Investable Opportunities for Sustainable and Resilient Communities Through Inclusive Community Engagement -- Designing a Resilient Community in North Richmond, California -- Developing Investable Opportunities in a Community -- Connecting Investment Portfolios to the Investable Projects: A Center for Place‐Based Impact Investing -- Capital Stacks: Financing Local and Regional Projects -- Global Examples of Place‐Based Impact Investing Success -- Example 1: The State of Telangana, India -- Example 2: The City of Curitiba, Brazil -- Final Remarks and Key Conclusions -- References -- CHAPTER 4 How to Invest in Human Capital: Measuring and Integrating Human Capital Valuation to Realize Higher‐Impact Portfolios -- Why Impact Investors Should Care About Human Capital Valuation -- Methodology -- Measuring the Contribution of Human Capital to Returns -- Human Capital Valuation Methods -- Investor Methods for Capturing Monetary HCV -- The Heritage of Monetary Human Capital Valuation Methods -- Investment Strategies Using Monetary HCV. Non‐Monetary Human Capital Valuation for Impact Investors -- Exemplary Ratings Systems That Feature Human Capital Valuation -- Non-Monetary Human Capital Metrics That Impact InvestorsCan Use in Custom Analyses -- Incorporating Data from Human Resources Management Systems -- Standards for Human Capital Valuation -- Integrating Human Capital into the Investment Process -- Examples of Human Capital Valuation Applied in Impact Investing -- Examples: Monetary Human Capital Valuation in Action -- Monetary HCV Example: Asian Company "BroadTek" Uses Human Capital Financial Statements to Calculate Returnson Workforce Investments -- Monetary HCV Example: Global Technology Company Infosys Uses Present Value of Compensation Method to CalculateReturns on Workforce Investments -- Examples: Using Non‐Monetary Human Capital Metrics to Guide Investment -- Example: Being a Global "Great Place to Work" Creates Higher Growth -- Non-Monetary HCV Example: Indian Company HCL Technologies' "Employees First, Customers Second" Initiative Leads to Higher Growth and Economic Resilience -- Examples: Using Standards to Assess Whether Companies Value Human Capital -- HCV Standards Example: SASB Standard Used by PIMCO to Invest in Commercial Banks -- HCV Standards Example: How Novartis Used the "Social and Human Capital Protocol" to Calculate the Economic Value of Improving Health Across Africa -- HCV Standards Example: French Automaker Groupe PSA Demonstrates How Human Capital Contributes to Their Value Chain Using the International Integrated Reporting Framework -- HCV Standards Example: Managers of Australian Retirement Fund Assess and Adjust Holdings Using GRI Human Capital Guidelines -- Stock Indexes and Funds Built on Human Capital Metrics -- Looking Forward: New Human Capital Valuation Reporting Will Make Impact Investing Easier An Investor's Action Plan for Human Capital Valuation -- Conclusion -- Further Reading for Impact Investors -- Disclosure and Standards -- Human Capital Valuation Ratings -- Health and Safety -- References -- Appendix 4.1: Experts Interviewed -- Appendix 4.2: Human Capital Management Institute Monetary Human Capital Valuation Formulas -- Appendix 4.3: Human Capital Valuation Ratings Systems -- Appendix 4.4: Human Resource Metrics and Where to Find Them -- CHAPTER 5 Leadership by Results for Impact Investors and Investees -- Introduction -- The Impact Sector Underinvests in Leaders -- Leadership Is a Critical Lever to Deliver Results -- Impact Sector Chronically Underinvests in Leadership Development -- Sector Leaders Themselves Acknowledge Gaps -- The Wrong Metrics Lead to Underinvestment -- The "Leadership by Results" Approach -- Impact Investors Must Focus on Big Hairy Audacious Goals -- Triggers for Leadership Development Across the Investment Life Cycle -- Custom and Collective Journeys for the Top Team -- Mindsets, Not Just Skills -- Holistic Support -- Mindsets Can Tangibly Be Shifted Using Ontological and Phenomenological Models -- Use a Hurdle Rate for Impact and Financial Returns -- Other Practical Suggestions to Implement the "Leadership by Results" Approach -- Three Practical Frameworks and an Example -- Framework 1: Common Leadership Archetypes in the Impact Sector -- Mindsets and Attitudes -- Fixed Mindset Archetypes in the Impact Sector -- Extreme Deliberative or Extreme Implemental Mindset -- Other Impact Sector Leader Archetypes -- Framework 2: Leadership Team Effectiveness Framework -- Framework 3: Translation of Leaders' Goals into Return on Investment and Attribution -- Translation of Goal Achievements into Returns on Investment -- Attribution of Impact Institutionalized Leadership Development Support: The Case of LeapFrog Investments Talent Accelerator -- Conclusion -- References -- CHAPTER 6 Gender Lens Investing: Co‐Creating Critical Knowledge to Build a Credible, Durable Field -- Introduction -- Why Critical Knowledge Matters to Professional Fields -- Gender Lens Investing: Evolving Definitions -- A Professional Field with Visibility, Force, and Momentum -- Building a Larger, More Robust Field: Five Scaling Strategies -- Deepening the Empirical Knowledge Base: Four Themes -- Constructing a GLI Research Agenda Through 2030 -- Impact Investing Community‐University Research Partnerships -- Final Remarks -- Acknowledgments -- References -- CHAPTER 7 Investing with a Gender Lens: Uncovering Alpha Previously Overlooked -- Introduction -- Gender Lens Investing: Definitions, History, and Potential for a Growing Movement -- Definitions: What Is Gender Lens Investing? -- Origins and History of Gender Lens Investing -- Gender Lens Investing: A Growing Movement -- Factors Driving Investors to Adopt a Gender Lens -- GLI Intended Goals -- Benefits of Incorporating a Gender Lens in Investing: The Evidence -- Female Asset Managers Outperforming -- Women at the Top -- Board Representation -- Women Founders and Women-Led Startups -- How Impact Investors Can Pursue Gender Investing -- The United Nations Women's Empowerment Principles -- Key Ways to Leverage and Align Investment Portfolios with a Gender Lens -- Gender Lens Investing Examples Across Asset Classes -- Gender Lens Cash Equivalents and Short-Term Notes -- Gender Lens Public Fixed Income -- Gender Lens Fixed Income -- Gender Lens Private Debt -- Gender Lens Public Equities -- Gender Lens Global Equities -- Gender Lens Private Equity -- Startup Ventures with a Gender Lens -- Fund of Funds The Importance of an Investment Policy Statement for Gender Lens Investing |
| ctrlnum | (ZDB-30-PQE)EBC6420853 (ZDB-30-PAD)EBC6420853 (ZDB-89-EBL)EBL6420853 (OCoLC)1226585791 (DE-599)BVBBV047688519 |
| dewey-full | 332.6 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.6 |
| dewey-search | 332.6 |
| dewey-sort | 3332.6 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| discipline_str_mv | Wirtschaftswissenschaften |
| format | Electronic eBook |
| fullrecord | <?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>11333nmm a2200577zc 4500</leader><controlfield tag="001">BV047688519</controlfield><controlfield tag="003">DE-604</controlfield><controlfield tag="005">20220311 </controlfield><controlfield tag="007">cr|uuu---uuuuu</controlfield><controlfield tag="008">220118s2020 |||| o||u| ||||||eng d</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781119691082</subfield><subfield code="9">978-1-119-69108-2</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-30-PQE)EBC6420853</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-30-PAD)EBC6420853</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-89-EBL)EBL6420853</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(OCoLC)1226585791</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-599)BVBBV047688519</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-604</subfield><subfield code="b">ger</subfield><subfield code="e">rda</subfield></datafield><datafield tag="041" ind1="0" ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="049" ind1=" " ind2=" "><subfield code="a">DE-2070s</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">332.6</subfield></datafield><datafield tag="084" ind1=" " ind2=" "><subfield code="a">QK 800</subfield><subfield code="0">(DE-625)141681:</subfield><subfield code="2">rvk</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">De Morais Sarmento, Elsa</subfield><subfield code="e">Verfasser</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Global Handbook of Impact Investing</subfield><subfield code="b">Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Newark</subfield><subfield code="b">John Wiley & Sons, Incorporated</subfield><subfield code="c">2020</subfield></datafield><datafield tag="264" ind1=" " ind2="4"><subfield code="c">©2021</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 online resource (1327 pages)</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="b">c</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="b">cr</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Description based on publisher supplied metadata and other sources</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Cover -- Title Page -- Copyright -- Contents -- Foreword -- Acknowledgments -- About the Contributors -- Acronyms and Abbreviations -- Introduction -- CHAPTER 1 Impact Investing: Innovation or Rebranding? -- Introduction -- Methodology -- Impact Investing: Clarifying the Concept -- The History of Impact Investing: The Birth of a New Term -- Challenging a Bifurcated System: Positive Impacts and Returns -- Types of Impact Investing: Financial-First versus Impact-First -- Impact Investing and Similar Practices: Where Do the Differences Lie? -- Impact Investing: A Response to a Changing Investment Environment -- Twenty‐First Century Investing: Features of the New Investment Environment -- Changing Demographics: Investment Practices Among Millennials -- A Nascent Industry: Upward Trends and Institutionalization -- A Global, Multibillion-Dollar Market -- Mechanisms for Institutionalization -- Key Features of Impact Investing -- A Sense of Community: The Impact Investing Culture -- Compatibility with Existing Models and Practices: Portfolios, Industry Standards, and Investment Priorities -- Flexible Investing for Broad Investor Interests and Needs -- Refining the "Good" Return: Financial and Social Considerations -- Helping Investors "Walk the Walk": Aligning Mission, Values, and Investments -- A Prudent Entrepreneurial Spirit: Experimentation and Mitigating Risks -- Impact Investing: Leverage for Development? -- Conclusion -- References -- CHAPTER 2 Investing for Impact: Socially Motivated Investors and Externalities -- Introduction -- A Conceptual Framework for Socially Motivated Investment Behavior -- Typology of Socially Motivated Investors -- Value Alignment -- Value Commitment -- Impact Investing -- Conclusion -- Disclaimer -- References</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">CHAPTER 3 Place‐Based Impact Investing: Local and Regional Assets for Local and Regional Impact in Globally Diversified Portfolios -- Introduction -- Current State of Place‐Based Impact Investing Collaboratives -- Targeting Impact Through Place‐Based Impact Investing -- Aligning Place‐Based Impact Investing with the United Nations Sustainable Development Goals -- Constructing Institutional Place‐Based Impact Investing Portfolios -- The Institutional Investor Portfolio -- Aligning Investments with Place: Identifying the Geographic Area for Intentional Impact -- A San Francisco Bay Area Example: The Bay Area Model Equity Strategy -- The Bay Area Model Equity Strategy -- The US Community Investing Index, by the F. B. Heron Foundation -- Building Place‐Based Impact Investing Portfolios -- Creating Investable Opportunities for Sustainable and Resilient Communities Through Inclusive Community Engagement -- Designing a Resilient Community in North Richmond, California -- Developing Investable Opportunities in a Community -- Connecting Investment Portfolios to the Investable Projects: A Center for Place‐Based Impact Investing -- Capital Stacks: Financing Local and Regional Projects -- Global Examples of Place‐Based Impact Investing Success -- Example 1: The State of Telangana, India -- Example 2: The City of Curitiba, Brazil -- Final Remarks and Key Conclusions -- References -- CHAPTER 4 How to Invest in Human Capital: Measuring and Integrating Human Capital Valuation to Realize Higher‐Impact Portfolios -- Why Impact Investors Should Care About Human Capital Valuation -- Methodology -- Measuring the Contribution of Human Capital to Returns -- Human Capital Valuation Methods -- Investor Methods for Capturing Monetary HCV -- The Heritage of Monetary Human Capital Valuation Methods -- Investment Strategies Using Monetary HCV.</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Non‐Monetary Human Capital Valuation for Impact Investors -- Exemplary Ratings Systems That Feature Human Capital Valuation -- Non-Monetary Human Capital Metrics That Impact InvestorsCan Use in Custom Analyses -- Incorporating Data from Human Resources Management Systems -- Standards for Human Capital Valuation -- Integrating Human Capital into the Investment Process -- Examples of Human Capital Valuation Applied in Impact Investing -- Examples: Monetary Human Capital Valuation in Action -- Monetary HCV Example: Asian Company "BroadTek" Uses Human Capital Financial Statements to Calculate Returnson Workforce Investments -- Monetary HCV Example: Global Technology Company Infosys Uses Present Value of Compensation Method to CalculateReturns on Workforce Investments -- Examples: Using Non‐Monetary Human Capital Metrics to Guide Investment -- Example: Being a Global "Great Place to Work" Creates Higher Growth -- Non-Monetary HCV Example: Indian Company HCL Technologies' "Employees First, Customers Second" Initiative Leads to Higher Growth and Economic Resilience -- Examples: Using Standards to Assess Whether Companies Value Human Capital -- HCV Standards Example: SASB Standard Used by PIMCO to Invest in Commercial Banks -- HCV Standards Example: How Novartis Used the "Social and Human Capital Protocol" to Calculate the Economic Value of Improving Health Across Africa -- HCV Standards Example: French Automaker Groupe PSA Demonstrates How Human Capital Contributes to Their Value Chain Using the International Integrated Reporting Framework -- HCV Standards Example: Managers of Australian Retirement Fund Assess and Adjust Holdings Using GRI Human Capital Guidelines -- Stock Indexes and Funds Built on Human Capital Metrics -- Looking Forward: New Human Capital Valuation Reporting Will Make Impact Investing Easier</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">An Investor's Action Plan for Human Capital Valuation -- Conclusion -- Further Reading for Impact Investors -- Disclosure and Standards -- Human Capital Valuation Ratings -- Health and Safety -- References -- Appendix 4.1: Experts Interviewed -- Appendix 4.2: Human Capital Management Institute Monetary Human Capital Valuation Formulas -- Appendix 4.3: Human Capital Valuation Ratings Systems -- Appendix 4.4: Human Resource Metrics and Where to Find Them -- CHAPTER 5 Leadership by Results for Impact Investors and Investees -- Introduction -- The Impact Sector Underinvests in Leaders -- Leadership Is a Critical Lever to Deliver Results -- Impact Sector Chronically Underinvests in Leadership Development -- Sector Leaders Themselves Acknowledge Gaps -- The Wrong Metrics Lead to Underinvestment -- The "Leadership by Results" Approach -- Impact Investors Must Focus on Big Hairy Audacious Goals -- Triggers for Leadership Development Across the Investment Life Cycle -- Custom and Collective Journeys for the Top Team -- Mindsets, Not Just Skills -- Holistic Support -- Mindsets Can Tangibly Be Shifted Using Ontological and Phenomenological Models -- Use a Hurdle Rate for Impact and Financial Returns -- Other Practical Suggestions to Implement the "Leadership by Results" Approach -- Three Practical Frameworks and an Example -- Framework 1: Common Leadership Archetypes in the Impact Sector -- Mindsets and Attitudes -- Fixed Mindset Archetypes in the Impact Sector -- Extreme Deliberative or Extreme Implemental Mindset -- Other Impact Sector Leader Archetypes -- Framework 2: Leadership Team Effectiveness Framework -- Framework 3: Translation of Leaders' Goals into Return on Investment and Attribution -- Translation of Goal Achievements into Returns on Investment -- Attribution of Impact</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Institutionalized Leadership Development Support: The Case of LeapFrog Investments Talent Accelerator -- Conclusion -- References -- CHAPTER 6 Gender Lens Investing: Co‐Creating Critical Knowledge to Build a Credible, Durable Field -- Introduction -- Why Critical Knowledge Matters to Professional Fields -- Gender Lens Investing: Evolving Definitions -- A Professional Field with Visibility, Force, and Momentum -- Building a Larger, More Robust Field: Five Scaling Strategies -- Deepening the Empirical Knowledge Base: Four Themes -- Constructing a GLI Research Agenda Through 2030 -- Impact Investing Community‐University Research Partnerships -- Final Remarks -- Acknowledgments -- References -- CHAPTER 7 Investing with a Gender Lens: Uncovering Alpha Previously Overlooked -- Introduction -- Gender Lens Investing: Definitions, History, and Potential for a Growing Movement -- Definitions: What Is Gender Lens Investing? -- Origins and History of Gender Lens Investing -- Gender Lens Investing: A Growing Movement -- Factors Driving Investors to Adopt a Gender Lens -- GLI Intended Goals -- Benefits of Incorporating a Gender Lens in Investing: The Evidence -- Female Asset Managers Outperforming -- Women at the Top -- Board Representation -- Women Founders and Women-Led Startups -- How Impact Investors Can Pursue Gender Investing -- The United Nations Women's Empowerment Principles -- Key Ways to Leverage and Align Investment Portfolios with a Gender Lens -- Gender Lens Investing Examples Across Asset Classes -- Gender Lens Cash Equivalents and Short-Term Notes -- Gender Lens Public Fixed Income -- Gender Lens Fixed Income -- Gender Lens Private Debt -- Gender Lens Public Equities -- Gender Lens Global Equities -- Gender Lens Private Equity -- Startup Ventures with a Gender Lens -- Fund of Funds</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">The Importance of an Investment Policy Statement for Gender Lens Investing</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Nachhaltigkeit</subfield><subfield code="0">(DE-588)4326464-5</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Anlagepolitik</subfield><subfield code="0">(DE-588)4206018-7</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Sozialer Ertrag</subfield><subfield code="0">(DE-588)4262264-5</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Investition</subfield><subfield code="0">(DE-588)4027556-5</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="655" ind1=" " ind2="7"><subfield code="0">(DE-588)4143413-4</subfield><subfield code="a">Aufsatzsammlung</subfield><subfield code="2">gnd-content</subfield></datafield><datafield tag="689" ind1="0" ind2="0"><subfield code="a">Anlagepolitik</subfield><subfield code="0">(DE-588)4206018-7</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2="1"><subfield code="a">Investition</subfield><subfield code="0">(DE-588)4027556-5</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2="2"><subfield code="a">Sozialer Ertrag</subfield><subfield code="0">(DE-588)4262264-5</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2="3"><subfield code="a">Nachhaltigkeit</subfield><subfield code="0">(DE-588)4326464-5</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2=" "><subfield code="5">DE-604</subfield></datafield><datafield tag="700" ind1="1" ind2=" "><subfield code="a">Herman, R. Paul</subfield><subfield code="e">Sonstige</subfield><subfield code="4">oth</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe</subfield><subfield code="a">De Morais Sarmento, Elsa</subfield><subfield code="t">Global Handbook of Impact Investing</subfield><subfield code="d">Newark : John Wiley & Sons, Incorporated,c2020</subfield><subfield code="z">9781119690641</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-PQE</subfield></datafield><datafield tag="999" ind1=" " ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-033072535</subfield></datafield><datafield tag="966" ind1="e" ind2=" "><subfield code="u">https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=6420853</subfield><subfield code="l">HWR01</subfield><subfield code="p">ZDB-30-PQE</subfield><subfield code="q">HWR_PDA_PQE_Kauf</subfield><subfield code="x">Aggregator</subfield><subfield code="3">Volltext</subfield></datafield></record></collection> |
| genre | (DE-588)4143413-4 Aufsatzsammlung gnd-content |
| genre_facet | Aufsatzsammlung |
| id | DE-604.BV047688519 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T18:57:01Z |
| indexdate | 2024-07-10T09:19:15Z |
| institution | BVB |
| isbn | 9781119691082 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-033072535 |
| oclc_num | 1226585791 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 online resource (1327 pages) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE_Kauf |
| publishDate | 2020 |
| publishDateSearch | 2020 |
| publishDateSort | 2020 |
| publisher | John Wiley & Sons, Incorporated |
| record_format | marc |
| spelling | De Morais Sarmento, Elsa Verfasser aut Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society Newark John Wiley & Sons, Incorporated 2020 ©2021 1 online resource (1327 pages) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Cover -- Title Page -- Copyright -- Contents -- Foreword -- Acknowledgments -- About the Contributors -- Acronyms and Abbreviations -- Introduction -- CHAPTER 1 Impact Investing: Innovation or Rebranding? -- Introduction -- Methodology -- Impact Investing: Clarifying the Concept -- The History of Impact Investing: The Birth of a New Term -- Challenging a Bifurcated System: Positive Impacts and Returns -- Types of Impact Investing: Financial-First versus Impact-First -- Impact Investing and Similar Practices: Where Do the Differences Lie? -- Impact Investing: A Response to a Changing Investment Environment -- Twenty‐First Century Investing: Features of the New Investment Environment -- Changing Demographics: Investment Practices Among Millennials -- A Nascent Industry: Upward Trends and Institutionalization -- A Global, Multibillion-Dollar Market -- Mechanisms for Institutionalization -- Key Features of Impact Investing -- A Sense of Community: The Impact Investing Culture -- Compatibility with Existing Models and Practices: Portfolios, Industry Standards, and Investment Priorities -- Flexible Investing for Broad Investor Interests and Needs -- Refining the "Good" Return: Financial and Social Considerations -- Helping Investors "Walk the Walk": Aligning Mission, Values, and Investments -- A Prudent Entrepreneurial Spirit: Experimentation and Mitigating Risks -- Impact Investing: Leverage for Development? -- Conclusion -- References -- CHAPTER 2 Investing for Impact: Socially Motivated Investors and Externalities -- Introduction -- A Conceptual Framework for Socially Motivated Investment Behavior -- Typology of Socially Motivated Investors -- Value Alignment -- Value Commitment -- Impact Investing -- Conclusion -- Disclaimer -- References CHAPTER 3 Place‐Based Impact Investing: Local and Regional Assets for Local and Regional Impact in Globally Diversified Portfolios -- Introduction -- Current State of Place‐Based Impact Investing Collaboratives -- Targeting Impact Through Place‐Based Impact Investing -- Aligning Place‐Based Impact Investing with the United Nations Sustainable Development Goals -- Constructing Institutional Place‐Based Impact Investing Portfolios -- The Institutional Investor Portfolio -- Aligning Investments with Place: Identifying the Geographic Area for Intentional Impact -- A San Francisco Bay Area Example: The Bay Area Model Equity Strategy -- The Bay Area Model Equity Strategy -- The US Community Investing Index, by the F. B. Heron Foundation -- Building Place‐Based Impact Investing Portfolios -- Creating Investable Opportunities for Sustainable and Resilient Communities Through Inclusive Community Engagement -- Designing a Resilient Community in North Richmond, California -- Developing Investable Opportunities in a Community -- Connecting Investment Portfolios to the Investable Projects: A Center for Place‐Based Impact Investing -- Capital Stacks: Financing Local and Regional Projects -- Global Examples of Place‐Based Impact Investing Success -- Example 1: The State of Telangana, India -- Example 2: The City of Curitiba, Brazil -- Final Remarks and Key Conclusions -- References -- CHAPTER 4 How to Invest in Human Capital: Measuring and Integrating Human Capital Valuation to Realize Higher‐Impact Portfolios -- Why Impact Investors Should Care About Human Capital Valuation -- Methodology -- Measuring the Contribution of Human Capital to Returns -- Human Capital Valuation Methods -- Investor Methods for Capturing Monetary HCV -- The Heritage of Monetary Human Capital Valuation Methods -- Investment Strategies Using Monetary HCV. Non‐Monetary Human Capital Valuation for Impact Investors -- Exemplary Ratings Systems That Feature Human Capital Valuation -- Non-Monetary Human Capital Metrics That Impact InvestorsCan Use in Custom Analyses -- Incorporating Data from Human Resources Management Systems -- Standards for Human Capital Valuation -- Integrating Human Capital into the Investment Process -- Examples of Human Capital Valuation Applied in Impact Investing -- Examples: Monetary Human Capital Valuation in Action -- Monetary HCV Example: Asian Company "BroadTek" Uses Human Capital Financial Statements to Calculate Returnson Workforce Investments -- Monetary HCV Example: Global Technology Company Infosys Uses Present Value of Compensation Method to CalculateReturns on Workforce Investments -- Examples: Using Non‐Monetary Human Capital Metrics to Guide Investment -- Example: Being a Global "Great Place to Work" Creates Higher Growth -- Non-Monetary HCV Example: Indian Company HCL Technologies' "Employees First, Customers Second" Initiative Leads to Higher Growth and Economic Resilience -- Examples: Using Standards to Assess Whether Companies Value Human Capital -- HCV Standards Example: SASB Standard Used by PIMCO to Invest in Commercial Banks -- HCV Standards Example: How Novartis Used the "Social and Human Capital Protocol" to Calculate the Economic Value of Improving Health Across Africa -- HCV Standards Example: French Automaker Groupe PSA Demonstrates How Human Capital Contributes to Their Value Chain Using the International Integrated Reporting Framework -- HCV Standards Example: Managers of Australian Retirement Fund Assess and Adjust Holdings Using GRI Human Capital Guidelines -- Stock Indexes and Funds Built on Human Capital Metrics -- Looking Forward: New Human Capital Valuation Reporting Will Make Impact Investing Easier An Investor's Action Plan for Human Capital Valuation -- Conclusion -- Further Reading for Impact Investors -- Disclosure and Standards -- Human Capital Valuation Ratings -- Health and Safety -- References -- Appendix 4.1: Experts Interviewed -- Appendix 4.2: Human Capital Management Institute Monetary Human Capital Valuation Formulas -- Appendix 4.3: Human Capital Valuation Ratings Systems -- Appendix 4.4: Human Resource Metrics and Where to Find Them -- CHAPTER 5 Leadership by Results for Impact Investors and Investees -- Introduction -- The Impact Sector Underinvests in Leaders -- Leadership Is a Critical Lever to Deliver Results -- Impact Sector Chronically Underinvests in Leadership Development -- Sector Leaders Themselves Acknowledge Gaps -- The Wrong Metrics Lead to Underinvestment -- The "Leadership by Results" Approach -- Impact Investors Must Focus on Big Hairy Audacious Goals -- Triggers for Leadership Development Across the Investment Life Cycle -- Custom and Collective Journeys for the Top Team -- Mindsets, Not Just Skills -- Holistic Support -- Mindsets Can Tangibly Be Shifted Using Ontological and Phenomenological Models -- Use a Hurdle Rate for Impact and Financial Returns -- Other Practical Suggestions to Implement the "Leadership by Results" Approach -- Three Practical Frameworks and an Example -- Framework 1: Common Leadership Archetypes in the Impact Sector -- Mindsets and Attitudes -- Fixed Mindset Archetypes in the Impact Sector -- Extreme Deliberative or Extreme Implemental Mindset -- Other Impact Sector Leader Archetypes -- Framework 2: Leadership Team Effectiveness Framework -- Framework 3: Translation of Leaders' Goals into Return on Investment and Attribution -- Translation of Goal Achievements into Returns on Investment -- Attribution of Impact Institutionalized Leadership Development Support: The Case of LeapFrog Investments Talent Accelerator -- Conclusion -- References -- CHAPTER 6 Gender Lens Investing: Co‐Creating Critical Knowledge to Build a Credible, Durable Field -- Introduction -- Why Critical Knowledge Matters to Professional Fields -- Gender Lens Investing: Evolving Definitions -- A Professional Field with Visibility, Force, and Momentum -- Building a Larger, More Robust Field: Five Scaling Strategies -- Deepening the Empirical Knowledge Base: Four Themes -- Constructing a GLI Research Agenda Through 2030 -- Impact Investing Community‐University Research Partnerships -- Final Remarks -- Acknowledgments -- References -- CHAPTER 7 Investing with a Gender Lens: Uncovering Alpha Previously Overlooked -- Introduction -- Gender Lens Investing: Definitions, History, and Potential for a Growing Movement -- Definitions: What Is Gender Lens Investing? -- Origins and History of Gender Lens Investing -- Gender Lens Investing: A Growing Movement -- Factors Driving Investors to Adopt a Gender Lens -- GLI Intended Goals -- Benefits of Incorporating a Gender Lens in Investing: The Evidence -- Female Asset Managers Outperforming -- Women at the Top -- Board Representation -- Women Founders and Women-Led Startups -- How Impact Investors Can Pursue Gender Investing -- The United Nations Women's Empowerment Principles -- Key Ways to Leverage and Align Investment Portfolios with a Gender Lens -- Gender Lens Investing Examples Across Asset Classes -- Gender Lens Cash Equivalents and Short-Term Notes -- Gender Lens Public Fixed Income -- Gender Lens Fixed Income -- Gender Lens Private Debt -- Gender Lens Public Equities -- Gender Lens Global Equities -- Gender Lens Private Equity -- Startup Ventures with a Gender Lens -- Fund of Funds The Importance of an Investment Policy Statement for Gender Lens Investing Nachhaltigkeit (DE-588)4326464-5 gnd rswk-swf Anlagepolitik (DE-588)4206018-7 gnd rswk-swf Sozialer Ertrag (DE-588)4262264-5 gnd rswk-swf Investition (DE-588)4027556-5 gnd rswk-swf (DE-588)4143413-4 Aufsatzsammlung gnd-content Anlagepolitik (DE-588)4206018-7 s Investition (DE-588)4027556-5 s Sozialer Ertrag (DE-588)4262264-5 s Nachhaltigkeit (DE-588)4326464-5 s DE-604 Herman, R. Paul Sonstige oth Erscheint auch als Druck-Ausgabe De Morais Sarmento, Elsa Global Handbook of Impact Investing Newark : John Wiley & Sons, Incorporated,c2020 9781119690641 |
| spellingShingle | De Morais Sarmento, Elsa Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society Cover -- Title Page -- Copyright -- Contents -- Foreword -- Acknowledgments -- About the Contributors -- Acronyms and Abbreviations -- Introduction -- CHAPTER 1 Impact Investing: Innovation or Rebranding? -- Introduction -- Methodology -- Impact Investing: Clarifying the Concept -- The History of Impact Investing: The Birth of a New Term -- Challenging a Bifurcated System: Positive Impacts and Returns -- Types of Impact Investing: Financial-First versus Impact-First -- Impact Investing and Similar Practices: Where Do the Differences Lie? -- Impact Investing: A Response to a Changing Investment Environment -- Twenty‐First Century Investing: Features of the New Investment Environment -- Changing Demographics: Investment Practices Among Millennials -- A Nascent Industry: Upward Trends and Institutionalization -- A Global, Multibillion-Dollar Market -- Mechanisms for Institutionalization -- Key Features of Impact Investing -- A Sense of Community: The Impact Investing Culture -- Compatibility with Existing Models and Practices: Portfolios, Industry Standards, and Investment Priorities -- Flexible Investing for Broad Investor Interests and Needs -- Refining the "Good" Return: Financial and Social Considerations -- Helping Investors "Walk the Walk": Aligning Mission, Values, and Investments -- A Prudent Entrepreneurial Spirit: Experimentation and Mitigating Risks -- Impact Investing: Leverage for Development? -- Conclusion -- References -- CHAPTER 2 Investing for Impact: Socially Motivated Investors and Externalities -- Introduction -- A Conceptual Framework for Socially Motivated Investment Behavior -- Typology of Socially Motivated Investors -- Value Alignment -- Value Commitment -- Impact Investing -- Conclusion -- Disclaimer -- References CHAPTER 3 Place‐Based Impact Investing: Local and Regional Assets for Local and Regional Impact in Globally Diversified Portfolios -- Introduction -- Current State of Place‐Based Impact Investing Collaboratives -- Targeting Impact Through Place‐Based Impact Investing -- Aligning Place‐Based Impact Investing with the United Nations Sustainable Development Goals -- Constructing Institutional Place‐Based Impact Investing Portfolios -- The Institutional Investor Portfolio -- Aligning Investments with Place: Identifying the Geographic Area for Intentional Impact -- A San Francisco Bay Area Example: The Bay Area Model Equity Strategy -- The Bay Area Model Equity Strategy -- The US Community Investing Index, by the F. B. Heron Foundation -- Building Place‐Based Impact Investing Portfolios -- Creating Investable Opportunities for Sustainable and Resilient Communities Through Inclusive Community Engagement -- Designing a Resilient Community in North Richmond, California -- Developing Investable Opportunities in a Community -- Connecting Investment Portfolios to the Investable Projects: A Center for Place‐Based Impact Investing -- Capital Stacks: Financing Local and Regional Projects -- Global Examples of Place‐Based Impact Investing Success -- Example 1: The State of Telangana, India -- Example 2: The City of Curitiba, Brazil -- Final Remarks and Key Conclusions -- References -- CHAPTER 4 How to Invest in Human Capital: Measuring and Integrating Human Capital Valuation to Realize Higher‐Impact Portfolios -- Why Impact Investors Should Care About Human Capital Valuation -- Methodology -- Measuring the Contribution of Human Capital to Returns -- Human Capital Valuation Methods -- Investor Methods for Capturing Monetary HCV -- The Heritage of Monetary Human Capital Valuation Methods -- Investment Strategies Using Monetary HCV. Non‐Monetary Human Capital Valuation for Impact Investors -- Exemplary Ratings Systems That Feature Human Capital Valuation -- Non-Monetary Human Capital Metrics That Impact InvestorsCan Use in Custom Analyses -- Incorporating Data from Human Resources Management Systems -- Standards for Human Capital Valuation -- Integrating Human Capital into the Investment Process -- Examples of Human Capital Valuation Applied in Impact Investing -- Examples: Monetary Human Capital Valuation in Action -- Monetary HCV Example: Asian Company "BroadTek" Uses Human Capital Financial Statements to Calculate Returnson Workforce Investments -- Monetary HCV Example: Global Technology Company Infosys Uses Present Value of Compensation Method to CalculateReturns on Workforce Investments -- Examples: Using Non‐Monetary Human Capital Metrics to Guide Investment -- Example: Being a Global "Great Place to Work" Creates Higher Growth -- Non-Monetary HCV Example: Indian Company HCL Technologies' "Employees First, Customers Second" Initiative Leads to Higher Growth and Economic Resilience -- Examples: Using Standards to Assess Whether Companies Value Human Capital -- HCV Standards Example: SASB Standard Used by PIMCO to Invest in Commercial Banks -- HCV Standards Example: How Novartis Used the "Social and Human Capital Protocol" to Calculate the Economic Value of Improving Health Across Africa -- HCV Standards Example: French Automaker Groupe PSA Demonstrates How Human Capital Contributes to Their Value Chain Using the International Integrated Reporting Framework -- HCV Standards Example: Managers of Australian Retirement Fund Assess and Adjust Holdings Using GRI Human Capital Guidelines -- Stock Indexes and Funds Built on Human Capital Metrics -- Looking Forward: New Human Capital Valuation Reporting Will Make Impact Investing Easier An Investor's Action Plan for Human Capital Valuation -- Conclusion -- Further Reading for Impact Investors -- Disclosure and Standards -- Human Capital Valuation Ratings -- Health and Safety -- References -- Appendix 4.1: Experts Interviewed -- Appendix 4.2: Human Capital Management Institute Monetary Human Capital Valuation Formulas -- Appendix 4.3: Human Capital Valuation Ratings Systems -- Appendix 4.4: Human Resource Metrics and Where to Find Them -- CHAPTER 5 Leadership by Results for Impact Investors and Investees -- Introduction -- The Impact Sector Underinvests in Leaders -- Leadership Is a Critical Lever to Deliver Results -- Impact Sector Chronically Underinvests in Leadership Development -- Sector Leaders Themselves Acknowledge Gaps -- The Wrong Metrics Lead to Underinvestment -- The "Leadership by Results" Approach -- Impact Investors Must Focus on Big Hairy Audacious Goals -- Triggers for Leadership Development Across the Investment Life Cycle -- Custom and Collective Journeys for the Top Team -- Mindsets, Not Just Skills -- Holistic Support -- Mindsets Can Tangibly Be Shifted Using Ontological and Phenomenological Models -- Use a Hurdle Rate for Impact and Financial Returns -- Other Practical Suggestions to Implement the "Leadership by Results" Approach -- Three Practical Frameworks and an Example -- Framework 1: Common Leadership Archetypes in the Impact Sector -- Mindsets and Attitudes -- Fixed Mindset Archetypes in the Impact Sector -- Extreme Deliberative or Extreme Implemental Mindset -- Other Impact Sector Leader Archetypes -- Framework 2: Leadership Team Effectiveness Framework -- Framework 3: Translation of Leaders' Goals into Return on Investment and Attribution -- Translation of Goal Achievements into Returns on Investment -- Attribution of Impact Institutionalized Leadership Development Support: The Case of LeapFrog Investments Talent Accelerator -- Conclusion -- References -- CHAPTER 6 Gender Lens Investing: Co‐Creating Critical Knowledge to Build a Credible, Durable Field -- Introduction -- Why Critical Knowledge Matters to Professional Fields -- Gender Lens Investing: Evolving Definitions -- A Professional Field with Visibility, Force, and Momentum -- Building a Larger, More Robust Field: Five Scaling Strategies -- Deepening the Empirical Knowledge Base: Four Themes -- Constructing a GLI Research Agenda Through 2030 -- Impact Investing Community‐University Research Partnerships -- Final Remarks -- Acknowledgments -- References -- CHAPTER 7 Investing with a Gender Lens: Uncovering Alpha Previously Overlooked -- Introduction -- Gender Lens Investing: Definitions, History, and Potential for a Growing Movement -- Definitions: What Is Gender Lens Investing? -- Origins and History of Gender Lens Investing -- Gender Lens Investing: A Growing Movement -- Factors Driving Investors to Adopt a Gender Lens -- GLI Intended Goals -- Benefits of Incorporating a Gender Lens in Investing: The Evidence -- Female Asset Managers Outperforming -- Women at the Top -- Board Representation -- Women Founders and Women-Led Startups -- How Impact Investors Can Pursue Gender Investing -- The United Nations Women's Empowerment Principles -- Key Ways to Leverage and Align Investment Portfolios with a Gender Lens -- Gender Lens Investing Examples Across Asset Classes -- Gender Lens Cash Equivalents and Short-Term Notes -- Gender Lens Public Fixed Income -- Gender Lens Fixed Income -- Gender Lens Private Debt -- Gender Lens Public Equities -- Gender Lens Global Equities -- Gender Lens Private Equity -- Startup Ventures with a Gender Lens -- Fund of Funds The Importance of an Investment Policy Statement for Gender Lens Investing Nachhaltigkeit (DE-588)4326464-5 gnd Anlagepolitik (DE-588)4206018-7 gnd Sozialer Ertrag (DE-588)4262264-5 gnd Investition (DE-588)4027556-5 gnd |
| subject_GND | (DE-588)4326464-5 (DE-588)4206018-7 (DE-588)4262264-5 (DE-588)4027556-5 (DE-588)4143413-4 |
| title | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_auth | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_exact_search | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_exact_search_txtP | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_full | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_fullStr | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_full_unstemmed | Global Handbook of Impact Investing Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| title_short | Global Handbook of Impact Investing |
| title_sort | global handbook of impact investing solving global problems via smarter capital markets towards a more sustainable society |
| title_sub | Solving Global Problems Via Smarter Capital Markets Towards a More Sustainable Society |
| topic | Nachhaltigkeit (DE-588)4326464-5 gnd Anlagepolitik (DE-588)4206018-7 gnd Sozialer Ertrag (DE-588)4262264-5 gnd Investition (DE-588)4027556-5 gnd |
| topic_facet | Nachhaltigkeit Anlagepolitik Sozialer Ertrag Investition Aufsatzsammlung |
| work_keys_str_mv | AT demoraissarmentoelsa globalhandbookofimpactinvestingsolvingglobalproblemsviasmartercapitalmarketstowardsamoresustainablesociety AT hermanrpaul globalhandbookofimpactinvestingsolvingglobalproblemsviasmartercapitalmarketstowardsamoresustainablesociety |