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Date: 2019-09-17 Page is: DBtxt001.php L0700-MA-IMPACT-INVESTMENT-ANALYSIS

METRICS
IMPACT INVESTMENT
INVESTORS ARE INTERESTED IN IMPACT INVESTMENT, BUT THE AVAILABLE METRICS ARE GENERALLY VERY WEAK


INITIATIVES ADVOCATING RESPONSIBLE INVESTMENT

PAM (Private Asset Management)
Private Asset Management (also known as PAM) is a magazine for the wealth management and family office industry. It is headquartered in London. The magazine is published by Pageant Media on a monthly basis.
PAM (Private Asset Management)
The May 2017 issue of the Private Asset Management (also known as PAM) magazine. One of the major articles concerns the 50 women who have been identified as the movers and shakers in the investment industry.

PRI (Principles of Responsible Investment)
ABOUT THE PRI ... WHAT IS THE PRI?
The PRI is the world's leading proponent of responsible investment.
It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. The PRI acts in the long-term interests of its signatories, of the financial markets and economies in which they operate and ultimately of the environment and society as a whole.
The PRI is truly independent. It encourages investors to use responsible investment to enhance returns and better manage risks, but does not operate for its own profit; it engages with global policymakers but is not associated with any government; it is supported by, but not part of, the United Nations.
MORE: Open L0500-PRI

IMPACT INVESTING

IMPACT INVESTING
There is an appetite for impact investing, but the 'numbering' to demonstrate corporate performance relative to impact does not at this point in time exist (November 2017)
Most of the following initiatives to establish methodologies for reporting impact are NOT based on accounting for impact, but on a methodology heavily oriented to questionaires ,,, a process that is unreliable and expensive.
In contrast the TVM approach to numbering impact is based on a methodology very much like standard costing in conventional accounting, with a standard value profile being at the center of the approach!
About GRI The Global Reporting Initiative MORE: Open L0500-GRI
About IIRC The International Integrated Reporting Council
Integrated Reporting
MORE: Open L0500-IIRC
About GIIN Global Impact Investing Network MORE: Open L0500-GIIN
About GIIRS Global Impact Investing Rating System MORE: Open L0500-GIIRS
About SASB ... the Sustainability Accounting Standards Board MORE: Open L0500-SASB

The Value of Being Human: A Behavioural Framework for Impact Investing and Philanthropy
September 2015 ... for Barlays, a bank.
A year ago, [that is 2014] Sir Ronald Cohen, the chairman of the G8 taskforce on impact investment, challenged policy-makers and other interested parties to take up the group’s recommendations in order to “bring the invisible heart of markets to guide their invisible hand”. With this paper, Barclays aims to play its part in delivering on that challenge. We look forward to hearing the contributions of many others.
TPB Note: Not sure why this paper is attributed to John C. O'Connor ... it seems to be a paper prepared by Barclays Bank based on a series of opnion surveys more than anythng else.
'http://truevaluemetrics.org/DBpdfs/Thinkers/John-OConnor/wp-a-behavioural-framework-for-impact-investing-and-philanthropy.pdf'
Open PDF ... wp-a-behavioural-framework-for-impact-investing-and-philanthropy

Investorflow-Report-First-327-Investors-February-2018

'http://truevaluemetrics.org/ImpactInvesting/Investorflow-Report-First-327-Investors-February-2018.pdf'
Open PDF ... Investorflow-Report-First-327-Investors-February-2018

GSIA Definition of Sustainable Investing Sustainable investing is an investment approach that considers environmental, social and governance (ESG) factors in portfolio selection and management. For the purpose of this global report and for articulating our shared work in the broadest way, GSIA uses an inclusive definition of sustainable investing, without drawing distinctions between this and related terms such as responsible investing and socially responsible investing. These are collectively referred to as sustainable investing or SRI.

The GSIA definitions of sustainable investment, published in the Global Sustainable Investment Review 2012, have emerged as a global standard of classification. These are:
1. Negative/exclusionary screening: the exclusion from a fund or portfolio of certain sectors, companies or practices based on specific ESG criteria;
2. Positive/best-in-class screening: investment in sectors, companies or projects selected for positive ESG performance relative to industry peers;
3. Norms-based screening: screening of investments against minimum standards of business practice based on international norms;
4. ESG integration: the systematic and explicit inclusion by investment managers of environmental, social and governance factors into financial analysis;
5. Sustainability themed investing: investment in themes or assets specifically related to sustainability (for example clean energy, green technology or sustainable agriculture);
6. Impact/community investing: targeted investments, typically made in private markets, aimed at solving social or environmental problems, and including community investing, where capital is specifically directed to traditionally underserved individuals or communities, as well as financing that is provided to businesses with a clear social or environmental purpose; and
7. Corporate engagement and shareholder action: the use of shareholder power to influence corporate behavior, including through direct corporate engagement (i.e., communicating with senior management and/or boards of companies), filing or co-filing shareholder proposals, and proxy voting that is guided by comprehensive ESG guidelines.

The sum of these individual strategies, after adjusting for double counting since some assets are subjected to more than one strategy, results in the sustainable assets under management included in this report. In the report the aggregated figure is referred to as sustainable investment or investment taking into account ESG concerns, without making a judgment about the quality or depth of the process applied.

Alcanne Houtzaager
#15062
impact measurement and accountability As a result, impact measurement and accountability will need to be developed in the private sector, as has been called for by the Beeck Center for Social Impact and Innovation at Georgetown University, the U.S. Impact Investing Alliance and the New York Federal Reserve, among others.
#15839



The text being discussed is available at

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