Kaia Vincent FCIM’s Post

I am honored to serve and learn from these 3 powerhouse leaders for our international private equity practices. This article delves into the emerging global client needs and innovative solutions driving impactful change. #privateequity #innovation #globalimpact https://lnkd.in/eh8MsP3S

Really useful article on the threats to shareholder rights from ESG Investor. You can read ICGN's full letter to the President of the EU Commission at: https://lnkd.in/d8BznBYF #governance #corpgov #stewardship #shareholders #shareholderprotections #investors #assetowners #assetmanagers #EU #EUCommission

Be sure you catch Leslie Samuelrich and the Green Century Funds team on their webinars talking about their commitment to providing individuals who care about the environment with a way to align their investments with their values and help create a more sustainable future. Amazing people, team, and offering! https://lnkd.in/g3YGyder #FemalesAndFinance #ImpactInvesting #GreatPeopleGreatWork

Is greenhushing a positive for investors? Join Walter Viguiliouk’s panel discussion on the great reclassification within sustainable investing. Learn more about our approach in our latest stewardship report here: https://bit.ly/3yhmzKj #LongTermValueCreation #PrivateCapital #SustainableInvesting

SouthCol Advisors’s Jeanne Elliott Enright spoke on the Sustainable Investing panel at this week’s Envestnet, Inc Elevate Conference. A few notable perspectives from the discussion: Sustainable investing is here to stay. Mission-aligned portfolio customization provides an opportunity to build deep client relationships. Client interest in sustainability continues to grow.   Thanks to Anup Sharma for facilitating an engaging conversation with panelists Bud Sturmak, CFP®, Edwin K.S. Ryu, CPA, PFS, CRE, Matthew Tonsager, and Jeanne Elliott Enright.   #MissionInvesting #EmpoweringPortfolios #EnvestnetElevate #InvestingForMission #Sustainability #ENVElevate

👉 𝗡𝗮𝘁𝘂𝗿𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝗮 𝗰𝗼𝗿𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁. Here’s why: For too long, businesses have treated nature support as part of their CSR initiatives—a nice-to-have but not essential. ➡ But investing in nature isn’t just a box to tick; it’s a critical component for long-term survival, risk management, and, you read correctly, for profitability. In our latest blog, we explore why investing in nature should be treated as a core operational cost, not philanthropy. 👀 Read our latest blog to understand how treating nature as a strategic business investment can unlock opportunities, save costs, and protect businesses from future risks. 🔗 https://lnkd.in/d6bgARdy 🦪 #NatureBasedSolutions #CorporateSustainability #OysterReefs #RiskManagement #ClimateResilience #SustainableBusiness

Degraded #shareholderrights threaten #stewardship European Commission warned, as behind-closed doors #AGMs and multiple-class share structures endanger small and minority #shareholders’ ability to engage with investee companies. Insights from Séverine Neervoort (International Corporate Governance Network), Caroline Escott (Railpen), and Mauro Meggiolaro (Shareholders for Change). Read more of Jack Grogan-Fenn's news piece here: https://lnkd.in/g7nz3_Vz

Dan Sherrard-Smith, the visionary founder & CEO of MotherTree, shared his insights on "Green Finance - The Hidden Power of Our Money," unveiling how finance can significantly contribute to environmental sustainability. Learn more about this powerful influence by watching the video below, which offers additional information on the subject.

𝗦𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿𝘀 𝗳𝗼𝗿 𝗖𝗵𝗮𝗻𝗴𝗲 𝗮𝗻𝗱 𝗘𝘁𝗵𝗼𝘀 𝗶𝗻𝘁𝗲𝗿𝘃𝗶𝗲𝘄𝗲𝗱 𝗯𝘆 𝗘𝗦𝗚 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗼𝗻 𝘀𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗿𝗶𝗴𝗵𝘁𝘀 📰 On 1 November, SfC and SfC's Swiss member Ethos Foundation (Switzerland) were featured in an article by ESG Investor (https://lnkd.in/g7nz3_Vz) on European shareholder rights, with a focus on closed-door general meetings and multiple voting rights. 🎙 As reported in the article, Shareholders for Change firmly believes that “the AGM is an essential part of shareholder democracy, and it is often the only time of the year when shareholders can not only meet the management of the company, but also ask questions, submit ideas and proposals and speak openly in front of other shareholders or press representatives”. ⚠ At SfC we are also concerned about the different approach companies have towards large investors and small investors: “bigger investors have many other opportunities to enter in a dialogue with companies and discuss any issue, while smaller shareholders don’t have such opportunities. The relation between companies and shareholders should be democratic. Our fear is that shareholder rights become even more a rift between bigger shareholders and small to medium-sized shareholders.” 💪 The article also mentions the new campaign launched by Ethos Foundation in collaboration with DSW, BETTER FINANCE - European Federation of Investors and Financial Services Users and SfC, calling on Germany's largest listed companies to stop holding virtual-only general meetings and opt for a hybrid model. 👉 Sign up to our newsletter to stay updated on our network activities: https://lnkd.in/duxSQdMs CRIC – Corporate Responsibility Interface Center e. V. Alix Roy Cesare Vitali Andreas von Angerer Richard Buch Ulrike Goldau, CFA, CESGA Alexander Roost Tommy Piemonte Aldo Bonati Rachael Monteiro Charlie Crossley Johannes Puhr Matthias Narr Manuel Wirth Arnaud Lacaze Yaël Le Solliec Edmond Schaff Léopold Legros Ethos Foundation (Switzerland) GLS Investment Management GmbH EB – Sustainable Investment Management (EB-SIM) Bank für Kirche und Caritas eG fair-finance Vorsorgekasse Alternative Bank Schweiz Ethius Invest Switzerland Inyova Impact Investing Forma Futura Invest AG WHEB Friends Provident Foundation Etica Funds Ecofi Meeschaert Asset Management Phitrust Sanso Longchamp AM

Enjoyed this piece by Jon Whiteaker in the The Drawdown. I agree that the term ESG has become problematic – and it would not surprise me if more firms in the Private Equity sector stop using it. But much of the controversy around ESG inevitably misses the point: that it is fundamentally about managing risks and identifying opportunities. ‘Responsible investing’ was, at least initially, about mitigating ‘ESG’ risks – that is, looking at how a business’s negative impact on people or the planet could negatively affect its enterprise value. Sustainable investing went one step further, by looking for opportunities to positively impact people or the planet in ways that could increase the value of the business. Impact investing goes further still, by focusing on opportunities where businesses can actually help to solve environmental and social challenges. Even if investors stop using the term ESG, they can’t afford to retreat from the process it represents – examining the impacts a business has (or can have) on people and the planet, in order to understand which represent potential risks to enterprise value, and which represent potential value creation opportunities. #PrivateEquity #SustainableInvestment #ESG #ImpactInvest #GrowthCapital #ResponsibleInvestment