Policy-Enhanced Impact Investing’s Post

‘How good would you feel if you knew you were actually investing in a future that your children and loved ones wanted to be a part of?’ Discover how your super can truly reflect your values with insights from Karen McLeod, our financial adviser at Ethical Investment Advisers, featured in The Sydney Morning Herald. Karen explains how understanding your super's holdings can reveal if they're aligned with your ethics. helping you invest in a future you are proud of. At Ethical Investment Advisers, we guide you in making impactful choices because your super should reflect the world you want for your children and future generations. #EthicalInvesting #SustainableFuture #futureproof https://lnkd.in/ghMne4yA

🤔 Is it possible to align moral values and investments? Discover the world of Faith Based Investing! 💰 What is Faith Based Investing, you ask? It's more than just a financial strategy; it's a conscious effort to invest in companies and projects that resonate with your beliefs and principles. Our latest article dives deep into the concept of Faith Based Investing, exploring how investors integrate their faith or moral convictions into their investment decisions. Ready to explore the intersection of finance and values? Check out our article! 👇

Although non-financial factors such as environmental, social, and governance (ESG) sustainability have become an important part of investor analysis, this approach alone is insufficient for many investors, as it does not incorporate other important concerns and beliefs. Faith based investing goes further by integrating religious principles into investment strategies.... To know more about it, check out our last article 👇

Morning all. Dried out yet?! Cracking editorial in Citywire Investment Trust Insider this morning from AVI's Tom Treanor. Link below. We agree with every word of it. Indeed it echoes many of the points we made in our own "We Need to Talk About Investment Trusts" series from last summer (link in comments). Tom focuses on Boards and communication with shareholders, but makes a related point that NEDs should be paid more. We agree. We need an influx of talent into the NED community. Tom also makes the point that this will temporarily lead to some current bad directors being overpaid. But we would also add that it would also retain and motivate some excellent directors who are arguably underpaid for the hours and work they put in (and probably thinking about exiting). Tom also rightly says that ALL stakeholders have a part to play. We'd encourage all shareholders to pro-actively engage with Boards and brokers (especially if you are not being engaged with by them). We feel especially strongly about fees being calculated as a %age of market cap not NAV and have been making that point vociferously both publicly and in private to Boards we speak to. The current opportunity set is outstanding. But value will remain trapped unless engagement increases from all parties. https://lnkd.in/eWkZfabW

Starmer faces challenge in convincing global investors Read more- https://lnkd.in/emuGvbmk #StarmerChallenge #GlobalInvestors #UKEconomy #InvestmentStrategy #PoliticalLeadership #EconomicGrowth #InvestorConfidence #UKPolitics

Happy to share my first contribution to the ILA News Letter. Topic: Democratization of Private Assets - Risk or Opportunity? The article is based on my interview with Per Strömberg, on of the world's mot respected PE/VC academics. #PrivateEquity #VentureCapital #DemocratizationOfPrivateAssets #BuyOutFunds #PerStromberg #ELTIF #PrivateAssets

Watch out for 'raisins that look like turds' in investing! Charlie Munger's wisdom warns against greed-driven pitfalls, like the recent BHI Trust collapse and GSPartners' unrealistic promises. Don't fall for the allure of high returns; beware of shady schemes and protect your money wisely. This article by Rob Macdonald is a must-read.

https://lnkd.in/gxWiEDfj This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues … 

I recently had the opportunity to share my insights on avoiding investment scams and the lessons I've learned on the amazing Left Field Investors blog. 📚💼 https://bit.ly/3QJdZcT #InvestmentScams #LessonsLearned #LeftFieldInvestors #ProtectYourMoney #SmartInvesting #FinancialLiteracy

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. Consider these three common mistakes that can reduce returns and increase anxiety. #investmentmistakes #investmentmanagement #behavioralfinance https://lnkd.in/gXiUe6eW