The Predistribution Initiative: Discussion on the SEC’s Proposals Regarding Private Funds

PDI hosted an interactive discussion on the US SEC’s recent proposals regarding investor protections in private funds and systemic risks. As you may be aware, the SEC recently opened a comment period for proposed changes to Form PF which would require additional disclosures by private funds regarding matters that may influence systemic risks. Shortly thereafter, the SEC opened a comment period for a set of proposed disclosures and rules relating to investor protections in private funds, covering matters including fees […]

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RAAI and PDI: Asia Roundtable: Key Findings from the 2021 Responsible Asset Allocator Initiative (RAAI) Index and Leaders List and Benchmarking for Success in Sustainable Investing

Predistribution

PDI hosted Asia Roundtable: Key Findings from the 2021 Responsible Asset Allocator Initiative (RAAI) Index and Leaders List and Benchmarking for Success in Sustainable Investing in partnership with RAAI. […]

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World Benchmarking Alliance (WBA): WBA Financial System Benchmark Methodology Launch

Investors

Delilah Rothenberg hosted the virtual launch of WBA’s Financial System Transformation Benchmark Methodology. WBA’s Financial System Benchmark will assess and rank the performance of the world’s 400 most influential financial institutions – including asset owners, asset managers, banks, and insurance companies – on their readiness to contribute to the transition towards a more inclusive and sustainable […]

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What Good is a Disclosure Framework for Adressing Inequality? An Investor Viewpoint

System-level investing

The Task Force on Inequality-related Financial Disclosures (TIFD), inspired by the Task Force on Climate- related Financial Disclosures (TCFD), is conceived as an explicit systemic risk management framework that can reduce inequality created by the private sector. A collaboration among investors, civil society, businesses, financial regulators, policy makers, and academics, TIFD will provide guidance, thresholds, […]

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Is there a Role for Institutional Investors in Addressing the Affordable Housing Crisis?

Predistribution

Are responsible investors unintentionally contributing to the housing crisis by competing with traditional homebuyers? Data shows that in various markets globally, record housing prices have in part been driven by investor ownership and often focused on single family homes that would otherwise be most accessible as entry-level homes for new owners. When considering the global […]

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CFANY – Sustainable Investing Group Meeting with The Predistribution Initiative

ESG

The founders of The Predistribution Initiative spoke to the members of the CFA Society of New York for a discussion of the role of institutional investors in society. The term, “pre-distribution,” was first coined by Yale political scientist, Jacob Hacker. Instead of only redistribution, which calls for addressing economic inequalities via taxes, benefits, and philanthropy after the fact, pre-distribution is the […]

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Allocating Capital to New Segments of the Market with Regenerative Investment Structures

Investment practices

Critiques are growing of traditional leveraged buyout (LBO) private equity and venture capital models. Average leverage levels in typical private equity investments are at historical highs – putting companies and their stakeholders, such as workers and investors, at risk. In venture capital, the “move fast and break things” and “blitzscaling” approach often does not align […]

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