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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Webinar: Dynamics Between Central Banks, Regulators, Investors, and Inequality

Impact investing

As global interest rates have steadily declined over the past decades, many investors have sought yield by migrating up the risk-return spectrum. Major central banks’ response to the COVID-19 pandemic – including continued low interest rates and commitments to purchase a wide range of debt securities – perpetuated these asset allocation trends. While such intervention […]

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