Proven methods for successfully serving clients who prioritize investments that help improve the world while generating healthy profits
Environmental, social, and corporate governance (ESG) is big, and it's getting bigger. An entire generation of investors want their investments to reflect their values. If you have clients in this category, you need to read Investing for Better, which reveals the inherent challenge this style of investing poses.
ESG pioneer and seasoned asset manager, Daniel Seiler maps out the current state of the global asset management industry and outlines the primal forces that influence the business of money management. He proposes a new model of asset management that combines vision and purpose by prioritizing:
. Reduction of the costs of investing
. Refinement of mechanisms to share risk
. Minimization of information asymmetries
. Responsiveness to changing investor and societal preferences
Along the way, Seiler explores hot topics like the influence of technological improvements (AI, blockchain and NFTs) on the future of investing.
Investing for Better is based on the core understanding that if you have a purpose and conviction, you can help individuals and families create wealth and savings, and can help build a better, more prosperous, and more peaceful civilization.