Behind the Wheel – Integration for Creating Impact through the Stock Markets

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Presented by

Noga Levtzion Nadan, Managing Partner, Value Squared fund and Yuval Stav, Head of Research, Value Squared fund

About this talk

In this webinar we will present a profound methodology which leads successful investing in public companies that work towards solving the world's problems as well as companies behaving well in terms of Environmental, Social and Governance criteria. While many RI funds start with the financial factors and then assess the ESG, the integration method which will be presented changes the order. It puts ESG analysis together with SDG driven revenues, and critical controversies and only then analyzes the financial parameters. This unique investment process and the ongoing measurement of the companies' impact, which comes along with it, improves the portfolio’s performance in terms of impact - both in terms of positive performance and hedging of negative effects. The impact analysis is integrated in various methods, like determining the correlation between the various components of the impact and financial performance and adjusting the weights accordingly. In this webinar we will share: • the integration process, • the various measurement tools available, and • how to inform investors with the results.
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