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ThinkAdvisor
Investors are more interested than ever in how publicly traded companies handle environmental, social and governance issues, but many say they lack the information to make ESG investment decisions and their advisors often offer little help.
Those are some of the major findings of a new Natixis survey on ESG investment issues, which essentially combines the results of four previous global surveys of close to 12,500 individual investors, financial professionals, institutional investors and professional fund buyers. About 12.5% of those surveyed are from North America, primarily the U.S.
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CFA Society Chicago
Thursday, May 23, 2019
5:00 p.m.
One North Kitchen & Bar, 1 N Upper Wacker Dr., Chicago, IL 60606
Join your colleagues and unwind from your work day for a networking happy hour.
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CFA Society Chicago
Wednesday, June 05, 2019
4:00 pm - 6:00 pm
Palmer House Hilton, 17 E. Monroe Street, Chicago, IL 60603
Impact investing refers to investments that seek to generate beneficial, measurable social and environmental impact in addition to a financial return.
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CFA Society Chicago
Monday, June 10, 2019
4:00 pm - 6:30 pm
The Palmer House Hilton, 17 E. Monroe Street, Chicago, IL 60603
Whether you need to build critical relationships at more senior levels or are positioning yourself to shine so you can be sponsored, Carol’s real-life stories provide the insights into how to build trusted relationships to increase your leadership impact.
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CFA Institute's Enterprising Investor
The science is clear: Multi-tasking doesn’t work. Its seductive allure stems from our ability to lie to ourselves in the mistaken belief that we can simultaneously respond to an email, listen to a conversation, watch a moving stock ticker, and compose an epic tweet.
At the 72nd CFA Institute Annual Conference, hosted by CFA Society of the UK, neuroscientist Daniel J. Levitin explained that the relevant question is not how many projects we can complete at once, it’s how we can structure our time to work on individual projects more effectively.
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Independent Financial Adviser
The institute recommends that grandfathered commissions be outlawed “immediately”, raises concerns with platform fees, believes the industry must ensure independence of advice and aligns its remuneration model to a “balanced scorecard” approach outlined in the 2017 Sedgwick review.
Speaking to ifa, CFA Societies Australia Advocacy Council chair Stephen Dunne said he doesn’t believe there is a cohesive willingness among advisers to change.
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Richmond BizSense
Armed with an experienced local deal broker, an investment banking firm from the Windy City is planting its flag in Richmond for the first time.
XLCS Partners, a 20-person Chicago-based outfit that helps broker mergers and acquisitions for midsized companies, this month welcomed Richmonder Patrick Warren into its ranks as it looks to tap into the pipeline of deals that flows in and around the region.
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Built In Chicago
The Small Exchange, a Chicago startup that lets consumers invest in commodity futures, announced it has raised $10 million in funding.
Jump Capital and trading powerhouse Citadel Securities, both headquartered in Chicago, each contributed half of the funding.
Commodity futures are contracts to buy physical goods — like soybeans, cattle or oil — for a fixed price at a set time in the future. Although designed with the intent of helping manufacturers and distributors secure raw goods to be used in the future, they are also commonly used as protection against price fluctuations.
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The Telegraph
Illinois House Republicans called a news conference to unveil a “fiscal year 2020 balanced budget proposal” in the form of a one-page document detailing $2.6 billion more in revenue than House working groups previously planned.
“The important part here is we’re not presenting a plan and saying ‘take it or leave it,’” said Deputy Minority Leader Tom Demmer, R-Dixon. “We’re saying there are new dollars that are on the table, that individual members have not yet been given the chance to weigh out. We believe their priorities should be heard.”
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Chief Investment Officer Magazine
The city of Chicago is suing the Illinois state comptroller’s office, as well as the boards of various municipal pension funds, to stop the interception of state grant money based on the funds’ claims that the city owes them additional pension contributions.
The pension funds being sued include the Chicago Policeman’s Annuity and Benefit Fund, the Municipal Employees Annuity and Benefit Fund and the Laborers’ Annuity and Benefit Fund.
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CNBC
Nobody likes to get a poor grade. But those online “test-your-financial-literacy quizzes can be irresistible. They’re short. You think you’ll do pretty well. Then, wham. You failed.
How bad should you feel?
Probably not very.
When U.S. managers, including corporate executives, were tested on basic financial literacy, the average score was a paltry 38%, according to the Harvard Business Review. Few could distinguish profit from cash, and most couldn’t pick the correct definition of “free cash flow.”
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Financial Times
The Mifid II rules are leading to broader participation in capital markets by Europe’s savers. This will far outweigh the costs, such as the more reduced investment research on small stocks. Recent criticism appears to overlook the broader picture, where the advantages of this revision are starting to become visible.
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Crain's Chicago Business
Wealthy families in Chicago are increasingly working together, and with other American clans, to make investments and do deals.
Duchossois Capital Management, Pritzker Private Capital, Concentric Equity Partners and Edgewater Funds are among the Chicago family investment offices participating in the trend, said Mike Flannery, CEO of the Duchossois family investment arm.
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