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Full-Text Articles in Business
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the Fall 2023 semester and analyzes the stock performance of various companies including: Salesforce, InterDigital Inc., SPX Technologies, NextEra Energy and RenaissanceRe Holdings.
Assessing The Impact Of Impact Investing: Practices, Challenges, And Opportunities Towards The Standardization Of Impact Assessment Mechanisms, Taylor Poe
Finance Undergraduate Honors Theses
This research project focuses on gathering information on which impact measurement mechanisms are currently used in the impact investing industry, and how these mechanisms are standardized across various firms, geographic locations, and fund types. The overarching goal of the study is to provide an assessment of the impact investing industry and the use of standardized impact assessment practices. The specific goal of this research study is to collect and present information on the current state of impact measurement standardization. Research is separated into three large components: interviews with industry leaders, findings from social finance conferences, and research of scholarly sources. …
Ownership Of Esg Characteristics, Mark E. Bateman, Lisa R. Goldberg
Ownership Of Esg Characteristics, Mark E. Bateman, Lisa R. Goldberg
School of Public Service Faculty Publications
A portfolio can be viewed as the collection of the businesses, policies and practices of constituent companies. We measure investors' Ownership of this collection. Ownership metrics aggregate an assortment of company specific Environmental, Social and Governance (ESG) characteristics to the portfolio level, and they can inform investment and engagement decisions. Relative to a benchmark, investor Ownership is active and satisfies a zero-sum property, which underscores the distinction between Ownership and impact. Ownership of ESG characteristics may be interpreted as ascribing ethical responsibility, but that conclusion and any decisions that result from it belong to the investor.