As the landscape of wealth management undergoes significant transformation, driven by advancements in technology, an increasing emphasis on sustainability, and a generational shift within the industry, this comprehensive volume explores cutting-edge sustainable financial management strategies. It highlights the integration of Artificial Intelligence (AI), Sustainable Development Goals (SDGs), and Environmental, Social, and Governance (ESG) criteria.

The comparison between passive and active asset management is examined to help readers understand the resilience and suitability of each strategy. The book also looks at ESG (Environmental, Social, and Governance) strategies and SDG (Sustainable Development Goals) aligned investments, providing illustrative case studies for both. It discusses active ownership and stakeholder strategies, highlighting the unique contributions of female shareholder activism.

The book scrutinizes the regulatory environment, focusing on how global financial hubs define and promote sustainable investments. It also analyzes impact investing with a focus on measuring impacts and returns using practical case studies. The rise of green fintech, the concept of assetization, and the implementation of AI in asset management are explored. Key findings emphasize the resilience and sustainability in portfolio strategies and new KPIs. The book provides a guidelines for sustainable finance practices that align with global sustainability goals. It appeals to finance professionals wanting to learn how to build a sustainable and resilient investment portfolio.

Autorentext

Dr. Karen Wendt is the President of Sustainable Finance (Cham, Switzerland) and CEO of ECCOS Impact GmbH (Cham, Switzerland). She is also a serial entrepreneur, scientist and co-editor of the Sustainable Finance book series at Springer. She advises companies on sustainability and is proven expert in impact investing, international management, sustainable finance, and strategy development. She is currently conducting research on social entrepreneurship, stock exchanges and portfolio engineering.

Dr. Marta Ra is a researcher and published author specialising in sustainable finance, energy transition, climate change, female leadership, and longevity finance. She holds a PhD in Economics from the University of St. Gallen, following academic studies in Vienna, Witten/Herdecke, Moscow, and Pittsburgh.Dr. Ra serves as an advisor to a United Nations agency on energy transition and supports a climate-focused scale-up. She is also a board member of Solafrica, a Swiss NGO promoting solar energy solutions. Her professional journey began in international banking, with roles at leading institutions such as Deutsche Bank and J.P. Morgan. In addition to her corporate experience, she served as CEO of a private clinic in Switzerland and is the co-founder and president of Women in Sustainable Finance (WISF), a global network fostering female leadership in finance and sustainability. Dr. Ra contributes regularly as a Wikipedia editor and is a Forbes contributor.

Inhalt

Introduction.- The Role of Extra Financial Data in Shapring a New Investment Landscape.- Challenging KPIs in Asset Management.- Passive vs. Active Asset Management.- ESG to SDG Aligned Investments.- Active Ownership in Asset Management.- Regulatory Environment in Sustainable Asset Management.- Impact Investing - A Gender Lens View.- Assetization and AI in Sustainable Asset Management.- Summary and Future Outlook: The Data Imperative in Sustainable Asset Management.