Integrated Investing: Impact Investing with Head, Heart, Body, and Soul

Integrated Investing: Impact Investing with Head, Heart, Body, and Soul

by Bonnie Foley-Wong

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Overview

Balancing financial skills with an ethical mindset and intuition is challenging in an increasingly complex world and market. Integrated Investing offers an insightful methodology and practice for making investment decisions that reap rewards while matching your values.
Developed over more than two decades’ experience in finance, investment banking and venture capital, Foley-Wong’s tools will shift your perspective about the relationship between money and social good, while techniques will help you to evaluate investments in high-stakes situations. The result? You will learn to make savvy investments time and again that meet your goals while also benefiting your community and planet.
Radical yet practical, provoking and empowering, Integrated Investing is a must read for anyone with the desire for a better world, and a dollar to create it.

Bonnie Foley-Wong is the founder of Pique Ventures, an impact investment and management company, and Pique Fund, an angel fund focusing on leadership diversity and women-led ventures. She has made and financed over $1 billion of alternative investments in Europe and North America. Having grown up in a working-class family, education had the biggest impact on her life. She strongly believes in empowering people with knowledge to make better and more mindful investment decisions.
Foley-Wong is a Chartered Professional Accountant, Chartered Accountant, and a CFA charterholder. She presently resides in Vancouver, Canada, with her husband and young daughter.

Product Details

BN ID: 2940153807836
Publisher: Bonnie Foley-Wong
Publication date: 11/22/2016
Sold by: Smashwords
Format: NOOK Book
File size: 1 MB

About the Author

Bonnie Foley-Wong is the founder of Pique Ventures, an impact investment and management company, and Pique Fund, an angel fund focusing on leadership diversity and women-led ventures. She has made and financed over $1 billion of alternative investments in Europe and North America. Having grown up in a working-class family, education had the biggest impact on her life. She strongly believes in empowering people with knowledge to make better and more mindful investment decisions. Foley-Wong is a Chartered Professional Accountant, Chartered Accountant, and a CFA charterholder. She presently resides in Vancouver, Canada, with her husband and young daughter.

Table of Contents

Introduction 1
1 Access to Essential Resources 7
2 Why We Invest 24
3 Impact Investing: Taking Care of the Village 37
4 Investing with Your Values 55
5 Integrated Investment Decision Making 67
6 Mindsets 86
7 Integrated Investing Toolkit 104
8 Integrated Investment Relationships 130
9 Gender Lens Investing 153
In Closing 175
Further Reading 183
Acknowledgements 186
About the Author 188

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