Topics » Finance

Can Barry Callebaut Attract Sustainable Investment with its ‘Forever Chocolate’ Strategy?

Abstract

Barry Callebaut, a Zurich-based chocolate and cocoa manufacturer founded by Klaus Johann Jacobs in 1996, was the world’s leading manufacturer of high-quality chocolate and cocoa products. It was one of the first companies to realize that it had to do something about the poor conditions on cocoa farms. In its ‘Forever Chocolate’ plan for 2025, Callebaut committed to scale up its o ... »

SAUDI ARAMCO

Abstract

In early 2016, the largest state-owned Oil Company in the world, Saudi Arabia-based Saudi Aramco (Aramco), declared a proposal to float an IPO. The crown prince of Saudi Arabia, Prince Salman, had stunned the world when he declared in early 2016 that Aramco’s worth would be around $2 trillion. Aramco was not only an oil company but a budget to run the nation as 85% of Saudi Arabia’ ... »

Regulations for a Sustainable Finance Sector

Abstract

This case describes the deliberations of a financial regulation policymaker at the Dutch Central Bank, Johanna Baks. She is asked by the central bank’s Board to recommend regulations that are conducive to the Netherlands curbing climate change, since the Board officially recognizes this as a threat to long-term financial stability. The financial sector claims that a lower capital req ... »

Lecture: EY and Voluntas on Sustainability and Finance

As part of oikos Green Week 2018, join our exciting lecture in collaboration with Voluntas and EY! Hear about the two different companies take on sustainability and learn about how they provide services to clients to become more sustainable. EY will share their knowledge on CSR reporting and the value it creates and Voluntas will share their knowledge on sustainable investing. Get your free ticket ... »

The Fall of SunEdison – A Solar Eclipse?

Abstract

In 2016, one of the largest renewable energy companies in the world, US-based SunEdison Inc., filed for bankruptcy when it couldn’t service the debt it had raised to achieve aggressive growth. SunEdison had had an illustrious past; it had grown to become the largest solar installation company in the US and a global  renewable energy giant. By 2016, solar power had attained grid pari ... »

A Burrito without integrity: Is this Chipotle for me?

Abstract

This case, developed primarily from secondary sources, describes the founding of Chipotle Mexican Grill (Chipotle, hereafter) in 1993 by Steve Ells and its rapid ascent to popularity as a fast-casual restaurant based on its unique socially responsible Food with Integrity strategy. Under the leadership of founder-CEO Steve Ells and co-CEO Montgomery Moran, Chipotle outperformed the S&am ... »

Refugee Labor Market Integration – An Impact Investment Case Study

Abstract

The dislocation of millions of people in various conflict zones of the Middle East and Africa is one of the greatest humanitarian catastrophes of our time. Given the complexity of the issue, various ways of solving the associated challenges have been implemented; reaching from emergency camps in conflict zones to innovative integration services in host countries. With overloade ... »

Faculty from University of Denver, Technical University of Munich, University of Hyderabad and Institute of Rural Management Anand win first prizes in oikos Case Writing Competition 2017

We are proud to announce the winners of this year’s oikos Case Writing Competition 2017. Outstanding case submissions competed for prizes this year. In the Sustainable Finance track the the first prize goes to Vijaya Narapareddy Zinnoury from the University of Denver (USA). The first prize in the Social Entrepreneurship track is awarded to Joseph Satish V from the University of Hyderabad (India ... »

New Report: Digital Economy and Sustainability

Digitalization – the increased use of information and communication technologies (ICT) – is affecting all areas of our lives. Rapid progress in the development of hardware and software is steadily moving us towards a fully-digital society.

The ways how we learn, communicate, and consume are cases in point. Applications and devices make it “easier” (in inverted comma, because sometimes t ... »

Future Lab 2016: Walk the talk

 

oikos Future Lab vom 06. bis 09. November 2016 in St. Gallen

 

Unter dem Motto "Walk the talk" stand das Future Lab 2016, das jährlich von oikos International in St.Gallen veranstaltet wird. Gleich drei von uns haben die Reise in die Schweiz angetreten, um oikos Konstanz auf der Konferenz zu vertreten. Drei Tage gefüllt von spannenden Vorträgen, Workshops, Learning Circ ... »

oikos Finance Academy: the future of finance research, made present

Finance is changing rapidly. A growing number of investors, companies and policy-makers worldwide are slowly, but steadily, recognising the deep mutual interconnections between finance and sustainability. The COP21 agreement of last December and the growing adoption of responsible investment strategies are just examples of this more general trend. We may have finally embarked on the journey toward ... »

Evaluating the launch of a first Social Impact Bond in Switzerland

Investments are the key driving forces for the progress of our society. A new trend is being developed with impact investments, ensuring the societal value creation of the financial capital invested. Within this context, this paper introduces and critically characterizes a new product called Social Impact Bond (SIB). Reviewing the mechanism in the first part, the research raises the question about ... »

Academic Research and Sustainable Investing. Seizing the Synergies

oikos Roundtable. Co-organized with the Henley Business School and hosted by UBS. Thursday, 15 September 2016, 9.30am – 1.30pm. By invitation

 

Goal

The momentum for sustainable investing is fueled by a myriad of actors from both academia and practice. While some bridges between them are well established, many synergies among researchers and investors remain unseized. Pressure ... »

Catalyzing a Shared Sustainable Future: Responsible Banking at Yes Bank

Abstract

 

As a leader in sustainable finance in India, Yes Bank reached the milestone of mainstreaming sustainability within its core business principles with a vision of evolving as the ‘Best Quality Bank of the World in India by 2020’. The sustainable corporate performance of the bank focussed on the triple bottom-line ethos, wherein the three interlinked measurement elements — ... »

Bandhan: Advancing Financial Inclusion in India

Abstract

 

Established in 2001 by Chandra Shekhar Ghosh to address the dual objective of poverty alleviation and empowerment of women, Bandhan was the largest microfinance institution (MFI) in India and the largest non-deposit taking MFI in the world. By 2013, it had grown to 2,016 branches across 22 states and union territories within India. With over 5 million borrowers and total outs ... »

Socially Responsible Investing: Data-Driven Decision Making

Abstract

 

Socially responsible investing (SRI) is an investment process that screens investment opportunities based on ethical, social, corporate governance, or environmental. SRI has been growing rapidly; total U.S.-domiciled SRI-managed assets increased from $3.74 trillion in 2012 to $6.57 trillion in 2014. The growth of SRI puts it in a position to encourage sustainability as such f ... »

IFC Funding of Dinant Project: Call for Overhaul of Risk Assessment for Sustainable Finance

Abstract

The case study is based on a dilemma faced by IFC, one of the financing arms of the World Bank Group, on whether it should release its next round of funding to Corporación Dinant (Dinant), a Hondurus-based vertically-integrated palm oil and food company, to enable it to develop young palm oil plantations. IFC, which proposed to invest US$30million of the total estimated project cost o ... »

The Case for Divestment: Rockefellers’ Fortune?

Abstract

 

Founded in 1940, the Rockefeller Brothers Fund (RBF) is a private charitable foundation endowed with John D. Rockefeller’s heritage made in the fossil fuel sector from so called “Big Oil” companies. While it is RBF’s mission to advance social change and to contribute to a more just, sustainable, and peaceful world, in 2014 the fund was still invested in fossil fuels - ... »

Social Franchising to Attain Scale and Sustainability: The Kibera Project in Kenya

Abstract

 

This case presents the history and development of a Water, Sanitation, and Hygiene (WASH) project in the Kibera slums of Nairobi, Kenya, that was initiated by Rotarians and funded initially, in large part, by the Rotary International Foundation. It discusses the numerous operational and strategic challenges faced by those working on this Kibera Project and the Rotary Project ... »

Friends of the Children: Strategies for Scaling Impact

Abstract

 

Friends of the Children, a nonprofit organization in Portland, Oregon, was founded in 1993 by retired entrepreneur Duncan Campbell to serve youth at the highest risk of teen parenting, incarceration, or dropping out of school. Each youth client was matched with a paid mentor from first grade through the end of high school. The costs of this intervention were high, but the out ... »

What do Sustainability Indices tell us? A comparative analysis of selected Sustainability Indices

Socially Responsible Investments (SRI) is a category of investments which has developed considerably over the past years and it accounts for an increasing share of total investments. This trend has been accompanied (or maybe encouraged) by an increase in the number and diversification of sustainability (or SRI) indices. Up to date, the majority of the research concerning sustainability indices foc ... »

Discussion: "Money, power, happiness?"

oikos Lueneburg is hosting a discussion with sleep Lueneburg on priorities in our society between money, happiness and power, join them!

 

More information (in German) here. ... »

oikos Talks with VTB Bank Georgia

oikos Tbilisi moves to their third oikos Talks on sustainability in one of Georgia's largest banks.

 

More information can be found here. ... »

oikos & Pizza with Ecoplanfinanz

oikos Hamburg hosts an oikos & Pizza with Ecoplanfinanz, a local sustainable investments company.

 

More information (in German) here. ... »

Model WTO on local TV Broadcast (ITV).

Na co se těšit?  

Téma obnovitelná energie je čím dal tím aktuálnější. Evropská unie má za cíl zvyšovat podíl obnovitelných zdrojů energie na 20 procent celkově využívané energie, čemuž věnuje všechny možné nástroje. Jak to dopadne na nás? Může obnovitelná energie úplně nahradit fosilně-jaderný systém energie a náklady na přestavbu? Pojďte si po ... »

How do innovative banking channels reduce costs in downscaling?

This paper analyzes and quantifies cost structures of agent-assisted banking beyond branches channels (ABCs) and compares them to the costs of branch channels. This addresses a gap in the existing literature. The qualitative review finds that ABCs maximize the proportion of variable costs that depend on realized transactions, which match revenue flows. ABCs reduce investment and operating costs, s ... »

SUSI Partners @ oikos&Pizza

oikos St. Gallen will host SUSI Partners for oikos&Pizza. SUSI Partners is a Swiss investment advisor specialized in financing the development of sustainable infrastructure, including renewable energy generation, energy efficiency, and the optimization of energy storage and grid infrastructure. Further information is available here. ... »

oikos FutureLab 2016

The oikos FutureLab is the biggest event in the annual oikos calendar which gathers representatives from the entire oikos community. It provides a 2-day platform for 140 participants to inspire, discover and develop joint perspectives on the future of sustainability in management and economics. More information is available here.

  ... »

oikos Young Scholars Finance Academy

oikos and the Henley Business School will convene the sixth oikos Young Scholars Finance Academy from September 11 to 15, 2016, in Reading, United Kingdom. Further information is available here. ... »

11. oikos Talk mit Friedhelm Boschert von Oikocredit

Beim 11. oikos Talk sprach Friedhelm Boschert, vorsitzendes Vorstandsmitglied von Oikocredit mit uns über ethische Geldanlagen, Mikrofinanzinstitute, den breiten Impact von nachhaltigen Mikrokrediten auf das Leben ganzer Familien und Ortschaften und die Gefahr vom kurzfristigen Gewinnmaximierungswunsch. Details und Eindrücke gibt's im oikos Blog. ... »

Corporate Governance and Firm Performance: The Sustainability Equation?

In order to achieve a sustainable growth and to respond to social pressures, firms develop their Corporate Social Responsibility (CSR) policy. Corporate Governance, especially the board of directors, plays here a strategic role by integrating the environmental, social and societal objectives in the decision-making process. Based on the French case, this dissertation analyzes how corporate governan ... »

The oikos Finance Learning Circle Manager Tells Her Experience

A Facebook post decided my future to work on a newly implemented format of oikos – the learning circles. I’ve joined the finance learning circle as a co-manager with my collegue Sanober and frankly speaking, it was one of the best decisions, I’ve ever made. Very interesting fellow-workers, participants and speakers made my experience priceless.

But let me start from the beginning. We deci ... »

Transparency Criteria for the Construction of Corporate Sustainability Ratings – An Analysis Based on the Composite Indicator Framework

Corporate sustainability ratings or sustainability ratings (SRs) are applied to integrate sustainability in investment decisions. In order to evaluate the contribution to tackling sustainability challenges and in order to apply them, agencies need to disclose information about the construction of the SR. This thesis follows four steps to present transparency criteria for the construction of SRs. F ... »

Call for Applications: oikos PhD Fellowships on "Finance and Sustainability"

oikos and the University of Zurich are inviting applications from qualified candidates for an oikos PhD Fellowship at the University of Zurich, Switzerland, starting in February 2016. The fellowship will provide a grant for a PhD focused on “Finance and Sustainability” at the University of Zurich’s Department of Banking and Finance.

 

Successful applicants need to demonstrate outs ... »

Will You Buy my Sustainable Finance Research?

The oikos PRI Young Scholars Finance Academy in Reading, UK, May 31 to June 4, 2015

 

In the past decade, corporate fraud, bank scandals and financial crises have taken their toll on society’s trust in the global financial system. The recent events have established the need for substantial changes in the way we think and act in order to create a more sustainable and long-term oriented ... »

Dr. Jim Yong Kim’s Dilemma: International Finance Corporation and the Tata Mundra Power Plant

Abstract

 

The case study is about the dilemma faced by Dr. Jim Yong Kim (Kim), President of the World Bank Group, related to International Finance Corporation’s (IFC) funding of the Tata Mundra Project in India. The Mundra plant was one of the Ultra Mega Power Projects (UMPPs) conceived with the objective of providing cheap electricity to power-starved states of India. Coastal Gujara ... »

oikos Event: Change Club

 

 

 

Am 10.6.2015 fand zum ersten, aber sicherlich nicht letzten Mal der "oikos Change Club" auf dem Campus der Universität Hamburg statt.

 

In entspannter Atmosphäre haben sich Studenten über die Gestaltung eines nachhaltigen Alltags ausgetauscht. Im Fokus standen hierbei vor allem die Themen Banking, Energie, Ernährung und Kleidung.

  Zum nachhalt ... »

oikos Board of Trustees Member Publishes Book on the Creation of Money

Mathias Binswanger is a Professor of Economics at the Fachhochschule Nordwestschweiz in Olten. Mathias has been an oikos Trustee for many years and just published a new book to add to his collection.

 

"Money out of Nothing" sheds light on the often invisible banking system and its creation of money through lending. Professor Binswanger, further, highlights that most of the money cre ... »

Sustainable Finance Day 2015

Am 20. April fand zum dritten Mal der Sustainable Finance Day in Kooperation mit der Raiffeisen Klimaschutz-Initiative statt.

Nach Impulsvorträgen wurden in Kleingruppen zu vorgegebenen Fragestellungen Lösungsansätze diskutiert und später im Plenum präsentiert. Die Besonderheit in diesem Jahr war, dass es den Studierenden ermöglicht wurde, eine andere Perspektive auf die Bank in Bezug auf ... »

First oikos Talks with ‘’Ethic Capital’’

oikos Tbilisi launched  new project ‘’oikos Talks’’.  The team was inspired by oikos Vienna chapter, which started oikos Talks in December last year.  They  supported oikos Tbilisi to start the project  in Georgia. oikos Talks is the  series of meetings,  the aim of which  is to give students and interested listeners a personal and special insight in sustainable economics related t ... »

oikos Talks meets "Ethic Capital"

Inspired by oikos Vienna, which started oikos Talks in December 2014, oikos Tbilisi decided to organize the project at Tbilisi State University. The aim of this series is to give students and interested listeners a personal and special insight in sustainable economics related topics. Also it is our intention to show how broad and diverse the field of sustainable economics and management really is. ... »

Sustainable Finance Day - oikos Workshop mit Klimaschutzinitiative

Auch in diesem Jahr findet wieder zusammen mit der Raiffeisen Klimaschutz-Initative der Sustainable Finance Day statt.

Nach Impulsvorträgen werden in interaktiven Workshops Thematiken und Lösungsansätze rund um nachhaltige Geldanlagen und Nachhaltigkeit in der Finanzbranche erarbeitet.

 

Vortragende sind: Mag. Andrea Weber (RZB, Raiffeisen Klimaschutz-Initiative), Mag. Wolfgang ... »

Spring Meeting 2015

Five oikos Warsaw members are taking part in the oikos Spring Meeting 2015 in London devoted to the topic of Sustainable Finance. Check out our FB page to get an instant update on what is happening there! ... »

Climate Damage, Portfolio Risk and Forceful Stewardship

Join us at the LSE on the 12th of March at 5:30pm in CLM 5.02 to hear Howard Covington and Raj Thamotheram speak on their concept of 'Forceful Stewardship' - The use of investor's voting rights to require publicly listed companies to move towards business plans consistent with limiting global warming to 2 degrees and enhancing shareholder value.

 

Further details are available here. ... »

Finshastra 2015

The theme for 2015 edition of our magazine is “Financing Green Economy". The discussion here revolves around two overarching economic issues; first, how to build a clean energy economy, creating millions of good jobs in the process; and second, how to create a financial system focused on channeling money toward productive investment as opposed to destabilizing speculation. ... »

Spring Meeting 2015

Serdecznie informujemy, iż Koło Naukowe Gospodarki Przestrzennej oraz Studenckie Koło Naukowe Zrównoważonego Rozwoju, działające przy Katedrze Geografii Ekonomicznej i Gospodarki Przestrzennej Uniwersytetu Opolskiego w ramach kontynuacji idei Konferencji „Chcę być zrównoważony!” zapraszają na

Studencką Ogólnopolską Konferencję Naukową  pt. „3Z MIASTA: Zauważ – ... »

oikos Spring Meeting 2015 in London

Nachhaltige Finanzwirtschaft ist das Thema des diesjährigen oikos Spring Meetings in London vom 26. zum 29. März. oikees und Alumni können sich ab sofort bis zum 13. Jänner 2015 registrieren.

 

Erfahrungsgemäß zahlt sich die Fahrt zum Spring Meeting immer aus, vor allem für all jene oikees, die das internationale Netzwerk erstmals kennenlernen wollen. Aber auch diejenige, die ... »

Bankwechsel-Stand auf dem Albertus-Magnus-Platz

Unser Bankwechselprojekt in Kooperation mit CampusGrün geht in die erste Runde!

 

Am 15.12.2014 werden wir von 12-17 Uhr auf dem Albertus-Magnus-Platz stehen und interessierte Passanten bei einem Becher Glühwein über die Anlagepraktiken von konventionellen Banken aufklären.

 

Kommt vorbei, wenn ihr auch etwas erfahren möchtet! Wenn ihr keine Zeit habt, könnt ihr die mei ... »

Spring Meeting 2015

The 2015 oikos Spring Meeting will be hosted in London between March 26th and 29th 2015. It will bring together 120 students from across the globe to enquire, think and discuss the relationship between finance and sustainability alongside LSE students and expert speakers.

More information here. ... »

oikos Winter School 2015

Money and trade is connecting people all over the world. In everyday life, we do not question our modes of transaction through money and trade – we take them to be grown all naturally and as if there were no alternatives. But is that really the case?  This is the question we are asking at the next oikos winter school with the theme, “X-Change – Sustainability through money and trade“.We ... »