SUSTAINABILITY = SECURITY Unlocking the Conversation with Socially Responsible Investments

THE BARD MBA CONSULTING TEAM

PRESENTS A FUNDAMENTAL STRATEGY

FOR PURSUING ENTRY INTO THE SOCIALLY

RESPONSIBLE INVESTING ARENA BECAUSE

SUSTAINABILITY = GLOBAL SECURITY

1 Bard MBA April 2014

2 Bard MBA April 2014

SUSTAINABILITY = SECURITY

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ENHANCED SUSTAINABILITY PLATFORM

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BEST PRACTICES

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RISKS & TRENDS

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SRI MAPPING

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KEY MESSAGES

INTRODUCTION

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WE ARE IN THE MIDST OF A GLOBAL CLIMATE, ECONOMIC & SECURITY

CRISIS

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$4.7 2.8 100 TRILLIONextra costs due to lost

ecosystem services and pollution

BILLION people in 48 countries will

face water scarcity conditions by 2025

YEAR WARresembles the consequence of ignoring threats from global

warming

THE COSTS ARE HUGEAND THE FINANCIAL WORLD

HAS WOKEN UP

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$3.7 $13.6 22% TRILLION

SRI assests under management

TRILLIONinvested under Responsible

Investing (RI) strategies

of total global assets under management now managed

under an RI strategy

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THREE MAIN OPERATIONS ARE TABOO TO SOME

INVESTORS

NUCLEAR MILITARY WEAPONS

Bard MBA May 2014

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BUT THESE OPERATIONS ARE NOT THE WHOLE

PICTURE

NUCLEAR MILITARY WEAPONS

CLEAN TECH

CYBER SECURITY BIOMEDICAL

RENEWABLEENERGY

SPACE TRAVEL

Bard MBA May 2014

SOCIALLY RESPONSIBLE INVESTMENTS MAPPING

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