Co-authored with Tom Bowmer of HIP Investor Inc.
How many banks are "too big to fail"? At least 29, according to the Financial Stability Board. But how many are "too sustainable to fail?" At least 15 banks worldwide in the new Global Alliance for Banking Values (GABV), with assets of...
Comments | Posted March 21, 2012 | 12:04 PM
How do you pick a winner? Bet on both sides.
CEOs and companies donate generously to both political parties; more than 70 percent of the S&P 500 practice this approach. Traders of options craft strategies like "straddles" to cover both sides. And savvy investors like Goldman Sachs play both...
Comments | Posted February 29, 2012 | 11:00 PM
Is your portfolio manager "HOT"? That is, are they Honest, Open and Trustworthy?
You don't just want smart people to manage your money, you want smart people you can trust -- who are comfortable with the 21st century culture of transparency, not the 20th century secretive approach. To that end,...
(6) Comments | Posted February 10, 2012 | 11:03 AM
Co-authored with analyst Maximilian Lichtenheld of HIP Investor.
Warren Buffett is known as the "Oracle of Omaha," but does his view towards sustainability warrant this title in the 21st century? Not according to the "HIP 100" investment index and portfolio. Berkshire is rated dead last of...
(2) Comments | Posted December 12, 2011 | 4:13 PM
Can charitable dollars be recycled? In the words of famed venture capitalist John Doerr of Kleiner Perkins, can you "write one $10 million check and have that capital sustain itself?"
To realize that goal requires "earned income," charging for services that also create high human, social and environmental...
(4) Comments | Posted October 28, 2011 | 3:16 PM
What is your organization's most important asset? CEOs often respond that the organization's people are its greatest asset. But if this is true, where are people accounted for in the financial statements? Today, people are generally classified as expenses on the income statement and liabilities on the balance sheet --...
(19) Comments | Posted June 23, 2011 | 11:52 AM
What do you do if you suspect your mother is sick? Maybe she just has a cold, maybe a serious disease -- wouldn't you want to know for sure? You'd seek the advice of a doctor, find out what the options are, and make sure she gets any necessary treatment...
(1) Comments | Posted April 30, 2012 | 11:21 AM