Responsible investing at Bpi Ga - thematic investment considerations

Detalhes bibliográficos
Autor(a) principal: Teles, Miguel Duarte
Data de Publicação: 2020
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/104704
Resumo: Building upon my group’s report Responsible Investing at BPI GA, I explore a trending responsible investment strategy deemed sustainability-themed or thematic investment, analyzing current practices atBPI Gestão de Activosand providing recommendations on how it could develop its own thematic approaches. Overall, the report strives to summarize extant literature into a detailed and easily understandable assessment process with four steps: (1) identifying trends and themes, (2) assessing and enhancing the knowledge base, (3) asset selection and building the portfolio and (4) monitoring and tracking portfolio performance. Furthermore, I also provide two recommendations on interesting themes for BPI to assess.
id RCAP_7e94539e65d63af287e28dbb56279eb3
oai_identifier_str oai:run.unl.pt:10362/104704
network_acronym_str RCAP
network_name_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository_id_str 7160
spelling Responsible investing at Bpi Ga - thematic investment considerationsConsultingResponsible investmentThematic investmentAsset managementDomínio/Área Científica::Ciências Sociais::Economia e GestãoBuilding upon my group’s report Responsible Investing at BPI GA, I explore a trending responsible investment strategy deemed sustainability-themed or thematic investment, analyzing current practices atBPI Gestão de Activosand providing recommendations on how it could develop its own thematic approaches. Overall, the report strives to summarize extant literature into a detailed and easily understandable assessment process with four steps: (1) identifying trends and themes, (2) assessing and enhancing the knowledge base, (3) asset selection and building the portfolio and (4) monitoring and tracking portfolio performance. Furthermore, I also provide two recommendations on interesting themes for BPI to assess.Prado, Melissa PorrasRUNTeles, Miguel Duarte2023-01-06T01:31:02Z2020-01-132020-01-062020-01-13T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/104704TID:202493407enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T04:50:15Zoai:run.unl.pt:10362/104704Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:40:19.790729Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Responsible investing at Bpi Ga - thematic investment considerations
title Responsible investing at Bpi Ga - thematic investment considerations
spellingShingle Responsible investing at Bpi Ga - thematic investment considerations
Teles, Miguel Duarte
Consulting
Responsible investment
Thematic investment
Asset management
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short Responsible investing at Bpi Ga - thematic investment considerations
title_full Responsible investing at Bpi Ga - thematic investment considerations
title_fullStr Responsible investing at Bpi Ga - thematic investment considerations
title_full_unstemmed Responsible investing at Bpi Ga - thematic investment considerations
title_sort Responsible investing at Bpi Ga - thematic investment considerations
author Teles, Miguel Duarte
author_facet Teles, Miguel Duarte
author_role author
dc.contributor.none.fl_str_mv Prado, Melissa Porras
RUN
dc.contributor.author.fl_str_mv Teles, Miguel Duarte
dc.subject.por.fl_str_mv Consulting
Responsible investment
Thematic investment
Asset management
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Consulting
Responsible investment
Thematic investment
Asset management
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description Building upon my group’s report Responsible Investing at BPI GA, I explore a trending responsible investment strategy deemed sustainability-themed or thematic investment, analyzing current practices atBPI Gestão de Activosand providing recommendations on how it could develop its own thematic approaches. Overall, the report strives to summarize extant literature into a detailed and easily understandable assessment process with four steps: (1) identifying trends and themes, (2) assessing and enhancing the knowledge base, (3) asset selection and building the portfolio and (4) monitoring and tracking portfolio performance. Furthermore, I also provide two recommendations on interesting themes for BPI to assess.
publishDate 2020
dc.date.none.fl_str_mv 2020-01-13
2020-01-06
2020-01-13T00:00:00Z
2023-01-06T01:31:02Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/104704
TID:202493407
url http://hdl.handle.net/10362/104704
identifier_str_mv TID:202493407
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
repository.mail.fl_str_mv
_version_ 1799138018675654656

Registros relacionados