Case Analysis: Wellington Global Impact By Shawn Cole & Lynn Schenk

127.00$

Compare

Description

Wellington Global Impact is one of the first public equities impact investing strategies in the market. The case explores how the strategy was developed at Wellington, including an analysis of the culture that supported its development. It also explores the difficulty in marketing the strategy as a first-mover and the effort to demonstrate that investments can have both positive financial and social returns. Protagonists Eric Rice and Patrick Kent must find ways to show that it is possible to drive impact through a public markets vehicle and show the rigorous financial, impact, and ESG analysis that went into building the strategy. Students will gain exposure to concepts around firm strategy, portfolio construction, risk management, marketing, and impact investing.

Reviews

There are no reviews yet.

Be the first to review “Case Analysis: Wellington Global Impact By Shawn Cole & Lynn Schenk”

Your email address will not be published. Required fields are marked *