10. Wes Lyons - Impact Investing

03/02/2020 14 min
10. Wes Lyons - Impact Investing

Listen "10. Wes Lyons - Impact Investing"

Episode Synopsis

Links/ Citations:

Eagle Venture Fund:
www.eagleventurefund.com

Faith Based Investing:
www.faithbasedinvesting.co

Faith-Based Funds in the top-10% of their peer group:
https://www.morningstar.com/funds/xnas/etnhx/quote
https://www.morningstar.com/funds/xnas/mviax/quote
https://www.morningstar.com/funds/xnas/ggbfx/quote
https://www.morningstar.com/funds/xnas/tphix/quote

Christian Investment Forum Study: https://christianinvestmentforum.org/2017/03/03/summary-bri-funds-performance-study/

Deloitte 2030 Purpose: Good business and a better future (2017) and Business & Sustainable Development Commission (2017)

Responsible investing: https://www.forbes.com/sites/zachconway/2019/04/02/socially-responsible-investing-has-a-politics-problem/#56a5a7117140

Investing to match with values: TIAA-CREF Survey of Retirement Plan Participants 2014

$2-3 Trillion Addressable Market Estimate: (https://www.fool.com/investing/2018/03/11/how-big-is-the-stock-market.aspx). The USA market is 63% of the MSCI (https://www.msci.com/developed-markets). Roughly 25% of Americans are evangelical Christians (https://en.wikipedia.org/wiki/Evangelicalism_in_the_United_States).

Completing Capitalism https://www.amazon.com/Completing-Capitalism-Heal-Business-World/dp/1626569274

Firms of Endearment: https://www.amazon.com/Firms-Endearment-World-Class-Companies-Passion/dp/0133382591/ref=sr_1_1?

The Good Jobs Strategy: https://www.amazon.com/Good-Jobs-Strategy-Companies-Employees/dp/0544114442/ref=sr_1_1?keywords=The+Good+Jobs+Strategy&qid=1579806283&s=books&smid=A3T7DQBB0CKEM6&sr=1-1