Responsible Investing in PolandResponsible Investing in Poland
- Szczegóły
- Ostatnia aktualizacja: sobota, 17, grudzień 2011 11:28
- Opublikowano: piątek, 08, lipiec 2011 17:37
Interview with Izabela Błażowska (Managing Editor of Odpowiedzialne-Inwestowanie.pl) about the development of responsible investing in Poland is available here.
Odpowiedzialne-Inwestowanie.pl was established in 2008 and is the first in Poland portal on responsible investing ("odpowiedzialne inwestowanie" means "responsible investing"). Our aim is to promote this innovative concept among Polish financial community. We write articles, news and provide information about events as well as share our knowledge during conferences, workshops and lectures.
We boost knowledge and interest about responsible investing as well as broaden awareness about ESG issues among Polish investment community (both institutional as well as individual). Moreover we encourage investors to integrate ESG factors into investment processes and decisions so that they would rather direct their capital into sustainable and responsible businesses/solutions/projects that respect and promote well-being of societies as well as environment.
We target our actions as well towards social and environmental responsibility of companies which operate in Poland (public and private, small and large). We show potential investors risks and opportunities which might result from a level of corporate sustainability awareness and advancement . Through promoting best practices of these organizations, case studies and positive as well as negative influences they have on their stakeholders and environment we encourage both parties (investors and companies) to work together on the mutually-beneficial solutions for their sake as well as for the sake of societies and environment.
Here are some of our actions and projects:
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Local SRI market research (we are partnering with Eurosif in European SRI Study),
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CSR / SRI workshops / lectures (online and in-class),
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Evaluation and research on Polish companies - ESG risk & opportunities analysis; briefings/newsletters/alerts to investors (both Polish and international investors),
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Professional services for IRO/CSR officers (shareholder identification, stakeholder surveys),
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Professional services for investors (shareholder engagement, screenings, advisory services for defining investment strategies /setting up investment products in line with SRI concept).
Below we are summarizing our most important projects and activities:
- Publication on "Responsible Investing in Poland" , Warsaw 2011, Publisher: Pracodawcy RP (ISBN 978-83-932962-9-3) . Co-author: Izabela Kwiatkowska. Articles p. 11 - 22 and p and p. 39 - 43. The publication contains the most important outcomes of the newest studies as well as articles on responsible investing written by Polish experts.
- Organiser and host of a conference with Paul Herman (American author of a methodology and a book about HIP Investing). The event has been organised in collaboration with International Programmes Office (Cracow University of Economics), Department of Ethics and Social Philosophy (Cracow University of Economics) and Student Forum Business Centre Club at the Cracow University of Economics. A review from the conference (in Polish) is available here. (6th June 2011)
- Study: "Responsible investment : Which steps should the Polish government take in order to introduce sustainability into investment criteria in Poland?", Cambridge Programme for Sustainability Leadership at the University of Cambridge. Author: Izabela Kwiatkowska (Participant of CPSL Programme at the University of Cambridge 2010/11).
- Study: "Strategy paper: How to embed sustainability into DNA of GLOBALO MAX?" Cambridge Programme for Sustainability Leadership at the University of Cambridge. Authors: Izabela Kwiatkowska (Participant of CPSL Programme at the University of Cambridge 2010/11).
- Study: "Do current sustainability models provide a good framework for companies to assess their level of maturity? If not, how can they be improved?", Cambridge Programme for Sustainability Leadership at the University of Cambridge. Authors: Izabela Kwiatkowska, Poorvi Patel, Sally Morgan, Clive Steed, Ernesto Aguire, Zoe Naylor, Andre Nel (Participants of CPSL Programme at the University of Cambridge 2010/11).
- Chapter about the state of responsible investment in Poland within Eurosif "European SRI study 2010", Author: Izabela Kwiatkowska (03/2010 - 06/2010)
- Survey about: "The importance of CSR among Polish institutional investors" in collaboration with Responsible Business Forum (FOB). (08/2010 - 10/2010: The survey was published in June 2011)
- Prize "Laury Magellana 2010" for the debut of the year for Izabela Kwiatkowska for commitment and personal initiative in promoting corporate social responsibility as well as grounding the first in Poland portal on responsible investing: www.odpowiedzialne-inwestowanie.pl. (4th February 2011)
- Chapter about "Responsible Investment" in a book: "Business, Ethics, Responsibility: Encyclopedia and Academic Handbook", Polish Scientific Publishers PWN (forthcoming in 2012)
- The portal odpowiedzialne-inwestowanie.pl is a recommended source of information for the students attending CSR courses at the University of Warsaw.
- Presentation about: "Responsible Investing as a tool for improving CSR practices" at the Cracow University of Economics. Speaker: Izabela Kwiatkowska. (5th March 2010)
- E-book on Responsible Investing (in Polish). E-book has been distributed among participants of a conference: "Ethical investing – a requirement of modern times" organised by a mutual fund company, SKOK TFI. Author: Izabela Kwiatkowska.
- Lectures for postgraduate students ("Responsible Investing" and "Corporate Governance") at the Tischner European University in Cracow. Lecturer: Izabela Kwiatkowska.
- Lectures for postgraduate students ("Responsible Investing") at the Kozminski Business School in Warsaw. Lecturer: Izabela Kwiatkowska
- Publication of an article: "The role of ESG factors in investment policies of financial institutions" in a Polish magazine Corporate governance Review, 1/2010. Author: Izabela Kwiatkowska
- Publication of an article: "Shareholder activism as an effective method of influencing the corporate sector" on the portal of the Responsible Business Forum (FOB) portal. Author: Izabela Kwiatkowska
- Running a Responsible Investment guide on one of the biggest Polish internet portals www.onet.pl
- Member of the Polish Institute for Responsible Business (IOB). Member: Izabela Kwiatkowska
- Workshop on "Ethical stock market indices and investment funds" during Responsible Business Academy 2010. Speaker: Izabela Kwiatkowska
- Contribution to recommendations for Polish government regarding responsible investment. The recommendations were prepared by working group for Responsible Investment which was set up in 2009 by the Polish Ministry of Economy.
- Interview about Responsible Investment for the Socially Responsible University. Interviewee: Izabela Kwiatkowska
- Founder and modarator a discussion group about responsible investing on the biggest Polish business network platform (GoldenLine.pl)
2009
- Research on: „The importance of Corporate Governance for the development of the responsible investing concept in Poland” (full version can be obtained on demand). Research conducted by Izabela Kwiatkowska.
- Congress on Business Ethics at the Kozminski Business School in Warsaw. Participation in a roundtable discussion about the importance of business ethics at universities. Speaker: Izabela Kwiatkowska.
- Participation in TBLI Conference, Amsterdam, December 2009: A review from the conference (in Polish) is available here. Participant: Izabela Kwiatkowska.
- Participation in Responsible-Investor.com Conference, Amsterdam, December 2009: A review from the conference (in Polish) is available here. Participant: Izabela Kwiatkowska.
- Presentation on a conference about: “The role of responsible investment in the development of good practices among listed companies” organized by the Polish Ministry of Economy. A review from the conference (in Polish) is available here. Speaker: Izabela Kwiatkowska.
- Information about the portal www.odpowiedzilane-inwestowanie.pl appeared in a report summarizing the Best Practices of responsible businesses in Poland in 2009. Report is available here.
