Liisa-Maria Lees’ Post

🎉 It’s our ‘B’ Day! 🎉 Today, we’re celebrating 2 years as the only B Corp certified ICP, joining a global movement of over 8,000 businesses committed to making a positive impact. For us, being a B Corp isn’t just a badge—it’s how we do business. Every decision we make is about driving meaningful change, reducing our footprint, and working towards a sustainable future. Being a B Corp means striving for progress year on year. That’s why we’ve invested heavily in cutting-edge tools, industry-leading initiatives, and sustainable practices to keep pushing the boundaries of what’s possible. Want to know more about how we’re putting people and planet first? 🌍 Take a look at some of our team's favourite achievements since becoming a B Corp: https://zurl.co/3TD3

So proud of us, not just for the impact we've accomplished, but also for the valuable lessons we’ve learned throughout last year. From navigating transitions and building programs to making mistakes and celebrating successes, our journey has been filled with growth and learning. Sharing these with you makes it all worthwhile, because flourishing is mutual. Read our annual report here: https://bit.ly/4aVOvkU.

This year, I've had the chance to work on projects with companies focused on financial inclusion and retail investor empowerment. It's been exciting to explore this space again after 4+ years at Public. What's stood out is how differently each of these companies is approaching the next generation of investors. There's Stakeholder Labs, modernizing investor marketing; AfterHour, a ridiculously-fun and ridiculously-transparent trading community; Commonwealth, driving research to help fintechs and financial services better serve all investors; and Center for Retail Investors & Corporate Inclusion, where I'm a fellow working on corporate access and financial education. I got to speak about this at last week's Benzinga conference—thanks to Sarah Smith for moderating such a great discussion. (h/t Renato Leonard Capelj) Excited to keep digging into this work and sharing more soon!

Today might be an ordinary day for you, but for us, it’s something to get excited about! Every Third Friday of the month, Connect colleagues can join a variety of live and on demand sessions designed to enhance personal and professional development. It’s a great opportunity to get involved, learn something new and hear a different perspective. Nassim Khelil, Business Controller, shares his thoughts on this initiative: #ThirdFriday #LifeatInformaConnect

Pathfinder KiwiSaver invested in Sharesies back in 2020 because we believe in their mission to make investing accessible to everyone. We also love that they, like Pathfinder, are a BCorp. And finally, we 100% love that Sharesies has been nominated for two INFINZ innovation awards. Amazing - go Team Sharesies! Investing in unlisted companies - New Zealand growth companies - like Sharesies is exactly what all KiwiSaver providers should be doing. #investing #innovation #award

Excited to see the recent developments around policy decisions impacting our industry. 🌟 🚀 Prediction: With the implementation of these new policies, I foresee a positive shift in our market dynamics, leading to increased opportunities for growth and innovation. Thrilled by the serendipitous alignment of events resulting in a soft landing for our industry. 🌈 🌟The harmonious convergence of policy changes and market shifts is propelling us towards a future filled with endless possibilities. 💡Stay tuned as we navigate through this exciting period, leveraging the new landscape to drive impactful change and drive success in our endeavors. 🚀

March is BCorp Month, a time to celebrate businesses driving a global movement for an inclusive, equitable, and regenerative economy. 🌍 BCorp companies are trailblazers that meet the highest standards of social and environmental performance, public transparency, and legal accountability, striving to balance profit with purpose. These organizations are committed to using business as a force for good, transforming the way we think about success in the business world. At Probity Marketing, we resonate deeply with the BCorp ethos. Our journey is marked by a steadfast commitment to ethical, responsible, and effective marketing, with a vision to amplify the voices of purpose-driven companies 🌱 As an aspiring B Corporation, we're on a path that not only aligns with our values but also sets a precedent for sustainable and equitable business practices. This BCorp Month, let's celebrate the collective effort of all businesses working tirelessly to build a better future for all. Together, we're not just aiming to be the best in the world but the best for the world. 💼💚

🇪🇺 Be the change you want to see in the world: How to start a Pan-European movement for DEI. 🇪🇺 🚀 Diversity Project Europe (DPE) and CORE Global joined forces to drive meaningful change in the asset management industry. Together, we developed a strategy that didn't just check boxes but truly makes an impact. 🔍 Highlights: - Innovative Approach: Discover how we tailored a strategy to the needs of the DPE - Quantifiable Results: See the real-world impact on the launch of this initiative, as well as the ripple effects on recruitment, retention, and performance of European Asset Management employees. - Industry Leadership: Learn how this project is setting new standards for DEI in financial services. This isn't just about meeting quotas — it's about making a meaningful difference. 📈💡 🔗 Don't miss out on the full case study and discover how your firm can participate in shaping the future of financial services today. https://lnkd.in/eraT6sVi

An insightful post put together by the BBI team, highlighting three great successes on projects we've worked on. Drop me a message if you'd like to discuss how we can achieve these successes with your teams.