About | Contributor | Liam Formosa

Liam Formosa

A current finance student with an interest in sustainable investing, capital allocation and risk management as well as the growing prominence of ESG in business strategy.

PROFILE

A current student studying a Bachelor of Business at the University of Technology Sydney (UTS). I am drawn to this opportunity with Altiorem due to my university experience in a corporate finance subject which explored the role of sustainable investing, capital allocation, risk and the complexity of this in modern firms. I found this very interesting and wish to pursue this further as I near the completion of my degree.

I am also incredibly interested in the markets ability to find an equilibrium and solutions to problems (or possibly lack thereof in relation to ethical/sustainability issues) through the flow of funds function.

I have recently received a high distinction in the subject “Financial Metrics for Decision Making”, which was a class focusing on financial modelling. Risk management was an important component, and I became very interested in the challenges of this, especially in relation to situations which are extremely difficult to quantify such as the risk of liability due to environmental degradation.

In this role with Altiorem I am seeking a deeper understanding of sustainable finance as I believe this will become an increasingly critical to business strategy, and an absolute must for all companies moving forward.

RECENTLY PUBLISHED BY LIAM FORMOSA

Global ESG disclosure standards for investment products

CFA Institute
This report presents the “Global ESG disclosure standards for investment products” developed by the CFA Institute to facilitate fair representation and full disclosure by investment managers in relation to how environmental, social and governance (“ESG”) issues are considered in an investment product’s objectives, investment process or stewardship activities.
Research
1 November 2021

Changing colours: Adaptive capacity of companies in the context of the transition to a low carbon economy

Sustainable Finance Observatory
Over the coming decades economies will transition towards a low carbon economy. This paper explores the adaptive capacity of firms to financial risks that may arise in the context of this transition, while detailing the risk of a "too sudden too late scenario of sweeping legal, social and environmental change".
Research
31 July 2017

Preventing modern slavery and human trafficking: An agenda for action across the financial services sector

Themis International Services
This report combines research, resources and advice for financial institutions to use for information, awareness and guidance in implementing measures to address modern slavery and human trafficking concerns within their supply chain and operations.
Research
31 December 2021

TRIBE Freedom Foundation

Issue Focused NGOs & Think Tanks
TRIBE Foundation was established by ordinary citizens, forming the TRIBE community, who wanted to contribute to ending human trafficking. Based in the United Kingdom, this registered charity raises funds and runs activities to raise public awareness, support survivors and prevent modern slavery.
Organisation
1 research item

CFA Institute

Finance / Corporate Focused NGOs & Think Tanks
The CFA Institute is an organisation which provides education to investment professionals in regards to economics, ethics, financial analysis and corporate finance. The institute aims to promote high standards through globally recognised qualifications which require recipients to maintain these standards at all times.
Organisation
12 research items

The promise of fintech: financial inclusion in the post COVID-19 era

International Monetary Fund
This report uses quantitative and qualitative research to further our understanding of developments in digital financial inclusion driven by fintech, and their macroeconomic effects. It also details the impact of the COVID-19 pandemic and discusses the future of fintech’s impacts on financial inclusion.
Research
1 July 2020

UK Independent Anti-Slavery Commissioner

Government Organisations & Departments
Established by the Modern Slavery Act 2015, the role of the UK Independent Anti-Slavery Commissioner is to inform best practice and encourage prudence in the prevention, detection, and prosecution of slavery and human trafficking offences, as well as in the identification potential of victims. The Commissioner is accountable through a strategic plan and annual reports which provides an overview of the achievement of their objectives and targets.

Organisation
1 research item

Themis International Services

Commercial Organisations
Themis International Services is a firm which helps clients identify and manage their financial crime risks through a combination of innovation, insight and intelligence. Then firm helps organisations understand the strategic threats through an ESG and socio-economic lens and protects their customers, staff, suppliers and shareholders from criminal attacks or association.
Organisation
2 research items

RECENTLY POSTED BY LIAM FORMOSA

Intern Profile: Liam Formosa

Altiorem welcomes you to the next post within a regular series where we profile the inspiring and generous people who are making Altiorem possible. We are excited to introduce our intern profile on the amazing Liam Formosa.
Article
1 March 2023