
DivestInvest Philanthropy Guide (PDF)
AEGN, 2016

Impact Investing: A Primer for Family Offices (PDF)
World Economic Forum, 2014

The Great Coal Cap: China’s energy policies and the financial implications for thermal coal (PDF) (*)
Carbon Tracker Initiative, 2014
Chinese version (PDF)
(*)– Sponsored by RS Group

Impact Investing 2.0: The Way Forward (*)
Impact Assets, Pacific Community Ventures, Duke Center for the Advancement of Social Entrepreneurship, 2013
(*)– Sponsored by RS Group

Mind the Gap: Lessons and Findings from EngageHK(PDF) (*)
Philo Alto and P. Ming Wong, 2013
(*)– Sponsored by RS Group

Creating the Chinese Dream: A Practitioner’s Guide to Impact Investing in China’s Green SMEs (PDF) (*)
China Impact Fund and New Ventures China, 2012
Chinese version
(*)– Sponsored by RS Group

Sustainable Investing for Institutional Investors: Risk, Regulations and Strategies
Mirjam Staub-Bisang, Wiley Finance, 2012

Owning our Future: The Emerging Ownership Revolution
Marjorie Kelly, Berrett-Koehler Publishers, 2012

Money for Good: Global Trents and Local Potentials in Engaged Giving and Social Investing (PDF) (*)
Social Ventures Hong Kong, 2011
(*)– Sponsored by RS Group

Impact Investing: Transforming How We Make Money While Making a Difference
Anthony Bugg-Levine and Jed Emerson, Jossey-Bass, 2011

Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership
Cary Krosinsky, Nick Robins, and Stephen Viederman, Wiley, 2011

Guide to Impact Investing for Family Offices and High Net Worth Individuals
Julia Balandina Jaquier, 2011

Impact Investments: An Emerging Asset Class (PDF)
J.P. Morgan, Rockefeller Foundation and GIIN, 2010

Investing for Social and Environmental Impact (PDF)
Monitor Institute and Rockefeller Foundation, 2009

Doing Good Well: What Does (and Does Not) Make Sense in the Nonprofit World
Willie Cheng, Wiley, 2008

Monographs
Rockefeller Philanthropy Advisors – publications section
RS Group Online and In the Press:



Growing wealth and doing good can co-exist, says former property tycoon’s heiress
SCMP, January 6, 2017



A discussion with Annie on her jouney as an Impact Investor
(**interview conducted in Cantonese)
Program Name: Money Cafe
Cable TV Hong Kong, May 30th 2014
https://bit.ly/1hyUSPm (part 1)
https://bit.ly/1hJil0G (part 2)

Stewarding wealth for the common good: how an Asian family office incorporated climate change mitigation into its portfolio
Alliance Magazine, February 2014
Stewarding wealth for the common good: how an Asian family office incorporated climate change mitigation into its portfolio
Alliance Magazine, February 2014
Useful links:

Impact Assets

Global Impact Investing Network (GIIN)

UN Principles of Responsible Investment

Responsible Investor

Stanford Social Innovation Review

Purpose Economy 100
Asia (featuring Annie)
Global

TONIIC: The Action Community for Global Impact Investing

Invest With Values, an Impact Investing Directory

The CASE i3 100: Top Reads in Impact Investing
https://sites.duke.edu/casei3/for-researchers-2/impact-investing-resource…

The Liveability Challenge 2021

Social Capital Markets (SOCAP)

TBLI Conference

Global Philanthropy Forum

Take Action for Impact Conference

CERES Conference

Asia Venture Philanthropy Network (AVPN)

Hong Kong Social Enterprise Summit

Asia IIX Impact Forum
Our Regional Collaborators
Social Ventures Hong Kong (SVhk)
Hong Kong Social Enterprise Summit
Asia Community Ventures
MaD
SOW Asia