Not a week goes by without more evidence of climate change wreaking havoc across the world. From wildfires in Greece and Turkey, to Hurricane Henri hitting the East Coast of the U.S., and this week’s… Read more »
Posts Categorized: Impact Investing
Quality Investing and Inflation
We are in an inflationary environment as the world adjusts to a post-lockdown world. Investors are therefore interested in knowing how their portfolios might perform in an inflationary world. Quality stocks tend to fare well… Read more »
United Nations IPCC Report: A Code Red for Humanity
On Monday, Working Group 1 (WG1), which focuses on physical climate change, released its portion of the sixth assessment report (AR6) of the Intergovernmental Panel on Climate Change (IPCC). The IPCC was created in 1988… Read more »
Time-tested Experience in Water Investing
We are in the midst of a global water crisis, owing to climate change, irresponsible extraction, pollution, and lack of equitable access…[1] Less than 1% of the earth’s water is potable and global demand is… Read more »
Becoming a Climate Literate Financial Advisor
“Once mainstream market participants wake up to the risks and opportunities posed by the physical environment and our attempts to manage it, it will become one of the common lenses through which risk is evaluated.”… Read more »
Preventing Plastic Pollution
As the summer heats up, we are taking a virtual trip around the world to introduce you to select managers in our SMART Investing Solutions suite. One goal of our diligence process is to find… Read more »
ESG: Value, Values, or Both?
When the term “ESG” was coined back in 20041, the goal was to focus “on issues which have or could have a material impact on investment value” over “longer time-horizons (10 years and beyond) and… Read more »
The Great Repricing: Financial Advice in the Age of Climate Change, September 9th and 10th at The Javits Center, New York City
How must the business of wealth management evolve in a hotter world? What do your clients need to know to plan for their futures? What do you need to know to help them make those… Read more »
A Climate of Big Questions
So much financial advice is predicated on caring for your future self. Your present self must resist temptations today to protect tomorrow. But it’s hard. Granted, some of us are naturally wired for saving and… Read more »
Contribute Your Talents to Climate Solutions
Everyone and every organization can contribute something to the fight against climate change. That’s the message from Salesforce’s VP of Sustainability, Patrick Flynn. With a solid foundation in corporate philanthropy, Salesforce has recently supercharged its… Read more »