According to Fidelity, “ESG investing is far from a passing fad.”[1] It won’t surprise you that we agree with this statement, but even we are (pleasantly) impressed by this year’s fund flows. While 2019 saw… Read more »
News + Insights
Catalyzing a New Era of Climate Action
Despite an increasingly polarized political landscape, one area where there is bipartisan support for governmental intervention is climate change. A Pew Research survey in June of this year found that “a majority of U.S. adults… Read more »
Building a Values-Based Portfolio – Barron’s
Over the last several years, ESG data has become increasingly rich and sophisticated. However, the “S” has presented more challenges in terms of data as “social principles have gotten far less representation in portfolios than… Read more »
Climate Change Investing – Forbes
Evidence of climate change has been growing for decades, but as physical risks manifest with more frequency and potency, the markets are fast waking up to a vastly different future. Climate change will affect all… Read more »
NYS Department of Financial Services Emergency Regulation
If you are a client who lives in the state of New York and purchased a life insurance or annuity contract, on March 20, 2020, the New York State Department of Financial Services (DFS) adopted… Read more »
Meditation and the Currency of Attention
There’s an old story about a Zen master who goes to a town. All the villagers run out to meet him because they want to become enlightened. The Zen master says, “If you can focus… Read more »
Financial Advisors and the Art of Listening
Have you ever noticed that the words listen and silent are spelled with the same letters? Perhaps this is no accident, because in many ways, they mean the same thing. Have you ever talked to… Read more »
Don’t Fear the Repo
As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown… Read more »
US / China Trade War Analysis
US / China Trade War Analysis Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated… Read more »
ESG Data Drives Demand for Sustainable and Impact Investing
The white paper for Investments and Wealth Monitor by Jeff Gitterman and author/consultant Paul Ellis titled “ESG Data Drives Demand for Sustainable and Impact Investing” was recently released. The PDF is available by clicking here