Posts Categorized ‘SRI’

The Relationship Between ESG and Financial Performance
By Will Linkenheil

Until quite recently, Sustainable, Responsible, Impact (SRI) investing was looked down upon by much of the investing community. There was serious concern "that incorporating environment, social, and governance (ESG) criteria into a portfolio design meant accepting a lower rate of return." However, a growing body of research is making it "clear that sustainable and responsible Read more »

Posted: December 19, 2016

A Post-Election Impact Investor Survival Kit
By Guest Contributor

By Ana Olaya-Rotonti   Donald Trump has been elected President of the United States. This headline took much of the world by surprise on November 8, 2016. Beyond the initial shock, perhaps half of the citizenry of the United States are feeling very pessimistic about the future under a Trump presidency. While more clarity will Read more »

Posted: December 14, 2016

Wealth Management's Changing Landscape: Women and Millennials
By Danielle Burns

By: Betsy Moszeter, COO, Green Alpha Advisors, and Danielle Burns, Vice President, Sales & Marketing, First Affirmative Financial Network As consumers and investors, women are changing the way society interacts with its money by consistently making more holistic decisions than men about how they spend, save, and invest their money. Currently, women directly control 39% Read more »

Posted: November 29, 2016

How Long Does a Company Need to Stay in SRI Jail?
By Laura Isanuk

The modern world of Sustainable, Responsible, Impact (SRI) investing was initially based on avoiding undesirable companies. Twenty-five years ago, responsible investment strategies were primarily based on "negative screening" which initially focused on avoiding "sin stocks" such as tobacco and alcohol. Over time, other avoidance criteria were included in the portfolio construction process to side-step companies Read more »

Posted: April 25, 2016

2015: An Impactful Year for Sustainable Investing
By Mike Sakraida

Exciting progress was made by the SRI (Sustainable, Responsible, Impact) investment industry in 2015. Here, we offer two lists of three important stories and trends that are likely to impact most individual and institutional investors, including retirement plans, foundations, and endowments. After many years of path breaking effort, we may finally be approaching a "tipping Read more »

Posted: December 23, 2015

Survey: 2 Out Of 5 Financial Advisors Say They Already Offer "Impact Investing" to Clients, Another 15 Percent Plan To Do So
By Steve Schueth

Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices COLORADO SPRINGS (October 28, 2015)—“Impact investing” is a hot topic in the financial world today. Already, 39% of surveyed financial professionals say they are offering such choices to clients and another 15% plan to do so in Read more »

Posted: October 29, 2015

Investing With Your Values
By Rebecca Jackson, Contributor

For most people, the answer is probably simple—investing is the best way to build wealth for the long-term. But have you ever considered investing as a means to express your personal values and a way to improve social and environmental outcomes? Chances are, given numerous investor surveys suggesting as much, you have. Traditionally, investing to Read more »

Posted: April 27, 2015

$6.57 Trillion in the U.S. Alone!
By Michael Schweibinz

Every other year, the US SIF Foundation reports on key trends in the sustainable, responsible, impact (SRI) investing space. US SIF found that roughly one in every nine dollars in professionally managed investment assets in 2012 was in a portfolio characterized as SRI. That year was a historic year for the SRI industry; but now Read more »

Posted: February 2, 2015

Hazardous to Your Wealth
By R.Kevin O'Keefe, CIMA®, AIF®

With big moves in the stock markets lately, some investors might be anxious. The past several weeks have given almost every investor an opportunity to feel that they are right about the market—whether their outlook is bullish or bearish. Having a strong opinion about the direction of the stock market can be very hazardous to your wealth. To Read more »

Posted: November 12, 2014

The Pentagon Prepares for Climate Change
By Michael Schweibinz

Earlier this month, the Department of Defense published its “2014 Climate Change Adaptation Roadmap.” The groundbreaking report signifies a dramatic shift in belief and action regarding climate change. Having typically been dismissed as a future risk, the Pentagon is now “integrating climate change threats into all plans, operations, and training across the entire agency.” The Read more »

Posted: November 5, 2014

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