by David Weinstein, Senior VP and Portfolio Manager of Dana Investment Advisors
What a time to be a tech savvy millennial investor. A chaotic 2020 offered both investment pitfalls and rich opportunities. 2021 should trend toward a more “normal” environment, but disruptive companies, elevated volatility and information everywhere will continue to define the investment landscape. These three themes have millennials positioned to thrive - Disruption, Embracing Volatility, and Information Everywhere.
Many families face an ongoing tension between the decision-maker “Patriarch” perspective and the younger “NextGen” perspective on how to approach investing and whether alpha should have primacy in investment decisions — with social, educational, justice, environmental, and other impact goals being served predominantly philanthropically — or if the two should always be approached as an integrated whole, regardless of asset class.
GreenMoney Journal is pleased announce our Strategic Partnership with Climate & Capital Media - https://www.climateandcapitalmedia.com a global media company that connects investors and entrepreneurs working on climate change solutions. Its news service develops engaging, well-reported profiles that deliver practice and meaningful investment and leadership insights about the fast-growing community of businesses addressing global warming and building a more sustainable climate economy.
by Jessye Waxman, Green Century Capital Management
As a shareholder advocate for an environmentally-responsible mutual fund company, I directly engage companies on their supply chain strategies and have successfully convinced them to adopt practices that have real-world impacts that protect a triple bottom line. I’ve collaborated with Aramark and Tyson Foods to develop robust no-deforestation commitments, and have successfully pressed Kroger, the largest grocery chain in the US, to adopt a no-deforestation policy that will cover its private label products.
Following my time in the military and as a regulator with the FDIC, I made my way into financial services in an investment capacity, with an intention to help people navigate their financial challenges. I wanted to help build a better outcome for their financial goals. Part of that was development of a process around investing in companies that support a more sustainable world as a whole, and not just companies that are financially sound.
by Jon Hale, Ph.D, head of sustainable investing research for Morningstar. In 2018, Hale was named to Barron’s list of the 20 most influential people in ESG investing, and in 2019, he was included in the InvestmentNews’ 10 leaders of ESG & Impact investing
This is the second of two articles formGreenMoney's new International ESG and SRI investing issue featuring short profiles on a number of the International SRI Mutual Funds, which invest in companies outside the United States. The information below comes from each Fund and is subject to change. We have included their website links for you to look up the latest information including Company Holdings, Country Allocations and Financial Performance.
This is the first of two articles from GreenMoney's International ESG/SRI Investing issue featuring short profiles on a number of the International SRI Mutual Funds, which invest in companies outside the United States. The information below comes from each Fund and is subject to change. We have included their website links for you to look up the latest information including Company Holdings, Country Allocations and Financial Performance.