impact investing

Now Is the Moment for Women Advisors and ESG Investing

The Forthcoming $30 Trillion Wealth Transfer to Women
Article

by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network 

An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.

Facing Our Relationship With Money Can Change Us

Article

by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives.

Impact Investing and Climate Change

Webinar replay hosted by Fiduciary Trust International
Multimedia with summary

Impact investing in environmental change has come to the forefront in recent years, with investors looking at more than just financial returns.

Learn how impact investing can be used as a tool to invest in green infrastructure that combats climate change, how environmental investments can have a larger impact, and about the new trends in this field as well as the legacy of this sector of impact investing.

WATCH REPLAY NOW
 

Making HER Money Count

Article

by Rachel McDonough, CFP,  Make Your Money Count 

All of the chapters in my money story could be summed up with three words: make it count. As a Financial Advisor, I’ve had a decades-long fascination with squeezing value and meaning out of every dollar and helping my clients do the same. I even named my business Make Your Money Count, LLC. But the essence of my money story focuses on faith more than finances.

New US High-Impact Sustainable Equity Strategy Launched

Sustainable Insight Capital Management and Impact Cubed Expand Strategic Alliance
Press Release

NEW YORK and LONDON, March 9, 2021 /3BL Media/ - Sustainable Insight Capital Management (SICM) and Impact Cubed Investments are pleased to announce the expansion of their suite of sustainable strategies with the addition of a US High-Impact Equity portfolio. The new strategy leverages the two firms’ unique alpha capabilities and sustainable expertise to meet investor demand for a US public equity portfolio with a high ESG impact.

My Journey on the Road Less Traveled (From a Scottish Univ to Impact Investing in NYC)

Blog

by Elizabeth di Bonaventura, Senior Institutional Relationship Associate, Domini Impact Investments. 

The road less traveled has always been the path I’ve found myself on in life, whether intentionally or not. As a young girl, I did not grow up believing that I would have a career in finance. I was beguiled by misconceptions that the field was too difficult and the bar for entry too insurmountably high. Even more daunting was the lack of representation of women within the financial sector.

Two World-Leading Impact and Sustainability Funds Invest in Benevity, Accelerating the Movement to Drive Corporate Purpose

The Rise Fund and Generation Investment Management join Hg as strategic co-investors to elevate support for delivering and measuring ESG impact
Press Release

CALGARY, Alberta, February  18, 2021 /3BL Media/ – Benevity, Inc., a leading provider of global corporate purpose software, today announced that The Rise Fund and Generation Investment Management (Generation) have joined Hg in support of Benevity’s mission to power purpose-driven businesses.

When it Comes to Divergent Generational Perspectives, Can Compromise Drive Profits?

Article

by Tami Kesselman, partner, LOHAS Advisors

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 Interviews: Liesel Pritzker Simmons on Impact Investing

Article

Interviewed by Cliff Feigenbaum, GreenMoney Journal 

Welcome to the latest in the 'GreenMoney Interviews' series. Recently I spoke with Liesel Pritzker Simmons of Blue Haven Initiative, as part of our new "Millennials and Money" issue. Liesel oversees an impact investing portfolio structured to generate financial returns and address social and environmental challenges.

New Report on Sustainable and Impact Investing Trends - Executive Summary

Article

From the US SIF Foundation

Sustainable investing in the United States continues to expand at a healthy pace. The total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent. This represents 33 percent, or one in three dollars, of the $51.4 trillion in total US assets under professional management.

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