money managers

From Monk to Money Manager

Blog

by Doug Lynam, book author and financial professional 

I’ve always hated talking about money. Growing up in a rich family, I learned through the behavior of those around me that money and materialism were evil. Instead of being used in love and service, money was weaponized and became a tool to manipulate and control behavior. So when I began studying philosophy and religion in high school and read the words of Paul the apostle, “For the love of money is the root of all evil,” I mistakenly believed Paul was right. I was a proto-monk in the making.

How Do You Get Ahead in America?

Blog

by John S. Adams, CFP, UBS Financial Services  

The Case for Investing in Sustainable Buildings

Article

by Sam Adams, CEO & Co-Founder, Vert Asset Management 

Why Invest for Sustainability in Real Estate?

Women in the Field of Finance

Blog

by Amy Domini, Founder and Cahir of Domini Impact Investments 

Millennials New Frontier: A Career in Financial Services

The Bright Future in Sustainable Investing
Blog

by Kelly Coyne VP, Impax Asset Mmgt and Pax Ellevate Mgmt.

Why do millennials eschew jobs in financial services and how Sustainable Investing is changing that

Clean Energy Investing: Changing Lives, Changing the World

By Maxwell Roe Business Development, Clean Power USA
Article

Over the last several years, I have realized that there has been a compelling shift in the minds of investors in our business.

Historically, most investors wanted to know the numbers. What would be the return on their investment and how soon would it happen? But more and more, I meet people who are asking about impact, not just dollars.

The momentum of that sea change hit home this spring when we met new investors, a couple. They were mission-driven. They wanted their money to have a measurable impact on the world.

Major Drivers and Trends in SRI Investing Growth

Sustainable Responsible Impact Investing Grows 33% in 2 Years
Blog

In recent years, numerous trends have shaped the evolution and growth of SRI within US financial markets:

US Sustainable, Responsible and Impact Investing Trends

Executive Summary of the New Report
Article

US sustainable, responsible and impact (SRI) investing continues to expand. The total US-domiciled assets under management using SRI strategies grew from $6.57 trillion at the start of 2014 to $8.72 trillion at the start of 2016, an increase of 33 percent, as shown in Figure A. These assets now account for more than one out of every five dollars under professional management in the United States.

Impact Investing in the Age of Fintech and Big Data

Blog

by Reggie Stanley, president and CEO of ImpactUs 

New impact investing platform harnesses technology, social networks, and scale to help investors, institutions and their advisors invest with purpose.

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