Morningstar

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.

Advancing Women Through Sustainable Investing

Article

by Jennifer Coombs, associate professor at the College for Financial Planning and the founder of the financial blog, GradMoney. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program

The Future Can Be Female - Starting the Finance CEO Pipeline

Article

by Jane Carten, President and Director, Saturna Capital and Portfolio Manager of the Saturna Sustainable Equity Fund  

When I walk into a room and see a crowd full of white men over the age of 40, I know I’m in the right place. Lack of diversity in the asset management industry is a fact that is palpable.

Trillium Global Equity: Trailblazing ESG Fund Continues to Perform

Blog

by Matt Patsky, Jim Madden and Patrick Wollenberg, of Trillium Asset Management 

In the ever-evolving landscape of Environmental, Social, and Governance (ESG) investing, the core philosophy of Trillium has remained the same since it was founded in 1982: provide for the financial needs of our clients while leveraging their capital for positive social and environmental impact in alignment with their values.

Responsible Gender Lens Investing: How Diversity Helps Preserve and Grow Wealth

Article

by Betsy Moszeter, Chief Operating Officer of Green Alpha Advisors 

The evidence now shows that diverse investment teams make better long-term decisions. 

The lack of gender diversity of financial services professionals is finally being talked about, but not sufficiently. It should be discussed more and in deeper ways, and – importantly – remediated in practice, because of the well-documented fact that heterogeneous teams outperform homogenous teams, across disciplines, and not by an insignificant amount.

What Mainstream Means for Sustainable Investing

In 2020 and Beyond
Blog

by Lydia Miller, Senior Vice President, Dana Investment Advisors 

Outlook 2020: Sustainable Investing & Stakeholder Capitalism

Article

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

Subscribe to Morningstar