by Frank Coleman, former investment professional and founder of BeingFrank Consulting
On December 31, 2019, I retired from a 33-year career in the investment business. I have a pension, own a home and a new business and have savings that will carry me thru my remaining years in comfort.
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.
The US SIF Foundation in its new SRI Trends Report identified 384 money managers and 1,204 community investing institutions incorporating ESG criteria into their investment analysis and decision-making processes. The $16.6 trillion in ESG incorporation assets they represent is a nearly 43 percent increase over the $11.6 trillion in such assets identified in 2018.
In terms of assets, money managers incorporate ESG factors fairly evenly across environmental, social and governance categories:.
by Dr. Cathy Key, President of World Tree USA LLC, an agroforestry company that grows trees for the purpose of carbon drawdown and timber production. Dr. Key oversees the Company’s operations in 5 countries.
How do women founded companies make their mark in what is still very much a man’s world?
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 intersection of a global pandemic and reinvigorated demands for racial equity and social justice has created a gut-check moment for communities across the country, one that calls for a “new model” of place-based philanthropy. Now is the time to re-imagine a community and economy that work for all and re-invest to make them happen.