Dear Valued Client, It’s not game over. That’s when a buzzer-beater basketball launched from midcourt swishes through the hoop to end the game, or a Hail-Mary pass is caught just as the clock expires. This was more like an interception returned for a touchdown to bring the game within three...
The mission of Change Finance is to accelerate the adoption of sustainable and responsible investing so that capital markets promote the business practices and innovation necessary to address our most pressing social and environmental challenges. To meet this goal, it is essential for investors and financial advisors to fully understand the rapidly evolving portfolio management practices related to environmental, social, and governance (ESG) data integration...
Do sustainable practices have a positive correlation to financial performance? When it is deeply embedded into corporate strategy, yes it does! This week, we invite Tensie Whelan, Clinical Professor of Business and Society and Director of the Center for Sustainable Business at NYU Stern School of Business, to discuss the recent meta-analysis her and her team conducted. We dig deep into corporate performance, financial performance, and much more.
Let’s bring politics into the conversation. In this week’s episode of The ESG Update, we interview Nate Wyne, Co-Founder & CEO of Floodlight Invest. This ESG platform provides insight into political affiliations, gender & diversity records, and environmental violations. Tune in to learn how you can use Floodlight to align your values with your money without sacrificing alpha.
SRI history. ESG portfolio construction. All things shareholder advocacy. It’s nirvana for ESG geeks! This week we discuss the Chartered SRI Counselor™ designation with the program’s lead author and instructor, Jennifer Coombs MSF, CSRIC™, CRPC®. If you are looking for ways to better understand the rapidly evolving sustainable investment industry, tune in to hear about this unique credential from the College for Financial Planning.
It’s time to clear up some confusion about ESG & 401k plans. After all, wouldn’t It be nice to make our golden years a bit more green? Join us this week as we welcome Timothy Yee, Chief Retirement Specialist and Co-Founder of Green Retirement to discuss the role ESG, SRI, and sustainability can play in retirement plans.