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As 2016 draws to a close, many are wondering what lies ahead in the new year, particularly in light of the upcoming administration change.

Tuesday, 27 December 2016 06:27

Morningstar Now Awards ESG Ratings

In case you missed it - independent research firm Morningstar announced a big change this spring. They will now rank funds based on environmental, social and governance (ESG) criteria.

Tuesday, 06 December 2016 06:54

Sustainable Investing Trends on the Rise

With more and more investors gravitating toward sustainable and responsible investments (SRI), particularly among women and millennials, the growth in U.S. SRI assets reflects the sector’s popularity.

As we head into yet another new year, you’d think by now it would be widely accepted that sustainable investing does not negatively impact portfolio performance. However, the stigma sadly persists.

Tuesday, 22 November 2016 06:41

Wondering About Place-Based Investing?

Making Your Money Matter

Place-Based Investing Explained by Community Capital Management

It is common for foundations, religious organizations and high net-worth investors to seek to fulfill a mission through impact investments. 

It’s well known that income inequality remains between genders. Much progress has been made and the gap is considerably smaller – but it still exists.

When you hear the term capitalist what do you think of? Some envision the stereotypical evil villain sitting around counting piles of money. 

I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers. 

Tuesday, 27 September 2016 15:57

Do You Know the Water Risks in Your Portfolio?

There might be more than you think.

If you think of water as a free-flowing, abundant commodity, you may want to reconsider. We all know food production is closely tied to water supply, but did you realize that the semiconductor and electronics industries are also affected by it?

Including industry conferences in your annual marketing plan is a large financial commitment. The following are tips on how to work the event to make the most of your investment.

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