Investments

Investing Evolves

Publication date: 
05/2014
A brief history of investing that advances environmental and social concerns, and why impact investors and sustainable investors should look to what they have in common, not how they differ.
Resource Type: 
Blog Post
Audience: 
Community Foundation
Topic: 
Investments

Study Reveals Disconnects in Philanthropic Conversation

Publication date: 
10/2013
A recent U.S. Trust study reveals several disconnects between HNW individuals and advisors centering on the initiation and substance of philanthropic conversations. For instance, many advisors underestimate their clients’ desire to discuss their charitable goals and passions, and overestimate the importance of tax benefits as a motivation for giving.
Resource Type: 
Research
Audience: 
Consultants/Advisors
Topic: 
Investments

From SRI to ESG: The Changing World of Responsible Investing

Publication date: 
09/2013
Thoughtful investment professionals continue to debate whether a portfolio’s long-term performance can be enhanced by including environmental, social and governance (ESG) considerations in the security selection process, but responsible investing is more than a passing trend. Long-term fiduciaries should educate themselves on the fundamental arguments for and against ESG, and think critically about its meaning for the institutions they serve.
Resource Type: 
Research
Audience: 
Community Foundation
Topic: 
Investments

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