Category Archives: Uncategorized

Advisor Population Shrinks as SRI Grows

Posted on by Paul Ellis

While the investment universe using environmental, social, and governance (ESG) criteria is increasing every year, the number of advisors competing for that capital is declining.

Climate Change Takes Center Stage

Posted on by Paul Ellis

Here’s the top issue every advisor should be bringing to clients: “Let’s talk about how the new climate change regulations might affect your long-term investment strategy.”

“Resilience in a Hotter World”

Posted on by Paul Ellis

As extreme weather events become more common, what should investors be on the look out for?

Exxon Mobil and the Carbon Tax: A Long Story

Posted on by Paul Ellis

In December the New York Times featured a story about Exxon Mobil leading the 5 largest oil and gas producers in announcing their expectation of a carbon tax.1 After years of rejecting any kind of tax, what are investors to think about this news? Why is Exxon Mobil Leading the Way? Actually, it’s a straightforward […]

Green Giants: A New Investment Opportunity

Posted on by Paul Ellis

Savvy advisors can take advantage of the expanding global green bond market while pricing is still competitive. Several SRI investment managers have underwritten the latest $1 billion IMF issue, which is being used to finance energy efficiency and alternative generating capacity in developing economies around the world.1This is good news, since we are way behind […]

Water is a challenge and opportunity for investors

Posted on by Guest Author

By Ellen Kennedy—Ellen is the Manager of Environment, Water and Climate Change for Calvert Investments. As demand for water surges and infrastructure and natural water cycles deteriorate, shortages and stress are having a significant global impact on industry and drinking water availability. Advisors who understand the issues related to global fresh water supply and delivery […]

Women and Sustainable Investing Part 2

Posted on by Guest Author

By Julie Fox Gorte and Heather Smith—Julie is senior vice president for Sustainable Investing and Heather Smith is lead sustainability analyst at Pax World Investments. Although gender diversity has long been promoted by institutional investors, in recent years, countries have launched a variety of policy initiatives to increase the number of women on corporate boards. […]

Women and Sustainable Investing Part 1

Posted on by Guest Author

By Julie Fox Gorte and Heather Smith—Julie is senior vice president for Sustainable Investing and Heather Smith is lead sustainability analyst at Pax World Investments. The days when the best advice women received with respect to assuring their financial future was “get married” are over for good. Today, women are increasingly likely to be breadwinners, […]

Mayors innovate ahead of markets

Posted on by Paul Ellis

There may be political gridlock regarding climate change inside the beltway, but not at city hall. Thanks to a partnership with the Carbon Disclosure Project (CDP), the mayors of 110 global cities are focused on reducing GHG emissions at the city-wide level. Metropolitan political leaders in Atlanta, Las Vegas, Houston, Los Angeles, New York and […]

What motivates affluent women investors?

Posted on by Paul Ellis

Women are controlling more wealth and exercising more economic influence In the United States: women will inherit 70% of the projected $41 trillion intergenerational wealth transfer expected over the next 40 years.* And of particular importance to advisors, one study shows more than 53% of affluent women interviewed are interested in environmentally responsible investments.** So […]