In investment management, performance during a crisis is a way to highlight a fund’s strength or weakness. Indeed, proving that your fund performed better than the market over a long period can drive AUM growth. In the current crisis, 66% of sustainable funds have performed better than their category average, according to Morningstar Direct data. […]
A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked […]
Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.
Hale gives us the numbers from Morningstar’s 2019 Sustainable Funds US Landscape Report showing strong performance across the board for sustainable investing in 2018.
Our panelists discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients, including how wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy. Learn how the divide between multi-generational investors can be […]
APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.
In this episode Emerson talks about his eighth book, The Purpose of Capital, and shares insights from his personal and professional journey as an internationally recognized Thought Leader in impact investing, social entrepreneurship and strategic philanthropy.
Long and I discuss research from the Competitive Agility Index about the impact to revenue growth and EBITDA in both B2B and B2C companies following a decline in stakeholder trust.
Simms shares how to address 3 shortcomings of risk analysis in public and private market investing.
Investing in companies that are solving the world’s most pressing environmental and social problems—that’s why Holly Ruxin created the Montcalm Capital Fund.
« back to Sustainable Finance Podcast