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Keefe shows how integrating global social and environmental policies that support better education for women and girls can potentially add trillions of dollars to economic growth.
Hinchcliff explains how the Conference, now in its 5th year, helps women in finance develop partnerships with investors as stewards of family wealth. Keynote speakers span the generations of activist women leaders who are addressing the most pressing financial and social issues.
ESG Metrics and Shareholder Advocacy Drive Appleseed's Top Performance on Morningstar World Allocation
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.
Kaufman talks about how incorporating behavioral finance principles with impact investing advice can strengthen client relationships with family offices and foundations. She especially likes working with women who are stewards of family wealth.
After two decades integrating impact and values-driven purpose into equity and fixed income portfolio strategies for entrepreneurs, foundations and family offices, Lear is a man on a mission: using public and private capital market funding to help his clients achieve sustainable investment goals.
King and Molinari talk about how digital assets will continue to change the way we use financial assets. Advisors and investors will learn how blockchain-based technologies can reduce cost and diversify ownership and how regulators are responding.
Whether it's the gender pay gap, board of directors seats and equal opportunity for career advancement, or greater access to private market capital funding for female-owned-and-run startup businesses, women are disrupting the status quo in the banking and finance industry. Our diverse panel of experts raise awareness of these issues in their work every day and advocate for a more transparent industry dialogue related to gender and inclusion materiality metrics.
Klimo believes that today's ESG investor seeks to identify companies that are setting the standard in environmental, social and governance policies and practices. These companies are moving toward best practices with specific, measurable signposts that active managers use to gauge progress and performance.
Kayembe, a female futurist and serial entrepreneur who works on projects at the intersection of women, technology and social impact, tells us how her company advises female founders on scaling their businesses, raising capital and seizing opportunities that the male-centered investment ecosystem is unprepared to understand.
Learn how Pan Sloane and her team build public-private partnerships with professional asset management firms to fund development in the UN Least Developed Countries (LDCs).
Marchano, municipal finance expert with the UNCDF, talks about the upcoming launch of the International Municipal Development Fund and how investors can address climate risk issues in developing countries.
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.
What can financial advisors and their clients learn from Sam Adams about sustainability-focused investing in publicly traded real estate trusts, or REITS? Tune in to learn how Sam worked with experts in the field to create robust ESG metrics for this asset class.
Join us as Sireklove explains how she has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
I spoke with Voorhes at the 2018 SRI Conference about the recently launched 2018 Report on US Sustainable, Responsible, and Impact Investing Trends.
Dreizler shares her 15-year journey to merging her business operations expertise with her passion for sustainable investing.
de Bartok describes how she developed the world’s first Social Performance Index, the MSPI, which measures companies’ social performance against best practices standards and in relation to their financial performance.
Simms shares how to address 3 shortcomings of risk analysis in public and private market investing.
Henderson brings her 40 years of foresight, insight, and integrity to a discussion of the UN Sustainable Development Goals.
Yazhari and Javed discuss their 5-point process for due diligence in Impact 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.
What does a partnership between the UN Capital Development Fund and the asset management industry look like? Here's what Jeff Gitterman, of Gitterman Wealth Management has to say.
Join Paul as he interviews thought leaders and influencers in the sustainable finance world-- people like Hazel Henderson, John Streur, Allyson McDonald and Jeff Gitterman.
A nationally recognized expert on sustainable investing, Paul has been interviewed by the Wall Street Journal and is a featured columnist at FA Magazine. He travels the country presenting on panels and interviewing the people you want to hear, including sustainable finance experts from Morningstar, Schwab, Calvert and Impax.
Formerly a franchise advisor with Ameriprise for 23 years, and now the principal at Paul Ellis Consulting, Paul keeps his eye solidly on the value proposition for financial advisors and investment professionals.