According to Morningstar, over $4.1 billion of assets flowed into U.S. sustainable open-end and exchange-traded funds during the first quarter of 2019 – far surpassing the previous quarterly record inflows of $1.9 billion and on track to exceed 2018’s record-breaking net inflow of approximately $5.5 billion.1 These strengthening inflows continue […]
Nearly 800,000 volunteers partnered with the Ocean Conservatory in 2017 to remove more than 20 million pieces of trash from beaches and waterways throughout the world.1 This may seem like a lot, however the amount of marine debris, specifically the concentration of plastic pollution, is growing at alarming rates. According […]
Throughout the year, many of our impact/ESG partners release various reports discussing and evaluating sustainable and responsible investing. These reports contain statistics, introduce new products, and help to relieve some stigmas associated with the industry. Our friends at the US SIF: The Forum for Sustainable and Responsible Investment released a […]
With graduation season upon us, many of us become nostalgic about our college days – taking new classes, meeting friends from around the globe, and learning skills that will hopefully come in handy in the next chapter of our lives. Our alma maters typically hold a special place in our […]
Earth Day took place this past Monday, an annual event celebrated on April 22, focused on environmental protection. Starting in 1970, this annual tradition was founded by Gaylord Nelson, then a U.S. Senator from Wisconsin, after witnessing the ravages of the 1969 massive oil spill in Santa Barbara, California. On the […]
I recently had the very good fortune of visiting Italy with my family during my kid’s spring break. I had been to Italy once before – about 15 years ago – but this time was different for two main reasons. The first reason is that I was going to see […]
Many of our clients have recently inquired about our ability to customize impact investments that can positively benefit immigrants/refugees. Regardless of recent political debate – or perhaps in light of it – these groups are the focus of many foundations, philanthropies, and other investment businesses. And that makes sense given […]
Income inequality in the United States is at an all-time high even as the country’s unemployment statistics get better, down to 3.2% at the end of 2018; however, the African-American unemployment rate is nearly twice that of Caucasian workers.1
Wanting to go more environmentally friendly with a solar panel system? Forget about cash purchases or solar leases, solar loans are all the buzz right now. These loans are designed for consumers who lack the capital for a cash purchase, but still want to maximize the financial benefits of a […]
