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The Gender Gap and Gender Lens Investing

Sep 13, 2016 - Gender Lens by

We hear about the gender gap discussed in the news covering all types of fields and regions of the world. People can argue endlessly about the origins, culprits, and measurements of gender discrimination. Yet, data continues to show that women are significantly underrepresented in the world of financial services. PwC’s […]

Fixed Income Sustainability

Fixed income sustainability takes a positive screening approach to identify bonds that finance or support environmentally sustainable initiatives. It incorporates the “E” and the “S” of ESG, which may not be as common in fixed income as equities but it can be fully integrated into fixed income analysis and helps […]

Fixed Income Impact Investing – A Great Place to Start

Nov 16, 2015 - Impact Investing by

Many philanthropists feel that charity alone cannot solve all social problems. As such, more and more foundations, religious organizations, family foundations and other investors are furthering their programmatic goals through their investment portfolios without sacrificing returns – a/k/a impact investing. For those investors that have yet to join the movement […]

The Nomenclature of Impact Investing

Sep 8, 2015 - Impact Investing by

The nomenclature of impact investing may sometimes feel like an ever-changing conundrum of words, acronyms and mysterious sounds. Confusing is probably an understatement. In an effort to help sort out SRI to ESG to MRI, we are devoting this blog to the cacophony of names surrounding impact investing. We can’t […]

A Positive Outcomes-Based Impact Investing Approach

Aug 5, 2015 - Positive Screening by

Screening a portfolio is not a “one-size-fits-all” scenario. Investors have varying social values. This seems to be most prevalent in equities and corporate debt as a result of investors seeking investments in companies with positive environmental, social and governance records. Many institutional investors have policies in place that clearly set […]