Impact Investing

The first two articles in our series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, introduced investing with an Impact based upon one’s values, and investing with a sensitivity to ESG (Environmental, Social, Governance) concerns. Our discussion in article three: Investments with Impact and ESG will connect the two for investors while identifying important distinctions. The socially responsible considerations presented previously may seem similar, but they are distinct. For instance, if an investor is interested in ...

The article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, began with a focus on Investments with Impact, which feature an advocacy component in support of investors’ values. One example was a mutual fund that invests in the construction of solar farms. We continue by exploring Investments with ESG (Environmental, Social, Governance) analysis as an integral feature. Generally speaking, the aim of our second pillar—Investments with ESG—is to avoid certain companies and thereby “do less ...

This article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, will focus on: 1) Investments with Impact, 2) Investments with ESG (Environmental, Social, Governance) analysis, and 3) Investments with Impact and ESG. Investors today have a growing interest in aligning their personal values with their financial goals. Such investors embrace portfolios designed not only to help build and preserve their portfolio of assets as they aim to achieve their personal financial goals, but they have ...