SRI Impact Investing
Learn how clients can double the effect of charitable contributions by using impact investing to grow their charitable assets, while also supporting social and environmental goals like reducing poverty and pollution.
September 21, 2015
IRS Removes a Tax Barrier to Impact Investing for FoundationsA foundation's mission-related investments shouldnt automatically be taxed, the IRS says.
August 31, 2015
Climate Change: What It Means for AdvisorsEconomists, current (and former) policymakers and advisors are assessing the ways climate change is impacting the economy.
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
June 01, 2015
Younger Clients Drawn to SRIMillennials and Gen Xers are more are more inclined toward socially responsible investing, according to a new report from Spectrem Research, which finds…
May 27, 2015
Foundations’ Impact Investing Largely Talk, Study FindsMany private U.S. foundations that purport to engage in impact investing dont put much of their money where their mouth is, according to the Center for Effective Philanthropy.
May 13, 2015
Socially Responsible Investing: A Way to Attract Younger ClientsMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
May 12, 2015
Successful Impact Investing: Embracing Faith-Based Screens for Top ReturnsThere is no need to sacrifice values for strong investment performance, says GuideStone's Ron Dugan. Lipper agrees.
May 04, 2015
Colleges Face Roadblocks to Socially Responsible InvestingA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
March 16, 2015
Hasenstab on Oil Prices, Monetary Policy and the Impact on Global GrowthHasenstab on Oil Prices, Monetary Policy and the Impact on Global Growth
March 12, 2015
Answers to Six of Our Investors’ Most Urgent FAQsThe impact of lower oil prices wont be felt until consumers feel the change is more permanent, and a stronger dollar will put pressure on earnings, but may lead to higher multiples.