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.
6 Steps to Creating a 'Stop Doing' List to Increase Firm Capacity
By Spenser SegalBefore adding headcount, take a look at your firm’s current processes and activities to see if you can increase capacity through greater efficiency.
January 05, 2011
Everence Launches Socially Screened Fund for Emerging MarketsEverence Capital Management announced Tuesday the launch of the MMA Praxis International Index Fund (MPLAX for Class A Shares, MPLIX for Class I Shares), which uses the MSCIAll Country World ex-U.S. Index, and is the only socially screened fund to do so.
December 06, 2010
Facebook fan average ROI: $136.38A study by Syncapse found insight into the financial impact that Facebook fans can have on a business or organization by examining product spending, brand loyalty, propensity to recommend, brand affinity and earned media value.
December 01, 2010
Share the WealthOne of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
November 10, 2010
Socially Responsible Investing Rose During DownturnSRI assets grew during the economic downturn by a rate of 13%, from $2.71 trillion to $3.07 trillion, while overall assets just increased by 1%, according to a new report from the Social Investment Forum.
October 29, 2010
At Schwab Impact, Clark Says, ‘Take Your Business to the Next Level’At the final day of the Schwab Impact conference in Boston, closing keynote speaker Daniel Gilbert, author of "Stumbling on Happiness," told us why we are happy--or not.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 01, 2010
Britain Flirts With Double-Dip RecessionA slew of bad news from Britain this week has the potential to substantially impact the United States. While much of the public's attention is...