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Commentary & Opinion
September 2, 2015 Helping Clients With Socially Responsible InvestmentsSource: Wealth Management.com
Both of us began our careers in financial services working at firms not far from the Northwestern University campus in Evanston, Ill. From time to time, a graduate student or professor would wander into our offices and inquire...
September 1, 2015 Personal beliefs don't belong in your retirement accountSource: MarketWatxh
When investors utilize SRI and other emotionally charged strategies, they do more harm than good because those strategies lack the following attributes:
August 14, 2015 Are millennials more risk-averse than other investors?Source: CNBC
Are millennials risk-averse? Well, yes and no. "Yes, absolutely," said Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth. "I don't like to generalize, but I have witnessed this firsthand.
August 12, 2015 Has Owning Coca-Cola Shares Become Indefensible?Source: Motley Fool
Soft drinks giant Coca-Cola is protecting its franchise in ways that are unethical and contrary to the public good.
Source: tHINK aDVISOR
While socially responsible investing is gaining traction among investors, several challenges remain to unlocking its full potential
July 9, 2015 The Problem With Socially Responsible InvestingSource: Motley Fool
Throughout history most societies have become more peaceful and compassionate, more cooperative and tolerant. War, violent crime, discrimination, and tyranny have all plunged over time. It's "the most important thing that has...
Source: Wall Street Journal
When it comes to socially responsible investing (SRI), investing in or divesting certain stocks is a good way for clients to express their values. But proxy voting and advocacy are far more impactful in their ability to effect...
June 26, 2015 The Increasing Power of Institutional InvestorsSource: Wall Street Journal
The global capital markets have become enormous–over $350 trillion. The world’s 50 largest asset managers have more than $40 trillion under management. The 10 largest private-equity firms raised almost $200 billion of new equity...
June 18, 2015 Double Duty Dollars: Behind The Crazy Idea That Investors Can Make Money And Change The World At The Same TimeSource: Forbes
In 2001, after 29 years cultivating Napa’s Silver Oak Cellars and its iconic cabernet sauvignon, Justin and Bonny Meyer sold their 50% stake to partner Ray Duncan for $110 million. With Justin’s health iffy, they hoped it would...
In some way or another, hopefully we all strive to make the world a better place. There is a time-old question often pondered by investors, “is there a way to do good without sacrificing returns?” Historically, most “socially...
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