Watch the online replay of the Climate & Capital Conference, held on September 21st at the iconic New York Stock Exchange. The event brought together industry leaders in investment, business, and climate communities to discuss pertinent climate topics including strategies to align capital with climate commitments, ways to engage with corporate issuers on decarbonization strategies,… Read more »
The Great Repricing: Financial Advice in the Age of Climate Change Speakers Include
Please Note: This webinar series is for financial professionals only, and the replay can now be seen on demand by clicking here The ESG and sustainable investing landscape has greatly evolved over the last decade. From the evolution and increased adoption of standards and protocols, to the propagation of new data sets, there are now… Read more »
Have you ever noticed that the words listen and silent are spelled with the same letters? Perhaps this is no accident, because in many ways, they mean the same thing. Have you ever talked to someone and walked away feeling enriched because they were such a good listener, even if they were a complete stranger?… Read more »
As wealth managers, we intend to focus on our client’s investment returns over market cycles, not just quarterly positioning. Risk must be measured and factored in, just as much so as the potential for rewards. Additionally, we should not only be thinking about generating current income for our clients, but also about an increasing income… Read more »
As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown policymakers an unexpected curve ball. When rates on the typically steady overnight re-purchase agreements behave like the stock market, as… Read more »
US / China Trade War Analysis Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated its integration with global markets and supply chains. Studies have shown that Chinese exports led to lower prices for U.S…. Read more »
Please click on this link to read a recent white paper for Investments and Wealth Monitor by Jeff Gitterman and author/consultant Paul Ellis titled “ESG Data Drives Demand for Sustainable and Impact Investing.”
The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint… Read more »
The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies. PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to… Read more »