Muni Bonds as an ESG Strategy

Impact investing, socially responsible investing (SRI),  socially conscious, and ethical investing are  investment strategies which seek to consider both financial return and social good to bring about a social change. A recent survey by Allianz Global Investors found that 68% of respondents aged 65 and over had a favorable view of ESG investing but...

Heron Bond Portfolio Retrospective

As the Heron Foundation's first impact bond portfolio manager, they asked me to do a look back at what impact investing looked like 15 years after the portfolio's creation.  The first report posted at Heron.org examined a taxable municipal bond that financed the construction and development...

ESG Disclosure

A recent post on WealthManagement.com noted the increase in sustainability disclosure alongside traditional financial disclosure.  The movement, encouraged by the Sustainability Accounting Standards Board, allows investors a more complete picture of how companies behave as corporate citizens. Of particular note is the importance of third-party verification....

Please submit the following information to continue: