Studies show continued growth in impact investing

Every week there seems to be another study about ESG or impact investing.  Here are some recent facts and figures… According to Morningstar, investors put $3 billion in U.S. ESG funds last year.  Sustainable investing had a market size of $8.72 trillion in the U.S....

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....

Insights on wealth, worth and impact investing

The 2016 U.S. Trust Insights on Wealth and Worth® survey explores the wealthy – who they are and where they came from, how they built their wealth and how they plan to use it. Most of the respondents (77%) grew up middle class or poor.  Their success...

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