30 Jan ESG Disclosure

30 January, 2017 | Posted by:

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....

17 Dec Innovation Districts

17 December, 2016 | Posted by:

The National League of Cities (NLC) released a report on innovation areas within cities targeted to incubate creativity and build partnerships across sectors, highlighting Chattanooga.  Innovation Districts are urban planning models that catalyze economic growth by attracting entrepreneurs, highly skilled workers, and thought leaders. NLC...

08 Nov Phi Identified

8 November, 2016 | Posted by:

A recent article in Financial Advisor magazine asked if advisors are motivated to serve their clients.  The article highlighted research from the State Street Center for Applied Research and the CFA Institute which identified a new variable, phi, that influences investment outcomes.   Phi is an...

05 Nov Climate Gentrification

5 November, 2016 | Posted by:

Weather disproportionately affects those least able to afford it. Termed “climate gentrification”, the displacement of poor income residents by wealthier residents following weather-related disasters, is occurring throughout the country.   In an essay on Bloomberg.com, Christopher Flavelle highlights how housing authorities across the country are failing...