25 Oct Studies show continued growth in impact investing

25 October, 2017 | Posted by:

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....

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....

06 Jan Insights on wealth, worth and impact investing

6 January, 2017 | Posted by:

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...