The first half of 2016 has come and gone and it sure hasn’t been boring. Well, that all depends on what asset classes we are talking about. This year has really helped us realize how important being diversified across asset classes can be. It also tells us to keep a long term perspective when CNBC flashes Brexit news 24/7. It was a winning quarter […]
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
If you currently have an account with one of the large brokerage firms out there like Morgan Stanley or Chase, you may think, “oh well my small amount of assets can’t amount to these companies doing harm to the planet”. Well, think again. These same companies offering you free golf balls and “unbiased” investment advice
In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies is called ESG Screening. The ESG stands for Environmental, Social and Governance. FYI! We often get the question, “Well, does
As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off
As we enter the home stretch of 2014, we can at least say that it has been a somewhat “boring” market quarter, but sometimes boring is better than the alternative. For the 3rd quarter, the S&P 500 was flat with a .6% increase. The Dow Jones was up 1.3% and the NASDAQ up 1.9%. For
Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor decisions and being locked away for doing so. But, of course, there are others who are doing it the “right
Includes: Car Seat Karma The Boom and Inherited IRAs Sustainvest Takes on $35 Billion Pharma Company Non-Profit of the Quarter-COTS Spring has sprung (for most of us) as we enter the 2nd quarter of the year. Companies are sifting through profit and loss statements with corporate earnings announcements due soon which should prove interesting in
As we enter 2014, many of us are now pondering a new year’s resolution. Some of us may improve our diets by eating more of that organic rainbow chard or scrumptious kale while others may consider getting up a little earlier to sweat it out at that 6:00am bootcamp or crossfit class. One resolution that
What does it mean to be a “socially and environmentally conscious investor”? This phrase, along with “sustainable and responsible investor” or SRI is being heard from boardrooms to bedrooms and the true meaning of it continues to be misunderstood. Does it mean that I have to put all my money into some “impact” private equity
