Right now, leaders from across the globe are meeting in Davos at the World Economic Forum. The theme for this year is 'Cooperation in a Fragmented World’. Some of you are cheering Davos and others are sneering it. What I make of it is that there are real needs, a...
The Great Wealth Transfer Is Upon Us
CNBC recently published an article on the 'Great Wealth Transfer', shorthand for the 68 trillion expected to be passed down from boomers to the younger generation, and several strategies for advisors to navigate the shift... Between Bill Gates’ pledge to...
Change Your Mindset
Forty minutes south of Orlando, I sat in an old prison “classroom” with 40 men all working towards improvement, change and new beginnings. While an observer could easily tell the outward difference between the volunteers and the men in “blues,” that same observer...
Businesses Transformed By Impact
Momentum in integrating impact into business continues to transform businesses both small and large. Recently the founder of Patagonia, a US leader in Outdoor clothing that operates stores in 10+ countries globally, decided to give away his company to help fight...
Bridging the Disconnect
One of the central missions of CommonGood Capital is to bridge the disconnect between the growing number of investors wanting to see their investments making a positive impact in the world and wealth managers struggling to incorporate these relatively new ideas into...
The Scale of the US Affordable Housing Crisis
There are numerous human and financial factors pertaining to affordable housing. As of the most recent data from the U.S. Census Bureau, over 30 U.S. states, including Florida, California, and Texas – the three largest by population - have at least 5% of adults...
The Values Of Older And New Generations Are Increasingly Difficult To Reconcile
Wealthmanagement.com recently published a great article on how family offices are seeing new challenges in succession planning due to the increasingly wider investment values differences between older and younger generations... "In particular, succession...
Advisers who ignore ESG do so at their own R-I-S-K
Investment News wrote a great article detailing how as interest in ESG investing grows over time, advisers are rapidly reaching an inflection point with clients who want their assets to line up with their values… A FlexShares survey last year of 285 people who work...
Celebrating 5 Years of Impact
At 40, as an executive at a leading alternative asset management firm, a back surgery forced me to slow down and become acutely aware of my own limitations physically, emotionally, and spiritually. Five weeks into that journey I sat at my couch and watched a DVD...
Jeff Shafer: On Impact
Jeff Shafer, CEO of CommonGood Capital, on the origins of Impact Investing, the benefits for investors, the balance of traditional and impact investments, and more... https://www.youtube.com/watch?v=SsnQBCLy_p0
Green Loan Principles Explained
The Green Loan Principles (GLP) have been developed by an experienced working party, consisting of representatives from leading financial institutions active in the global syndicated loan markets, with a view to promoting the development and integrity of the green...
Interview with a Financial Advisor
One of our most important tenets at CommonGood is to intentionally pursue a diverse spectrum of perspectives from as many angles of the Impact Investing industry as possible. To this end we regularly reach out to investors, fund managers and of course - financial...
Impact at ADISA – Interview With Jeff Shafer
ADISA is the largest US trade association in the alternative and direct investments industry, providing education, networking opportunities, and advocacy for members. For the first time ever, ADISA formed an Impact and ESG Committee, which was responsible for creating...
Get the “Impact” Conversation Started With These 10 Questions
Impact investing is a great way to create deeper, more meaningful intergenerational relationships with your clients. Here are 10 questions to help get the conversation started. Are you interested in becoming more connected with your investments?Is it helpful to know...
3 Hurdles to Sustainable Investing – and How to Overcome Them
MIT recently published a great article that clearly defines three major obstacles to adoption of sustainable investing practices, and also provides tangible ways to overcome those pressure points... Can sustainable investing save the world? Jason Jay,...
Harvard’s Impact Investing Course Creator Hopes to Stop Teaching It
RIA Intel recently published an interview with Vikram Gandhi, creator of Harvard’s Impact Investing Course, in which the investor and Harvard Business School lecturer shares how he developed the school's first curriculum for impact investing and how he’s convincing a...