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...
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...
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, 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
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...
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...
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...
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...
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,...
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...