cfp

Trends in Sustainable, Responsible, and Impact Investing

$12 trillion and growing fast
Blog

Welcome to GreenMoney’s January 2019 issue featuring the recently released “Report on US Sustainable, Responsible, and Impact Investing Trends”. Spend some time with these articles, based on the US SIF report, covering the multiple aspects of where the SRI industry has been and where it is headed. The numbers in the Trends Report are positive, as more investors, institutions and financial professionals understand that SRI is good for themselves, their clients, and all of us.

Women in Finance: Plant Your Garden and Tend It

How finance could and should be a tool for good
Article

by Jane Carten, President and Director, Saturna Capital 

Millennials & Money: We’re Not as Different as You Think

By Kelly Coyne, VP, Global Women’s Strategies, Impax Asset Mgmt/Pax World Funds
Article

The financial services industry is a bit obsessed with trying to understand the next generation of investors – the notorious millennials. And for good reason – millennials represent the largest generation in history with a spending power of $1.5 trillion and growing. Many millennials are well into their wealth accumulation phase and have already begun to inherit more than $30 trillion in the largest wealth transfer of all time.

My 2018 Outlook by Amy Domini, Founder, Domini Impact Investments

Blog

As simplistic as it is, I believe that when attempting to predict the market action for the year ahead, it is necessary to first review the secular environment. Over the past century, our stock market has tended to take a staircase steps approach to progress. We see roughly 15 years of flat followed by roughly 15 years of forward. Consider 1968 through 1982. The Dow Jones Industrial Average reached 1,000 three times, only to fall back dramatically, before finally and permanently breaking through in 1982.

Reflections From a Field Builder: The Next 25 Years of SRI Investing

The Unstoppable Growth of Sustainable, Responsible and Impact Investing
Article

by Lisa Woll, CEO, US SIF: The Forum for Sustainable and Responsible Investment 

While offering the standard disclaimer that past performance is no guarantee of the future, I nevertheless offer some predictions for, and reflections about, the future of sustainable and impact investing. 

US Sustainable, Responsible and Impact Investing Trends

Executive Summary of the New Report
Article

US sustainable, responsible and impact (SRI) investing continues to expand. The total US-domiciled assets under management using SRI strategies grew from $6.57 trillion at the start of 2014 to $8.72 trillion at the start of 2016, an increase of 33 percent, as shown in Figure A. These assets now account for more than one out of every five dollars under professional management in the United States.

Women and Millennials Drive Growth in Responsible Investing

How the Transfer of Weaith is Transforming Wall Street
Blog

by Lynne Ford, Executive Vice President, Calvert Investments

Three important trends are already changing the asset management industry, and are poised to become even more important in the coming years. First, based on their spending and earning power, women now represent a growth market bigger than those of China and India combined. This reality was identified by Kate Sayre and Michael Silverstein of the Boston Consulting Group in their article “The Female Economy.”

Pages

Subscribe to cfp