Accredited Investors

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.

2017: Our Financial Interconnectedness is the Big Story

From Humanity to Personal Finance
Article

by Don Shaffer, president and CEO of RSF Social Finance

In 2017, we’ll hear a deafening roar from investors: 

• “Are screened mutual funds the best I can do?”

• “Why is my ESG portfolio filled with technology and big bank stocks?”

• “Can you please find me more direct investments?”

We’ll hear the following demands:

An Open Letter to the Financial Services Industry From a Concerned Millennial

Article

An Open Letter to the Financial Services Industry From a Concerned Millennial

By Liesel Pritzker Simmons, Blue Haven Initiative  

[ Article from the July 2014 issue of GreenMoney ]

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