The Forthcoming $30 Trillion Wealth Transfer to Women
by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network
An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.
The US SIF Foundation's Trends Report conducted research on 530 institutional asset owners with $6.2 trillion in ESG assets, equivalent to 51 percent of the $12.01 trillion that money managers identified as institutional assets. Because money managers do not disclose information about their institutional clients, the data received from our direct research of institutional investors shows how and why they incorporate ESG criteria into their investment analysis and portfolio selection.
Sometimes it takes three times to sink in. I’m not sure why. Maybe the number three is magical or something. Maybe it has to do with me being slow to “get it.” Regardless, for a number of things in my life that I really enjoy, it took three encounters before I decided to commit and try them in the first place.
An example, you ask? I give you the iPhone.
I remember hearing about the iPhone around the time of its initial release in 2007. I was dismissive at first. Who would spend that much on a phone?
Feb. 2, 2014 /3BL Media/ - Just how material are environmental, social, and governance issues becoming to the bottom line? Recent evidence increasingly says, very material. The latest exhibit is a new report, 10 Companies to Watch in 2014, published by Sustainalytics, the responsible and sustainable investment research firm. This report examines companies from ten industry sectors, including energy, financials, food and beverage, telecomm, and industrials, and grades their investment potential through an ESG filter.
January 20, 2014 /3BL Media/ - Green Builder Media Impact Series webinar highlights how the most progressive green cities take on pollution, the climate crisis, and smart resource management.
Seattle, Wash., January 20—Tuesday, January 21 at 11:00 AM Pacific/2:00 PM Eastern, Alison Taylor joins Green Builder Media to talk about the pivotal role cities play in a sustainable future. Learn what a green city is and what the smartest ones are doing to be part of the environmental solution while attracting residents and businesses.
I believe that understanding this question is central to our choice to exist. The majority of us understand an environmental issue as a weather event or natural disaster that creates uncomfortable conditions for us. On a small scale we analyze these impacts on a daily basis. “It snowed in Manhattan this morning – will my train be delayed?” “It hasn’t rained for a week, will I be able to water my crops?”
How much time are you willing to dedicate to reducing your carbon footprint? A lifetime? A year? A week?
How about an hour?
Earth Hour, that is. Whether you’re just beginning your quest to live greener or you’re a seasoned veteran of reducing, reusing and recycling, participating in Earth Hour is a great way to raise awareness about climate change, global warming and environmental issues!
Lexus and Scholastic Launch Sixth Annual Environmental Contest with $500,000 in Grants and Scholarships to be Awarded
TORRANCE, Calif., Sept. 25, 2012 / 3BL Media / PRNewswire/ -- Young people are committed to making a difference in the world, and for the sixth year, their efforts will be rewarded through the Lexus Eco Challenge. An educational program and contest, the Lexus Eco Challenge has inspired and empowered more than 22,000 middle and high school students to learn about the environment and take action to improve it. For their efforts, more than $3.5 million has been awarded to students, teachers and schools across the nation.
SAVANNAH, Ga., Sept. 24, 2012 / 3BL Media / PRNewswire/ -- The Savannah Ocean Exchange (SOE) Global Review Panel has selected the winners of the 2012 Solutions Exchange awards. Each award includes a $100,000 prize from Worldwide Sponsors Gulfstream Aerospace Corp. and Wallenius Wilhelmsen Logistics (WWL).