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.
by Danielle Burns, Head of Business Development at CNote
After college, I started to work in a meaningful career and my passion began to shift towards creating an environment for myself that I could be proud of and fully support. I started to think more holistically about money. How would it contribute not only to my life but to the lives of others around me? I wanted my money to support both the tangible and intangible needs and desires. I also knew that I didn’t want to be defined by money whether in the red or black.
Investors probe oil and coal companies on potential for ‘stranded assets’ as climate policies, efficiency standards and clean energy take hold
BOSTON, February 12, 2014 /3BL Media/ - On the heels of the Investor Summit on Climate Risk at the United Nations, a half-dozen investors today announced the filing of shareholder resolutions with 10 fossil fuel companies, including Exxon Mobil, Chevron, Southern Company, Hess, Anadarko, Devon, Kinder Morgan, Peabody Energy, FirstEnergy and CONSOL Energy seeking an explanation of their strategies for competing as the world moves toward a low-carbon global economy.
Global Leader in Sustainability Analysis Top Supporter of National Investment Conference
(3BLMedia/theCSRfeed) Colorado Springs – October 14, 2010 – SRI in the Rockies, the largest and longest-running conference for the sustainable and responsible investing (SRI) industry in the world, has identified Jantzi-Sustainalytics as a Benefactor level sponsor of the 21st annual conference.