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.
We are in a moment. The moment of Time’s Up and #MeToo. The moment of women’s marches. The moment of Harvey Weinstein and Justice Kavanaugh. The moment when more women than ever before have been elected to public office. It’s also the moment when investors have an historic opportunity to become a powerful force for advancing gender equality across the globe.
By Maxwell Roe Business Development, Clean Power USA
Over the last several years, I have realized that there has been a compelling shift in the minds of investors in our business.
Historically, most investors wanted to know the numbers. What would be the return on their investment and how soon would it happen? But more and more, I meet people who are asking about impact, not just dollars.
The momentum of that sea change hit home this spring when we met new investors, a couple. They were mission-driven. They wanted their money to have a measurable impact on the world.
CEOs of PG&E Corporation and Wells Fargo to present long-term strategic plans to investors representing $25 trillion in AUM
NEW YORK, April 6, 2018 /3BL Media/ — CECP: The CEO Force for Good announced that its Strategic Investor Initiative (SII) will host the CEOs of PG&E Corporation and Wells Fargo at a CEO Investor Forum on April 19, 2018, at NASDAQ in San Francisco, CA.
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.
The European Union (EU) has sweeping reforms of financial markets coming into force January 3, 2018. They will affect Wall Street firms in many ways, covering all transactions of EU securities wherever traded worldwide. Whether the firm is on the buy-side: portfolio managers, mutual funds, institutional investors, or on the sell-side: broker-dealers, investment advisors, researchers, consultants, MIFID II will affect business models, research, trading, reporting and order execution.