Insights + Resources

Epic Insights

You Don’t Know What You Don’t Know

Mar 27, 2019

Having attended the 2018 SRI Conference in Colorado Springs, aka: SRI in the Rockies back in November, I remember returning not only inspired to continue the work we do, but reassured that the work we do for our clients is simply the right work to be doing.

SRI is the acronym for investments that focus not only on a financial return, but they also have a social or environmental return component as well. SRI stands for Sustainable Responsible and Impact, and it’s rightly taken claim as one of the fastest growing segments of the investment marketplace. Quite simply, and when looked at correctly, it is the way to have your money “do more”, for you, and for others.

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US SIF Foundation Releases 2018 Biennial Report On US Sustainable, Responsible And Impact Investing Trends

Oct 31, 2018

WASHINGTON, D.C., Oct. 31 – The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends,released today, found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States. This represents a 38 percent increase over 2016.

The Trends Report—first compiled in 1995—is the most comprehensive study of sustainable and impact investing in the United States. From the first report when assets totaled just $639 billion to today, the sustainable and responsible investing industry has grown 18-fold and has matured and expanded across numerous asset classes.

The 2018 report identified $11.6 trillion in ESG incorporation assets under management at the outset of 2018 held by 496 institutional investors, 365 money managers and 1,145 community investing financial institutions. The largest percentage of money managers cited client demand as their top motivation for pursuing ESG incorporation, while the largest number of institutional investors cited fulfilling mission and pursuing social benefit as their top motivations.

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Are You “Wealthy”?

Apr 18, 2017

CommunityWhile doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a reader of our blog and potential fan of the work we do. I hope you enjoy it …

Recently, I took a taxi to the airport after leaving a conference focused on the challenges and opportunities of families with “great wealth” — that is, families with extraordinary financial, business and philanthropic resources that are expected (or hoped) to last several generations. As discussions veered toward questions of “How much is enough (to leave to our children)?” and “How can we prevent the (often adverse) impact of these resources on our inheritors?” I felt a familiar sense of disconnect from those around me. In fact, I’ve been finding it increasingly difficult to (more…)



US SIF Foundation Releases 2016 Trends Report

Nov 15, 2016

us-sifWASHINGTON, D.C., November 14, 2016 – Sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today.

The biennial Trends Report—first conducted in 1995 when ESG assets totaled $639 billion—provides comprehensive data on US asset managers (more…)



Market Impact of a Trump Presidency

Nov 11, 2016

untitledDonald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress was possible.

While this outcome is certainly a shock to many, it is important to (more…)



Impact Investing: Performance, Purpose and Positioning

May 29, 2016

impact-investingThe phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up under the simple more widely accepted term impact investing. The ability to align ones wealth with their values and create a positive impact, in some form or fashion, through the deployment of their investment dollars. (more…)

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Why We Embrace Conscious Capitalism®

Apr 6, 2016

CC Principles“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court of public opinion for its popularity by the consumer. A bold statement indeed, and maybe one better served as a vision for an ideal world, but the pragmatic nature of its four core tenants give it great viability. (more…)

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