2018-2019 Tax Season Guide
Nov 8, 2018
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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.
(more…)Epic Capital Impact – Fall 2018
Oct 19, 2018
Epic Capital Insights – Fall 2018
Oct 15, 2018
CharMeck Adopt-a-Stream Clean
Oct 5, 2018
Another successful day supporting Char-Meck’s Adopt-a-Stream program with a volunteer effort across from the pond at Park Road Park in Charlotte. Advisors Ed Doughty and Jason Dimitriou spent the sunny morning picking up debris and waste (ok, garbage and litter) in and around our selected section LSTC1. We’ve really come to realize the waste created from plastic, and in most all cases, one-use plastic. Cup’s, bottles, plastic grocery bags, straws, take-out containers, etc. Did you know it takes about 400 years for some plastics to decompose? And some never do. Everyone at Epic Capital uses glassware or reusable personal water bottles for drinking water, and we serve our clients Brita-filtered water – not disposable plastic water bottles. A volunteer experience like this is eye-opening and we encourage everyone to give-it-a-go. It’s a worthy cause and stimulates an awareness for the senseless waste we create in our lives. If you’d like to get involved or learn more, click here: Adopt-a-Stream
Dilworth Soup Kitchen
Aug 28, 2018
What a great honor to prep for and then serve the men, women and children that stopped in the Dilworth Soup Kitchen for Lunch on Monday. This is a special place, no doubt about it. With over 125 visitors in just over 1-hour, it was a heart-warming site to behold, and they truly made each of us feel like part of the DSK family. Everything here is donated, there is no government funding, and all of the kitchen support comes from volunteers. Most importantly, there is no cost for the guests, and everyone is welcome to come share a meal. We urge you to consider Dilworth Soup Kitchen in your philanthropic giving plans, and/or to serve along side and on behalf of an amazing group of individuals. For more information contact Mary Andujar at mandujar13@hotmail.com or visit their website at https://dilworthsoupkitchen.org
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