Tag: Investing

Actively Managing a Multi-Theme Portfolio

The best opportunity for generating alpha may no longer be found in managing relative exposures around a standard benchmark index, but reside in identifying profound and sustainable technological, demographic, social and economic changes that will lead in a new generation of wealth creation.

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ESG Investing in ERISA Retirement Plans

While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.

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What is Sustainable Investing?

Sustainable investing is an investment style that oversees risks associated with the degradation of ecosystems and the challenges companies face as a result. As a financial advisor, there are several aspects to sustainable investing that you need to understand. To start, it would be wise to take a look at the United Nations’ 17 Sustainable Development Goals (SDGs)1 to get an idea of the scope and impact investments could make.

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