Category: ESG

What is Thematic Investing?

Thematic investing allows people to align their investments with their beliefs.  Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more.  But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing allows people to put their money into themes that align with their passions and beliefs, while also providing greater diversification than investing in single company stocks. While a typical investment may involve looking at specific firms or industries to invest in [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Risk, Viewpoints|

Impact Investing: Target Your Environmental and Social Goals Through Your Investments

Investors can use their money to try to make a difference on causes that are important to them. People are increasingly recognizing they can use their savings and investments to do good in the world. They have embraced ethical investing and are letting their morals and principles guide their decisions about where to put their money. Impact investing is a way to refine your ethical investing approach. You can invest in companies that are making a positive impact on an environmental or a social issue, like supporting clean energy or reducing wealth inequality around the globe. What [...]

Categories: ESG, Investing, Investors, Personality, Purpose|

Four Things You Didn’t Know About Direct Indexing

You’ve heard of direct indexing, and some supporters have gone so far as to say it’s the future of investing. While it’s largely accepted that personalization is critical, what does direct indexing really mean, and how can a smaller practice achieve it at scale? It’s no secret that over the last decade, passive investing has grown exponentially. At the same time, investors have demanded the ability to express their personal values through their investments, and tax management has become an important component of demonstrating value in portfolio management. Direct indexing may be a way of “having [...]

Categories: Advisors, ESG, Personality, Purpose, Risk|Tags: |

What Investors Need to Know about ESG

You’ve heard about ESG, but you’re not sure how to align your beliefs with your investments. Investors with a leaning toward purpose as a motivator aim to find a deeper sense of meaning in where they put their money, and ESG funds may be a great way to express a purpose-based financial personality. In this post, we share what ESG means, and what investors should consider when approaching this investment strategy.  To break it down, ESG funds focus on companies that have strong environmental, social and governance practices. Today, you can invest in actively managed mutual [...]

Categories: ESG, Investing, Investors, Personality, Purpose|

What, really, is ethical investing? 

As an investor, you have the power to ensure that your investments align with your beliefs and principles. Returns, while critical, are often not the only priority many investors have today. Increasingly, people who are purpose and viewpoint-driven are also focused on ethical investing and finding opportunities to do so without having to sacrifice returns. In its broadest sense, ethical investing means ensuring that your personal values and moral principles factor into the investments you make. In practice, ethical investing entails focusing on companies that act as responsible corporate citizens and that can encompass a broad [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Viewpoints|

Personalize or Perish: Why Personalization is Key for Financial Advisors

Personalization is key to compete in a crowded marketplace. While personalization was once a “nice to have,” providing a personalized experience has become essential to remaining relevant in a competitive marketplace where clients expect more than ever.  For financial advisors, the stakes are even higher. As investors are increasingly turning to new robo technology or passive index-based investing, what can really make a difference is the ability to provide an elevated service offering. And by making certain robots your ally, it may be easier to capture business in a way that is scalable and allows your [...]

Categories: Advisors, ESG, Personality, Research|Tags: |

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