Category: Risk

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|

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: |

Purpose-Driven Investing is More than Just a Score

Socially responsible investing and impact investing are creating a paradigm shift for many investors. Investors are wary of fossil fuels, weapons, and tobacco companies, and are incorporating solutions-based approaches that focus on the environment and social factors. The growth has shown up numerically as SRI has grown from a $2 trillion industry in 2004 to a $17 trillion industry in 2020, according to the US Forum for Sustainable and Responsible Investment. This is driven by the 85% of millennials who believe their investment decisions impact climate change and 71% of the general public who think the [...]

Categories: Advisors, Investing, Research, Risk, Security|

Underserved Female Clients Want Personal Impact Investment Experiences

Female investors are shifting into a more prominent role in the financial landscape and looking for a more personalized investment experience. In a recent study by McKinsey and Company, as women invest for themselves and inherit the wealth of their partners they are expected to control $30 trillion in financial assets by 2030. Additionally, 7 in 10 women choose a new advisor after their partner's death.  Female investors look for transparency but even more importantly they seek technology that allows for portfolio personalization and customization. Personal values are more important in their decision-making process as well, [...]

Categories: Advisors, Investing, Research, Risk, Security|

What The Inflation Scare Means For Impact Investing

The latest Consumer Price Index jump was more than a scare, the 5% headline inflation was the sharpest rise since 2008. It has put pressure on financial markets as many are concerned the inflation may not be transitory. Inflation tends to put pressure on businesses dependent on future cash flows which could be hard for companies tied to Environmental Social Governance (ESG) investing. However, this thinking could be backward. ESG and impact initiatives are center stage, drawing in all the attention and perhaps even driving prices higher. Banks need ESG to be a focus for many [...]

Categories: Advisors, Investing, Investors, Research, Risk, Security|

Save The Stock Pickers From Themselves

The investing world has opened up to a lot of new people, and the information age has unearthed a new wave of influence on investors. Clients are barraged with new stock information, colluding on Reddit around single stocks, or buying in at an inopportune time for Bitcoin. Many investors are convinced they are a meme trade or perfect pick away from getting rich, but in reality single stock picks hurt the average investor. You might not want to be the one who is a buzzkill on the fun, but creating a tactical plan can help investors [...]

Categories: Advisors, Investing, Research, Risk, Security|

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