>> Back to February 2018 Issue From UBS Intellectual Capital (Dec 2017) Technological advancements are not only enabling increased automation and connection across many businesses, potentially transforming business models, but also enabling greater awareness of global economic and social issues. These global problems are making people of all age groups increasingly keen to find innovative
>> Back to February 2018 Issue Amalgamated Bank (“Amalgamated”) and New Resource Bancorp, the parent company of New Resource Bank (OTC: NRBC; together, “New Resource”) announced in mid-December 2017 the signing of a definitive merger agreement by which Amalgamated will acquire New Resource for a total consideration of approximately $58.5 million, in a 100% stock
A new generation of business students is becoming aware of the opportunity to do good and still be profitable in their current and future careers. Overwhelmingly, Millennials say that they are looking for careers that provide good work-life balance and give them a sense of purpose over simply making money. Here are two examples of companies profiled on AIM2Flourish.com, run by Millennials who are out to change the world with their drive, passion, and dedication to be a force for good. Both companies were awarded an inaugural Flourish Prize in 2017.
The financial services industry is a bit obsessed with trying to understand the next generation of investors – the notorious millennials. And for good reason – millennials represent the largest generation in history with a spending power of over $1.5 trillion. Many millennials are well into their wealth accumulation phase and have already begun to inherit $30 trillion in the largest wealth transfer ever. As a millennial working in SRI, I believe, that for everyone, money is inherently personal, complicated and ultimately a vehicle to attain the goal of living a rewarding life.
Walter Cronkite was the legendary CBS News anchorman known as “The most trusted man in America.” In 2003, I had the chance to go sailing with Mr. Cronkite, we talked constantly while tacking our way through the waters off the British Virgin Islands and while visiting his friend, Remar Sutton, who I worked for. Having the opportunity to talk for hours on end with such an iconic figure was life changing for me. From those wind-swept discussions the FoolProof Foundation was born. The big question we needed to answer was: is financial education, as it exists, working?
There are two opinions about millennials floating around society. The first is that our generation is lazy, and we feel \”entitled.\” The second is that we are going to change the world because we don\’t settle for following in the set paths that have been established before us. As a millennial that has had to work hard on all levels, including being a 4x Olympian and an entrepreneur in financial planning, I agree with the second opinion. Millennials are different than previous generations, but that\’s how we are going to set ourselves apart.
>> Back to January 2018 Issue GMJ: Why did you write this book? Morgan: Impact investment—the practice of investing not just for profit, but also for social benefit—is the trillion-dollar trend most people have never heard of. There’s the opportunity for it to do a tremendous amount of good in the world if we all
>> Back to January 2018 Issue Edited by Jed Emerson Practical guide to impact investing lays out how individual investors, family offices, financial advisors and foundations can generate social and environmental value through capital investing. With greater demand than ever for investments that provide social and environmental benefits as well as financial returns, ImpactAssets
>> Back to January 2018 Issue Investor Activist/Sustainable Wealth Manager Championing Gender Pay Equity in Tech, Banking and Retail Industries Earns Unique Spot in Special Issue of Businessweek; Which Sector is Next? “The Bloomberg 50” list of the most influential people who defined global business in 2017 – unveiled in late November 2017 in
>> Back to January 2018 Issue Vert Asset Management, a dedicated ESG investment manager, recently announced the launch of the Vert Global Sustainable Real Estate Fund (Ticker: VGSRX), an open-end mutual fund which seeks to achieve long-term capital appreciation. The Fund invests across the globe in publicly listed real estate investment trusts (REITs) using evidence-based
