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Impact Investing Sub-categories
Impact Investing
Billionaire Steyer Calls Energy, Climate 'Defining Issues'
by Ellie WinninghoffCalifornia billionaire and philanthropist Tom Steyer called energy and climate change “defining issues” of our time that need bipartisan solutions during remarks at a global warming conference...
Skepticism Grows About Investing In Fossil-Fuel Companies, Survey Says
by FA StaffGrowing signs of climate change may be the reason that more SRI advisors and clients are interested in portfolios without shares of fossil-fuel companies.
Nature's Fortune Touted By Former Goldman Director
by Ellie WinninghoffNature is as important to the economy as manufacturing and agriculture, and remains an untapped investment opportunity, according to Mark Tercek, a former Goldman Sachs managing director.
Financial Advisor magazine And Dorsey, Wright Introduce SRI Rankings
Is it possible to be socially responsible without trading off investment performance? FA magazine and Dorsey, Wright & Associates identify socially responsible funds that also demonstrate technical...
Impact Investments With A Local Connection
by Jerilyn Klein BierInvestors seeks ways to make an impact in their own communities.
Incorporating Client Values Into Investing
by Darren ZagarolaValues impact every aspect of a person’s life, and as advisors, we should enlighten clients about the opportunities to invest according to them.
Mobile Helping Bridge Gender Gap In Emerging Markets, Panel Says
by Bloomberg NewsMobile phones are creating opportunities for women in emerging markets to advance in business and society, even as they trail men in adoption of the devices, a panel said.
Studies Sought To Compete For SRI Prize
by FA StaffThe Center for Responsible Business at UC Berkeley's Haas School of Business is seeking entries for the 18th annual Moskowitz Prize.
Investments Of Note
by Jerilyn Klein BierInvestors build both communities and modest returns through Calvert Foundation notes.
Impact Investing Helps Advisors Stay Ahead Of The Curve
by Tim FreundlichThe sector has emerged as a major trend that will drive future financial market opportunities.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Preparing For A Wave Of Wealth Transfers
A huge wave of wealth transfers is expected in the coming years and financial advisors who prepare for it will be most successful. + Read more
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Weighing The Obama Budget’s Impact On Estate Planning
The Obama budget's elimination of exemption reunification, combined with a smaller gift tax exemption, would make lifetime gift planning far more complicated for wealthy families. + Read more

