5 Ways to Guide Clients on Esg and Impact Investing


credit: Wikipedia

Environmental, social, and governance (ESG) investing has gained popularity in recent years as clients seek to align their investments with their values and promote positive change in the world.

But more recently, ESG investing hit a serious roadblock, facing political backlash and even laws banning state officials from investing public funds based on the criteria.

Still, many ESG investments have remained highly profitable.

Over the past decade, the top 20 sustainable funds have garnered an average yearly return of 13.57%, according to Morningstar Direct.

In the past 12 months, their average gain was 18.29%.

"The reality is that any quality sustainable fund is going to be competitive with any traditional benchmark," Peter Krull, director of sustainable investments at Earth Equity Advisors, recently told Financial Planning.

For financial advisors, one way to shore up authority when advising clients on socially responsible investing is to become a chartered SRI counselor (CSRIC).

This designation is overseen by the College for Financial Planning (a Kaplan company), and developed in partnership with US SIF, the Forum for Sustainable and Responsible Investment.

For more, click here.

Read the Entire Article


Selected Grant News Headlines

A customized collection of grant news from foundations and the federal government from around the Web.

Phygital Sustainability Expo 5Th Edition Presented in Rome

Fast fashion is here to stay, at least according to a new report from the European Commission, which notes that by 2050, the fashion industry is expected to be responsible for more than one-third of...more

Impact Investing Global Market Is Likely to Upsurge $1061.14

The global impact investing market was valued at $478.15 billion in 2023, and is expected to reach $550.52 billion by 2024, at a compound annual growth rate (CAGR) of 15.1%, according to a new...more

Emerging Markets India and Indonesia Gain Favour as Demographics Drive Investment Strategies

India and Indonesia are two of the world's fastest-growing countries, with working-age populations that "far outweigh some of the region's largest economies," according to Ian Samson, a portfolio...more

Terna Forward Bets 50M on Energy and Digital Transition

Italy's national electricity grid is looking to the futureand it's using drones to help it do so. The country's national electricity grid, Terna, plans to invest $50 million in Italian startups...more

Cmsa Annual Business Summit Set to Revolutionise Capital Market

If you're an investor in Nigeria's stock market, you're in for a big surprise at a conference next month. The director general of the country's security and exchange commission, Emomotimi Agama,...more

'The Peace Corps Is a Low-Cost, High-Impact Investment'

The Peace Corps has been operating in Nepal since its founding 62 years ago, but the country's civil war in the mid-'80s forced the agency to lay off most of its workers, the New York Times...more

Insider Q&Amp;A: Jean Case on Impact Investing and Esg Backlash
Foundation: Case Foundation

Jean Case, who rose to fortune and fame as an executive at American Online, has been a fan of impact investing since before it had that name. It looks to invest in projects and companies that...more

Marissa Feinberg

Marissa Feinberg is a PR and branding expert known for her work in the fields of social design, coworking, and psychedelic therapy, but she's now found herself in the spotlight for something else...more

Top Business Ideas for Success in 2024

Want to start a business in 2024? Finances.com has some ideas: VR Gaming Center: Virtual reality is a booming field, and a VR gaming center could take advantage of the $165.91 billion VR is expected...more

Muskoka Family Focus Secures Grants Worth $363500
Foundation: Ontario Trillium Foundation

"It helped me see that I can help guide, encourage, and... connect with my children to be who they are meant to be in this world." So says one mom of a 9-year-old who's now thriving after...more



Social Entrepreneurship
Spotlight



5 Steps to Social Innovation


While philanthropy, social responsibility and corporate governance all already play a role, we will probably see more powerful contributions when companies embed social innovation into their core business strategies and operations.



Federal Government Grant and Assistance Programs


Faculty Loan Repayment Programs | Pension to Veterans Surviving Spouses, and Children | Mainstream Vouchers | Bureau of Ocean Energy Management Renewable Energy Program | Donations/Loans of Obsolete DOD Property | Special Education_Preschool Grants | Juvenile Justice and Delinquency Prevention_Allocation to States | Strengthening Minority-Serving Institutions | | Site Style by YAML | Grants.gov | Grants | Grants News | Sitemap | Privacy Policy

Edited by: Michael Saunders

© 2008-2024 Copyright Michael Saunders