Sustainable Investing

Sustainable Investing

Sustainable Investing is a portfolio construction methodology that looks at environmental, social, and governance (or “ESG”) factors to screen and choose publicly traded securities for a fund that invests in a wide range of asset classes. Sustainable investments can use either a passive strategy, in which the investment manager just follows an index, or an active strategy, in which shareholders get involved by proxy voting and filing shareholder resolutions to influence management and encourage responsible business practices.

Know Your Customer (KYC)

Know Your Client (KYC) is a standard in the investment industry that makes sure advisors can confirm a client’s identity and know how much th...

United Nations Environment Program – Finance Initiative (UNEP FI)

A partnership between the United Nations Environment and the global financial sector created in the wake of the 1992 Earth Summit with a mission to...

UN Global Compact

The UN Global Compact is an initiative based on CEOs’ voluntary pledges to follow universal principles of sustainability and take steps to he...

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With banks retreating from commodities and inventory financing due to market volatility and higher interest rates, hedge funds and other non-bank financial institutions have stepped in to fill the funding gap.
This is my 15th year of growing my MOustache (aka “MO) with MOvember. I grow my MO to honor my father-in-law, who passed away from prostate cancer + to raise awareness and funds + to literally and figuratively change the face of men’s health. Movember is a fun approach to serious issues (testicular cancer for younger men + prostate cancer for older men + mental health for all of us), so I hope when you see our MOs that you will check yourself + remember to schedule your annual physicals + reach out if you need a friend.   #movember #menshealth #SouthBayMoBros

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