Can Impact Investors Play a Trump Card?

Threshold Group, Associate

While many in the impact investing community have been decrying the advent of Donald Trump as our 45th President, we have taken a few days to reflect on what this means for the impact investing sector. Many have expressed their expected gloom and dismay at the President-elect’s position on issues that impact investors hold so dear – including women’s rights or climate change to name a few.

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Impact Investing 101

Threshold Group, Associate

Impact investing has become a buzzword over the past couple years. Many people aren’t just talking about it, they’re deploying capital as well. As of 2016, $1 out of every $5 is invested into sustainable investments, which equates to $8.72 trillion. These days there is an overwhelming amount information about impact investing that can make it difficult to find the basics in one place.

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When Reality TV Becomes Reality

Early this morning, Donald J. Trump became the President-elect, surprising markets, investors and citizens around the world. If you are trying to put some rational framework on this outcome, I ask you to reread my latest commentary-“Turning the Page”-which highlights the Fourth Turning concept, which resonated with me in light of the populist trends emerging across the developed world. While it does not provide answers for the potential consequences of such a seismic change in our leadership, the framework can help make some sense of a highly polarizing and emotionally charged outcome.

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Impact Investing Lessons – Understanding and Evaluating the Ecosystem

Impact investing has exploded in popularity over the past few years. U.S. assets under management using socially responsible strategies rose from $3.74 trillion at the beginning on 2012 to $6.57 trillion at the start of 2014 – a 76% increase. We made our first impact investment in 2008 and have since helped our clients direct about one-third of our approximately $2.8 billion in assets under management (AUM, numbers as of 12/31/2015) toward impact investing. All of this positive momentum invigorates us and excites us about the future of the impact economy. At the same time, we realize the importance of pausing to reflect on what we’ve learned over the last eight years in the realm of impact investing.

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Turbocharging the Divorce Team

Divorce can be a difficult and emotional time for many couples and when significant financial assets are involved, the process can become increasingly complex. For high net worth divorcing couples, there are likely many financial decisions to be made which can unfortunately become clouded by an emotionally charged fog and made without enough consideration to both the short and long-term financial impacts.

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Turning the Page

As I enter my 27th year in the investment business, my appreciation for the importance of having experienced multiple market cycles grows with every bit of noise or new context being promoted by the omnipresent media. At the risk of sounding like an elder statesman, the many market “at-bats” have helped my ability to filter out the noise, providing some level of clarity regarding relevant longer term trends.

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An Impact Tale – A Country Challenged, a Citizenry Resilient: Part 2

Ed Lazar, President

In the first installment of my impact journey to Ecuador story, I focused on the very stiff headwinds Ecuadorians face as their economy navigates some seemingly insurmountable challenges. In this installment, I want to focus on my experience “in country,” how I witnessed the individual resiliency of the microfinance entrepreneurs and the life lessons we can all learn from their work.

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