Why Women & Millennials?
70% of women and millennials are aligned in committing time and capital towards a sustainable future by prioritizing alignment of impact investing that is essential to get us there.
There is a need of forward thinking advisors, and need to find trusted finance professionals who honor the values chosen to align these growing investments with and who can move the money fully in the desired direction.
“On a global level, women are the biggest emerging market in the history of the planet - more than twice the size of India and China combined.”
- "Women Will Rule the World." Newsweek 21 Mar. 2014
"Millennials care about protecting the environment and being the person they want to be."
- "The New Science of Customer Emotions." Harvard Business Review Nov 2015
"The next generation of investors think about investing in a fundamentally different way…
The future of finance will be shaped by investors - young and old - who recognise these structural shifts.”
- Michael Sidgmore, Guardian Professional 02 Jan. 2014
What many of our clients care about investing in
Women, Wealth & Impact: Investing with a Gender Lens 2.0
Gender lens investing is about making the world better for everyone through our investment choices. Investing in all of us, by all of us, has to be the ultimate goal.
The following is a report by Veris Wealth Partners, released in March 2015
Over the past five years, there’s been a remarkable transformation in capital markets. A growing number of investors now realize they can generate both financial gains and positive social and environmental impact. Impact investors can evaluate investments based on non-financial criteria that capture Environmental, Social and Governance (ESG) factors. The desire to have social impact and generate meaningful financial returns is driving the growth of Sustainable, Responsible and Impact (SRI) investment strategies. In the United States alone, about $6.6 trillion (18%) of the $36.8 trillion in total US assets under management now use SRI strategies. This represents a 76% jump from 2012 to 2014.1 Investors seeking to build a sustainable and equitable global economy use a series of investment screens or lenses, both financial and social. These lenses can be thematic, addressing poverty and climate change or promoting sustainable agriculture, education or the arts, or they can be geographic, focusing on local, national or international spheres.
Download the full White Paper Here
Further articles that support the fact that sustainable investing is becoming the future of investing
Companies that factor in ESG (Environmental Impact, Social Impact, Diverse Governance) are outperforming in the markets
Read the full article here:
Stocks with fast ESG improvement outperform benchmark by 2.2 percent a year, MSCI report shows
Read the full article here
ESG funds outperform by James Salo
Read the full article here:
Harvard Business Review added the metric of ESG ratings in their TOP 100 performing CEO’s list for the first time...
Number one top CEO Lars Sorenson, who won with a financial ranking of 6 and an ESG ranking of 15, said "If we wind up curing diabetes and it destroys a big part of our business, we can be proud. That would be a phenomenal thing. " Read the article here
We still have a long way to go: there are still only 2 women on the list of top 100 CEO’s.