All Posts Tagged: SRI

ESG: Keeping an eye on the governors

Steve Prostano
Family Wealth Advisors
View from hilltop with a few wind turbines, with other hilltops visible in the distance.

Investing in companies with a positive ESG reputation could be particularly important during times of economic uncertainty or social unrest.

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Balancing business and philanthropic goals may not be either-or

Kristin Nelson
Wealth Management Strategy
Vern Mangels sitting on a picnic table with a few RVs visible in the background.

Business owners and entrepreneurs do not have to sacrifice their business objectives in order to achieve their philanthropic goals.

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SRI: Investing and feeling good about it

Steve Prostano
Family Wealth Advisors
Young, bearded man in a business suit discussing plans with an African American female colleague holding a tablet.

This blog post is part of a year-long series that examines key concepts in our glossary of philanthropy services terms. Socially responsible investing (SRI) – also known as sustainable investing, as well as socially conscious, green, or ethical investing — encompasses any investment strategy which seeks both financial return and positive social outcome. SRI is […]

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Purpose investments: seeking financial and social returns

Steve Prostano
Family Wealth Advisors
Two young Asian men, possibly an entrepreneur and investor, looking at and discussing seedlings in a large greenroom.

Purpose investments are not a reason to accept concessionary returns, but rather are a method of pursuing both social returns and financial returns.

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