The Long March of ESG Awareness

Financial Times, March 4, 2012

Not even five years ago, a debate tiptoed into the investing world that pitted do-gooders against bottom-liners: could a responsible, prudent investor – a person acting in a fiduciary role – put weight on environmental, social, and governance factors (ESG) when building a portfolio?

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Firm Focused on “Impact Investing” Launches in California

Family Wealth Report, June 28, 2012

A new SEC-registered asset management firm called Sonen Capital, dedicated to “impact investing” for family offices and private wealth managers, has launched in San Francisco, CA

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