News
Generation Next: How the Millennial Generation Will Reshape Asset Management
RBC Investor Services. February 21, 2013
Author Jim Finkelstein says his son is worried about the future: and for good reason. The 21-year-old college graduate and member of the Millennial generation — those born between 1978 and 2000 — recently came across research concluding that, by 2050, global warming will have wrought calamitous changes on the planet. “We need to do something about it now,” he told his dad over dinner.
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100 Days of Gratitude — Day 33: Tom Bird
Pulling For The Underdog, December 6, 2012
From age ten, I was the oldest male in our household of six. Maybe for that reason, I have never liked submitting to authority; since I had to figure out how to do so many things myself, I resisted others telling me what to do. Though I have had many great bosses, mentors, and friends along the way (many of them described in this Gratitude series), I never had a coach until I met Tom Bird.
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Embracing Complexity in Impact Investing
Presidio Graduate School, November 15, 2014
Sonen Capital and the impact investment business are logical fits for me. For a variety of political, socio-economic, and environmental reasons, the interplay between public and private finance is increasing. With no shortage of social challenges, and growing societal and investor interest in sustainability, impact investing is set to flourish.
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Millennials Keen on Impact Investing
Institutional Investor, September 13, 2012
The United States’ wealth management industry is in the midst of a transition unlike anything it has ever seen. Over the next several decades, as baby boomers age and transfer their wealth to the next generation, an unprecedented $41 trillion will change hands, according to researchers from the Social Welfare Research Institute at Boston College, whose report focuses on the 55-year period between 1998 and 2052.
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Making Impact Investing Easier for Advisors and their Clients
Financial Advisor Magazine, August 02, 2012
When Andy Lower joined the Eleos Foundation as executive director in December 2008, the small, private foundation had a balanced portfolio with Vanguard and was making grants to help eradicate extreme poverty in the developing world. But it was looking to take things up a notch.
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How Impact Investing is Changing Your World
Noozhawk, May 25, 2012
Ideas almost always emerge when traditional routes are not enough. One such idea, emerging in our new economy, is a hybrid blend of time-honored philanthropy and investing for financial return called “Impact Investing” — investing to make a difference in the world and make money simultaneously, or “Blended Value.”
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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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