Author: First Affirmative

George Gay Honored with 2025 Joan Bavaria Award

To commemorate this achievement, we are sharing the award submission article (below) that showcases the extraordinary qualities that distinguish George as a remarkable leader in the field of values-aligned finance. Press Release Here:  US SIF & Trillium Asset Management announce George Gay as winner of the 2025 Joan Bavaria Award George Gay An Innovator and [...]
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Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies

Read the Full Article Here. As the Silent Generation and Baby Boomers approach the stage of life where wealth transfer becomes imperative, it is essential to focus on wealth preservation while bearing in mind your heirs’ interest in values-aligned investing. By 2029, Millennials are expected to propel the impact investing market to an extraordinary $1.3 [...]
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