Author: First Affirmative

Women to control $30 trillion in assets by 2030

Women and millennials value investment principles that have a positive impact on challenging issues, such as climate change, gender diversity, social justice, and employee equity. Demographic trends are among several powerful political, economic, and societal forces combining to produce a global investment landscape that demands increased alignment of core values and investment decisions.  Please read […]

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First Affirmative Featured in USNews & World Report

As a fast-growing investing theme, ESG faces some challenges but has a lot of opportunity. By Paulina Likos, Staff Writer – U.S. News & World Report ESG INVESTING, WHICH includes three broad categories, environmental, social and corporate governance, allows you to invest in companies seeking solutions to the challenges we face in the world today that perform […]

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Dawn of a New Era: ESG Integration Into Wealth Management

ESG challenges and opportunities are poised to shape the future of the global wealth management industry. Boston, February 16, 2021 – The global wealth management industry, overall, experienced a good year in 2020, and sustainable investing took a giant leap forward. Many consumer surveys in the market report that individual investors are interested in investing for […]

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Advocacy and Impact January 2021

2020: Taking Stock of Shareholder Engagement during Disruption Last year garnered its own unfortunate but well-earned twitter hashtag: #2020worst. It brought us the onset of COVID-19, growing inequality as the stock market reached new highs and employment levels plummeted, rise of Black Lives Matters, ongoing political strife, a record year of natural disasters made worse […]

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Market Commentary January 2021

Stay the Course Overview: As volatility reigned amid COVID-19, fiscal and monetary stimulus, political wrangling, and social unrest, the S&P 500 advanced 18.4% in 2020, following a 31.5% gain in  US stocks continued to outperform non-US, growth continued to outperformed value, large capitalization continued to outperform small, and technology continued to dominate in 2020. These […]

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First Affirmative Financial Network Completes Spin-Off To Employee-Owned, Certified B Corp As Values-Based Investing Skyrockets

Pioneer in SRI and ESG Investing Now Activated for Impact and Growth COLORADO SPRINGS, CO, September 18, 2020 — First Affirmative Financial Network LLC, a pioneer in sustainable, responsible and impact (SRI) investing with approximately $1 billion under management and advisement, announced today it will return to independence as an employee-owned Certified B Corp and […]

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