Economic Overview – Q1 2023
View the Full PDF Here By Richard Frankel Figure 1. Economic Growth and the Composition of GDP This is a snapshot view the full Economic Commentary below. View the Full PDF Here
Market Commentary – Q1 2023
View the Full PDF Here Corporate profits to decline: Priced in or “the other shoe”? By Theresa Gusman Overview Inflation’s surge to a 40-year high in 2022 let the Fed to an unprecedented series of interest-rate increases, cratering the bond market and sending stocks tumbling. Following a 24.9% decline in the first three quarters 0f […]
ESG Investing: Building A Sustainable and Socially Responsible Investment Practice with Theresa Gusman
Listen on Apple Podcasts The Weighing Machine with Rusty Vannemann, CFA CMT Environmental, Social, and Governance (ESG) investing has grown in popularity as people become more aware of sustainable and responsible investing. Investors are increasingly interested in companies that are offering values-aligned investing and want to incorporate socially responsible investing into their portfolios. In this episode, […]
Proxy Vote
By Will Kenton, Investopedia View The Full Article & Its Sources Here What is a Proxy Vote? The term proxy vote refers to a ballot cast by a single person or firm on behalf of a corporation’s shareholder who may not be able to attend a shareholder meeting, or who may not choose to vote on […]
Amount of finance committed to achieving 1.5°C now at scale needed to deliver the transition
GFANZ Glasgow Financial Alliance for Net Zero reports? Capital committed to net zero now at over $130 trillion, up from $5 trillion when the UK and Italy assumed COP26 Presidency Today, through the Glasgow Financial Alliance for Net Zero (GFANZ), over $130 trillion of private capital is committed to transforming the economy for net zero.1 […]
Fast Company’s Talib Visram reports 2021 was a record year for ESG investing!
ESG investing continued to soar in 2021. The government could boost it even more It’s a sign of how sustainable investing isn’t just for the morally motivated anymore—it makes financial sense, too. Faced with the ongoing calamity of climate change, both seasoned investors and those new to the market are increasingly embracing funds with more […]
How to Combat Climate Change With Your Stock Portfolio Right Now
Read the entire article here The fossil fuel industry is increasing production for the coming years—and COP26 did not bring about much change on this front. Here’s how to use your stock choices to fight for change.
Podcast: George Gay and Gary Heldt
George Gay, CEO of First Affirmative Financial Network, was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. The podcast features some of the brightest and successful minds in the business today to discuss tactics for growing your business. During the conversation Gary and George discussed ESG investing (environmental, social, […]
Video: Elevate Your Practice – Customized ESG Portfolios and Impact Reporting
First Affirmative Financial Network has partnered with YourStake.org to create a strong force in the ESG/SRI arena with portfolio construction and reporting platforms that can elevate the conversation and assist in creating investments for a better future. On April 20th, Theresa Gusman (Chief Investment Officer at First Affirmative), Patrick Reed (CEO at YourStake) and Gabe […]
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 […]
