Economic Overview – Q3 2025
Economic Commentary Q3 2025 (1) FINALDownloadWasmer Schroeder Quarterly Bond Market Overview 3Q 2025
3Q 2025 Wasmer Schroeder_ Quarterly Bond Market OverviewDownloadGeorge 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 [...]
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 [...]
A Triumph for our Values-Aligned Direct Index Solution
For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]
2024 Annual Engagement Overview
By Kaitlyn Mitchell, MBA, Shareholder Engagement Coordinator View the Full Engagement Overview Report Here. First Affirmative Engagement Priorities First Affirmative’s engagement priorities for the 2023-2024 proxy season exemplify our commitment to meaningful advocacy through a variety of channels, including signed letters, public policy advocacy, campaigns, and shareholder proposals. Addressing climate-related issues remains at the forefront […]
10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice
Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy. By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]
