The (Unintended) Darker Side of John Bogle’s Legacy ~ Worth & Financial Times
The industry titan changed the way millions of people invest, but indexing has greater implications now than it did 50 years ago.
Published in Worth [...]
Why Advisors Should Consider Sustainable Investing in 2019 ~ ThinkAdvisor
Among the many reasons: climate change, risk reduction and the generational wealth transfer.
Originally published by ThinkAdvisor
By Bernice [...]
Betsy Moszeter, COO, named a “World-Changing Woman” by Conscious Company Media
35 WORLD-CHANGING WOMEN IN CONSCIOUS BUSINESS — 2019
Originally published by Conscious Company. See here for the full list of 35 World-Changing Women in [...]
Entrepreneurs Tackling Climate Change: “Invest like it matters what companies actually do” ~ Authority Magazine
Invest like it matters what companies actually do, not because a company is in an index somewhere. The S&P 500 has dozens of fossil fuels companies. It has [...]
Water Infrastructure Investing—Much Less Boring Than You Think!
Water Infrastructure Investing—Much Less Boring Than You Think!
Originally by Financial Advisor
By Betsy Moszeter
As systemic risks like climate [...]
Looking for a Competitive Edge? Embrace Diversity ~ InvestmentNews
How advisers can tap the long-term performance edge that diverse leadership teams provide
Originally published by InvestmentNews
By Betsy [...]
Index Investing: Slow-Motion Active Management ~ WealthManagement
As GE’s recent removal from the DJIA demonstrates, index turnover is constant, but it’s only in response to news active managers already [...]
Investing in Gender Diversity: Beyond Board Representation ~ Fund Intelligence
Green Alpha Launches Gender Diversity SMA
This strategy seeks to go beyond the board of directors
Originally published by Fund Intelligence, Private Asset [...]
Impact Takes More Than ESG ~ WealthManagement
Putting a “green” ESG screen over an old-line index of companies won’t achieve a truly sustainable portfolio prepared for future economic [...]
Green Alpha’s Annual Stakeholder Letter & 2019 Outlook