Impact Investing
APRIL 2019
Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup highlights new growth for ESG strategies, commissioned research on the state of diversity in the U.S. asset management industry, and the dreams and shortcomings of the Opportunity Zone investment program.JANUARY 2019
Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup includes highlights from US SIF Foundation's biennial report assessing sustainable and impact investing in the US, the launch of The Diversity Project, and proposed guidelines issued by the IRS for taxpayers electing to defer capital gains by investing in economically distressed communities.OCTOBER 2018
Institutional investor interest in incorporating environmental, social, and governance (ESG) factors into investment decision making continues to grow. Callan reported that 43 percent of U.S. institutional investors surveyed in 2018 incorporate ESG information into their decisions, up from 22 percent five years ago.AUGUST 2018
Exploring Faith-Based Investing at the Vatican Impact Investing Conference
Alex Paul, managing director, portfolio management, attended the Vatican Conference on Impact Investing in Rome, which explored the role that values-based and faith-based investing can play in addressing challenges important to both the Catholic Church and the global community.JULY 2018
The media continues to focus more attention on gender and ethnic diversity in the leadership of public and private companies, though the gaps in representation for women and minorities remain large.MORE