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  February 2014

VALUES-BASED AND IMPACT INVESTING: AN INTRODUCTION

Impact investing is investing with the intent to earn a financial return while creating a positive social impact consistent with an investor's core values. Impact investing is one of several values-based investment techniques that lie along a continuum between traditional risk/return based investing and philanthropy. One of the most important recent developments in this field is the increasing number of investment opportunities that are structured to earn both a market rate of return and provide impact, as this type of structure is appealing to a much broader audience than values-based investments with limited returns. In effect, these investments lie on a new "efficient frontier" in investing that encompasses risk, return, and values-based impact.

 

August 2013

WHICH INVESTMENT MANAGEMENT MODEL IS RIGHT FOR YOUR ENDOWMENT, FOUNDATION, OR FAMILY?

by Lisette Cooper, CFA, Ph.D.

In today’s volatile and complex investment environment, it's not easy to gather the talent and resources needed to manage investment portfolios successfully. Research suggests that you need at least $2 billion in investable assets to hire your own Chief Investment Officer (CIO) and investment team to build a portfolio that takes advantage of the latest techniques for prudently balancing risk and return. Athena believes it is important to identify the right investment management model from the five most common models for endowments, foundations and families of significant wealth. The newest model, the Outsourced CIO, is of particular interest as a potential way for smaller organizations to produce strong, competitive, risk-adjusted returns.

 

If you are interested in receiving the full copy of either whitepaper, please contact Liz Hardy.

March 2014: Lisette Cooper interviewed by Pimm Fox on Bloomberg Radio's "Taking Stock"
March 2014: Todd Burchett a "Closing Bell" panelist on CNBC
March 2014: Todd Burchett talks markets on "Closing Bell"
January 2014: Athena Capital recognized as one of the Top 100 Fee-Only RIAs; Lisette Cooper Featured

Financial Planning, January 2014

December 2013: Athena Capital ranked by Investment News as the #1 RIA in Massachusetts and #22 nationwide
November 2013: Lisette Cooper featured on CNBC "Closing Bell" with Maria Bartiromo
November 2013: Athena Capital Advisors Announces Hiring of Todd Burchett Download
November 2013: Lisette Cooper on CNBC "Closing Bell"
October 2013: Zung Nguyen spoke at the Third Annual Treasurer's Breakfast hosted by Argo Real Estate in New York
September 2013: Planning "Matters" - Whom Do You Trust? by Anne Marie Towle Download
2013: Lisette Cooper and David Berns featured in "Analyze This: Should Advisers Build Their Own Analytic Applications?"

CFA Institute Magazine, September/October 2013

2013: Athena Capital Advisors ranks amongst "The Richest Family Offices" worldwide

Bloomberg Markets, September 2013

2013: Athena Capital interviewed in "Too Much or Not Enough? Striking the Right Balance with Risk Metrics is a Challenge for Advisers"

CFA Institute Magazine, July/August 2013

2013: Massachusetts Lawyers Weekly names Leonard Lewin as one of its "In-House Leaders 2013"
2013: Athena's New Fund Investments
Athena Capital invests two $1 million, five-year loans on behalf of its
clients, in the Bridge Fund to assist UNICEF in the Nigeria polio immunization campaign.
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June 2013: Zung Nguyen presented at the Private Banking and Strategic Leadership Symposium sponsored by the Metropolitan College of New York for the senior executives of Industrial Commerce Bank of China (ICBC)
May 2013: Zung Nguyen participated in an asset management panel discussion, "Meeting the Needs of Affluent Investors", at the 4th Annual Financial Service Conference in NYC, sponsored by Freeman & Co.
February 2013: Planning "Matters" - New Tax Laws as Applied to Non-Grantor Trust Income by Anne Marie Towle Download
2013: Athena Capital Announces the Opening of a NYC Office and Hiring of Zung Nguyen Download
2012: Lisette Cooper Speaks at the Woman Advisors Forum Boston
2012: Athena Capital interviewed in WSJ article "Spousal Lifetime Access Trusts Save Clients Millions"
2012: Athena Capital Comments on Fiscal Cliff - WealthManagement.com
2012: Standard Bancshares, Inc. Announces Strategic Recapitalization Download
2012: Athena ranked #14 as Top Family Office by REP. Magazine Download
2012: The Top Wealth Managers 2012 Profiles: Athena Capital Advisors
2012: Athena Capital Advisors ranks #2 in Average Assets under Management
2012: Athena Capital Advisors ranks amongst Top 50 Family Offices Worldwide

Bloomberg Markets, September 2012

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December 2011: CNBC features Lisette Cooper from the floor of the NYSE
November 2011: Lisette Cooper featured on CNBC "Closing Bell"
2011: Athena Capital Advisors ranks amongst Top 50 Family Offices Worldwide

Bloomberg Markets, September 2011

2011: Athena Capital Advisors ranks #1 in Average Assets under Management

AdvisorOne 2011 Top Wealth Managers

2011: Athena Capital Advisors Announces Acquisition of Stonehorse Capital Management Download
June 2011: Lisette Cooper on CNBC Market Roundup
March 2011: Lisette Cooper on CNBC Market Breakdown
2011: Athena Capital Advisors ranks amongst Top 50 Fee-only RIA in the Nation

Forbes.com, January 2011

2010: Athena Capital Advisors ranks #1 amongst Top Wealth Manager

Wealth Manager Magazine's, July 2010 issue

2010: Athena Capital Advisors ranked as one of the "Top 50 Fee-Only Advisors"

Forbes.com, March 2010

2009: Athena Capital Advisors ranks #1 amongst Top Wealth Managers

Wealth Manager Magazine's, July/August 2009 issue

March 2009: Athena is one of "the Most Dependable Wealth Managers of the Northeast US"

Forbes Magazine, March 2009