Impact Investing

APRIL 2019

ESG and Impact Investing: Q1 2019 News Highlights

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.


ESG and Impact Investing: Q3 2018 News Highlights

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.


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

ESG and Impact Investing: Q2 2018 News Highlights

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.

JULY 2018

Quality and Values-Based Investment Analysis: More Similarities than Differences?

While the terminology used by ESG and quality investors differs, they all share the common objective of finding companies that can sustain and grow their competitive positions.