Ethic

??The end of year is fast approaching and we are making sure our community is well equipped for success. No, we’re not handing out party hats and champagne- what we are offering is our custom End of Year Playbook filled with a key game plan for advisors. Featuring a video by relationship managers Morgan du Plessix and Anthony Marcozzi, articles, and advice on driving meaningful conversations this time of year. Check out our EOY Playbook now https://lnkd.in/eHxQrif8 #FinancialPlanning #Gifting #Finance #investing #YearEndPlanning #wealthadvisors

"It was great to connect with so many people who are working on bringing purpose into finance & investing. Helping clients find their purpose starts with finding your own purpose." -Johny Mair Thank-you to Sam Ushio for organizing such a wonderful event.

Offering values-aligned investing is simply offering greater choice in investing. Bud Sturmak, CFP?, head of impact investing and partner at Perigon Wealth Management, LLC , sat down with Relationship Manager Morgan du Plessix to discuss how advisors looking to offer a wide range of options to their clients should consider values-aligned investing. #valuesalignedinvesting #personalizedinvesting #clientrelations #practicemanagement #impactinvesting

“For us as UNICEF, Innovation30 is about giving young people the ability to showcase solutions that are scientifically vetted, that are ready for investors, and that will allow these young people with good ideas to achieve scale.” Kitty van der Heijden, Deputy Executive Director of Partnerships, UNICEF.??? ?? And with #COP29 starting this week, there couldn’t be a more important time to watch the final episode of #Innovation30’s 4-part video series with our inaugural cohort of climate entrepreneurs.??? ? Watch the full episode ?????? ??

?? The True Price of Produce: The Water Cycle ?? Latin America’s water systems and rainforests don’t just support local ecosystems — they play a pivotal role in sustaining U.S. agriculture and trade. From the Panama Canal’s need for fresh water to the rainfall that irrigates U.S. farmland, these natural resources are critical for keeping costs down and goods flowing smoothly. Protecting these ecosystems isn’t just about conservation; it’s about economic stability for a $1.5 trillion industry. Amelia Sadler, CFA and David Sternlicht wrapped up our series “The True Price of Produce” with a look at how Latin America’s water cycle shapes U.S. markets. Some key takeaways from their work:? -Latin America's Water Systems Impact U.S. Economic Stability: Unsustainable management could lead to higher costs, delays, and billions in lost exports for a $1.5 trillion sector. -Deforestation's Impact on Climate and Agriculture: Latin American rainforests help sustain global water cycles, including rain patterns in the U.S. Midwest. Deforestation disrupts these "atmospheric rivers," which could reduce crop yields and raise costs for U.S. farmers. -Investing in Nature for Economic Security: Solutions like agroforestry and watershed conservation can help stabilize the water systems essential for U.S. trade. ?#SustainableTrade #GlobalEconomy #WaterConservation #natureinvesting #biodiversity

#ESG is not a new concept, but investors' understanding of it continues to evolve.? Bud Sturmak, CFP?, head of impact investing and partner at Perigon Wealth Management, LLC, is joined by Relationship Manager Morgan du Plessix to detail how many investors have come to form a fresh understanding of ESG.? #ESG #valuesalignedinvesting #personalinvesting #risk #impactinvesting

In January 2024, 54% of global investors said they plan to increase sustainable investments in the next 12 months. The wide world of sustainable investing is growing, but it remains complicated. This week, team members Kellen Parker, CFA and Claire Quigley dove into some of the most common myths they’ve come across. One major myth they busted? That impact-minded investors should focus on charitable giving, while investments should focus on returns. We believe they should complement each other, creating a unified impact that resonates with core values. By aligning their portfolio with causes they care about, sustainable investors can help avoid contradictions, like donating to environmental causes while investing in fossil fuels. Sustainable investing is simply about creating true alignment in their financial impact. Read our most recent Insights article for more from Kellen and Claire. #sustainableinvesting #sustainability #ESG #institutions #data #impact #performance

In January 2024, 54% of global investors said they plan to increase sustainable investments in the next 12 months. The wide world of sustainable investing is growing, but it remains complicated. This week, team members Kellen Parker, CFA and Claire Quigley dove into some of the most common myths they’ve come across. One major myth they busted? That impact-minded investors should focus on charitable giving, while investments should focus on returns. We believe they should complement each other, creating a unified impact that resonates with core values. By aligning their portfolio with causes they care about, sustainable investors can help avoid contradictions, like donating to environmental causes while investing in fossil fuels. Sustainable investing is simply about creating true alignment in their financial impact. Read our most recent Insights article for more from Kellen and Claire. #sustainableinvesting #sustainability #ESG #institutions #data #impact #performance https://lnkd.in/eTG22Ynf

We were privileged to partner with the Intentional Endowments Network and As You Sow for a webinar on debunking the myths around sustainable investing in October. It was a stimulating and informative conversation led by Director of Sustainability Data Kellen Parker, CFA and Relationship Manager Claire Quigley. Today, we are delighted to share some of the key learnings from that webinar on the wide world of sustainable investing.? Personalized Values Alignment: Sustainable investing at Ethic isn’t one-size-fits-all; it’s designed to align investments with each individual’s values. We aim to avoid assigning investors a generic "ESG" label. Performance and Impact Go Hand-in-Hand: Sustainable investing doesn’t mean sacrificing performance. Our SMAs are structured to track a client’s selected benchmark, enabling value-based investing without compromising on returns. Unified Impact Through Values-Aligned Investing: Aligning charitable giving and investments can amplify impact. This helps to ensure that portfolios reflect a client's values rather than cancel out their charitable work. Improving Sustainability Data Quality: We work to enhance data reliability by sourcing from multiple providers and performing rigorous quality checks. Check out our most recent Insights article for more! #sustainableinvesting #sustainability #ESG #institutions #data #impact #performance

By now, you’ve likely noticed our refreshed look. We’re evolving the show to focus on the inevitable impacts of climate change and the groundbreaking solutions shaping our future. To kick off this next chapter, our first guest is Tom Steyer, Co-Executive Chair at Galvanize Climate Solutions, author of the New York Times bestseller, Cheaper, Faster, Better: How We’ll Win the Climate War, and contributor to Project Drawdown. In this episode, Tom and Cody dive into: ?? Tom’s call to prioritize "the obvious thing" ? Shift from fossil fuels to renewables and its potential for shared prosperity ?? Why an all-of-society approach is essential for meaningful climate action ?? Listen to the full episode wherever you get your podcasts.?If you previously followed My Climate Journey, this episode will be in the same feed.