by Trailhead Plan… on May 23, 2018
by Trailhead Plan… on Apr 26, 2018
Over the past few months, we have been seeing more and more evidence that socially responsible investing can aid investor performance over-time; rather than the common misconception that it necessarily detracts. As we have written about before, socially responsible investing has evolved into a risk-conscious investing strategy that not only allows investors to invest responsibly, but also in a manner that is aligned with their values. More, it can have a real impact on the world as socially-conscious shareholders vote for more positive an
by Trailhead Plan… on Apr 16, 2018
A responsible investor is one whose portfolio is managed in a prudent and efficient manner considering his or her long-term goals, needs, and aspirations. This means his portfolio is fully diversified in a broad array of asset classes using well-suited mutual funds, ETFs, or individual stocks and bonds that fit his risk profile.
by Trailhead Plan… on Nov 27, 2017
Why You Shouldn’t Worry About A Resurgence in Coal
As we have engaged with clients and contacts alike about the merits of long-term sustainable investing, we have noted a great deal of concern about the Trump Presidency and how the potential for coal and oil-friendly policy making will affect the long-term prospects for green energy. It’s a fair point, and one we have given a great deal of thought toward.
by Trailhead Plan… on Nov 7, 2017
Impact investing is the sexiest term in the investment community right now. Arguably, there isn’t much competition for the title, but don’t let that stunt our appreciation!
I read about ‘impact investing’ in investment industry write-ups. I see it in advertisements targeting millennial investment dollars. I see it on on countless LinkedIn profiles (John Snow is a swordsman, a man of the Night’s Watch, a Wildling lover… and a passionate impact investor). I see it in articles on philanthropy. It’s everywhere.
by Trailhead Plan… on Oct 31, 2017
When we discuss socially responsible investment (SRI) with peers and investors we often get one of three responses:
by Trailhead Plan… on Oct 10, 2017
Often, when I tell people that my firm specializes in sustainable investing, I am met with skepticism. "That's great, but don't you give up long-term performance?" Or, "I'm all for socially responsible investing, but I'd like to retire someday and I need my investments to do well."
by Trailhead Plan… on Oct 2, 2017
One of the questions I get asked most often is “What is socially responsible investing?” My response is that at its core, socially responsible investing (or SRI) is about investing in a manner that is coherent with your personal values and beliefs.