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Peter Krull Recognized in ThinkAdvisor’s Inaugural LUMINARIES Awards

We are proud to announce that our Founder and CEO, Peter Krull, has been selected among the LUMINARIES Class of 2021 by ThinkAdvisor in the category of Thought Leadership. This inaugural recognition program highlights individuals and firms that are changing the investment advisory industry where it matters most by taking creative and bold steps to push the industry and clients’ best interests forward.… Read the rest

[ InvestmentNews ] SRI or Die: Time to Get on Board the Responsible Investing Trend

“If you’re not talking with your clients about sustainable, responsible, and impact investing, they’ll be speaking with someone else.” That’s a line I used last week while speaking to a group of financial advisers at a conference in Michigan. And it’s true.… Read the rest

[ Forbes ] SRI Investing, An Underrated Climate Change Solution

On August 9th, the Intergovernmental Panel on Climate Change (IPCC) released a report in which the resounding and unsurprising conclusion was a “code red for humanity.” The evidence is irrefutable that climate change is widespread, rapid, and intensifying. In 2020 alone, there was a record shattering 22 separate billion-dollar weather and climate disasters across the United States.… Read the rest

[ Financial Planning ] Doing Right by clients and the planet with SRIs

It seems like every day a new socially responsible fund pops up.

In 2020 alone, 90 new funds were brought to market. Moving into 2021, there were 392 such sustainable fund offerings comprising $51.1 billion. And they’re quickly adding new assets — 40% of that $51.1 billion came in the fourth quarter alone — and there’s no signs of slowing.… Read the rest

[ Kiplinger ] SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.

If you’ve been reading the news lately, you’ve likely heard a lot about ESG (Environmental, Social, Governance) and/or SRI (Sustainable, Responsible and Impact) investing. While the terms are commonly used interchangeably, there are stark differences between the two that every investor should be aware of.… Read the rest

[ MarketWatch ] Buyer beware: What’s really in your ‘earth-friendly’ ESG fund?

Some socially conscious mutual funds and ETFs own stocks that seem strangely out of place.

Sustainable, responsible, and impact (SRI) investing used to be dominated by mutual fund companies whose mission was to align their investment strategies with their values. Companies such as Calvert, Domini, Parnassus, and Pax World invested responsibly to make the world a better place.… Read the rest