[ Forbes ] Does Your Advisor Understand Responsible Investing? Ask them these 5 Questions to Find Out.

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While investor interest in sustainable, responsible, and impact investing (SRI) has greatly increased in recent years, many financial advisors are still woefully unprepared to talk to their clients about SRI.

According to a 2020 survey of 800 Registered Investment Advisors (RIA)s by SEI – a global provider of investment processing, management, and operations solutions – only one-third reported growing interest in sustainable investing.… Read the rest

Impact Spotlight: CBRE

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CBRE

CBRE focuses on real estate services to owners, occupants, and investors. This includes leasing, property, project, and investment management.

Buildings make up about 30% of all carbon emissions, making building efficiency a priority climate change issue. We value CBRE because of its strong focus on building efficiency.… Read the rest

[ Forbes ] Insurers Have a Responsibility to Use Risk Management for a Greater Purpose

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Life as we know it is at a tipping point in more ways than one. As an advisor who has specialized in sustainable, responsible, and impact (SRI) investing for nearly 20 years, I’ve seen first-hand the commitment of individuals to invest their dollars in companies working to positively impact our planet, society, and future.… Read the rest