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Sustainable Responsible IMPACT Investing Resources

Why Are You Still Paying a 1% AUM Fee? Thumbnail

Why Are You Still Paying a 1% AUM Fee?

A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.

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Moving the Needle Incrementally Toward Positive Change Thumbnail

Moving the Needle Incrementally Toward Positive Change

One of my personal struggles is with being an “all-or-nothing” human being. I’d rather not do something if I can’t commit to it fully and without reservation. But as most of us know, that’s not an easy way to live in the modern world where time is always limited and judgement calls are often a shade of gray rather than strictly black or white.

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