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Sustainable Responsible IMPACT Investing Resources

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The Bullish Case for Stocks

A highlight of the bullish case for stocks going forward and why the current sell-off may be close to finding a bottom. We may not see another buying opportunity like this one for years.

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An Interview with Scott Arnold

Tune in for this hour-long podcast to hear all about how Scott Arnold originially launched IMPACTfolio in 2017! This interview discusses how the ESG investment model impacts our business and why he decided to go from a solopreneur to a partnership structure. He also shares how IMPACTfolio's flat-fee offering has benefited both our firm and our clients.

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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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