When we invest in ETF (exchange-traded funds) and mutual funds, it can be difficult to understand which companies your investments are directly supporting. How do you know the carbon footprint of your investments? Or the clean technology exposure? What about diverse workforce policies and boards? Or direct support of nuclear weapons?
Rebecca Kennedy and Scott Arnold, partners at IMPACTfolio, were recently interviewed by Panoramix. Panoramix provides performance reporting and billing software. Panoramix chose to highlight IMPACTfolio as a leader in their industry because of their unique offering that provides holistic financial planning and impact investing for one flat annual retainer fee.
33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?
The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.
We are so thankful that 2020 brought our firm incredible growth and amazing new clients. We are appreciative of our partnership and the impact our investments are making on the world. We invite you to take a look at our 9-page Impact Report to learn more about how our investments compare to the benchmark on an overall ESG quality score, carbon footprint, clean tech, sustainable water, women on boards, and diverse workforce policy.
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?