Blogs

Shareholder Rights in the Balance

The Financial Choice Act - a recent legislative effort to reform financial regulation - would strip certain investors of their ability to engage companies through a little-known but powerful tool: shareholder resolutions Read more »

Is Framing Bias the New Fake News?

Growing up I vividly remember watching Walter Cronkite on the CBS Evening News or reading The Economist (yes, I was a bit nerdy) and feeling like I was expanding my mind by learning about the important factual underpinnings of how the social, political and economic worlds worked.  Now, given the omnipresence of social media or simply the evolution of obtaining news updates from the internet instead of the paper or a magazine, it is getting difficult to discern what is real and what is not.  There is no doubt that the... Read more »

Education + Impact

Impact investors can play a key role in bringing the classroom into the 21st century. Read more »

May Impact Investing News Roundup

June 19, 2017 Admin
The past month saw policy changes and proposals by the current Presidential administration that could influence the impact sector: the U.S. announced its withdrawal from the Paris Climate Agreement, proposed changes to shareholder engagement rules, and the federal budget proposal which could mean a 13.5% spending cut for education. Meanwhile, the 2017 Annual Impact Investor survey by The GIIN shows that just 3% of respondents’ assets went towards the education sector. Read more »

We Are Still In

Our statement on the U.S. Withdrawal from the Paris Agreement and Our Commitment to Advancing Market Driven Climate Solutions.  Read more »

May Philanthropy News Roundup

June 01, 2017 Admin
There has been a lot happening in the world of philanthropy recently! Our latest roundup includes updates on new capital infusions from large foundations including The Michael and Susan Dell Foundation and the Hillman Family Philanthropies. Diversity in leadership is a hot topic and new studies point to museums, foundations and asset managers as lacking in persons of color and women at the board level. Meanwhile, the current political landscape and proposed tax reforms continue to influence charitable giving. A recent study... Read more »

All Investments Have Impact – But Do We Know What Kind?

June 01, 2017 Admin
Stephanie Cohn-Rupp discusses how a firm like Threshold Group has built their Impact Investing practice by first having a strong foundation of values and a commitment to an impactful mission. Read more »

GUEST BLOG: Behavioral Finance, Impact and Tech Investing

May 26, 2017 Admin
By Jeremy Schwartz, Director of Research at WisdomTree Last week on our podcast, we had two great guests with very different foci. The first guest, Ron Albahary, Chief Investment Officer of the Threshold Group, a $3.3 billion registered investment advisor (RIA) founded as the Russell Family office, relayed how he has embraced behavioral finance extensively at Threshold, with a special focus on impact investing.  The second guest, Beeneet Kothari, founder of Tekne Capital Management, focuses on the technology sector, and we... Read more »

April 2017 Impact Investing News Roundup

May 10, 2017 Admin
This month’s News Roundup makes for an exciting kickoff to Q2, where we continue to see innovation and passion among diverse global networks that are engaged in mission-related investing initiatives. Divesting and clean energy remain in the top headlines for Environmental news, while access to technology remains a heavy theme in Education. Emerging from Calvert Foundation and Upstart Co-lab is a nod to the creative class with an Impact Capital report focused on place-based investing for creative places and businesses; and... Read more »