ESG challenges and opportunities are poised to shape the future of the global wealth management industry. Boston, February 16, 2021 – The global wealth management industry, overall, experienced a good year in 2020, and sustainable investing took a giant leap forward. Many consumer surveys in the market report that individual investors are interested in investing for […]
2020: Taking Stock of Shareholder Engagement during Disruption Last year garnered its own unfortunate but well-earned twitter hashtag: #2020worst. It brought us the onset of COVID-19, growing inequality as the stock market reached new highs and employment levels plummeted, rise of Black Lives Matters, ongoing political strife, a record year of natural disasters made worse […]
Current Position Until achievement of herd immunity is realized, COVID-19 restrictions will continue to impede global economic growth. Further fiscal stimulus has grown increasingly likely after both Georgia senate seats flipped blue, solidifying Democratic majority in the senate, and curtailing the partisan hurdle to Biden’s agenda. To Read Full PDF Click Here
Stay the Course Overview: As volatility reigned amid COVID-19, fiscal and monetary stimulus, political wrangling, and social unrest, the S&P 500 advanced 18.4% in 2020, following a 31.5% gain in US stocks continued to outperform non-US, growth continued to outperformed value, large capitalization continued to outperform small, and technology continued to dominate in 2020. These […]
First Affirmative approaches the end of 2020 with a reinvigorated spirit for our longstanding mission: To bring you competitive financial returns through conscientious design of SRI and ESG investments that make the world a better place. If you hadn’t heard, we’re happy to share it again — First Affi rmative Financial Network, LLC is now […]
Pioneer in SRI and ESG Investing Now Activated for Impact and Growth COLORADO SPRINGS, CO, September 18, 2020 — First Affirmative Financial Network LLC, a pioneer in sustainable, responsible and impact (SRI) investing with approximately $1 billion under management and advisement, announced today it will return to independence as an employee-owned Certified B Corp and […]
A Wild Ride By Theresa Gusman, Chief Investment Officer | Download the PDF Overview It’s been a wild ride – and like the terminus of a dizzying, high-speed roller coaster, we’re right back where we started. After hitting an all-time high in mid-February, plunging 34% from its peak, bouncing in late March, and advancing 20.5% […]
By Holly Testa | Download the PDF Economic Overview Below is our compilation of the economic views expressed by First Affirmative’s key data providers. You may click on the links provided in the footnotes to access the complete report. “The COVID-19 shock altered the course of the global economy and ravaged financial markets, prompting policymakers to […]
By Holly Testa | Download the PDF 2020 Proxy Voting Season? Better Than Expected! Investors and corporations have good reason to be distracted from routine events such as annual shareholder meetings this year. We were skeptical that participants in the process would prioritize their commitment to environmental, social, and governance issues, but we are happy to […]
Sustainable and Impact Investing in the New World By George R. Gay | Download the PDF Many pundits discuss the “New Normal” that will arise when the pandemic ends and the economy recovers. For many in the U.S. and for most in the developing world, the “Old Normal” was not that great. The “Next Normal” will […]
