Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy. By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]
Finally By Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager As we guessed (hoped) in our update last quarter, the third quarter finally delivered some action on several fronts worthy of discussion and analysis. The U.S. economy continued to perform reasonably well, as well, as third quarter Gross Domestic Product growth in currently […]
Resilience and Sustainability Overview Following a 26% rise in 2023, the S&P 500 advanced by 22% in the nine months ended September 30, 2024. By third quarter end, the S&P 500 had reached another all-time high, exceeding the January 2022 peak by 20% and the march 2020 COVID low by a resounding 158% (see Figure […]
First Affirmative Financial Network, a leader in values aligned investing, views proxy voting and advocacy as the impact of ownership. The firm stands by the values it shares with its clients and is committed to making a difference through working with Advisors and end-clients to generate the change they wish to see in the world. […]
We Stand Out! For the first time ever First Affirmative’s Values Aligned Direct Index Solutions (VADIS) built in partnership with YourStake, gained a top ranking in Advisor Satisfaction with a 9.33 in the new Portfolio Design Solutions category in the T3/Inside Information Survey. View full announcement here.
George Gay recently sat down with the Host of the Dollars and Change Podcast, Peter Krull to take listeners on a journey about Values-Aligned Investing for an impact. We do what we do to make life better for everyone. View the Podcast here.
Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS. View full article by clicking here.
Overview: Explore how financial advising is evolving with Direct Indexing to meet Gen Y and Z’s need for personalized, impactful investment strategies. View full article by clicking here.
