Celebrating 35 Years of Investing Impact
This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.
Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025.
Read More >Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.
Read More >To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance.
Read More >At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.
Read More >Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.
Read More >A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.
Read More >This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.
Socially responsible investors are increasingly looking for ways to screen out controversial companies from their investment portfolios.
We’re entering a new era of philanthropic giving, led by women. Research shows that women are 40% more likely to engage in philanthropy than men, that predilection will have an outsized influence.
We’re intent on introducing some cutting edge tools that help make our sustainable and impact investments more precise – and more impactful.
Millennials and Gen X are poised to inherit hundreds of billions of dollars. But many are unprepared for what’s coming their way and what they’re expected to do with it.
At Genus, we’re pleased to partner with Good Investing to help educate and support investors on their sustainable investing journey.
Many individual investors are recognizing that their investment portfolio may be playing an inadvertent role in funding war. You can do something about it.
Since 2017, our BCorp certification has been vital to us as a company. As we recertify, we reflect on how far we’ve come.
We’re pleased to share that with our new biodiversity screen, we’re now able to take meaningful action toward reducing biodiversity risk in our investors’ portfolios.
Financial abuse of seniors is more common than you might think. Financial abuse may be happening among your family and friends.
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