Genus Insights

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here’s how this can work for institutional investors as well.

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here’s how this can work for institutional investors as well.

Every year we look back at the trends and events that shaped the investment landscape. Here’s our 2023 year in review.

In this dynamic economic environment, investors are looking for greater certainty in their portfolios. And while there are no sure things in this global economy, one method of reducing risk in an uncertain world is diversification.

Genus is a certified B Corporation, which means that doing good in the world is part of our DNA. B Corp is a title we wear with pride, and one that shows our deep commitment to the planet and to striving toward the United Nations’ Sustainable Development Goals. 

Although most people know what a will is, fewer people are aware of what being an executor entails. If your loved ones are exploring their options, or you’ve been appointed to the role already, it’s critical you understand what to expect, how to prepare and ensure you’re ready to fulfill your obligations to achieve the outcomes your loved ones envisioned for their legacy. 

As another summer passes, climate change is a cause for great angst. Learn how you can make a difference with your investments.

If you’re a first-time homebuyer, there’s a new financial savings vehicle available to help. Introducing the First Home Savings Account.

Did you know that the need for standardized impact measurement is growing for investments? Here’s how we do it.