
Watch on Demand – UCC Partnership Program Webinar
Watch on Demand – we explored the Sustainable & Impact Portfolio Program from Genus Capital.
At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Read More >In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.
Read More >There is no excerpt because this is a protected post.
Read More >We spend a lot of time working with our clients to align their investments with their ESG values. But we also make sure we walk that talk as a company.
Read More >At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Read More >Watch our quarterly commentary above featuring Portfolio Manager Mary Lou Miles and Macro Strategist Justin Hahn.
Read More >Watch on Demand – we explored the Sustainable & Impact Portfolio Program from Genus Capital.
Watch on demand – Join us as we explore the pivotal role women are playing in the impact investing space – as investors, as asset managers and in other critical roles.
Watch on demand – Join Genus Client Relationship Manager and Partner Thomas Irwin and tax expert Jeff Borden, CPA & Partner at OakTree Chartered Professional Accountants for a deep dive into tax issues in 2023
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
Though it may sound revolutionary, the term ‘well-being economy ’ is not new. Communities around the world have been exploring it for at least a decade . But implementation work has recently accelerated.
Here’s a look at why we added Dynavax to our Genus Fossil Free High-Impact Fund For the past several years, vaccines – and their makers – have dominated news headlines. Pharmaceutical company brand names have become as commonplace as the everyday brands we use at
As a proud B Corp, we’re showcasing 12 days’ worth of B Corps-sourced gifts to help you with thoughtful holiday giving Does the holiday scramble have you wondering about your environmental impact? While you may be aware of the toll consumer holidays can take on
How We Achieve Balance in Your Sustainable Investments and Impact Portfolio Mix To balance both impact and projected returns, we focus on a mix of sustainable, impact and conventional investments There’s a lot of analysis that goes into every portfolio we put together, and every
Do You Know What Type of Investor You Are? Understanding your investor profile will help you determine how best to invest At a certain point in life, we develop a solid understanding of who we are: our likes and dislikes, our strengths and weaknesses, and
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