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.
Read MoreEstate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. Join Genus Capital Management for a live session on values-based estate planning, exploring how a family's values and intentions should shape the legal and financial structures they put in place — and how to keep beneficiaries, communication, and trust at the center of the plan.
Read More >Climate change is no longer a long-term scenario that businesses and investors can plan for someday. It's reshaping how companies operate today.
Read More >Caring for an aging parent, spouse or loved one is one of life's most meaningful responsibilities – but it can also be one of the most complex, raising financial and legal questions many families aren't prepared for.
Read More >Innovation is reshaping impact investing faster than many investors realize. New approaches, frameworks and offerings are changing how impact portfolios are built and measured. Here's a look at what's changing.
Read More >For years, the conversation around the energy transition centered on climate change: reducing emissions, divesting from fossil fuels and investing in cleaner sources of energy. Today, climate change is only one piece of the puzzle.
Read More >When a relationship ends, many women find themselves navigating a new – and often challenging – financial reality. Divorce can be costly. But the financial implications go beyond legal fees and asset division.
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.
Read MoreSocially responsible investors are increasingly looking for ways to screen out controversial companies from their investment portfolios.
Read MoreWe’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.
Read MoreWe’re intent on introducing some cutting edge tools that help make our sustainable and impact investments more precise – and more impactful.
Read MoreMillennials 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.
Read MoreWatch on demand - Join our webinar session to discuss the evolving landscape of the philanthropy investing space, with a specific focus on the women who are shaping it.
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