DISCUSSION PAPER: ENERGY TRANSITION

DISCUSSION PAPER: ENERGY TRANSITION

The U.S. is in the midst of a landmark transition from fossil-fuel energy to renewable energy: Between 2000 and 2020, the share of utility-scale energy generation from wind, solar and other renewables rose from 9% to 17.5%1. That’s due in part to rapidly falling...
Streamline your charitable giving

Streamline your charitable giving

Charitable giving increased 7.5 percent in first half of 2020 on a year-over-year basis, according to the Fundraising Effectiveness Project. But, while the pandemic has spurred a new wave of charitable donations, some charities are struggling. Cancelled galas,...
Is ESG Performance Sustainable?

Is ESG Performance Sustainable?

Environmental, social, and governance (ESG) strategies are having their moment of well-deserved glory. Once viewed as a niche investment approach that required concessionary returns, ESG has shown believers and non-believers alike that its integration in the...
Positive screening: finding opportunity in disruption

Positive screening: finding opportunity in disruption

We often focus on the value of our investment philosophy when it comes to managing risk.  Focusing on sound fundamentals and incorporating Environmental, Social, and Governance (ESG) data into our process allows us to better gauge liabilities for the investments we...