Your comprehensive guide to ESG investing
The pandemic has changed most people’s view of finances. From how we manage our money to how we put our dollars to work in support of our communities, causes and passions, 2020 has put a lot into perspective. We’ve persevered through several economic and social curveballs this year and it has shown us that the investment landscape is changing. Today, we can align our values and interests with our portfolio by focusing on environmental, social and corporate governance (ESG) investing.
Ethical investments: Understanding ESG investing
The investment landscape is changing. When making investment decisions, advisors and investors are now considering social values and ethical options, whether those values center on social responsibility, green efforts, diversity or more. Today, investors can align their values with their portfolios by focusing on environmental, social and corporate governance (ESG) investing.
Investing with purpose: A five-step starter plan for ESG investing
How can I make a difference? It’s a question people are increasingly asking themselves. And more importantly, it’s one they’re acting on. From monitoring energy consumption and establishing environmental practices, to evaluating the products they purchase and the organizations they support, people are trying to leave a positive imprint however they can.
ESG investing explained: Your questions answered
Environmental, social and governance (ESG) investing can have some gray areas—especially because it’s specific to the individual investor. This overview of the fundamentals may help you understand how you can use them in your investment approach.
Excitement and energy surround ESG
It has been an exciting few years for those who work with environmental, social and governance (ESG) investing. We continue to see awareness and interest grow beyond simply investing to having a real impact on corporate initiatives and strategies.
ESG investing: Past, present and future
A growing number of investors are dedicating their dollars toward funds that have an environmental, social and corporate governance (ESG) focus. But while ESG investing is becoming more popular, it remains mysterious to many. To better understand an ESG approach to investing, it’s worthwhile to review how it began, where it is now and how it’s likely to evolve in the future.
She built it, will they come? Investment analyst veteran shares the ‘Why’ behind ESG
Advisors and investors continue to have increased interest in environmental, social and corporate governance (ESG) investing. To help shed light on this “new-but-old” option, we talked with investment analyst Jennifer Boxberger, who leads ESG investment initiatives at UMB. In this personal Q&A, Jennifer shares details about her career history, her ongoing journey in the ESG investing space, and key considerations for investors.
Build a Financial Plan for 2021
2020 has been a year none of us will forget. Throughout it, we witnessed a rocky economy, sky-high unemployment numbers and an unprecedented election cycle. But through it all, our clients relied on their financial plan to carry them through the storm. A financial plan can be your greatest asset as you weather the ups and downs of the market and strive to achieve your goals.
From Moon Pies to Portfolio Management
Mike Diederich, executive vice president, director of portfolio management, shares how childhood ingenuity led to financial career, how his team approaches portfolio management, and key items investors should consider in all economic times.