The Responsible Investor
When I was a financial consultant, the appeal of socially responsible investing was important to some clients, but not many. Our company’s family offering was relatively successful in gathering assets, especially relative to competitors, although returns were rather volatile, given funds’ equity-based exposure, including international holdings in newly emerging sectors. However, I was told repeatedly by clients that they were not enthralled with exposure to such restricted, partly speculative, mandates.
An article in last month’s Investment & Insurance Journal terms this market, now under the ID umbrella of ESG (environmental, social, and governance) funds, as ‘underserved’. (more…)
Impressive Canadian/American Similar Traits
With Canada’s P.M. doing a modern version of dining with the king this week in Washington, D.C., this is an opportunity to reflect on Canadian and American similarities….
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Social & political humour, Top 10, Uncategorized
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