Insights

Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!

Blog

Remote Work

Creating Work-Life Harmony Through Remote Work

July 23, 2024

For the past several months, I have been writing a series of blogs about working remotely from a place you ...

Impact Investing

Impact Investing In Renewable Energy

July 3, 2024

Impact investing can offer a compelling pathway to influence social and environmental outcomes while achieving financial returns. In recent years, ...

Impact Investing

Real Estate Impact Investing: Attractive Returns with Positive Environmental and Social Outcomes

June 12, 2024

Can real estate have a positive impact on the world? Consider what happens when a state-of-the-art office building operates with ...

ESG Impact Investing Investments

Building a Green Portfolio: How to Get Started

March 7, 2024

The world is currently investing some $2.8 trillion per year in the green energy transition, fueling growth and innovation in ...

Planning

Turning the Mediterranean into Your Office

February 27, 2024

In my previous post, I wrote about my wife and I finding work-life balance while we are away for extended ...

Impact Investing

Private Debt Impact Investing: Unlocking Social Change Through Strategic Capital

November 6, 2023

A revolving fund finances small businesses in India or Detroit. An infrastructure loan enables low income communities to install solar ...

Work-Life Balance represented by image of a small seaside town on the southern coast of France

Planning

Re-thinking Retirement: A Work-Life Balance Alternative to Traditional Retirement

October 23, 2023

As a financial planner, I often engage my clients in discussions about what truly matters to them, especially when it ...

Impact Investing

Impact Investing for Climate Change

August 1, 2023

As climate change continues to pose severe threats to our planet and societies, impact investing emerges as a key financial ...

Impact Investing

Impact Investing in Sustainable Agriculture

June 9, 2023

For people interested in impact investing—that is investing in assets that can potentially generate an attractive return as well as ...

Impact Investing

Impact Investing in Affordable Housing

June 5, 2023

Impact investing—that is investing in assets that can generate an attractive return as well as positive social or environmental impact—can ...

Social Investment Business Ideas ESG Governance and Environment

ESG White Paper

ESG Metrics: What are they and what are the common metrics you should be tracking?

May 25, 2023

One of the most common discussions we have with clients, friends and family goes something like this: “I have worked ...

Climate change from drought to green growth

Articles and Research

4 Climate Change Books Driving the Climate Discussion

January 3, 2023

The climate crisis continues to intensify, as we all experience its impact in fiercer storms and deadlier wildfires, in rising ...

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

ESG Metrics and Insight Report

ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.

Impact Investing

in Affordable Housing

Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.

Impact Investing

for the Environment

Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.

Impact Investing

Closing the Gender Gap

Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.

Impact Investing

in Sustainable Agriculture

Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.

Pioneering Wealth Management

David Swensen

Insights

Creating Work-Life Harmony Through Remote Work

Impact Investing In Renewable Energy

Real Estate Impact Investing: Attractive Returns with Positive Environmental and Social Outcomes

Building a Green Portfolio: How to Get Started

Turning the Mediterranean into Your Office

Private Debt Impact Investing: Unlocking Social Change Through Strategic Capital

Re-thinking Retirement: A Work-Life Balance Alternative to Traditional Retirement

Impact Investing for Climate Change

Impact Investing in Sustainable Agriculture

Impact Investing in Affordable Housing

ESG Metrics: What are they and what are the common metrics you should be tracking?

4 Climate Change Books Driving the Climate Discussion

Annual Impact Report

Recent Newsletters

Impact Investing

in Affordable Housing

Impact Investing

for the Environment

Impact Investing

Closing the Gender Gap

Impact Investing

in Sustainable Agriculture

The Little Book of Common Sense Investing

Enough

Stocks for the Long Run

Your Money or Your Life

Simple Wealth, Inevitable Wealth

How to Avoid Climate Disaster

Speed & Scale: An Action Plan for Solving Our Climate Crisis Now

The Age of AI: And Our Human Future

Pioneering Wealth Management

The Big Short

Invest Like a Billionaire

The Checklist Manifesto

The Investment Answer

The New Map: Energy, Climate, and the Clash of Nations

How the World Really Works: The Science Behind How We Got Here and Where We’re Going

The Psychology of Money (2020)

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