• Impact investing is growing rapidly, with rising demand for strategies that go beyond traditional risk reduction approaches to produce direct benefits for people and the planet.
    • Institutional investors are among the largest sources of impact capital as the market’s evolution has increased opportunities to earn market-rate returns in scalable investments.
    • The diversity of opportunities in alternative investments across sectors and asset classes in developed and emerging markets provides a range of risk-return profiles to meet the needs of mainstream investors.
    • Potential risks — including exposure to less mature businesses, illiquidity and the wide variation of returns noted in recent studies— place a premium on due diligence in manager selection.
    • Investments in affordable housing, inclusive growth and resource efficiency demonstrate the potential for direct social and environmental impact with financial returns.


    Read the full article here

  • 28 Feb 2019 by Pamela Meenan




    Why should you care about Chinese onshore equities? How do you invest? Is investing in so-called ‘A-shares’ worth the risks?

    China’s Local Equity Market: ‘…How and Where and Who’, a companion piece to China’s Bond Market: ‘What and Why and When…’, seeks to answer these questions.

    Rudyard Kipling’s six honest serving-men ‘(They taught me all I knew); Their names are What and Why and When, And How and Where and Who’ provides an analytical framework to help explain China’s onshore equity market.

    We look at what the A-share market is, who the players are and the factors that drive the market. We show how foreign investor access has improved over the years. We also examine the risks that demand an active investment strategy based on rigorous research.

    For investors looking for a deeper understanding, we employ our proprietary analytical framework to generate a 10-year outlook for investment returns. We also dig deeper into the small but important improvements in corporate governance. These show how efforts to make this market more professional are bearing fruit.

    Read the full report here

  • 15 Jan 2019 by Brooke Morimoto

    Arabella Advisors 

    By Kate McAdams

    I get this question fairly frequently: “Is a philanthropic advisor an actual profession?” Why yes, yes it is. And I’m proud to say I am one.

    Recently, I was able to reflect on my experience when Fidelity Charitable sought my input on the development of A Guide to Working with Philanthropy Advisors—a new resource they have developed for families and individuals. Since the resource focuses on what is, for me, a basic existential question – “What is a philanthropic advisor and when/how/why would you ever use one?” – I jumped at the opportunity to contribute my point of view.

    Read the full blog here

  • 15 Jan 2019 by Brooke Morimoto



    By Bill Martin, TIAA Investments and Amy M. O'Brien, Head of Nuveen Responsible Investing

    Once perceived as a “niche” area of asset management, responsible investing (RI) now encompasses a rapidly growing, increasingly mainstream array of opportunities across asset classes. In the following article, we present an overview of Nuveen’s differentiated approach to RI in the context of our actively managed fixed income strategies. Our unique strengths in this discipline are built on nearly five decades of leadership in responsible investing and a century of managing fixed income portfolios.

    Read the full article here.