Insights

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. 

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.