Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?
Understanding how global economic systems affect global ecosystems allows for better economic and financial decision making. Together with consumer demand and policy changes, investors have the ability to influence our efforts to protect the environment through financial allocation.
Impact in Action Report
Building and operating greener buildings that positively impact social equity, health, and environmental stability has been tricky to accomplish. That is rapidly changing.
Impact in Action Report
Highlighting investment in affordable housing in the Bay Area and its connection to voter-approved bond measures in Alameda County.
The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.
Financial situations are as varied as family situations, and bringing generations of families and finances together reveals a nuanced array of issues.
While there is always a shortage of certainty about the future, consistent and deliberate planning can ease the discomfort of forced change.
Climate change is upending our traditional theories of inflation. The consequences of extreme weather and a degrading environment are now being integrated into financial calculations and may continue to drive prices higher.
Investments can't change everything, but they provide a form of action when we are otherwise overwhelmed by climate change or the need for equity, and they are the language through which our country expresses itself.
Inflation will likely recede as the year progresses, although there may also be new cycles of supply challenges, as well as an overall economic slowdown due to higher interest rates.
In part 2, we discuss how choices at institutional and individual levels affect the goal of transitioning energy consumption away from fossil fuels towards renewable energy.
The development of fossil fuels over the past two centuries has led to significant progress in production and standards of living, but the negative impacts on our shared climate require new approaches and solutions.
Geopolitical and financial instability is likely to reverberate for years, yet we also expect increased collaboration and progress on clean energy efforts.
The shock waves of war emanating from Ukraine are real, and like past geopolitical events and natural disasters, they have both personal and financial impacts.
Recent social action has prompted corporate commitments for greater workplace equity. Investment managers will hold them accountable. This continued engagement will give investors confidence that their asset allocation choices make a difference.
Will the economy sustain growth if employment hasn’t fully recovered? The current wave of resignations and employment migration clouds the picture.
Should we consider the current inflation as temporary or real? There are real price increases impacting consumers today, but we're also unlikely to see the long-term inflation experienced in the 1970s.
Response to our worsening climate crisis is complex and gradual. A chorus of voices from investors and consumers can accelerate the process for all stakeholders in the global ecosystem.
Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.
To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.