2 July 2012
Neuberger Berman, the New York asset management firm, has become the latest firm to sign up to the United Nations Principles for Responsible Investment, a network of international investors collaborating to enforce six principles for responsible investment. The principles were devised by the investment community and represent the concept that environmental, social and governance issues can affect the performance of investment portfolios . “The signing of the PRI is another example of our commitment to responsible investing,” said Joseph Amato, Neuberger's president and chief investment officer.
29 June 2012
Rockefeller Asset Management, a division of Rockefeller & Co, has signed up to the United Nations Principles for Responsible Investment, a network of international investors collaborating to enforce six principles for responsible investment. The firm said the signing reflects its commitment to participate in the PRI's annual reporting and assessment process, as related to environmental, social and governance (ESG) issues in the investment process . According to the PRI’s website, the principles - devised by the investment community - reflect the view that ESG issues can affect the performance of investment portfolios.
28 June 2012
A new SEC-registered asset management firm called Sonen Capital, dedicated to “impact investing” for family offices and private wealth managers, has launched in San Francisco, CA, with affiliates in New York City, Boston, MA, and London. Sonen defines impact investing as the ability to achieve financial returns with “meaningful social and/or environmental” impact . Examples of Sonen impact investment themes include: water, energy and resources, climate change, sustainable development and agriculture, poverty alleviation, education, and healthcare.
News and Features
Comment and Analysis
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
19 June 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013