Episode 13: Doing Well & Doing Good—ESG Investing

Tony Roth and Steve Norcini |
Capital Considerations with Tony Roth

July 1—Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.

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Sustainable Investing: Redefining Investing for the Long Term

Steve Norcini |
Investment Management

This investment insight delves into sustainable investing and how it is changing the way investors invest, as well as having a measurable impact on society and our planet. Sustainable investing began a long time ago, but the recent movement began in the 1960s and its popularity has soared over the past few years—38% hike in assets since 2016 alone.

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Strategic Intelligence for Nonprofit Sustainability

Corporate & Institutional
Nonprofit Sustainability.jpg

We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.

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