As we enter the holiday season, our more cheery and considerate sides most likely start to show (for most of us that is). We start wearing our festive sweaters and think about next year. In line with this, we may start to look at our bank or investment accounts and start to fall back into
The first half of 2016 has come and gone and it sure hasn’t been boring. Well, that all depends on what asset classes we are talking about. This year has really helped us realize how important being diversified across asset classes can be. It also tells us to keep a long term perspective when CNBC flashes Brexit news 24/7. It was a winning quarter
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands (DNKN) plans to double the number of U.S. stores to about 15,000 from a base of 7,000 now. Most of these stores will be on
The last time the Fed raised interest rates in June 2006, Facebook had one-tenth the users of Myspace and James Blunt’s You’re Beautiful was at the top of the song charts. Seems like a long time ago. If we go beyond 2006, recently Bank of England chief economist Andy Haldane found when he went digging
The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last
In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies is called ESG Screening. The ESG stands for Environmental, Social and Governance. FYI! We often get the question, “Well, does
Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor decisions and being locked away for doing so. But, of course, there are others who are doing it the “right
Inside Economy Companies Committed Education: Risk vs Return Shareholder Activism Non-Profit of the Quarter Economy With 2013 behind us, let’s take a little time to digest and reflect back on the year and the 4th quarter. Stocks sort of barreled through the year, notwithstanding a fairly large crisis in Europe along with the complacency of
I will be giving an informal chat on How to be an Activist Shareholder this Thursday the 25th at Lydia’s Sunflower Center at 6:30pm. If you’re interested in learning about socially and environmentally conscious investing and what a “shareholder proposal” is and the history behind them and how to file one yourself then stop on
Sustainvest Asset Management is an investment advisor based in Jersey shore town of Linwood, NJ. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio. The firm was founded in 2013.
199 New Road, Central Square, Suite 42B Linwood, NJ 08221
(707) 766-9480
(609) 904-6028
info@sustainvest.com
