ESG and SRI Investing Insights and Updates
With a long history in the finance profession, here are some expert tips on financial planning and sustainability. This content focuses on actionable advice to improve financial and sustainable goals.
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At Envest Asset Management, we have a menu of investments that we choose from to personalize investment strategies for clients. Though many clients will be invested in the same funds as others, overall allocations vary based on risk appetite, client ages and intended use of the investment portfolio. Most of our clients choose to have … Continue reading “Evaluating Investments with an ESG/SRI Lens”
At Envest, a guiding principle of our firm is to provide clients with balanced, quality investment portfolios that also address environmental, social and governance (ESG) sustainability. We also help clients express individual values on a limited basis when that is requested. That said, this type of investing is a choice, and we do manage portfolios … Continue reading “ESG Investing at Envest Asset Management”
Financial Moves You Can STILL Make Tax filers are getting a few extra days this year since April 15th falls on a Saturday and Monday the 17th is a holiday in certain jurisdictions. So, taxes are due Tuesday, April 18th. There is still time to take some last-minute, small financially beneficial tax strategies if any … Continue reading “Last Minute Money Moves in 2023 To Help With 2022 Finances”
Washington’s Bi-partisan Inflation Reduction Act (IRA) Let it work for you! While the often caustic rhetoric of the midterm elections was getting into gear in late summer, Washington legislators actually came together and passed the Inflation Reduction Act (IRA) on August 7th inspiring The Atlantic to call the date “probably the best day for climate … Continue reading “Washington’s Bi-partisan Inflation Reduction Act (IRA)”
Sustainne reached out to James Osborn of Envest Asset Management to answer some questions about investing in the age of climate change. We wanted to know whether sustainable investing had gone mainstream, whether it was possible to make a positive impact without sacrificing performance, and whether there was a means for individual investors to put … Continue reading “Sustainable Investing For All Q&A”
Ethics and Global Concerns Driving Change With the rise of the conscientious consumer and growing awareness about global warming, it’s no wonder that companies are pivoting toward higher sustainability. Aiming to increase sales by distinguishing their products to consumers, companies are finding sustainability an important factor. In fact, a majority of corporate executives now … Continue reading “Growing Interest in Sustainable Investing”
Part 2 – Using Ethics-Based Investing for Thematic Socially Responsible ETFs In Part 1 of a two-part series, we reviewed ETFs based on use sustainability indexing. In Part 2 of the two-part series, we take a look at Ethics-based ETFs. This has been edited from the original article by James Osborn, Founder, Principal of Envest … Continue reading “ESG ETFs – Ethics”
Part 1 – Using Sustainable Indexing for Market-Based ESG and Socially Responsible ETFs This article is Part 1 of a two-part series that discusses Socially Responsible Investing ETFs. This has been edited from the original article by James Osborn, Founder, Principal of Envest Asset Management, LLC in Investopedia. Once considered a “feel good” investment strategy, … Continue reading “ESG ETFs – Sustainable Indexing”
Goldman’s 3.75% Marcus Rate Shows How Banks Are Courting Savers https://www.wealthmanagement.com/fixed-income/goldman-s-375-marcus-rate-shows-how-banks-are-courting-savers
* * * For Immediate Release * * * Ridgefield, CT – – January 18, 2023 – – Envest Asset Management, LLC, a boutique financial planning and investment advisor, announced today that Karen Ogden has joined the firm as a Partner. The addition of Karen reflects EnvestAM’s increasing commitment to bringing financial advice and financial planning under … Continue reading “Karen Ogden joins EnvestAM as Partner”
Where Does Our Funding Come From? https://ctsierraclub.wixsite.com/sierraclub-ct/where-does-our-funding-come-from
Investing To Fight Climate Change Topic Of Westport Forum https://www.wshu.org/post/investing-fight-climate-change-topic-westport-forum#stream/0
Simon Alumni Q&A WHAT BROUGHT YOU TO SIMON? After realizing I wanted to change my career out of engineering and into finance, an MBA was a must. I grew up south of Rochester and knew of the great academic reputation of the University of Rochester. After researching the MBA program in more detail and speaking … Continue reading “James Osborn, EnvestAM Founder, Featured in Simon Magazine”
* * * For Immediate Release * * * CT-Based Investment Advisor Obtains B-Corp Certification Sustainably Focused Financial Advisor Increases Sustainability Mandates Ridgefield, CT – – February 4, 2020 – – Envest Asset Management, LLC (“EnvestAM”) is proud to announce its Certification as a B Corporation (“B Corp”) from B Lab, the preeminent nonprofit … Continue reading “CT-Based Investment Advisor Obtains B-Corp Certification”
https://www1.villanova.edu/villanova/engineering/about/Changemakers/Osborn.html Championing Sustainability through Asset Management Who: James Osborn ’02 ChE What: Founder of Envest Asset Management, LLC (“EAM”), a financial planning, investment management and alternative investment service that considers the critical components of sustainability, social responsibility and governance in its decision making Professional Experience: From environmental engineer to investment banker in social infrastructure to … Continue reading “James Osborn Featured as Villanova Changemaker”