July 10, 2020

Arnerich Massena Brings Intentional Investing to The Portland Business Journal

“The challenges facing us as a society, as investors, and as a civilization, have never been greater. We knew six months ago that we were in an unprecedented era of environmental issues and social inequality. Now, the Covid-19 pandemic has multiplied those challenges exponentially and this year has highlighted in stark reality why it’s so critical that we begin managing and mitigating them immediately.” The opening line of Arnerich Massena’s article that appears in this week’s issue of The Portland Business Journal sounds bleak, but the piece, “Help create a better future with intentional investing strategies,” penned by co-CEO and co-chief investment officer Bryan Shipley, CFA, CAIA, offers bold solutions in the form of a new investment paradigm: intentional investing. Read more »


July 8, 2020

Helping in Times of Need: Native Arts and Cultures Foundation

COVID-19 has torn through our world over the past months, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. We are all coping in the best way we know how, and daily stories of resilience and ingenuity inspire us to keep pushing onward. In this series of blog posts, I am highlighting some amazing stories of resiliency and dedication in Portland’s non-profit sector — stories of organizations and community members who are fighting to serve our most affected populations.

This post highlights the work of Native Arts and Cultures Foundation (NACF), an organization that works to advance Native equity and cultural knowledge, focusing on the power of arts and collaboration to strengthen Native communities and promote positive social change for American Indian, Native Hawaiian, and Alaska Native peoples in the United States. Read more »


June 29, 2020

Midsummer Tax Deadlines

Congress and the IRS have both been busy and, as a result, summer 2020 is shaping up to be an interesting one for taxpayers. First, Congress extended the tax filing deadline until July 15 this year, assuring that many accountants will be missing socially distanced July 4 celebrations. Second, the IRS recently issued IRS Notice 2020-51, which allows taxpayers who have taken required distributions from retirement accounts in 2020 to return those distributions by August 31, 2020. This article will outline what these changes mean for taxpayers. Read more »


June 19, 2020

Thanks to you, FEED PDX raised more than $50,000 for The Hopscotch Foundation to feed thousands of local children!

Thank you all for helping to make FEED PDX a giant success! Thanks to the tremendous generosity of the 88 donors and everyone who assisted, spread the word, and cheered on the efforts of this fundraiser, thousands more local children have access to the food and nutrition they need during this incredibly challenging time.

Read more »


June 17, 2020

Helping in Times of Need: Friends of the Children

COVID-19 has torn through our world over the past months, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. We are all coping in the best way we know how, as daily stories of resilience and ingenuity inspire us to keep pushing onward. In this series of blog posts, I am highlighting some amazing stories of resiliency and dedication in Portland’s non-profit sector — stories of organizations and community members who are fighting to serve our most affected populations.

This week I spoke with Friends of the Children – Portland. Friends of the Children – Portland guides, supports, and mentors almost 500 children across the Portland/Vancouver metropolitan area. Read more »


June 8, 2020

Honor World Oceans Day with Us

Arnerich Massena focuses its thematic investment approach on “what the world needs” in the four areas of water, agriculture, resource efficiency, and life sciences because those are absolutely fundamental, critical areas to the life and health of human beings and our planet. There’s a reason water comes first on the list: it is the single most vital resource we have, and maintaining the planet’s water is crucial to sustaining life. Today, June 8, marks World Oceans Day, and we invite you to celebrate it with us by considering the role that oceans play in our lives and the importance of developing solutions to maintain the health of our oceans into the future. Read more »


June 1, 2020

The OCIO Advantage: Watch the webinar

 

Why would a committee choose an OCIO (outsourced chief investment officer) or discretionary advisory model? In this webinar, hear from senior advisors Chris Van Dyke, CFA, CAIA, and James Ellis, CFA, as they chat with Northwest Health Foundation committee member Bill Thorndike about his experience in choosing and moving to an OCIO model. Read more »


May 26, 2020

Arnerich Massena Announces David Vaughan, Named Firm Chief Information Officer

We are pleased to announce that David Vaughan has been named the firm’s chief information officer. David Vaughan oversees Arnerich Massena’s Technology department, guiding infrastructure operations, leading the firm’s cybersecurity program, implementing information technology initiatives, providing department leadership, and managing technology assets and budget. Read more »


May 22, 2020

Helping in Times of Need: The Hopscotch Foundation

COVID-19 has torn through our world over the past months, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. We are all coping in the best way we know how, as daily stories of resilience and ingenuity inspire us to keep pushing onward. In this series of blog posts, I am highlighting some amazing stories of resiliency and dedication in Portland’s non-profit sector — stories of organizations and community members who are fighting to serve our most affected populations.

This week I spoke with the Hopscotch Foundation, our partner in the FEED PDX fundraiser. The Hopscotch Foundation works with Portland schools to provide fresh, healthy food directly to Portland-area students. Read more »


May 20, 2020

Arnerich Massena Discusses Impact Investing in Intentional Endowments Network (IEN) Series: Intentional Endowments in the Face of a Global Pandemic

The Intentional Endowments Network (IEN) is showcasing IEN members’ thinking about intentional endowment investing in the face of a global pandemic with their new blog series, and the latest post comes from Arnerich Massena co-CEO and co-CIO Bryan Shipley, CFA, CAIA: “Lean In: Going Beyond Divestment to Make a Difference.” Read more »