Monthly Archives: June 2016

Brexit: Domino or Distress Signal?

The result of the Brexit referendum took global markets by surprise, despite polls suggesting it was a distinct possibility. On Thursday, June 23, a high turnout of British voters (72%) voted 52% to 48% for Britain to leave the European Union (EU). In addition, David Cameron’s announcement of resignation sent shockwaves out, leaving Britain with a double-dose of uncertainty. Read more »

Monetary Policy: Moving Forward

Last week was a week of major monetary policy decisions: central bankers from several countries met to establish monetary policy, including the U.S. Federal Reserve, the Bank of Japan, the Bank of England, and the Swiss National Bank. The looming Brexit vote seems to have cast its shadow everywhere, as central banks hesitated to make any major shifts until after the outcome has been determined, and they can respond to Britain’s decision to either remain in or leave the European Union. Read more »

Tony Arnerich Featured in The PBJ Interview

Each issue of The Portland Business Journal includes its popular feature, the PBJ Interview, highlighting a local business personality. The Journal selected Tony Arnerich to appear in its May 27, 2016 issue, in the article entitled “Investing for the Greater Good: Tony Arnerich on impact investing, towing Ken Kesey’s magic bus and more.” Read more »

Brexit, Schmexit

My recent travels in Europe have given me the opportunity to see up close and personal into Europeans’ perspectives on the upcoming Brexit referendum. Whether Britain leaves or remains in the European Union is the center of current world attention, as pundits make predictions and central banks are poised to respond. While the media focuses on the potential economic impacts and possible market volatility, I think there are broader implications that we should be paying attention to. Read more »

The Retirement Equation

Most people are probably familiar with the well-known serenity prayer: “Grant me the serenity to accept the things I cannot change, courage to change the things I can, and the wisdom to know the difference.” First coined by American theologian Reinhold Niebuhr, he probably didn’t know how well this could be applied to retirement planning! Read more »

Rating Sustainability

How do you rate the sustainability of a company or mutual fund? Do you focus on whether it avoids negative consequences or on the positive impacts it has? Do you look at internal operations and corporate governance or external business activity? These questions require consideration when developing a rating method for sustainable and ESG (environmental, social, and governance) funds, which is exactly what a number of firms have done. Read more »

Arnerich Massena Welcomes Evan Aubertin as Operations Associate

We are excited to have Evan Aubertin on board as the newest Arnerich Massena team member. Evan joins us as an operations associate; he will be responsible for supporting our portfolio operations team members, assisting with database management, document management, and daily reporting. Evan comes to us with six years of experience doing administrative and client service work, but we wanted to know more about who Evan is, so we asked him to share a bit about himself: Read more »

Arnerich Massena Featured in Oregon Business Magazine

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“Arnerich Massena uses impact investing to shape a better future for us all,” by Stuart Watson, appears in the June issue of Oregon Business Magazine. We’re excited to see the story in print; Watson describes the evolution of Arnerich Massena’s research into investing in what the world’s population needs, highlighting some spectacular examples of the projects we’ve invested in. Read more »