Monthly Archives: October 2018

Senior Consultant James Ellis Moderating a Panel at P&I DC West Conference

Arnerich Massena senior consultant James Ellis, CFA, will be moderating a panel at the upcoming Pensions & Investments West Coast Defined Contribution Conference. The conference, running from October 21 to October 23 in San Diego, CA, will help keep plan sponsors up to date on DC industry trends and best practices. The event will kick off with keynote speaker Joseph Coughlin from MIT discussing longevity economics and how “the new business of old age will change retirement and financial services.” Read more »

Arnerich Massena Sponsors Native Arts & Cultures Foundation 2018 National Artist Fellows Convening Honoring Dinner

Native Arts and Cultures Foundation gathered on Thursday, Sept. 27 to honor its 2018 National Artist Fellows. The honoring dinner followed a three-day convening, an annual tradition in which the foundation’s National Artist Fellows share and learn from one another, culminating in an evening of extraordinary performances. We are pleased to sponsor the event and were honored to be a part of it. Read more »

How Will the Midterm Election Affect Stocks Next Year?

On November 6, 2018, voters will elect candidates to fill 33 seats in the U.S. Senate and 435 seats in the U.S. House of Representatives.

While there’s no way to know for sure how stocks will react to the midterm election, a review of history reveals an interesting relationship between midterm Senate gains or losses by the then-current President’s party and the subsequent year’s stock market return. Read more »

Arnerich Massena Publishes New White Paper: Impact Investing: Why, What, How

“The Global Impact Investing Network reports from their 2017 Annual Investor Survey that there is now at least $114 billion of impact investing assets under management and that impact investing is growing by about 18% per year,” begins Arnerich Massena’s newest white paper publication: Impact Investing: Why, What, How. In this publication, the authors help investors navigate through the sea of acronyms associated with impact investing – SRI (socially responsible investing), ESG (environmental, social, governance), CSR (corporate social responsibility), etc. – to understand: Read more »

Katherine Fox Speaks at VertueLab/OEN Impact Summit

Arnerich Massena’s Katherine Fox helped to open the ceremonies at the VertueLab/OEN (Oregon Entrepreneurs Network) Impact Summit, an afternoon conference on Sept 26 at Castaway Portland. Introducing a fireside chat about the key issues and emerging opportunities for cleantech innovators, Katherine discussed the current trends in impact investing and impact philanthropy. She addressed the challenges and opportunities for entrepreneurs as they begin working with the next generation of impact philanthropists. Ms. Fox sits on the Board of Directors of the VertueLab Impact Philanthropy Fund. Read more »