“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.
“Intentional investing is a conceptual framework for constructing portfolios for long-term success and growth while also positioning them in ways that contribute to a greater good, and customizing investments so that they align and support the personal missions and values of each investor,” the article explains. Based on a decade researching a broad spectrum of impact investing approaches ranging from ESG (Environmental, Social, Governance) to socially responsible to divestment strategies, the firm has developed intentional investing as a way to integrate and extend beyond these labels to define a more comprehensive approach. The goal is to “build a portfolio that truly generates the scope of change the world needs while taking advantage of the opportunities to participate in the growth that will arise as those changes take place.”
Read the full article at The Portland Business Journal here, or contact us to learn more about intentional investing and how we can craft a strategy that best fits your needs.