Author Archives: Arnerich Massena

Arnerich Massena’s Impact Investing Program Featured in Oregon Business Magazine’s “Bringing the Future to Investors”

“With its third white paper on the topic and award-winning research, Arnerich Massena is redefining ‘impact investing,’ offering investors the opportunity to make a positive global impact with the potential to achieve a market or above-market-rate return.” So begins reporter Harris Newman’s article, “Bringing the Future to Investors,” focused on the story of Arnerich Massena’s impact investing journey. Read more »

An Anxious October: A note from Arnerich Massena co-CIO Bryan Shipley, CFA, CAIA

October saw stock markets across the globe suffer one of the sharpest monthly declines since the global financial crisis in 2008. With the exception of stable, dividend-oriented sectors like REITs and Utilities, nearly the entire market experienced lower stock prices during the month. High growth stocks experienced the most acute pain, with price drops striking market darlings such as Amazon, Netflix, and Google, but even longstanding industrial stocks suffered double-digit losses in some instances. Read more »

Arnerich Massena Publishes New White Paper: Keeping College Affordable: How to Fund Public University Obligations in a Low-return Environment

Arnerich Massena’s newest white paper, Keeping College Affordable: How to Fund Public University Obligations in a Low-return Environment, examines the drastic decrease in public funding for state universities, asking the question: what can public colleges do to keep college affordable, and find the dollars they need to fund not only ongoing operations, but future investment as well? This paper takes a look at how to recoup those funding losses through strategies in spending, fundraising, and investment. Read more »

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 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 »