Author Archives: Arnerich Massena

Have kids stuck at home? Check out these learning resources!

Arnerich Massena’s I AM Learning Partnership programs haven’t shut down due to the pandemic! Our community service coordinators are as busy as ever working to coordinate food, supplies, and learning resources for our students who are homebound. We have compiled a list of online resources to keep students engaged and learning, and wanted to share it for those of you who may have children or grandchildren with time on their hands and minds eager to learn! Read more »

Arnerich Massena Sponsors the Intentional Endowments Network (IEN) 2020 Higher Education Climate Leadership Summit

Arnerich Massena representatives headed to Atlanta, Georgia in February to attend the Intentional Endowments Network (IEN) 2020 Higher Education Climate Leadership Summit, the “largest national gathering of higher education presidents, chancellors, trustees, and other senior leaders working to accelerate climate solutions through all aspects of institutional activities,” including endowment investing. “It was great to see universities are actively moving toward aligning themselves with an ethos of long-term sustainability,” said Bryan Shipley, CFA, CAIA, co-CEO and co-CIO, who attended the summit and co-hosted a roundtable. “Hopefully this is the first step in moving beyond divestment and toward building true solutions.” His co-host, senior consultant Chris Van Dyke, CFA, CAIA, agrees. “They are definitely looking to become part of the conversation and taking a progressive and proactive stance. This is just the beginning of driving the needle forward, but we came away feeling reinvigorated in our commitment to building real investment solutions.” Read more »

Arnerich Massena Hosts a Successful Blood Drive!

Seventeen people donated blood at Arnerich Massena’s February 12 blood drive. We couldn’t think of a better Valentine’s week gift to give, as each donation can save up to three lives. Thanks to all Arnerich Massena employees – and a few friends – who donated at the firm’s third annual blood drive! We hope to see you all there next year. Read more »

Arnerich Massena Sponsors Tuality Healthcare Winter Wonderland Gala, Helping Raise More than $291,000 to Expand their Birth Center with OHSU Doernbecher Children’s Hospital!

Arnerich Massena was a proud sponsor of Tuality Healthcare Foundation’s Winter Wonderland annual fundraising gala on January 25, 2020. At the gala, Tuality announced the launch of a campaign to raise funds to bring OHSU Doernbecher Children’s Hospital to Tuality, which would make advanced obstetrics and neonatology available at OHSU Tuality Healthcare. We are pleased to report that the gala raised more than $291,000 toward that goal! Read more »

Listen to Arnerich Massena’s Year-End Research Focus Podcast

As we launch a brand new decade, it’s a good time to take a look back at where we are coming from and think about where we’re headed. In this podcast, Co-CEO and Co-CIO Bryan Shipley, CFA, CAIA, sits down with research analyst Ben Larsen to recap the markets in 2019 and discuss our outlook for the coming years. They take a deep dive into some of the market highlights of the year, and talk about what that means for investors and for our positioning going forward. In this Research Focus podcast, for those who want to take a deeper look into Arnerich Massena’s analytical process and thinking, you’ll hear about index concentration, investment style blurring, the flight to quality, frontier and emerging markets, impact investing trends, and more. Read more »

Watch Arnerich Massena’s Fourth Quarter 2019 MarketCast

Arnerich Massena’s fourth quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CEO and co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA,  provides a look at the fourth quarter of 2019, with an economic overview and market commentary, and investment and philanthropic advisor Katherine Fox, CFP®, CAP®, discusses what this means for client portfolios. Read more »