Author Archives: Arnerich Massena

Arnerich Massena Becomes an Intentional Endowments Network Member

We are pleased to announce that Arnerich Massena has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios. Read more »

Arnerich Massena Makes Giving Guide Donations to Three Charitable Organizations: Fly Fishing Collaborative, Shooting Star Foundation, and the Assistance League of Greater Portland

This year, we wanted to honor the spirit of giving with a unique project, and asked our clients and friends to submit the charitable organizations they care deeply about in order to build a collection that can serve as a philanthropic resource. The result, the Arnerich Massena Giving Guide, is a truly remarkable collection of organizations that have collectively made far-reaching impacts on countless lives. Read more »

Happy Season of Giving from Arnerich Massena

The Season of Giving is here. For us, giving back to the community is a core part of who we are as a firm; that’s why, this year, we wanted to honor the spirit of giving with a unique project. We asked our clients and friends to share the causes and organizations they support and love in order to build a collection to serve as a philanthropic resource for generous souls seeking a way to give this season and beyond. Read more »

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 »