Category Archives: Firm updates

Arnerich Massena Brings Intentional Investing to The Portland Business Journal

“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. Read more »

Thanks to you, FEED PDX raised more than $50,000 for The Hopscotch Foundation to feed thousands of local children!

Thank you all for helping to make FEED PDX a giant success! Thanks to the tremendous generosity of the 88 donors and everyone who assisted, spread the word, and cheered on the efforts of this fundraiser, thousands more local children have access to the food and nutrition they need during this incredibly challenging time.

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Arnerich Massena Announces David Vaughan, Named Firm Chief Information Officer

We are pleased to announce that David Vaughan has been named the firm’s chief information officer. David Vaughan oversees Arnerich Massena’s Technology department, guiding infrastructure operations, leading the firm’s cybersecurity program, implementing information technology initiatives, providing department leadership, and managing technology assets and budget. Read more »

Helping in Times of Need: The Hopscotch Foundation

COVID-19 has torn through our world over the past months, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. We are all coping in the best way we know how, as daily stories of resilience and ingenuity inspire us to keep pushing onward. In this series of blog posts, I am highlighting some amazing stories of resiliency and dedication in Portland’s non-profit sector — stories of organizations and community members who are fighting to serve our most affected populations.

This week I spoke with the Hopscotch Foundation, our partner in the FEED PDX fundraiser. The Hopscotch Foundation works with Portland schools to provide fresh, healthy food directly to Portland-area students. Read more »

Arnerich Massena Discusses Impact Investing in Intentional Endowments Network (IEN) Series: Intentional Endowments in the Face of a Global Pandemic

The Intentional Endowments Network (IEN) is showcasing IEN members’ thinking about intentional endowment investing in the face of a global pandemic with their new blog series, and the latest post comes from Arnerich Massena co-CEO and co-CIO Bryan Shipley, CFA, CAIA: “Lean In: Going Beyond Divestment to Make a Difference.” Read more »

Arnerich Massena Sponsors Momentum Summit

“On May 19, over 350 mission-driven CEOs will gather virtually to share their lessons, experiences, and challenges they’ve come through.” This is the Momentum Summit, a one-day summit gathering a community of business leaders who are working to use business as a force for good. Arnerich Massena is a proud sponsor of the conference this year, which will focus on the concept of resiliency and how to build a company that can recover and adjust easily to change. Sessions include, for instance: Read more »

Arnerich Massena Impact Investors David Kahl and Mark Holloway Featured in Oregon Business Magazine

“For investors David Kahl and Mark Holloway, investing in positive impact goes beyond wealth allocation; it extends to how they devote their time, energy and resources,” begins Oregon Business Magazine’s brand story, “Pioneers in Performance and Positive Impact: Investment advisory firm Arnerich Massena pushes the envelope in the world of impact investing” by contributor Natalia Hurt. “When they decided to take their impact investing to the next level, they searched for an investment advisor with that same sense of responsibility and ultimately found it in Arnerich Massena.” For this feature, Oregon Business Magazine interviewed Arnerich Massena clients David Kahl and Mark Holloway to learn more about their experience building an impact investment strategy. Read more »

FEED PDX – Help us FEED PDX by raising $50,000 for The Hopscotch Foundation!

Help us FEED PDX by raising $50,000 for the Hopscotch Foundation! Arnerich Massena will match the first $10,000 in donations to help us achieve our goal.

Prior to the COVID-19 pandemic, nearly 200,000 children in Oregon faced food insecurity. Free breakfast and lunch programs at schools provided students with much-needed consistent meals. Now, with these programs significantly impacted due to school closures, many children and families are without resources or even transportation to access critically needed sustenance. Healthy food is essential to fuel the online learning these children are engaged in, and thus the challenge is doubly profound. 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 »