Category Archives: Firm updates

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 Earns National Recognition for Leadership in Corporate Philanthropy

Arnerich Massena is pleased to announce that the firm is one of 20 financial advisory firms selected for the 2019 Invest in Others Charitable Champions List, which recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy among employees and financial advisors. Invest in Others received dozens of applications, which were evaluated blindly by a judging panel comprised of financial advisors. Applications were evaluated on criteria including employee benefits, company and employee philanthropic contributions, and philanthropic events and programs offered by the firms. Read more »

CARES Northwest/Randall Children’s Hospital Foundation wins ninety-nine girlfriends’ Family and Human Services Impact Award

Ninety-nine girlfriends, a collective giving organization of Portland women, has announced the 2019 winners of its Impact Awards! The winners span five categories, and each one will receive a $100,000 grant to move its mission forward in 2020. Grants are awarded based on member votes, and this year saw 95% voter turnout! We are very pleased to announce that the winner in the Family and Human Services Category is CARES Northwest (Child Abuse Response and Evaluation Services), our community’s child abuse response program supported by Randall Children’s Hospital Foundation! Read more »

Arnerich Massena Attends the 2019 National Conversation on Board Diversity

Portland is the newest city to host The 2019 National Conversation on Board Diversity, created by the 20% by 2020 Women on Boards organization. This global advocacy campaign is dedicated to raising awareness about gender balance on corporate and non-profit boards. The group helps to educate women, provide strategic networking and higher visibility, and ultimately educate all organizations about why diversity benefits companies, shareholders, and the economy. Having met their initial goal of 20% of board seats held by women in all Russell 3000 public companies in the U.S., they are expanding efforts to international markets. Read more »

Arnerich Massena Brings Impact Investing Experts to Portland for a Learn Share Connect Impact Investing Forum

Arnerich Massena gathered together three of our Approved Impact Investment Managers, along with a representative from the United Nations-supported Principles for Responsible Investment (PRI), to provide investors with context and information about the opportunities in impact investing. In hosting this exciting forum, we hoped to offer both a broad overview of impact investing, as well as dive into some of the specific opportunities our managers are finding in the impact and Environmental, Social, and Governance (ESG) universe. We assembled at Portland’s Multnomah Athletic Club on November 13 for lunch, discussion, and roundtables. The event was a tremendous success, offering attendees the opportunity not just to hear from our investment managers, but to sit down and ask them questions directly. Read more »