Category Archives: Firm updates

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 »

Arnerich Massena Celebrated the United Nations International Day of the Girl with a “Women in Business Leadership” Salon

Since 2012, the United Nations has celebrated the International Day of the Girl on October 11. This year, we wanted to honor the theme “With Her: A Skilled GirlForce,” with something special. Arnerich Massena and Impax Asset Management co-hosted a special happy hour salon, “Women in Business Leadership,” a celebration and discussion of women in business leadership positions. The event was held at The Nightwood Society in Portland, Oregon. Featured speakers Rani Borkar, vice president of Microsoft; Jenifer Canon, CAP®, vice president of business development at Pax Ellevate; and Katherine Fox, CFP®, CAP®, philanthropic and investment advisor at Arnerich Massena; shared insights about the impact women leaders are having on the long-term success of organizations around the globe. Read more »