Category Archives: Firm updates

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is close to our hearts because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to find those families who may need some extra support and assistance over the holidays. This year, Arnerich Massena employees shopped for 49 children from 20 different families, delivering a combination of necessities and a few fun gifts. It’s a tradition we love; there is nothing better than seeing giant bags under the holiday tree waiting for delivery, knowing they will bring some joy and comfort this holiday season. 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 »

Senior Consultant James Ellis Moderating a Panel at P&I DC West Conference

Arnerich Massena senior consultant James Ellis, CFA, will be moderating a panel at the upcoming Pensions & Investments West Coast Defined Contribution Conference. The conference, running from October 21 to October 23 in San Diego, CA, will help keep plan sponsors up to date on DC industry trends and best practices. The event will kick off with keynote speaker Joseph Coughlin from MIT discussing longevity economics and how “the new business of old age will change retirement and financial services.” Read more »

Arnerich Massena Sponsors Native Arts & Cultures Foundation 2018 National Artist Fellows Convening Honoring Dinner

Native Arts and Cultures Foundation gathered on Thursday, Sept. 27 to honor its 2018 National Artist Fellows. The honoring dinner followed a three-day convening, an annual tradition in which the foundation’s National Artist Fellows share and learn from one another, culminating in an evening of extraordinary performances. We are pleased to sponsor the event and were honored to be a part of it. Read more »