Category Archives: Investment News

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 »

Honor World Oceans Day with Us

Arnerich Massena focuses its thematic investment approach on “what the world needs” in the four areas of water, agriculture, resource efficiency, and life sciences because those are absolutely fundamental, critical areas to the life and health of human beings and our planet. There’s a reason water comes first on the list: it is the single most vital resource we have, and maintaining the planet’s water is crucial to sustaining life. Today, June 8, marks World Oceans Day, and we invite you to celebrate it with us by considering the role that oceans play in our lives and the importance of developing solutions to maintain the health of our oceans into the future. 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 »

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 »

Capital Market Outlook: What’s in Store for the 2020s?

To view a larger version, click here: Capital markets outlook

While Arnerich Massena believes these forward-looking     expectations are reasonable, we can provide no assurance  of their accuracy. Expected returns for each asset class  are conditional on an economic scenario; actual returns in the event the scenario comes to pass could be higher or   lower, as they have in the past, so an investor should not expect to achieve returns similar to these expectations.  Actual investment portfolio results may vary due to market risk, investment selection, timing, expenses, taxes, and  other factors. This information is not intended as a      recommendation to invest in any particular asset class or strategy or as a promise of future performance.

In the 2010s, U.S. equities hurtled to new highs in the wake of the global financial crisis. However, as we move into the 2020s, the question on many investors’ minds is, “can these good times continue?” Our short answer is yes, but the location of the good times may change. Read more »

The Unintended Consequences of the Rise of Index Investing

For the first time in history, the total assets in passive investment vehicles such as index mutual funds and exchange-traded funds (ETFs) surpassed the total amount of assets in actively managed investment funds. In September 2019, assets in passive investment vehicles grew to $4.4 trillion, outpacing the $4.3 trillion in actively managed strategies. This trend is amazing considering that in 2009, only ten years ago, assets in passive strategies totaled only $0.7 trillion (Morningstar). With the momentum in passive investing accelerating, what are the long-term unintended consequences for the market? Read more »