Category Archives: Investment News

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 »

How Will the Midterm Election Affect Stocks Next Year?

On November 6, 2018, voters will elect candidates to fill 33 seats in the U.S. Senate and 435 seats in the U.S. House of Representatives.

While there’s no way to know for sure how stocks will react to the midterm election, a review of history reveals an interesting relationship between midterm Senate gains or losses by the then-current President’s party and the subsequent year’s stock market return. Read more »

Arnerich Massena Publishes New White Paper: Impact Investing: Why, What, How

“The Global Impact Investing Network reports from their 2017 Annual Investor Survey that there is now at least $114 billion of impact investing assets under management and that impact investing is growing by about 18% per year,” begins Arnerich Massena’s newest white paper publication: Impact Investing: Why, What, How. In this publication, the authors help investors navigate through the sea of acronyms associated with impact investing – SRI (socially responsible investing), ESG (environmental, social, governance), CSR (corporate social responsibility), etc. – to understand: Read more »

Katherine Fox Speaks at VertueLab/OEN Impact Summit

Arnerich Massena’s Katherine Fox helped to open the ceremonies at the VertueLab/OEN (Oregon Entrepreneurs Network) Impact Summit, an afternoon conference on Sept 26 at Castaway Portland. Introducing a fireside chat about the key issues and emerging opportunities for cleantech innovators, Katherine discussed the current trends in impact investing and impact philanthropy. She addressed the challenges and opportunities for entrepreneurs as they begin working with the next generation of impact philanthropists. Ms. Fox sits on the Board of Directors of the VertueLab Impact Philanthropy Fund. Read more »

Fishpeople Seafood in New York Times

Fishpeople Seafood has hit the big time, with a feature in the September 10 issue of the New York Times: “A New Salmon Jerky for Snacking.” Florence Fabricant, food and wine writer, directs readers to try Fishpeople’s amazing salmon jerky, which she describes as “chewy, briny, and satisfying.” The article notes, “A newcomer to jerky is a company called Fishpeople, which allows consumers to learn something (via a product code to its website) about how the fish was caught. The company’s salmon jerky, in four varieties, is made from whole strips of sustainably harvested wild Alaskan keta salmon.” Fishpeople is one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager and affiliate. Read more »