Category Archives: Investment News

“A Decade Long Proof Statement”: Real Leaders Podcast interviews Tony Arnerich and Bryan Shipley, CFA, CAIA, about impact investing

“Opportunities are everywhere,” Tony Arnerich remarks as he launches into an in-depth discussion with Real Leaders podcast host Kevin Edwards and co-CIO Bryan Shipley, CFA, CAIA. “Let’s go, let’s start funding, let’s use our incredible analytical skills and history and experience to go sort out the nuggets in the industry that are doing something meaningful in sustainability, in socially responsible, in impact investing. We went out and found them, we funded them, we seeded them.” Tony, Bryan, and host Kevin sat down for a live interview discussing impact investing, climate change, and what it means to be a real leader in this area. Tony and Bryan shared Arnerich Massena’s impact investing story – a “decade-long proof statement” demonstrating how ten years of impact investing persistence is coming to fruition. “The great thing about today relative to the past is that the marketplace has just grown up so much – there are more vehicles for clients to invest in who have interest in the space, there’s definitely more understanding,” Bryan notes. Read more »

Tony Arnerich and Bryan Shipley, CFA, CAIA, on Real Leaders Podcast – Coming Soon!

Co-CIOs Tony Arnerich and Bryan Shipley, CFA, CAIA, were recently featured as guests on the Real Leaders podcast. They sat down with host Kevin Edwards for live interview discussing impact investing, climate change, and what it means to be a real leader in this space. Look for the full podcast coming soon; in the meantime, Real Leaders’ Kevin Edwards provides a brief recap:

The Dangerous Illusion of Recency Bias: What the past ten years won’t tell you

 

“The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The Intelligent Investor is a realist who sells to optimists and buys from pessimists.”

~Jason Zweig, The Intelligent Investor

The first quarter of 2019 marks a full ten years since the March 9, 2009 bottom of the U.S. stock market during the financial crisis. This quarter, millions of investors opened their first quarter 2019 statements to be greeted by robust ten-year performance in their U.S. stocks: Read more »

Arnerich Massena Publishes White Paper: Investment Committees: More than the sum of their parts

We are pleased to announce the publication of a new white paper: Investment Committees: More than the sum of their parts. The paper discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolio, and provides strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. Read more »

Listen to Part 3 of Arnerich Massena’s Impact Investing Podcast: Impact Investment Themes

We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing attention from investors. We’re pleased to now present part 3, in which we look at specific investment themes Arnerich Massena has identified in the impact space, and what opportunities we see for investors in these thematic areas. Co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt discuss water, food and agriculture, resource efficiency, and life sciences/healthcare. Read more »

Arnerich Massena Publishes White Paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success

We are pleased to announce the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to see a greater balance between men and women, the financial services industry continues to be heavily male dominated. This paper discusses why the investment industry would benefit from including more female financial professionals and how to foster that change. Read more »