July 5, 2018
First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today that B Lab has honored it as a Best For The World: Customers company. B Lab certifies B Corporations, companies that use the power of business to solve social and environmental problems
June 18, 2018
First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today it has taken two significant steps intended to help dramatically reduce gun violence in the United States.
March 28, 2018
FOLIOfn, Inc. announced today that its founder and CEO, Steve Wallman, will speak on mergers and acquisitions in the sustainable, responsible and impact (SRI) investing industry at the 2018 Tiburon CEO Summit.
August 6, 2018
"Being in SRI...adds an additional filter or conversation point with the client...We encourage advisers to think about SRI as something that enhances – not separates – their expertise, value and customer relationships."
August 6, 2018
"Every marketing survey shows that women and millennials want to invest with their values. We need to reach out to them and show how to make this a reality, how they can act on their values as investors. SRI is also growing because it’s extending beyond corporate behavior to include federal government public policies."
August 1, 2018
Advisors are not approaching clients about the possibilities, and investors are not acting on their stated desires, says Theresa Gusman, chief investment officer for the First Affirmative Financial Network, a Colorado Springs, Colo., firm specializing in sustainable investing...There are ways to close the gaps, Gusman says. “Transparency needs to be increased,” she says. “Investors need to know the strategy they invested in is actually having an impact or that it does not contain any fossil fuels. Also, advisors and investors need to be better educated about sustainable investing.
June 19, 2018
Through Swell's partnership with Folio Institutional, clients of the more than 450 firms on the Folio Institutional platform now have access to Swell's thematic portfolios.
May 9, 2018
Even as investor interest in sustainable, responsible, impact (SRI) investing soars, 65 percent of financial advisors still express little or no interest in the area, according to Theresa Gusman, chief investment officer for First Affirmative Financial Network, a firm based in Colorado Springs, Colo., that specializes in SRI investing.
March 27, 2018
In an age when we want more from everything — our phones, our cars, to the foods we eat, it's no surprise that investors have begun demanding more from their investments. Beyond financial return, many investors are asking how they can better align their investments with their values.
March 19, 2018
Two powerful and seemingly disparate forces are shaping wealth management today: technology and sustainable investing. The accelerated pace of technological change is both the most creative and most destructive force in financial services, leaving many advisers concerned about the future of their practices.
March 9, 2018
The growth of ESG and impact investing have become sustainable in recent years through the convergence of ESG materiality-focused metrics with quantitative data analytics. Assuming this trend continues, FOLIOfn should be well positioned to help many more advisors and enterprises use digital investing technology to scale their business and meet clients’ needs.
January 20, 2018
We have been interviewing companies from around the world to discover what challenges they are facing in their businesses. We also asked each company to share business advice they would give to a younger version of themselves.
January 2, 2018
Women leaders in sustainable finance are using their industry experience to incorporate two trends into their roles as investment professionals. One is the exponential growth in the use of non-financial data to drive investment performance and risk management. The second is educating the financial advisor community in the use of this data to create environmental, social and governance (ESG) investment impact on behalf of investors.
December 6, 2017
Then there are new-breed robo-advisors Wealthfront and Betterment...both introduced socially focused options of their own over the summer. Brokerage outfit FOLIOfn beefed up its impact-investing reach last year by acquiring First Affirmative Financial Network, which specializes in social outlays.
November 29, 2017
Foliofn, Inc. will be the producers of the SRI Conference going forward, and Steve discusses Foliofn, Inc.'s committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn, Inc. is a Broker Dealer and Custodian, offering expanded, deeper and more sophisticated services for investors and advisors, with a strong emphasis on customizing portfolios, including SRI investing.
November 10, 2017
Advisors can help clients invest in private equity and debt investments that can more directly affect communities in need and make money at the same time, said experts speaking last week at the SRI Conference in San Diego, led by First Affirmative Financial Network.
November 7, 2017
Climate change and environmental issues have increased interest in socially responsible investing. But where should you put your clients' money? Steve Wallman of Foliofn, Inc. explains where to invest to better the world.
August 10, 2017
Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
February 3, 2017
If you care about how farm animals are treated, Folio has launched a new screen to help investors take animal care into consideration while building their portfolios.
January 31, 2017
As part of a larger effort to expand the platform’s SRI capabilities, investors can now filter out companies with bad factory farming practices.
January 24, 2017
FOLIOfn, Inc., the parent company of Folio Investing and Folio Institutional, has teamed up with The Humane Society of the United States (HSUS) to give investors and financial advisors the ability to avoid investing in companies known for behind-the-times animal welfare policies.