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Basics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics For ESG Investors

September 26, 2022 Podcast
EO Radio Show - Your Nonprofit Legal Resource

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In this episode, we address the fiduciary duty of a nonprofit board when setting its investment policies and how to think about impact investing in the context of a diversified investment portfolio.

I'm delighted that we can take this opportunity to bring you a conversation with Craig Ayers, Senior Vice President and Senior Portfolio Manager at Whittier Trust Company and Gabe Rissman, President and Co-Founder of YourStake.

Craig will tell us about the modern portfolio manager's approach to integrating impact investments in a prudent portfolio and Gabe will give some perspective on metrics and how to think about more than just economic returns when assessing the ESG portfolio.

Resources:

UPMIFA Adoption

ABA Section of Real Property, Trust & Estate Law webinar: Sustainability Investments and ESG: What is it and what are the concerns?

YourStake Your Forum Blog, Forum and podcasts: https://yourstake-yourforum.mn.co/feed

YourStake website https://www.yourstake.org/

Invest Like You Mean It: Wealthier with ESG, by Anna Davies, Forbes Magazine (2020)

Can Doing Good Also Do Good for Your Portfolio? Two Experts Weigh in on the Benefits of ESG Investing, by Carrie Ruehlman, Better (2022)

If you have suggestions for topics you would like us to discuss, please email us at [email protected]

Additional episodes can be found at EORadioShowByFarella.com

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Firm Highlights

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California Regulation of Charitable Fundraising Platforms: Part I - Definitions

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News

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California Regulation of Charitable Fundraising Platforms Part 2 - Reporting Due Diligence, Recordkeeping, and Disclosure Rules

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Nonprofit Quick Tip: State Filings in Florida and Louisiana

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Corporate Transparency Act: A Guide on Beneficial Ownership for Nonprofit Executives

The Corporate Transparency Act, enacted as part of the National Defense Authorization Act for Fiscal Year 2021, represents a significant shift in regulatory requirements for entities across the United States. This act, set to...

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Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

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Nonprofit Quick Tip: State Filings in North Carolina and South Carolina

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Farella Braun + Martel Earns 2024 Best Law FirmsĀ® Rankings

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Nonprofit Basics: Unpacking Prudent Investments, PRIs and MRIs

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