Insights and inspiration


What is Impact Investing?

We recommend the Heron Foundation’s definition of Impact Investing as it empowers traditional and philanthropic investors to consider the full impact of all investments.

The Wedge

Matt Illian’s recounting his journey to combat dualism in his life and career.


Fiduciary Duty in the 21st Century:

In January 2016, the PRI, UNEP FI and The Generation Foundation launched a three year project to end the debate on whether fiduciary duty is a legitimate barrier to the integration of environmental, social and governance issues in investment practice and decision-making.

10 Virginia Companies Make Fortune's 100 Best Places to Work

ESG: Good Companies make Good Stocks

It’s not just for tree-huggers - incorporating environmental, social and corporate governance (ESG) considerations into one’s framework is critical. First, these metrics have been strong indicators of future volatility, earnings risk, price declines and bankruptcies. Second, trends in the US investment landscape suggests that trillions of dollars could be allocated to ESG-oriented equity investments, to stocks that are attractive on these attributes, over the next few decades– inflows equivalent to the size of the S&P 500 today! In this first in a series of notes, we present our findings based on the Thomson Reuters ESG dataset, and conclude that ESG may be too costly to ignore.

Photo Credit: Virginia Currents

Photo Credit: Virginia Currents

NPR Interview:

Advocates See Growing Potential for Impact Investing in Virginia

Pete and I visited Catherine Komp to discuss impact investing in Virginia. We discussed the Virginia Impact Investing Forum and the reasons why investors should allocate a portion of their investment portfolio to local projects. You can read the transcript or listen to our interview here.

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However selfish men may be, his nature is also to sympathize with and seek the flourishing of his neighbors.
— Adam SMith (paraphrase)