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David Rosenberg Transcript 7/13/12 #903

July 13, 2012

WEALTHTRACK Transcript #903- 7/13/12 CONSUELO MACK: This week on WEALTHTRACK, the influential economist whose projections have been right on target. Financial Thought Leader David Rosenberg shows how the 3 D’s of deleveraging, deflation and demographics are hurting economies and markets and where investors can go for positive returns, next on Consuelo Mack WEALTHTRACK. Hello and […]

Transcript: Bob Doll 07-13-2012 #903

July 13, 2012

WEALTHTRACK Transcript #903- 7/13/12   CONSUELO MACK: This week on WEALTHTRACK, the influential economist whose projections have been right on target. Financial Thought Leader David Rosenberg shows how the 3 D’s of deleveraging, deflation and demographics are hurting economies and markets and where investors can go for positive returns, next on Consuelo Mack WEALTHTRACK.   […]

Amy O’Brien & Ingrid Dyott

July 6, 2012

CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS “Balanced sector diversification with fairly strong long-term results” Benz’s Recommendations: Neuberger Berman Socially Responsive Fund (NBSRX) TIAA-CREF Social Choice Equity Fund (TICRX) Parnassus Equity Income Fund (PRBLX) Watch this Episode

Amy O’Brien & Ingrid Dyott Transcript 7/06/12 #902

July 6, 2012

WEALTHTRACK Transcript #902- 7/06/12 CONSUELO MACK:  This week on WEALTHTRACK, two practitioners of the art of impact investing show us how they make money while doing good in their firms’ portfolios. TIAA-CREF’s Amy O’Brien and Neuberger Berman’s Ingrid Dyott explain how they combine investments and values to meet their objectives, in part two of our […]

Amy O’Brien & Ingrid Dyott: Investing in a Socially Responsible Way

July 6, 2012

Impact investing, while not yet mainstream in this country is growing rapidly and is very much a global phenomenon. The financial times recently reported that “about 95% of the 250 largest global companies now report on their corporate responsibility activities, a jump of more than 14% from 2008. The Financial Times notes that two-thirds of those that do not report are based in the U.S. and the picture is more mixed among smaller companies. However increasing numbers of investors in the U.S. are paying attention to environmental, social and governance issues, or ESG as they are known in the trade. According to a report by the Social Investment Forum Foundation on socially responsible investing trends in the U.S.,“sustainable and socially responsible investing (SRI) in the United States has continued to grow at a faster pace than the broader universe of conventional investment assets under professional management.”

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START APPLYING YOUR VALUES TO YOUR INVESTMENTS

June 29, 2012

Start by reading company sustainability reports Check out socially responsible indexes: FTSE KLD 400 Social Index [info] MSCI USA ESG Select Index [info] Dow Jones Sustainability United States Index Dow Jones Sustainability North America Index [info] Watch this Episode

Mary Jane McQuillen & Bill Paul Transcript 6/29/12 #901

June 29, 2012

WEALTHTRACK Transcript #901- 6/29/12 CONSUELO MACK:  This week on WEALTHTRACK, how can you make a difference with your investments? Two practitioners of what’s being called “impact investing” share their strategies for making money while doing good. ClearBridge Advisors Mary Jane McQuillen and Earthpreserver.com’s Bill Paul on investing with impact are next on Consuelo Mack WEALTHTRACK. […]

Mary Jane McQuillen & Bill Paul

June 29, 2012

We are kicking off a new season of WEALTHTRACK with the first of a two part series devoted to what’s being called “impact investing,” the practice of aligning financial goals with personal values. Impact investing goes beyond what used to be called socially responsible investing, which was designed to avoid certain businesses such as gambling, alcohol and tobacco. It is now pro-active as well, investing in companies that are making a positive impact in a wide range of areas including environmental, societal and governance (ESG).

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