Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces that the firm has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios.
“Arnerich Massena’s impact investing expertise and research is a perfect fit with IEN’s mission,” explains Ryland Moore, principal and investment advisor. “Their vision, a world in which intentionally designed endowments are the norm in higher education and beyond, is aligned with our long-term goals of helping all investors make an impact with their investments. We are looking forward to sharing our knowledge and contributing to progress in this direction.”
Co-CIO Bryan Shipley, CFA, CAIA adds, “with our ten years of impact and sustainability research, we have a great deal to add to the conversation, and are excited to be part of this network of leaders in the industry. We have done extensive targeted research and are uniquely able to implement impact and ESG in an investment strategy, across all asset classes, in both public and private markets, something we’re looking forward to sharing with the IEN membership.”
“Done right, sustainable investing — or as Arnerich Massena has eloquently described, investing in 'what the world needs' — can reduce risk and enhance returns while driving solutions in key areas like water, agriculture, energy, and health," said Georges Dyer, co-founder and principal of the Intentional Endowments Network. "Arnerich Massena brings a wealth of experience working with endowments and other investors to the peer-learning activities happening through IEN, and we are pleased to welcome them to the Network to help advance understanding and implementation of such 'win-win' investment strategies."
IEN is a broad-based, collaborative peer-learning network advancing intentionally designed endowments that enhance financial performance and are aligned with institutional mission, values, and sustainability goals. IEN supports learning on a variety of sustainable investing strategies, such as ESG integration, impact investing, and shareholder engagement, that will make a significant and critical contribution to creating a healthy, just, and sustainable society. Working closely with leading organizations and initiatives, the network engages key leaders and stakeholders in the higher education, business, and non-profit sectors. It provides opportunities for learning and education, peer networking, convening, thought leadership and information exchange.
About Arnerich Massena - Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing endowments, foundations, charitable organizations, private clients, trust and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fisheries, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.