Brand Stories

New Study Shows Improving, Expanding Workforce Top Challenge for Pacific Northwest Manufacturers

Today Schwabe, Williamson & Wyatt and Aldrich Advisors released State of Manufacturing in the Pacific Northwest, a survey detailing insight from more than 100 executives representing long-standing Pacific Northwest manufacturers.

Arnerich Massena Publishes New White Paper: Impact Investing: Why, What, How?

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, impact investing strategies, and retirement plan consulting services, announces the publication of its newest white paper, Impact Investing: Why, What, How. The paper examines what impact investing is and why investors should be paying attention to it.

“The Global Impact Investing Network reports from their 2017 Annual Investor Survey that there is now at least $114 billion of impact investing assets under management and that impact investing is growing by about 18% per year,” the paper reveals. In this publication, the authors help investors navigate through the sea of acronyms associated with impact investing – SRI (socially responsible investing), ESG (environmental, social, governance), CSR (corporate social responsibility), etc. – to understand:
·         Why global trends and demographics are creating impact investment opportunities
·         What comprises impact investing, and the different flavors available to investors
·         How investors can incorporate impact investing into their portfolios

Arnerich Massena began researching, studying, and making ventures into sustainable and impact investing back in 2009, and this marks the firm’s third white paper on the topic. “We’re excited to see the concept take root and begin to attract widespread attention,” the paper notes, “as we saw then and continue to see compelling investment opportunities in this area. Impact investing is more than a buzzword; it’s a lens through which we can make intelligent and forward-looking investment decisions… We believe that investors can use their investment dollars to make a positive impact while potentially enhancing the performance characteristics of their portfolio.”

CEO, co-CIO, and co-author Tony Arnerich has championed impact and sustainable investing for nearly a decade, based on a keen understanding of the demographic shifts the world is experiencing. “The population growth around the world, coupled with the growing middle class in developing nations, has resulted in unintended consequences, and private capital is needed to deal with these issues,” he says. “Fortunately, there are wonderfully innovative entrepreneurs finding solutions and creating highly attractive investment opportunities. For a while now, it has seemed evident to me how much opportunity there is in investing in ‘what the world needs.’ I’m excited to share that perspective, and glad to see it taking hold in the investment community.”

“Our research team has developed a complete multi-asset class strategy focused on impact investing, and we offer a menu of impact-oriented investments to fit different investor profiles and portfolio needs,” Bryan Shipley, CFA, CAIA, co-CIO and co-author remarks. “Building on our ten years of researching impact and sustainable investments and our proprietary due diligence process, we offer our clients access to impact investing in a thoughtful, disciplined manner. This paper helps set the stage for investors to better understand the opportunity set and thinking behind the investment thesis.”

A downloadable version of Impact Investing: Why, What, How? and an executive summary of the paper are available at http://arnerichmassena.com/Research-Resources/


About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent, employee-owned investment advisory firm servicing endowments, foundations, private clients, charitable organizations, trusts and estates, and corporate retirement 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, fishing, 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.

The Apothecary Shoppe’s 2018 donation will support freshwater well initiatives in Nepal

The Apothecary Shoppe, serving the public, students and graduates of the American College of Healthcare Sciences (ACHS), announced today that is has donated funds to dig four freshwater wells in Nepal.

Schwabe, Williamson & Wyatt and Aldrich to Host
 Second Annual Manufacturing Symposium

WHAT: On Sept. 28, Schwabe, Williamson & Wyatt and Aldrich will bring together manufacturing professionals from across the Pacific Northwest to learn, share ideas and receive well-rounded perspectives from industry professionals on challenges and issues facing manufacturers today.

The event will kick off with the release of anticipated results from a detailed study on manufacturing in the Pacific Northwest. Schwabe surveyed more than 100 executives at local manufacturing companies to hear their insights on an array of issues including challenges, finances, growth, personnel and the competitive landscape. At the conclusion of the event, attendees will receive a copy of the full study.

The release of the manufacturing study will be followed with three engaging sessions. The first session, Is Oregon Business Friendly?, addresses a key concern from a majority of Pacific Northwest executives responding to the manufacturing survey. Nik Blosser, chief of staff for Governor Kate Brown, will moderate the discussion about Oregon’s business climate.

In the next session, Taxes, Treaties & Tariffs: How to Succeed in an Ever-Changing Regulatory Environment, Aldrich CPA Carrie Sowders and Schwabe attorney Jeff Patterson will explain and decode the latest rules coming down the pike while offering tips for tax incentives and other ways to keep money in your company’s pocket.

The final session will explore labor recruitment, retention and training in the manufacturing sector with Bob’s Red Mill president Bob Moore, Leupold & Stevens Inc. vice president Kim King and Trupp HR president and founder Jean Roque.

Event sponsors include Food Northwest, OMEP, Oregon Business & Industry and the Pacific Northwest Defense Coalition.

Register today on the Schwabe website.

There is no charge to attend.

WHEN: Friday, Sept. 28, 2018, 7:30 – 11:45 a.m.

WHERE: Embassy Suites by Hilton, Portland Downtown, 319 SW Pine St., Portland, OR 97204



About Schwabe, Williamson & Wyatt: Schwabe, Williamson & Wyatt is a law firm that offers a new type of client experience based ‎on ‎‎a ‎‎deep industry focus. We provide full-spectrum legal services to our clients through ‎‎‎comprehensive, ‎‎proactive and industry-focused support to help them achieve their goals. We ‎‎focus on six industry ‎‎groups: Healthcare; Technology; Transportation, Ports and Maritime; Real ‎‎Estate and ‎‎Construction; Natural Resources; and Manufacturing, Distribution, and Retail. ‎With ‎more ‎‎than ‎‎‎175 attorneys, Schwabe is one of the largest Pacific Northwest ‎regional law firms, ‎with ‎‎offices in ‎‎Portland, Seattle, Vancouver, Bend, Eugene, Salem, Anchorage and Mountain View, ‎‎CA.‎

Evans Joins Lane Powell on Litigation Teams

Neil Evans has joined Lane Powell as Counsel to the Firm in Portland, Oregon. He will provide litigation support for a number of the firm’s teams, including Commercial Litigation; Investigations, Compliance and White Collar; Senior Living and Long Term Care; and Construction and Environmental.

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