The white paper outlines the firm’s vision of what it means to invest intentionally, how that approach is differentiated from ESG/impact investing, and why that difference is important to investors.
Arnerich Massena has been navigating the impact investing landscape for a long time, having published its first white paper on sustainable investing in 2007, followed by several more over the following years. As pioneers in this area, the firm brings a deep understanding of how the industry has evolved over time, including a recognition of what investors are seeking from an impact investing lens and what the markets are actually providing. For this reason, Arnerich Massena has developed a different angle from which to approach the demand for investments that align with investors’ values, and to seek out opportunities that can deliver impact and sustainability.
“We are deeply pleased to see that investors are recognizing the challenges we face globally and seeking ways to deploy their capital that will contribute to a brighter future,” says Co-CEO, Chief Investment Officer, and contributor Bryan Shipley, CFA, CAIA. “Collectively, we can be very powerful and create profound change by investing in solutions. And we’re pleased to be part of finding avenues to do this that don’t sacrifice return potential, that expand opportunities, and that make the kind of impact people are really looking for.”
Senior Research Analyst and contributor Ben Larsen, CFA, adds, “The industry has worked hard to accommodate the growing demand for impact and ESG-rated investments, but such a broad landscape with a wide variety of metrics make it hard to tell when the label is meaningful and when it’s unsubstantiated. We want to help investors navigate to the kind of investments that are really suited to their individual goals.”
All this boils down to what they call “intentional investing,” and the paper describes the tenets that separate intentional investing from other approaches, as well as how the approach can be implemented in portfolio construction. Interested investors can read and/or download the paper at https://arnerichmassena.com/arnerich-massena-publishes-intentional-investing-a-category-apart?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=
ABOUT ARNERICH MASSENA - Arnerich Massena is an independent, fully employee-owned investment firm based in Portland, Oregon. Dedicated to building lasting legacies to serve a higher good for its clients, the company has been around for three decades and has an AUM of $ $3.5B (as of 3/31/2021). With a focus on serving wealth management clients and endowments & foundations, the firm is distinguished by its exceptional client service, unbiased, proprietary research, and a long history of providing creative, high-quality investment advice. For more information about Arnerich Massena, please visit https://arnerichmassena.com/.