Five Reasons Your Nonprofit Should Invest Sustainably Leaders of nonprofit organizations spend exhaustive amounts of energy ensuring that the mission of their organization is fulfilled, and that their donor mandates are met. What many have not yet considered is how investing their endowments in socially responsible investments, also known as ESG (Environmental, Social and Governance)…
Riverwater’s CIO Adam Peck was quoted in Barron’s this month. Adam chatted with Barron’s reporter Daren Fonda about Gentherm, a holding in our SMID strategy. To Daren’s great introduction we’d add that Gentherm–a Michigan company that’s reinvented itself for the EV age–is a solid performer in our ESG evaluations. It’s always good to see sustainability reports coming from small caps–not to…
Corning views sustainability as an opportunity, to increase efficiency while practicing good environmental stewardship.
Greg Wait featured in Marketwatch. Sustainable investing is hot, and when Wall Street sees a trend, it wants a piece of the action. How hot? In 2020, US SIF Foundation, which measures this type of investing, said 33% of U.S. assets under professional management use environmental, social and governance criteria when investing. That’s $17 trillion, or one…
Q3 2021 Markets and Strategies Update Q3 2021 U.S. economic growth is estimated to be slower than it was in Q2 2021, driven by a confluence of events – labor shortages, supply chain issues, spikes in COVID cases and rising energy costs. While COVID cases appear to be declining, we are still waiting longer for…
Research team looks ahead as Riverwater Partners’ SMID Value Strategy reaches five-year milestone Chief Investment Officer Adam Peck says industry’s lack of ESG focus in small-cap value is inconsistent with value-investing mindset Milwaukee, October 13, 2021 – Riverwater Partners’ flagship ESG Small & Mid Cap (SMID) Value Strategy marked its five-year anniversary at the end…
For Immediate Release. Milwaukee (Sept 8, 2021). Riverwater Partners, one of the country’s leading ESG investment firms is pleased to announce the addition of Jan Grimm, as a Senior Wealth Advisor on our Wealth Management Team. Jan is a CERTIFIED FINANCIAL PLANNER™ Professional who has been providing clients with her planning expertise for over 20…
As socially responsible or ESG (Environmental, Social, Governance) advisors, Riverwater Partners understands that corporate social responsibility is a journey and not a destination. Individuals, businesses, and government entities all must continually adapt to new normals as the world changes. Climate change is a concept that first emerged, and then only in theory, roughly 50 years…
Marketwatch. August 24, 2021 The Intergovernmental Panel on Climate Change issued a stark warning this month that human-led warming from burning of fossil fuels is causing climate change and removing carbon emissions will cause warming to cease. That makes transitioning to renewable energy like solar power even more urgent. However, reports that China forced Uyghurs to work…
Q2 2021 Market Update Inflation is real. If you have experienced sticker shock this year purchasing food, renting cars, or simply getting your haircut, you are not alone. Used car prices are up over 34% in the last year and rental car rates are now commonly $150 to $400 per day depending on location, compared…
