Investor Update Q1 2024

Investor Update Q1 2024

In case you were not able to join our Quarterly Investor Update on April 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s impact...
ESG, SRI & Impact Investing – What’s the Difference?

ESG, SRI & Impact Investing – What’s the Difference?

The terms ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing) and Impact Investing have been used interchangeably over the years to refer to specific investment approaches with a focus on aligning one’s investments with one’s values. While...
Investor Update Q4 2023

Investor Update Q4 2023

In case you were not able to join our Quarterly Investor Update on January 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s...
Investor Update Q3 2023

Investor Update Q3 2023

In case you were not able to join our Quarterly Investor Update on October 19th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s...

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