Recently, Erika Pagel, CIO of Sustainable Investing, and Elizabeth Hiss, Sustainable Investment Analyst, spoke with Susan Traver, Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitious agenda with a sense of urgency.

The team discussed tax-exempt investment opportunities, areas facing challenges and proposed policies and their potential effect on the overall investment market – with particular attention on sustainable and socially responsible companies.

After watching this video, you will:

  • Understand how the Biden Administration’s environmental policy could possibly impact your tax-exempt investment strategy
  • Be able to effectively discuss the potential changes that may occur within your investment policy statements with your Investment Advisor and Board
  • Understand the growth opportunities and challenges of different market sectors

Please see below for a recording of the discussion (download transcript).

Tax Exempt Portfolios

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return, which the nonprofit could then use to fund its programs and make a positive impact. Today, we help nonprofits make an impact with the other 95% of their portfolio. Read more >

Sustainable Investing

The United Nations Sustainable Development Goals provide a framework for addressing global challenges related to poverty, inequality, climate change, environmental degradation, peace and justice. Achieving them was never going to be straightforward—and that was before we faced a global pandemic, economic crisis, and the manifestation of centuries of racial violence and injustice. Investors have a particular role to play in pulling levers that make a difference. Listen Now >

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