Cape Cod, MA, August 9, 2021 - The Special Needs Financial Services Institute (SNFSi) launched today the first continually updated national database of nonprofit Pooled Special Needs Trust Administrators. This resource is available by subscription to professionals for $25 per month ($300 annually). Personalized provider searches and reports are now available to individuals and families …
COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments
March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …
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Seats at the Table Mean Better Returns
Quantitative data about the results delivered by women in C-suite and executive leadership has been accumulating for some time. Nevertheless, they resist. One of the ways of resisting is to ask for data, for proof of what we as women leaders bring to the table. Here’s proof.
The Evolving Impact Investing Landscape
In the not-too-distant past, what we now know as impact investing was pretty much confined to de-selecting “bad” publicly traded securities from portfolios and investing in securities that were selected because of factors deemed to be positive – board diversity, nascent social impact industries, and so on. Private impact investments were generally funded by individual …
Connecting Impact Investors and Companies
As impact (responsible) investing has become increasingly mainstream in the public markets - mutual funds, ETFs, 403(b) plans, and so on - a parallel market for private investment has naturally emerged. The number of channels and mechanisms for connecting financing with companies - platforms, as it were - is significant and looks at this point …
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