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Impact Investing Archives - Wealthspire Advisors

Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

In the News
New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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impact investing

Impact Investing: Why it Matters for Investors

By and Guides & Whitepapers
Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper, Managing Director Glen Macdonald and SVP Lauren Martin explain what it is, why it is important to investors, and how it can be integrated into your financial plan. Impact investing is on the rise among investors around the world, so much so that The World Economic Forum, Barron’s and leading Wall Street money managers alike have all pronounced that “impact investing has gone mainstream.” This view is backed by evidence of growing demand among investors: at the beginning of 2018, assets under management in the…
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Glen Macdonald to Moderate Panel at Opal Group’s Impact Investing Forum

In the News
New York, NY, September 23, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Glen Macdonald will moderate a panel at Opal Group’s Annual Impact Investing Forum North. The event will be held September 23-24 in New York, NY. As part of Opal Group’s Impact Investment Series, The Annual Impact Investing Forum will bring together influencers, investors, and providers to examine many of the asset classes in the growing impact investing space. Topics such as defining impact investing, portfolio construction, asset class opportunities, and the role of the investor will be…
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Glen Macdonald to Speak at Total Impact Philadelphia

In the News
Rockville, MD, April 29, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Managing Director Glen Macdonald will speak on a panel at the second annual Total Impact Philadelphia conference. The event will be held May 1-2 in Philadelphia. Total Impact Philadelphia will bring together investment advisors and investors to discuss impact investment across asset classes, as well as highlight impact success stories and challenges unique to the Philadelphia area. The panel on which Macdonald will be speaking, “Impact advisors: going beyond risk and returns,” seeks to foster a conversation with experienced private…
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Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes Advisor Glen Macdonald

In the News
New York, NY, September 17, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm’s New York office. Macdonald is an experienced private family and institutional investment advisor with a focus on comprehensive wealth and investment management, impact investing and philanthropy. Macdonald is recognized nationally as a leader in values-based investing and innovative philanthropy. He is Co-Founder and Chairman of the Wealth & Giving Forum, which promotes the purposeful and effective deployment…
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impact investing

Introduction to Impact Investing: History, Strategies, and Trends

By Blog
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways to implement their desired investments. As part of those options, the rise of impact investing has created some fundamental changes in how investors view their asset portfolios. Assessments of a corporation’s performance on environmental, social, and governance (ESG) criteria have made it easier than ever for investors to align their personal values with their investment portfolios, and many have chosen to do so. Impact investing started as a means for organizations to avoid those areas that directly conflict with their…
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impact investing

Socially Responsible & Sustainable Investing

By Blog
Dating back to the 16th century, investors have expressed their social views by avoiding investments that are contrary to their individual values.  While this investment style is still employed today, the discipline has expanded to include the analysis of non-monetary factors that may have an impact on a company’s long-term sustainability.  These factors are commonly referred to as ESG (Environmental, Social and Governance).  However, there are many common misconceptions and applications of ESG analyses. In this blog and its corresponding white paper, we attempt to demystify socially responsible and sustainable investing. Definitions & Nomenclature CSR: Corporate Social Responsibility (also known…
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