Author: Steve Prostano

SRI: Investing and feeling good about it

Family Wealth Advisors

Simply said, the primary benefit of SRI is investing in a manner that is compatible with one’s values, ethics, and principles.

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Purpose investments: seeking financial and social returns

Family Wealth Advisors

Purpose investments are not a reason to accept concessionary returns, but rather are a method of pursuing both social returns and financial returns.

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2 examples of different approaches to purpose-built philanthropy

Family Wealth Advisors

Every philanthropist’s approach is unique based on a number of variables, including resources, talent, interests, and intentions.

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‘You say SRI, I say…’: Defining the terms of purpose-built philanthropy

Family Wealth Advisors

Ever wondered what exactly a Donor-Advised Fund (DAF) is? Our glossary has your answer.

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