At Stifel, we take a different approach – we want to insure we are a quality cultural fit for you and your clients, then we insure we have the capabilities to meet your needs.
Commentary from Bernie Kavanagh on the ever changing global trade debate.
Elements such as firm size, history of the firm, and ownership structure, none of which are easy to change, are cultural elements that can serve as indicators of future strength or how an advisor may be treated when they seek support and assistance.
There are many highly qualified, thoughtful and astute investment managers who have decades of experience and investment acumen which they bring to bear. However, managers are constrained by the boundaries of their mandates, and it is important to understand how these constraints may hamper a manager’s success.
FFAB 2018-01 seeks to clarify rather than change the existing DoL guidance on the appropriate way to integrate ESG factors in evaluating investments for in ERISA plans.
In recent years, adoption of environmental, social and governance (ESG) investing has accelerated in part due to momentum from key industry organizations such as the Principles for Responsible Investment, availability of better ESG data and tools, and demand from the next generation of investors called millennials.
Corporations should assess their involvement in the plastics cycle carefully and seek ways to ensure they can be part of creating a closed-loop solution. Reducing use of low-value plastic in packaging and investing the creation of commercially viable ways to managing the existing waste stream on land is critical to ensuring that this contamination stops finding its way into our oceans.