Insights

At Aneuvia, we believe in democratizing financial wellness and investment advice for the betterment of companies, communities and individuals. Here we share our insights, point of view and advice on global impact investing, corporate diversity and inclusion, new financial market trends, impact investment funds and more. 

Stay ahead of the curve with insightful news and analysis that can help your company or organization make crucial decisions for better business outcomes. 

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ESG Investing - the Best Way to Make an Impact on the Environment
Posted by Janelle Metzger

ESG investing continues to be lucrative. In fact, ESG-focused equity funds have taken in nearly $70 billion of assets just over the past year, while traditional equity funds have suffered almost $200 billion of outflows over the same period. Investors, regardless of gender and age, are showing greater interest in sustainable investing in recent years. During the second quarter of this year, ESG fund flows continued at a record pace, according to Morningstar. In the United States, they totaled $10.4 billion, which nearly equaled Q1 flows.  

 

                

 

ESG stands for Environmental, Social and Governance. ESG metrics are not part of mandatory financial reporting, however, investors are increasingly applying these factors to their analysis in order to identify material risks and growth opportunities. More companies are also increasingly making voluntary disclosures in their annual report or in a standalone sustainability report. In support of this, activist investment firms like Aneuvia, work with clients to reassess their ESG footprint and operations to increase value among investors.  

 

Here’s how to apply an ESG lens to investments: 

 

Environmental 

Investors are increasingly looking for companies to be more conscious of the world around them. Environmental factors that are taken into account are the negative and positive impacts on air, land, water, ecosystems and human health. Investors evaluate resource management and pollution, reducing emissions and climate change prevention, the use of green technologies and products, among other factors.  

 

Social 

Corporations have an opportunity to step up and solve critical societal problems. This is particularly imperative as consumers learn to navigate the “new normal” and live through unpredictable times. Contributing social factors are company culture, employee satisfaction and well-being, supplier net promoter scores, diversity and inclusion, among others.  

 

Governance 

Corporate governance is a critical aspect of ESG analysis. This relates to the way a company is run operationally - by a Board of Directors, C-Suite and senior management. Contributing factors include transparent accounting systems, disclosure of any and all grievances, ethical operations,  executive compensation, among other factors.  

 

In our latest whitepaper, we explore how ESG issues affect companies in different ways. For investors, it makes business sense to look at factors that affect financial performance, despite the fact, they are not financial metrics. This not only mitigates potential risks, but also helps to identify growth opportunities.  

 

View our latest whitepaper for more on sustainable and impact investing.

Women need advocates now more than ever
Posted by Janelle Metzger

COVID-19 is not only a test to our global economy, health and wellness, but also our human spirit. 

The pandemic is deepening pre-existing inequalities and exposing vulnerabilities in social, political and economic systems, particularly for women. 


One example of unemployment data shows that 55 percent of people who have lost their job during this time are women. 

Adding fuel to the fire: according to PayScale, the median salary for men is roughly 19 percent higher than the median salary for women in 2020. This is just a 7% percent improvement from 2019, when the median salary for men was roughly 26 percent higher than the median salary for women.


We have work to do - both men and women - to close this gap.

Women now effectively have to work four jobs: their day job, homeschooler, housekeeper and cook. Rarely are their effective corporate programs that help women - particularly  working women - balance their responsibilities at home so they can continue to stay  and thrive in the workforce.  

Our team at Aneuvia commissioned a recent survey of 150+ corporate mothers with one or more children under 18 years old, and found an increase in primary caretaker responsibilities for corporate mothers (63%) and growing unavailability of third-party childcare (from 94% to 29%). When asked what employers can do to support corporate mothers, 44% respondents confirmed, greater flexibility with working hours - such as four-day work weeks. 


Women need advocates now more than ever to feel supported, elevated and valued.

Harvard Business Review reveals that both men and women undervalue or fail to nurture a network of professional sponsors, yet women are 54 percent less likely than men to have a sponsor.

Without mentors, advocates and sponsors, women often decide to leave the workforce, experience burnout due to work-life imbalance and continue to suffer pay inequalities. 

On the other hand, seventy percent of men and 68 percent of women who have a sponsor reported being satisfied with their career advancement. Women with sponsors are 27 percent more likely than their unsponsored female peers to ask for a raise and 22 percent more likely to ask for “stretch assignments” that go on to build their leadership reputation.


People invest in people who look like them. 

Diversity is not a buzzword. By having a diverse workforce, we are more likely to learn about the concerns and preferences of various population segments, increase profit potential and create a more engaged workforce. 

When we put women in leadership positions, we create a domino effect. They have power in an organization and can use their social influence, capital and credibility to advocate for other women, who are then elevated to positions of power. 

Finally, putting women at the center of policy planning, workforce leadership development and financial program development will drive better and more sustainable development outcomes for all and support a more rapid recovery.


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