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. 

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Sustainable investing makes good business sense
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The wakeup call for sustainability is loud and clear. A new era of sustainability is emerging, and it’s affecting every aspect of the world. Consumers are increasingly motivated to be more environmentally and socially conscious and are exercising their power and voice through the products they buy and the companies that they invest  in. According to Hotwire

  • 47% of internet users worldwide said they had switched to a different product or service because a company violated their personal values. 
  • Protecting the environment topped the list of reasons consumers switched, and 5% cited concerns about climate change.

Balancing act of benevolence & bankable

Corporations are stepping up to sustainability, understanding that this just makes good business sense. According to our latest whitepaper Finance for Good: The Positive Impact of Active Ownership, we see a shift in shareholder resolutions with focus on environmental and social factors. And, an increasing number of institutional investors are backing these resolutions. 

April 2020_E&S Topic Graphics                   

Companies do well by doing good

From our own proprietary research, we’ve seen that firms with more gender diversity on Boards and higher social factor scores perform better as a standalone measurement. Despite the economic downturn in the first quarter of 2020, socially-minded companies lost significantly less than those without a sound socially-conscious strategy.

SP500 Gender and Social Analysis_April 2020

In 2019, shares of the 100 companies on Barron’s “America’s Most Sustainable Companies” list returned 34.3% on average, beating the S&P 500′s 31.5%. It’s clear that sustainable investments - those focused on companies with strong environmental, social and corporate governance (ESG) principles are filtering into the public consciousness. The adverse effects of material issues such as climate change, gender inequality, financial exclusion, and resource scarcity are a wakeup call to stakeholders and shareholders, alike. Our view at Aneuvia Asset Management is that sustainable investing not only increases intrinsic value, but also produces greater financial returns. 

Learn more about Aneuvia’s sustainable investing solutions.    

How ESG strategies can deliver outperformance
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It is a common misconception that in economic downturns, investor interest in sustainable investing stifles. It is often viewed that when the market declines, investors must resort to traditional, defensive strategies. In light of global environmental and social awareness movements - namely, climate change, gender inequality, financial exclusion, consumers and investors are prioritizing sustainability:

  • Morningstar reports that in the first three months of 2020, 70% of sustainable equity funds showed returns in the top halves of their broad-based peer group. 
  • Of those, 44% scored within the top quartile. By  early March, ESG-aware companies outperformed other stocks by up to 5.7%, per HSBC.

Morningstar_April 2020_Sustainable Equity Funds Return

Economic, social and corporate governance are the new currency.

ESG investing involves researching and factoring in environmental, social, and governance issues, in addition to the usual financials, when evaluating potential stocks. 

Aneuvia works with clients to reassess their ESG footprint and operations to increase value among investors. In our latest whitepaper "The Positive Impact of Active Ownership: Finance for Good", we’re seeing many individuals, especially millennials and Generation X, are embracing a socially and environmentally responsible lifestyle. 

Impact investors have started to more intentionally bring a sustainability and diversity lens to investing. Now is the time to build off this momentum, and for businesses to ask questions like, “Are we building a first-class diverse organization? Are we operating in a financially-sound and environmentally-friendly  manner?” At Aneuvia, we are committed to driving progress on diversity  and sustainability as a ‘catalyst’ through our partnerships with individuals and organizations.

Learn more about Aneuvia’s sustainable investing solutions.

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