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. 

Want more insights in to your finances? Click here to access Aneuvia's wealth management system.



The Equity Imperative in Investing
Posted by Unknown


It’s becoming clear that the effects of COVID-19 are here to stay long-term. Add to that the continuing issues of racial inequality, the increasing polarization of American culture in the run-up to the upcoming presidential election and the most recent wave of climate-change driven natural disasters, and it’s becoming increasingly clear that America’s road to recovery will be a circuitous path versus a straight line.  

COVID-19 has turned into an inflection point. Not only is the crisis reshaping the ways we live, work, and socialize; but it’s also leading us to reevaluate fundamental issues of economic, social and racial equality – and the role of corporations in shaping progress on those issues.  

83% of executives today feel an urgency for business to be a critical part of driving solutions to some of today's most pressing issues — including COVID-19, racial injustice and economic resurgence, according to the 2020 Porter Novelli Executive Purpose Study.  

Screen Shot 2020 10 21 at 4.39.31 PM

One particular example is the Black Lives Matter movement, which propelled many companies to step up and voice support for justice, reform and equity. This would have been considered a risky business move many years ago. But, today, due to the increased polarization of our country, even the most apolitical household companies have taken an explicit stand on issues like human justice, gun control, immigration, and women’s rights. Corporations that used to stay publicly silent, out of fear of alienating their customer base, now have a business, moral and financial imperative to speak up.  

In our latest whitepaper, we discuss the importance of businesses having a positive impact on society and taking an inclusive approach in order to avoid reputational risk, but also to venture into unexplored business domains. The adverse effects of material issues such as climate change, gender inequality, financial exclusion, and resource scarcity are a wake-up call to stakeholders and shareholders, alike. Our view at Aneuvia is that sustainable, equitable investing not only increases intrinsic value, but also produces greater financial returns. In today’s competitive landscape, diversity and inclusion isn’t an option, but an imperative.  

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

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

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.

Sign up for our newsletter
Web by Pixel Inc Logo