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Responsible Investing Rises, Despite the Noise. But Many Investors Need Help Framing Their Communications Effectively

Responsible Investing Rises, Despite the Noise. But Many Investors Need Help Framing Their Communications Effectively

by Mark Grandstaff | Nov 12, 2024 | ESG, Financial Services, Financial Trends, Public Relations

Over the past few years, responsible investing has faced considerable turbulence from the so-called “ESG backlash.” It’s true: High-profile exits from climate initiatives have caused a stir, and the rise of anti-ESG rhetoric has put pressure on the use of...
Asian American and Pacific Islander (AAPI) Heritage Month: Employee spotlight

Asian American and Pacific Islander (AAPI) Heritage Month: Employee spotlight

by Mark Grandstaff | May 4, 2023 | Agency/Culture, ESG, Thought Leadership

Hello, my name is Bernardo Soriano and I serve as a vice president in the Financial Services Department at Gregory FCA. In honor of Asian American and Pacific Islander (AAPI) Heritage Month, I have shared my responses to the questions below, reflecting on my...
Invest in our planet: How to effectively market emerging strategies in sustainable investing

Invest in our planet: How to effectively market emerging strategies in sustainable investing

by Mark Grandstaff | Apr 18, 2023 | Content Marketing, ESG, ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends

The theme for Earth Day 2023, “Invest in Our Planet,” comes at a challenging time for sustainable investing. The ESG movement is facing significant political pressure, while market turmoil and the recent banking crisis have limited funding to climate startups. ...
Getting Started: Writing Your First ESG Report

Getting Started: Writing Your First ESG Report

by Josh Lusk | Feb 17, 2023 | ESG, Investor Relations

ESG — Environmental, social and governance reporting — has been a driving force behind investor interest for some time now, with more and more public companies making the jump to try and meet stakeholder demand. Why is that? ESG helps attract investors to your company...
Fall 2022 ETP Forum key takeaways: Impact of marketing, ascent of active ETFs and ESG evolution

Fall 2022 ETP Forum key takeaways: Impact of marketing, ascent of active ETFs and ESG evolution

by Mark Grandstaff | Dec 21, 2022 | Conferences & Events, ESG, ETF Launch, ETF Marketing, ETFs, Public Relations

Wedged between larger custodian conferences and other year-end industry summits, the Fall 2022 ETP Forum in New York brought together some of the nation’s best thinkers in investment management, exchange-traded products and ESG. A few key takeaways emerged from the...
Lessons learned from the 2022 Morningstar Investment Conference

Lessons learned from the 2022 Morningstar Investment Conference

by Mark Grandstaff | Jun 29, 2022 | Conferences & Events, ESG, Financial Services, Financial Trends, Public Relations, RIAs

Last month, we joined over 2,500 financial industry players at the Morningstar Investment Conference in Chicago. With over 50 sessions available for attendees, Morningstar’s research leaders and esteemed guest speakers hosted seminars spanning topics from fixed income...
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