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ESG Matters McDivitt on ESG Barriers
In our latest ESG Matters video,Ā Mark McDivittĀ of State Street joins us to discuss the current state ofĀ #ESG. Key takeaway for financial advisors trying to better understand this space: ESG is simply risk management. At a time when the vast majority of corporate value...
Global Market Commentary August 2020
Global equities continued their climb in August: The MSCI All-Country World Index posted a 6.12% return for the month, besting even the impressive 5.28% return in July. In the U.S., the large-cap S&P 500 Index hit an all-time high and posted its best August...
Summer Streets Program #2 – Options Trading
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFAĀ® talking about Options Trading as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Summer Streets Program #1 – Alternative Investments
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFAĀ® talking about Alternative Investments as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Perigon Named to 2020 Financial Times Top 300 RIAs
Perigon Wealth Management is honored to announce that we have been named to the 2020 Financial Times Top 300 Registered Investment Advisors (RIA) list. This year's publication is the 7th edition of the Financial Times rankings -- which considers and ranks RIAs based...
Global Market Commentary July 2020
Momentum in global equities continued in July with a 5.28% gain following the 19.2% Q2 return. However, markets continued to show a lopsided rally, with the majority of those gains coming from a handful of the largest names in the U.S. Amazon, Apple, Facebook, and...
Global Market Commentary June 2020
Perigon’s Investment Committee provides an easy-to-digest summary of what happened in global markets during the month of June.
Global Disruption in 2020 Amplifies ESGās Link to Financial Performance
If there was still doubt that sustainable investing has hit the mainstream, the globally connected events of 2020 eliminate it. The urgent call for racial equality, the impacts of COVID-19, and the looming climate crisis are requiring more of companies than ever...
ESG Matters: Video Chat with Katie Schmitz Eulitt of SASB
In the latest installment of ESG Matters, Perigon's Bud Sturmak and and Evan Zall from Longview Strategies talk to special guest Katie Schmitz Eulitt of SASB. They explore the connection between sustainability and financial performance and discuss what is motivating...
Arthur Ambarik and Rachel Elson on Steve Sanduski’s “Between Now and Success” podcast
Our own Arthur Ambarik and Rachel Elson join Steve Sandusky on his "Between Now and Success" podcast. Steve's Key Takeaway: In order to make you and your services major players in your clientās financial narrative: Do what other advisors donāt. Find those pain...
ESG Matters: COVID-19 proving out value of Sustainable Investing
In an unprecedented, chaotic, and uncertain environment, sustainable investing is standing out as a reliable strategy ā and is getting the attention it deserves. While there has been momentum for awhile, there are now three pretty exciting elements playing out at the...
COVID-19 Response Reinforces Value of Sustainable Investing
Re-post of an article originally published by Perigon's Bud Sturmak and Longview Strategy's Evan Zall on investmentnews.com on April 17, 2020. Read the full article