JOIN OUR WEBINAR ON BUILDING A B CORP FINANCIAL FIRM, ESG INVESTING, AND MORE

 

RSVP for our first webinar on Tuesday, March 28 at 12pm PT.

This month, we announced that Modernist Financial was officially a B corp™. That means we are legally required to consider the impact of our work on all our stakeholders – our employees, suppliers, clients, community, and planet. We are so proud to join this global movement of people using business as a force for good™.

One of the major ways advisors can help their clients align their wealth with their values is offering values-based investing portfolios.  Values-based investing is still a relatively new field. However, as available data grows, ESG (environmental, social, governance) factors are emerging as strong investment performance indicators. For example, MSCI, the leading ESG research provider, downgraded VW’s outlook two years before the emissions-test scandal. The reason? “Poor levels of director independence.”

That said, at Modernist, we think the current iteration of ESG investing is a luxury good. If, like most people, you are concerned about having enough savings for retirement, you probably want to make sure you capture the highest possible returns and may be wary of taking a risk on a new investment style.

In our Webinar, we will dive into the values behind Modernist Financial, what it means to be a B corp, investing in alignment with your values, and our take on ESG investing. Click here to RSVP