Resources

Expert opinion
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Report
Oxfam & Sumerian Partners
In summary, this report have found that: Financial return targets do not reflect enterprise performance Fund structures are not designed to meet the needs of most enterprises The need for...