Sat.Feb 05, 2022 - Fri.Feb 11, 2022

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NFPs

A VC: Musings of a VC in NYC

Early in my career, I was taught that any team member was replaceable and that as long as you had sufficient time to find a suitable replacement, you would be fine. I have operated on that basis since then, imparted that wisdom to the founders and teams that I work with, and have always advocated for that approach to management. But I have learned that on any team there are always a few members who are extremely difficult to replace.

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Climate risk takes insurance sector by storm

Financial Times: Moral Money

Plus, China goes for gold in the ‘green’ Olympics and a sharp rise in new climate regulations

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Trending Sources

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Implement Digital Documentation for Client’s Onboarding

BlueMind

Category: Technology. Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process.

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Sorry Ram Fans….Go Bengals?

Dear Mr. Market

Dear Mr. Market: The investment world has not given us much of a break lately. Everything is down… everything … except gold and emerging markets, but you saw that coming, right?!? Before we dive in, let’s just post some quick year to date numbers and then get to the football banter. Large Caps are down -5.4%, Mid Caps -4.2%, Small caps -5.9%, International -8.1%, and Bonds (which are supposed to shelter us from some of this near-term pain) are down -3.2%.

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How to Use Restricted Stock Units to Fund Financial Planning Goals

Zajac Group

Employees who receive restricted stock units (RSUs) as part of their compensation will have several things to consider. Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. If you plan to sell your restricted stock units when they vest, the after-tax proceeds from the sale may be used to help fund financial goals and supplement your inco

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Morningstar cuts 1,200 funds from ‘sustainable’ list

Financial Times: Moral Money

Data provider dropped products with combined $1.

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More Trending

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The Bumpy Road to the Market’s Long-Term Average

ClearMoney

The following is provided by Dimensional Fund Advisors.

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Energy grid tech is on the charge

Financial Times: Moral Money

Spiralling demand for renewable energy generation presents an investment opportunity

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UK-EU rule split risks complexity for ESG investors

Financial Times: Moral Money

Confusion and extra costs could be in store for British savers

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Does short selling fit into the ESG agenda?

Financial Times: Moral Money

Plus, new European sustainability standards and a road map to fight greenwashing

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MSCI ESG indices’ outperformance needs scrutiny, experts caution

Financial Times: Moral Money

The indices were not only aided by stock selection, but inclusion of oil and gas could confuse some investors

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Can blockchain boost the carbon credits market?

Financial Times: Moral Money

Plus, a new legal challenge to the EU taxonomy and the financial danger of toxic workplaces

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Amundi: big and diversified means asset manager is ahead of the pack

Financial Times: Moral Money

Group’s shares offer good value, given its scale and earnings potential