Awards

In this issue we look at perspectives on the pandemic, markets, election, and the impact on portfolios.

Whether referred to as Sustainable Investing, Environmental, Social and Governance (ESG) Investing, or Impact Investing, investors across generations and with a wide range of social and economic views have shown increased curiosity around whether it makes sense as a piece of their investment portfolios. In this month’s Forward Momentum™, we take a deeper dive into Sustainable Investing.

In this issue of Forward Momentum™ we’re sharing resources to empower families to make the right decisions the right way. Included are keys to effective family learning, best practices for family governance, and a quick five-question pulse check on how your family’s navigating the whirlwind that is 2020.

Read on for our picks on what to watch, what to listen to, what to read, what to hand down, and what to ponder this month, including a conversation with Chief Investment Officer Rick Pitcairn and Managing Director of Investment Strategy Bruce Stewart. Also included is a step-by-step Family Learning activity on intellectual capital from Pitcairn's Wealth as Well-Being Inventory.

This issue of Forward Momentum™ focuses exclusively on philanthropy. Hear about five key traits our Relationship Managers have identified in their work with families. National Philanthropic Trust’s Jenna Mulhall-Brereton joins Amy Hart Clyne for a conversation about current giving trends, how our investment portfolios influence our giving strategy, and the importance of involving next generation.