A New Foundation for Portfolio Management

Written by Resilient Investor on February 5, 2015. Posted in Zone 8, Zone 9

This 19-page paper by the CEO of Portfolio 21 presents a well-reasoned case for the evolution of portfolio management in response to modern-day pressures, including social and environmental stresses, rapid information exchange, and new goals and priorities being voiced by investors. Learn more (pdf).

Tags: financial assets, investing, SRI, sustainable global economy strategy