It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues. Today many companies whose shares trade on public exchanges acknowledge their need to provide better disclosure of material Environmental, Social and Governance (ESG) factors to allow investors to make more informed decisions. Furthermore, applying an ESG lens is increasingly becoming recognized as a core fiduciary duty amongst global investors.

Read more…

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment strategy that meets our clients’ goals for their future.

Read more…

How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask our investee companies the right questions?

Read more…

Loren Francis was featured in this Golden Girl Finance article on November 19, 2020

Read more…