Archive for the ‘Responsible Investing and Impact’ Category

Assess Portfolio Risk First, Then Returns

By Gary Brent on September 8th, 2020

Its common knowledge that global markets are unpredictable. With this in mind, during the 2020 global financial bear market caused by the COVID-19 pandemic, a majority of investors witnessed major declines in their portfolios and a downfall of...

Utilizing Investment for Impact: Part 2

By Loren Francis on October 1st, 2019

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...

Utilizing Investment for Impact

By Loren Francis on July 18th, 2019

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...

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

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...

HighView’s Focus on ESG Integration and Social Impact Investing

By Loren Francis on August 15th, 2018

In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards...

Designing Investment Policy for ESG and Impact Investing

By Loren Francis on October 24th, 2017

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”....

HighView Financial Group Joins the Responsible Investment Association

By Loren Francis on May 29th, 2017

The Responsible Investment Association (“RIA”) and HighView Financial Group announced today that HighView has joined the RIA as an Associate Member. “We are very pleased to welcome HighView Financial Group as an Associate Member of the...

Making an Impact: Aligning Values with Investment

By Loren Francis on November 25th, 2016

“We will be known forever by the tracks we leave.” – Dakota Proverb On September 25th 2015, the United Nations (UN) with countries around the world adopted a set of goals to end poverty, protect the planet, and ensure prosperity for all as...

Mitigating Investment Portfolio Volatility

By Gary Brent on February 26th, 2016

The simple fact is that global markets are volatile. While this is always true, it is particularly pertinent presently, in the aftermath of the 2008-2009 global financial crisis when investors saw serious declines in their portfolios and the...

High-payout Funds Are a Cash Flow Mirage

By Dan Hallett on November 27th, 2015

In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation.  Usually only subtle trickery is at play.  And most often I have seen...

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