Author: Chloe Richardson

The millennial generation has always blended purpose with profit. You’re not just saving for a house or retirement; you’re also deeply concerned about the world you’ll inherit and leave behind. This unique blend of financial aspiration and social consciousness is redefining the investment landscape.

Enter ESG investing and sustainable investing—powerful methodologies that allow you to align your money with your values while simultaneously pursuing your financial goals. This guide will walk you through how to start making impactful and profitable investment choices today.

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What Exactly Are ESG and Sustainable Investing?

The core concepts center on moving beyond purely financial statements to evaluate a company’s total impact and long-term viability.

ESG: Environmental, Social, and Governance

ESG investing is a framework that systematically assesses a company’s performance on three non-financial factors:

• Environmental (E): Focuses on a company’s impact on the natural world. Examples include carbon footprint, resource management (water and

… Sustainable and ESG Strategies for Millennial Investors to Build Wealth and Impact Read More

Institutional investment management involves the fiduciary duty of managing vast pools of capital—pensions, endowments, and sovereign wealth funds—with discipline and accountability. In this world, merely posting a high return is insufficient; the primary focus is not simply on what was earned, but how it was achieved relative to the risk taken. Comprehensive investment management reporting relies on standardized metrics to isolate true managerial skill from sheer market luck. This rigorous approach ensures that portfolio managers are evaluated fairly and that capital stewards meet their fiduciary responsibility to their beneficiaries.

The Spectrum of Return Measurement

To properly evaluate a portfolio, analysts must first understand the hierarchy of return measurement, which moves from the most basic to the most sophisticated.

The starting point is Absolute Return—the simple total return generated by the portfolio over a defined period. While essential for tracking wealth creation, this metric ignores market conditions entirely. Next is …

Essential Performance Metrics in Institutional Investment Reporting Read More