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Knowledge is Your Most Powerful Tool
Whether this is your first time investing or you have lots of experience, you’ll find articles to help you make every dollar count toward your future and what you believe in
3 min read Background ESG incorporation is (1) applying a measure of Environmental, Social, and Governance criteria in investment analysis and portfolio selection and or (2) taking into consideration shareholders’ concerns over ESG issues during decision-making...
Sustainable investing, socially responsible investing, impact investing, conscious investing, value aligned investing — all terms which have recently percolated amongst the wealth management circles. What are the nuances and how can I get involved?
Are you one of the 150 million workers who has opted out of the stability of a more predictable corporate job to be self-employed—foregoing steady paychecks and reliable health insurance?
At Recap, we believe that the purpose of a company is to provide the most profitable solutions to society’s problems, not just to make a profit. When this is done in a way that creates or exacerbates other problems, companies will, in the long run, fall short.
So, you’ve decided you want to start investing sustainably. But how do you find these investments? And which options are right for you?
Times are changing. The need to improve the world for ourselves and future generations has become all the more urgent. We are collectively thinking about the bigger picture.
Are you a buy-and-hold investor? Buying and holding stocks long term is a strategy that can help you maintain a more stable portfolio while weathering short term fluctuations. Another strategy is to incorporate sustainable principles into your investing.
How can we change it up? How can we shift our routine to feel our day is more impactful than these three simple words? How can we discover our True North, that thing that makes us tick?
Our team has been dreaming, thinking, and working tirelessly on this product and we’re excited to share this with you. Read more about our the beginning of our CEO’s journey to use finance as a force for good.
Even before the modern era of ESG investing, the power of divestment was alive and well. Learn from one of our Fellows how protest divestment put direct pressure on the ruling National Party, and was pivotal in bringing about the end of apartheid and racial segregation in South Africa.
Read a personal account from one of our fellows, Isabella Murray – McKay, as she describes her impact investing journey. She explores the role of sustainable principles in engaging young people and encouraging them to invest and shares the causes that motivated her to get involved.
The United Nations Sustainable Development Goals are an assessment of the world’s most urgent needs as proclaimed by the United Nations member states. The goals highlight issues that require our attention by 2030. Currently, there is a funding gap of $2.5 trillion which will make it difficult to meet these goals by 2030.
Milton Friedman always prioritized shareholders. But is this still the right way to operate?
Our world is changing fast. The need for sustainable solutions for ourselves and future generations has become more urgent. What can we do? How can we find purpose in our daily self-quarantined and “shelter in place” states of being?
Are banks that are financing fossil fuels and oil and gas developments just as guilty as the bad actors themselves? Arguably so. But the good news is that the banks are starting to make their moves too.
Is Venice on your bucket list? If so, the recent flooding may have you bumping it higher on your ranking of “must-sees”.
The 2030 Agenda for Sustainable Development, adopted by every single UN Member State in 2015, is a blueprint for peace and prosperity for people and the planet by 2030.
Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.
Recap Investing Inc. is an SEC-registered investment adviser.
Brokerage services provided to clients of Recap Investing Inc. by Interactive Brokers LLC (https://www.interactivebrokers.com). Interactive Brokers is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Before investing, consider your investment objectives and Recap's fees and applicable custodial fees.
Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.