Policy Brief: Seeking Peace in a Time of Economic Chaos
A wealth management expert offers tips on financially surviving the recession.
investing
Arnerich Massena Publishes White Paper: “Women in Investing: Why balanced gender representation on your advisory team helps lead to success”
Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to … Read more
Arnerich Massena Becomes an Intentional Endowments Network Member
Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces that the firm has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios.
The brave new world of impact investing
As impact investing gains popularity, it addresses new challenges.
Stock buybacks on the rise
With more cash in the bank, companies are upping stock purchases while investing in new equipment and wages.
‘History doesn’t repeat itself — but it often rhymes’
Recent market activity prompts us to consider Mark Twain’s famous quote — and revisit historical trends to understand how equities might perform for the remainder of 2018.
Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Investment Menu Construction
Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper, Retirement Plan Best Practices: Investment Menu Construction. The white paper is the third in a five-part series outlining retirement plan best practices; the … Read more
Arnerich Massena Announces the Hire of Karl Hausafus, J.D., as General Counsel and Chief Compliance Officer
Portland-based investment firm Arnerich Massena announced today that Karl Hausafus, J.D., has rejoined the firm as general counsel and chief compliance officer. Mr. Hausafus has overall responsibility for the legal and compliance functions of the firm (he previously served Arnerich Massena in this capacity from 2010 to 2016). Karl Hausafus has also been named a … Read more
Investment Firm Arnerich Massena Announces Long-term Succession Plan, Maintaining its Independence and 100% Employee Ownership
Tony Arnerich will retain an ownership position and serve as CIO and advisor – David Nute named CEO