Socially responsible investing (SRI) is a strategy that considers financial returns and the environmental, social and governance (ESG) factors of an investment. It is sometimes simply called ESG investing. There are many options from which to choose. At Balanced Rock, we can help you select how to invest with your values. Furthermore, we can guide […]
West Roxbury Lateral Pipeline and Spectra Energy: ESG Investing
Part of what we do here at Balanced Rock is review the ESG (Environmental, Social, Governance) impact of potential investments. For a values-motivated client, we select investments by taking both financials and corporate behavior into consideration. We call this Values+Value™ because we believe that over the long run, using ESG metrics to identify companies that are […]
Finances of Marriage Equality
by Hendrix Berry Sustainable Community Coordinator Unequal rights for same sex couples and straight couples didn’t stop people from falling in love and committing to their relationships, but it did limit couples’ financial options. Marriage equality means more financial choices for same sex couples, but just like for straight couples, getting married legally is […]
The Investment Case for Divestment
by Dan Flannery, CFA The Investment Case for Divestment #1 Stranded Assets & the Carbon Budget Deficit The Carbon Budget is intended to quantify the amount of fossil fuels that can be burned while remaining under a 2°C global warming target. Stranded Assets are current fossil fuel reserves that cannot be burned without exceeding the […]
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CONTACT INFO
Daniel M. Flannery, CFA
Phone: 617-971-8323
Fax: 617-934-2540
dan@balancedrockia.com 252 Roslindale Avenue Roslindale, MA 02131
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