STRATEGIC ADVISOR FOR FOUNDATIONS & NONPROFITS
This blog section on the Perennium website is now a year old, and I realize that I have never discussed here the topic of Sustainable & Responsible Investment (SRI). Too obvious, no doubt, given our activities; and too much of a well-worn subject too (Yet another article on SRI?). However, there are so many confusing and uninformed things said on the topic that I would like to clarify the matter.
To ensure that her work for conservation and sustainability carries on beyond her lifetime, Jane Goodall, the world-renowned ethologist, has just created a charitable foundation in Geneva. From early thinking to implementation, a journey she chose to undertake with the trusted support of Arnaud Apffel.
Jean-Paul Paddack, Executive Director at WWF International, discusses his collaboration with Perennium. An interaction started a few years ago within the framework of the largest environmental Foundation in Africa. Why the choice to professionalize the management of the financial assets of such an institution and with what results? Interview.
Currently, not a day goes by without a new article on robo-advisors. Beyond the attraction of novelty, one can wonder if these machines constitute a real progress. Answering that question will take us back to the basics of portfolio management: how to grow financial wealth over time? And can robo-advisors help?
Continue reading “Robo-advisors: a step forward for portfolio management?”
Chairing the Board of a charitable foundation with a significant financial endowment? Seeking to devote all or part of your wealth to serve a cause? In both cases, institutional or individual, these are challenging tasks. With whom can you share your strategic thinking, who can you trust to grasp and deal with the often-arcane world of banking and asset management? Perennium, a Swiss-based advisory firm established in 2013 by an investment expert, understands both the financial and ethical issues of charities, and stands up for their interests.