6MAY 2024Editor's NoteGoing Beyond Monetary Profits to Social ChangeA new tide is turning in the world of finance--one that is driven not solely by profit margins but by a deeper commitment to societal and environmental well-being. Socially responsible investment (SRI), once viewed as a niche approach, has now emerged as a powerful force reshaping the landscape of wealth management. It seeks to align investor values with responsible and ethical investment choices, promoting positive environmental and social outcomes. On that note, the SRI market is expected to reach $46.5 trillion by 2032, expanding at a CAGR of 9.4 percent.One of the driving forces behind the rise of SRI is the growing awareness of environmental, social and governance (ESG) factors. Investors are increasingly using ESG criteria to evaluate the sustainability and ethical impact of their investments. Companies that excel in ESG metrics are viewed as sound long-term investments, as they are contributing to a more sustainable and equitable future. Investors, wealth managers and policymakers are gradually adapting to this new reality, integrating ESG considerations into their decision-making processes to embrace a more sustainable and inclusive approach to investing.This edition on Socially Responsible Investment 2024 presents the most influential developments in the SRI market brought on by leading players in this segment. It features thought leadership articles from Darrell Van Amen, Executive Vice President and Chief Investment Officer at HomeStreet Bank [NASDAQ: HMST], who sheds light on the importance of deploying technology to help bring about efficiencies in calculation and trade execution. It also includes perspectives from Paul S. Young, Chief Financial Officer at Liberty Bank and Keir Clark, Senior Wealth Advisor, and Portfolio Manager at Scotia Wealth Management. We hope you find the ideal partner to uphold the highest standards of competency and compliance to ESG norms and guidelines in each investment, contributing to a more sustainable and equitable future.Let us know your thoughts!Copyright © 2024 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezVisualizerChris LynnAmelia Stewart*Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com MAY - 23 - 2024, Vol 05, Issue - 09 (ISSN 2835-9771)Published by ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.comEditorial StaffAaron Pierce Ashik Jain Ancel Castelino Ava GarciaGilbert Hoover Joshua Parker
< Page 5 | Page 7 >