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News and Strategy for Pensions, Endowments and Family Offices

Millennials, ESG, and Tech; the keys to unlocking the future family office

Millennials, ESG, and Tech; the keys to unlocking the future family office

By the year 2030, Millennials are anticipated to inherit over $68 trillion from their parents, becoming the richest generation in American history
How Europe’s SRI Investors Will Respond to COVID-19

How Europe’s SRI Investors Will Respond to COVID-19

Asset managers and policymakers in Europe are seeking to place SRI themes at the center of the bloc’s economic recovery
DoL Strikes Blow to Pension Plans’ SRI Strategies

DoL Strikes Blow to Pension Plans’ SRI Strategies

A proposed new rule will limit the consideration of SRI criteria to those that are directly financially material
Social Bonds on the Increase During Pandemic

Social Bonds on the Increase During Pandemic

Fixed income securities raising money for social causes have seen a spike in interest from issuers and investors in recent months
Calvert Sets Up Academic Partnership Program for SRI

Calvert Sets Up Academic Partnership Program for SRI

The Eaton Vance subsidiary has also launched seven new SRI-themed funds for institutional and individual investors
SRI ETFs Hit Record Asset Level During Bull Market Run

SRI ETFs Hit Record Asset Level During Bull Market Run

Global assets reached $82 billion, data shows, as SRI versions of indexes outperform regular peers
How US Banks are Responding to Racial Injustice

How US Banks are Responding to Racial Injustice

Companies across the US and Canada are pledging money and action to support minority co-workers and communities
Carney: Public sector must step up climate change efforts

Carney: Public sector must step up climate change efforts

The former Bank of Canada and Bank of England governor has called for strong government action on climate change
SEC chairman calls for ESG issues to be considered separately

SEC chairman calls for ESG issues to be considered separately

Has warned that combining environmental, social and governance (ESG) factors into a single rating or score can result in “imprecise” investment analysis
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Banking Exchange Interview with
Rachel Lewis of Stock Yards Bank

As part of the Banking Exchange Interview Series we and SkyStem are proud to present our interview with Rachel Lewis, Assistant Controller at Stock Yards Bank & Trust.

In this interview, Banking Exchange's Publisher Erik Vander Kolk, speaks with Rachel Lewis at length. We get a brief overview of her professional journey in the banking industry and get insights into what role technology plays in helping her do her work.

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