Article by Michele Gustin, CWIP Communications Committee Member
On Friday, May 7th, 2021, CWIP members and presenters Savannah Boren and Sarah McCarron hosted a well attended virtual morning event to discuss and share sustainability investment practices employed at their workplace JP Morgan Chase. They offered insights and busted some common myths about sustainable investing for both private and not for profit sectors.
Sarah shared her expertise and gave a grand tour of sustainable market trends and surprised me with her statistics about how the “do gooder” investment market is a solid trend that shows stability and profitability for the future.
Savannah shared her own personal experience as a personal investor with the group and asked poignant questions that facilitated our group engagement. As the presentation was geared toward multiple levels of investor knowledge please see below link to watch the action and garner important information about how social change is making a difference even in the financial world, and please contact Savannah or Sarah to learn more. Here are some of my key takeaways:
- When I invest with intention and align to my personal and company’s values I am in fact mitigating risk
- ESG investing is finding companies with ESG ratings for their Environmental Social & Governance practices
- ESG companies show higher profitability and less volatility in the new market trends
- Ongoing market volatility and sideways trades warrant an advisor with broad exposure to an index and advocates active management practices.
To ask your own sustainable investment questions contact CWIP members Sarah McCarron or Savannah Boren:
Savannah Boren
Vice President, Senior Relationship Manager- Government & Not for Profit Banking
Phone: (312) 732.6062
Email: Savannah.L.Boren@Chase.com
Sarah McCarron
Vice President, JPMorgan Chase Private Bank
Phone: (312) 732.4050
Email: Sarah.C.McCarron@jpmorgan.com
Click "Download Attachment" at the bottom of this blog to see the program slides and feel free to share with others in your network, and stay tuned for details on next month’s Friday Share!
Big shout out to our members of the CWIP Communication Committee who is recruiting new members!
Help us to share the story of what CWIP and our membership are doing. Contact us to post fun write-ups like this one : ) @ info@cwiponline.org.
Who Wore it Well:
Roas Berardi sported a very stylish scarf for our morning face time engagement.
Most Probing Question Award Goes to:
Anya Maziak who asked if our hosts were aware of any traction in legislation requiring private foundation investments to align with organizations priorities.
Honorable Notable Mention Goes to:
Ashely Hamilton who’s pet steer watched from the window behind her patiently for the entire meeting.