Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.
There are different structures for Employee Stock Purchase Plans, or ESPPs, but in general, they allow you to set aside money from your paycheck to buy your employer’s stock at a discount over a certain time period.
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
Best-in-State List Wealth Advisors Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2023
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
You may have seen a recent series in the Wall Street Journal critiquing ESG and sustainable investing as a ‘craze’. Well, we disagree, and here’s a thoughtful response from Morningstar’s director of ESG research Jon Hale. Read the full article on Morning Star's...
Demystifying Private Equity with Scott Yi. Learn how Private Equity can play a key role in your portfolio.
Global stocks hit an all-time high on November 16th only to sell off and finish the month down -2.41% amid fears about the new Covid omicron variant and further impediments to global supply chains. Despite that, the MSCI All-Country World Index is up 13.98%...
Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.
Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.
In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.
Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.
Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.