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It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income portfolios without sacrificing financial performance or deepening long-term risks.

Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this Family Philanthropy Speaks episode, hear how Liesel and Irene have learned alongside one another while forging their own identities as impact investors and change agents.

Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a multiyear upgrade cycle, see how a turnaround can happen for corporate bond investors.

Real assets, like income-producing ranches, provide a hedge against inflation, and are an attractive investment for a diversified portfolio when managed correctly. With the right business plan for your ranch investment and enterprise, you can build the resiliency needed to capitalize on it.

With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche investment approach—it’s mainstream. By understanding the choices available, investors can meet two interrelated primary objectives for their ESG goals: trying to influence companies to behave better and controlling what kind of companies they own.

The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.

Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to be able to quantify these issues and track their progress—that’s why so much effort is currently being spent on raising the bar when it comes to ESG disclosures.

Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory reporting, or even by inherent suspicion of the efficacy of governments. Yet states have successfully managed through multiple economic contractions in the postwar era. As demonstrated in the past, most states will manage through this current recession using the tools available, making necessary if painful cuts in expenditures, and continuing to honor their obligations to their bondholders.

The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the future is still rooted in the core purpose of innovation with intent. The tech industry is poised for growth in 2021, and optimization is the path to realizing opportunity.

Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection. At its core, it allows an investor’s portfolio to be managed consistent with their specific rules, exclusions, or tax situations. With efficiency and flexibility, SMAs can also adapt to the twists and turns of an investment journey.