With responsible investing growing in popularity, many nonprofit investment stewards are wondering whether they can, or should, include sustainable, green or socially responsible investments in the organization’s long-term portfolio.
- Are such investments consistent with the organization’s mission?
- How do sustainable investments perform compared to their non-sustainable peers?
- What changes need to be made to our investment policies, if any?
- What other issues should we consider before investing?
These are some of the questions Towneley Capital Management will address in this timely webinar.
Attendees can earn 1 CAE credit.
Meet the Speakers
Robyn L. Clarke, J.D., CFP®, AIFA®
Director of Fiduciary Services
Joining Towneley in 2001, Ms. Clarke oversees the firm’s fiduciary services and serves as lead developer and implementer of Towneley’s Fiduciary Edge Program™ for investment stewards. With a goal of assisting clients to thrive, make a difference and realize a lasting impact, Ms. Clarke offers expert counsel on a wide range of financial planning issues while also managing the company’s regulatory compliance. A CERTIFIED FINANCIAL PLANNER™ certificant since 2005, she earned her J. D. at the University of California, Davis following an undergraduate degree from Occidental College. Ms. Clarke is an Accredited Investment Fiduciary Analyst™ (AIFA®) designee and is an active member of the Orange County Chapter of the Financial Planning Association.
Martin Standish, CFA, CFP®, CAIA
Senior Portfolio Manager
Mr. Standish has over 30 years of institutional and private wealth management experience. He joined Towneley in 2019 as a lead advisor, collaborating with the team in all aspects of portfolio management, financial planning, client servicing, and business development. His extensive experience in the wealth management and banking industry brings a broad perspective when developing solutions for the complexities of personal, business, and family finances. He specializes in advanced investment analysis and applies his knowledge and skills in delivering Towneley’s investment advice to our clients. Prior to joining Towneley, he provided holistic investment management to high net worth families, foundations and endowments at firms such as Macquarie Asset Management, Morgan Stanley and Union Bank.