Viewpoints

Information and education are an essential part of the client experience, and we
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Beyond the Hype: The Rise, Reckoning, and Future of ESG Investing

Can you invest in a way which is environmentally and socially conscientious while still producing solid returns? ESG—shorthand for Environmental, Social, and Governance—was a modern response to that challenge. A framework, not a fixed destination, ESG aimed to bring a broader perspective to investment analysis, incorporating long-term systemic risks and opportunities alongside traditional financial metrics. But over the past few years, ESG moved from innovative insight to political football. Once one of the financial industry’s boldest growth areas, it has now become a flashpoint of both regulatory scrutiny and ideological debate. The story of ESG is not one of failure, but of evolution—a maturing concept being recalibrated for a more complex, more informed investment landscape. This article explores ESG’s path: how it rose so rapidly, why it faced backlash, and where thoughtful investors go from here. Most importantly, it outlines how ESG principles can still serve as powerful tools within...

01.05.2022
Estate Planning and the Advantage of Delaware Directed Trusts

Estate Planning and the Advantage of Delaware Directed Trusts

"Delaware has a unique and sophisticated court, the Court of Chancery, specifically created to handle trust matters. The Court has a history of preserving, protecting, and supporting trust terms. "