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John Tennaro, CIMA®, CSRIC™
Investments

ESG Investing: Why “Doing the Right Thing” May Be a Good Investment Idea

John Tennaro, CIMA®, CSRIC™
February 13, 2020

One of our primary objectives at CIBC Private Wealth is to monitor evolving trends in the investment markets and adapt our clients’ portfolios to try to benefit from them. Today, there may be no trend more captivating than environmental, social and governance (ESG) investing, which focuses on investing dollars in companies believed to be “doing the right thing.” In this day and age,...
Investments

ESG Is More Than Just 3 Letters

John Tennaro, CIMA®
September 24, 2019

“Ultimately, human intentionality is the most powerful evolutionary force on this planet”    -George B Leonard It was not long ago that much of the investment marketplace was reluctant to embrace sustainable and responsible investing. The notion that environmental, social and governance (“ESG”) factors could have a meaningful, financial impact was often discarded and cast to...
Investments

Introduction to Opportunity Zones

John Tennaro, CIMA®
April 16, 2019

The Tax Cuts and Jobs Act of 2017 initiated a new developmental program—known as Qualified Opportunity Zones (QOZ)—designed to encourage investments in economically-distressed communities. A key feature of the program is that investors are eligible for potential tax incentives towards prior and future investment gains. As a way to participate in the program, Qualified Opportunity Funds (QOF)...
Investments

Doing Well by Doing Good: Responsible, Sustainable and Impact Investing

John Tennaro
September 08, 2017

Download PDF   Many investors today are looking for ways to combine their social consciences and philanthropic vision with their investment strategy. Increasing numbers of high net worth individuals and institutions want to make the world a better place and understand that investment capital has the power to inspire, transform and persuade others to do more. Socially responsible...
The Connection

An Active Debate on Passive Investing

John Tennaro
May 24, 2017

Download PDF   There have been many existential debates about the “optimal” way to invest: growth stocks vs. value stocks, international vs. U.S.-only portfolios, and the list goes on. This type of discussion tends to crop up after one type of investment outperforms another type for a period of time, which leads some to declare that today’s winner will remain superior for years to...
Investments

Podcast: What Is Sustainable Investing, Really?

John Tennaro
April 27, 2016

  We all want to make responsible decisions with our money, but are we taking responsibility for the impact our money has on the world around us? One investing approach that has gained popularity in recent years—sustainable investing—allows us to achieve both of these objectives by marrying financial goals with societal ones.     Interest in sustainable investing is...
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