Folio in the News

2018 

When Does One Become A Socially Responsible Investor?
Green Business Network


August 6, 2018 –
"Every marketing survey shows that women and millennials want to invest with their values. We need to reach out to them and show how to make this a reality, how they can act on their values as investors. SRI is also growing because it’s extending beyond corporate behavior to include federal government public policies."  More.


Muddy Waters
Financial Advisor


August 1, 2018 –
Advisors are not approaching clients about the possibilities, and investors are not acting on their stated desires, says Theresa Gusman, chief investment officer for the First Affirmative Financial Network, a Colorado Springs, Colo., firm specializing in sustainable investing...There are ways to close the gaps, Gusman says. “Transparency needs to be increased,” she says. “Investors need to know the strategy they invested in is actually having an impact or that it does not contain any fossil fuels. Also, advisors and investors need to be better educated about sustainable investing. More.


Swell Launches Impact Investing for FAs, Partners with Folio
Financial Advisor IQ


June 26, 2018 –
Advisors on the Folio Institutional platform get access to Swell’s portfolios through the marketplace Model Manager Exchange, which in turn gives them access to “hundreds” of stock, mutual fund and ETF models from third-party managers. More.

News Archive

Press Releases

 

First Affirmative Financial Network Honored as a Best For The World Company For Creating Positive Impact for Workers, Environment and Community

July 5, 2018 -- McLean VA and Colorado Springs CO  First Affirmative Financial Network, one of the largest advisory firms that specialize in sustainable, responsible and impact (SRI) investing, announced today that B Lab has honored it as a Best For The World: Customers company. B Lab certifies B Corporations, companies that use the power of business to solve social and environmental problems. more


SRI Pioneer First Affirmative Financial Network Sets New Thresholds for Gun-Related Securities in Its Managed Accounts Program

June 18, 2018 -- McLean VA and Colorado Springs CO  First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today it has taken two significant steps intended to help dramatically reduce gun violence in the United States. more


Folio Institutional Helps Enterprises Answer the “What, Who and How” When Searching For a Digital Wealth Management Partner

June 14, 2018 -- McLean VA  Today, many banking, credit unions, insurance firms and other financial services enterprises are searching for an online investing technology solution. According to Folio Institutional’s president, Greg Vigrass, in their rush to be competitive, many of these firms forget to answer their “what, who and how.” more

Press Archive