Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share their values.

From 2012 to 2014, for example, SRI assets increased 76%, according to the US SIF Foundation. The total of SRI assets at the start of 2014 was $6.57 trillion. These assets now account for more than $1 out of every $6 under professional management in the U.S.*

While more and more investors are asking for socially responsible investing solutions, many advisors may be overlooking this opportunity. A recent survey indicated only about 49% of advisors offer SRI as an option.**

Advisors may think the investor has to sacrifice performance to accommodate SRI, but studies show that doesn’t have to be the case. A 2011 study by GMI Ratings found that “on...

2014 Focus on the Future: Janus Labs Brings Art of WOW to Focus Conference

The Art of WOW starts now.

That was the leading message of Janus Labs Executive Director John Evans, who brought a bundle of energy and some...

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Building a Meaningful Brand as an RIA

All businesses—from iconic, international corporations like Apple, to local mom-and-pop shops—strive to build a brand for themselves. They want to stand out from their competitors; they want to be unique. But what makes a meaningful brand? We sought to help RIAs answer this question...

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What to Expect at this Year’s Focus on the Future Conference

Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to...

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Third Quarter Recap at Trust Company of America

Trust Company of America closed the books on the third quarter, adding 28 new RIAs with $750 million in AUM through the first nine months of the year. New clients signed on with TCA to take advantage of the mobility and operational efficiencies of our RIA platform, Liberty.

The growth was...

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