Articles - Page 8 of 8

Articles / 08.28.2013 / Matthew Weatherley-White

Zero Trade-off ESG Fixed Income? Really?

There has been a flutter of buzz around a fixed income strategy that we co-incubated – a core bond portfolio with an integrated HIP Score...

Articles / 05.06.2013 / Matthew Weatherley-White

Unburnable Carbon – a test case for ESG outperformance?

Earlier this year, I was invited to Zurich to present our thoughts on integrating ESG metrics through broad portfolio construction. An intim...

Articles / 04.23.2013 / Matthew Weatherley-White

The View From Paris

I was recently invited to a full-blown VIP meeting hosted by Le Comptoir d l’Innovation at the Hotel de Ville in Paris. For those of you w...

Articles, Video / 03.30.2013 / Matthew Weatherley-White

Myth-Busting, Impact Investing Style

A few years ago, I was invited to join a conference in Atlanta hosted by the guys at Watershed Capital. Watershed, an impact-geared investme...

Articles / 02.11.2013 / Matthew Weatherley-White

Impact: The Next Venture Capital?

A recent article in the Harvard Business Review has the impact investing airwaves humming. In it, the author presents his case for the notio...

Articles / 01.15.2013 / Matthew Weatherley-White

An Early Morning Meditation On Being A Pioneer

A recently-published article in the Stanford Social Innovation Review on “closing the pioneer gap” (if you want to read it, whic...

Articles / 12.09.2012 / Matthew Weatherley-White

The Seduction of Hype

Several years ago, I delivered a presentation on the risks to the emerging discipline of impact investing. Among these risks was the notion ...

Company News / 12.05.2012

Local Family Wealth Management Firm Added to Elite List of Leading Wealth A...

Caprock Now Included on Family Office Exchange Caprock, a multi-family office with offices in San Jose, California, Seattle, Washington, Par...

Company News / 12.05.2012

Family Wealth Management Firm Opens Park City Office with Addition of New M...

Greg B. Robinson Joins Caprock to Manage New Office Caprock announced today that Greg B. Robinson has joined the firm as a managing director...

Articles / 10.15.2012 / Matthew Weatherley-White

A Tale Of Two Impacts

With a title like “A Tale Of Two Impacts”, the temptation is high to offer some sort of Dickensian quote to kick this post off&#...

Company News / 10.05.2012

Caprock Adds Seasoned Financial Management Professional to Seattle Office

(SEATTLE, WA) – Caprock’s Seattle office continues to expand its team of family wealth management advisors with the addition of ...

Articles / 09.28.2012

Measuring Philanthropic Impact… or Impact Investing?

A New York Times article this morning explored the increasing trend among philanthropists to measure the impact of the money they give away....

Articles / 09.05.2012 / Matthew Weatherley-White

“An Investment Must Be Profitable For It To Have Impact.” (Discuss.)

Recognizing that I promised a multi-part blog on the possibility of pursuing impact in the public markets, I’m going to self-tangent today...

Articles / 09.02.2012 / Matthew Weatherley-White

Parsing Prepositions: part I in a multiple-post series on pursuing Impact i...

The idea of pursuing Impact via public markets is compelling. Liquid, efficient, accessible and relatively cost-effective, the public market...

Articles / 08.14.2012 / Matthew Weatherley-White

Late Afternoon Thoughts on Crowdfunding

Plowing through the detritus of another hectic work week, I came across an article that a good friend sent me regarding “crowdfunding”�...

Articles / 07.09.2012 / Matthew Weatherley-White

A View From the State Department

A controversial theory within the CD Beltway suggests that conventional aid as a tool of foreign policy – particularly when untethered fro...

Company News / 11.16.2011

Caprock Announces Natalie D. Holm to Join the Seattle Office

Caprock announces the addition of Natalie Holm, CFA, to their Seattle, Washington office. Holm joins the team after twelve years as a Senior...