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Epiphany ESG Fund, Value Investing, ESG

Should Your Client’s ESG Fund Be a Core Equity Holding?

As client demand for ESG strategies grows, advisors have a tough job ahead of them: finding a...
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ESG

Electric Vehicle Investing: Tesla is Just the Tip of the Iceberg

The future of the electric vehicle (EV) market has excited many ESG investors, and for good reason:...
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Small Cap, Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, Faith-Based Investing, Value Investing, ESG

Advisors Should Ask: Is My Investment Manager a Partner?

The financial crisis was painful for anyone working on Wall Street, but the period gets credit for...
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Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

Seven ESG Due Diligence Questions Every Advisor Should Ask

As investor interest in ESG grows, so too are the number of ESG strategies to choose from. Already,...
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Long Term Investing, Equity Investing, Value Investing

Why Investment Style Boxes Are Wrong Question to Ponder

With growth stocks on a historical run of outperforming value, many allocators are wondering if...
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Epiphany ESG Fund, ESG

Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit

ESG interest is growing and as asset flows follow, so too are the number of strategies dedicated to...
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