Katherine Kroll

The short-sightedness of short-term, quarter-by-quarter, earnings focus is going to ultimately harm the very companies that have done little (or nothing) to combat this very existential threat. Skepticism is healthy, but the signs Al Gore warned about over 20 years ago are all around us, and the cost of mitigation rises with the damage we are seeing every day with our own eyes. Shareholders would be wise to hold their companies much more accountable, not just to save the planet, but to save their portfolios. #GreenInvesting #Climate

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I am excited to share with you a press release that Ceres, Inc. issued last week, providing updated “2024 Ceres Guidance for Investor Engagements with Directors on Climate Risk Governance”. I again provided consulting services to Ceres on this new Guidance. In the face of rapid global change, the U.S. financial system is navigating the complex task of responsible decarbonization. While addressed to investors, this Guidance should also be a helpful tool for boards to use in their internal discussions. I am hopeful that this initiative can move the needle on climate governance, as boards fulfill their fiduciary duty to oversee their companies’ financially material climate-related risks and opportunities. See https://lnkd.in/e5V7XuZb and https://lnkd.in/e5DaFVqu. #Ceres #boardsofdirectors #boardgovernance #boardelectionsmatter #boardleadership #climatechangerisksandopportunities #financiallymaterialclimaterisks #boardoversightduties #climatechange #climaterisk #tcfd #climateaction #netzerostrategy #netzerotransition #responsibledecarbonization #climatereporting #climateresilience #auditcommittee #climateaccounting #TCFDreporting #ISSBreporting #CSRDreporting #netzerobenchmark #corporategovernance #climatecompetentboards #ParisAlignedLobbying #ScienceBasedClimatePolicy #netzero2050 #netzeroemissions #ParisClimateAgreement #AlignCorporateClimateLobbying #lowcarboneconomy #lowcarbonfuture #ParisClimateGoals #cleanenergyfuture #cleanenergytransition #climatecrisis #climateadvocacy #climatetransitionactionplans #CTAP #decarbonizationplans #gapanalysisfornewsustainabilitystandards

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Climate change is a hot topic these days (pun intended). To help do our part, IMPACTfolio® utilizes software from Aclymate to calculate our carbon footprint and purchase carbon offsets so we can stay carbon negative as a company. We recently purchased carbon offsets through Agoro Carbon. https://buff.ly/40nURaQ

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Ballentine Partners, LLC is pleased to share The 2024 Ballentine Stakeholder Report. For those familiar with us, this report will serve as an update on the highlights of the past year. For those who may be unfamiliar with us, this report serves as an introduction to who we are and what we stand for.   #StakeholderReport #WealthManagement #FamilyOffice #EarthDay #HumanApproach 

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J.P. Morgan recently highlighted the immense potential of a "supermarket for alternative assets", comparing it to the game-changing impact mutual funds had on the investment landscape 30 years ago. In their report, they pointed to Charles Schwab’s forthcoming alternative investment platform. While Schwab prepares to launch, Templum has already been leading the way, delivering the type of full-service platform JP Morgan envisions. Templum’s platform is purpose-built for seamlessly accessing and transacting in private alternatives – delivering a one-stop shop that meets the needs of wealth managers and investors alike. What Schwab is planning, Templum has been executing, revolutionizing the way investors engage with alternatives. #PrivateMarkets #AlternativeAssets #Fintech #InvestmentPlatforms #WealthManagement Ready to join the future of investing? Reach out to our team at [email protected]   https://lnkd.in/d2K7grcT #AlternativeAssets #PrivateMarkets #WealthManagement #Innovation #Templum

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NOW AVAILABLE! NEW PRIMARY RESEARCH | The latest results of the 2024 Hedge Fund survey are in and you can access the complimentary research report now! This "Dynamo Frontline Insight Report," co-produced with dakota and ProFundCom, reveals how hedge funds are gearing up for significant changes amidst geopolitical conflicts and economic recessions. READ ALL THE FINDINGS TODAY. #SurveyResults #HedgeFund #PrimaryResearch #ALTSresearch #alternativeinvestments #fintechtrends #DynamoFrontlineInsight

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Granolas can offer more diversity versus the Magnificent 7. Important disclosures: https://bit.ly/2JzEDWl .

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As the municipal bond market begins to price climate risk, we believe Breckinridge’s integrated approach to assessing climate risk and its experience in customizing municipal bond portfolios could prove additive for climate-oriented investors. #muniland #ESG #climatechange

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Fitch’s coverage of the corporate finance sector continues to grow: Fitch Assigns Coronado First-Time Rating of 'B+'/Stable; Rates Proposed Notes 'BB-' https://ow.ly/cEO850TwU81 #fitchratings #corporates #australia

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Amid the warmest 12-month span ever recorded, and years after the landmark Paris Agreement aimed at curbing global warming, there's considerable uncertainty about the present status of climate change and whether we are making progress to decarbonize the global economy. In this Q&A, @@TCW's Sustainable Investment Group provides a stock-taking of the latest facts and figures for several key questions on climate-related topics: https://tcwgrp.com/hh38vc

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The financial industry emphasizes investment skills in leadership selection. But leaders often struggle to balance analytical thinking with managing people effectively. In this video, my colleague Sébastien Page details five ways you can go beyond logic and methodologies to become an effective leader in asset management.

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https://lnkd.in/ewBG3fag In the most recent episode of “I’ve Been Meaning To Do That”, Adam Felts from MIT’s AgeLab joins me to discuss planning for caregiving. As we age, thoughtful preparation for caregiving becomes increasingly vital. Whether we’re considering our own needs or those of our loved ones, addressing expected financial and emotional challenges with effective planning is essential. Adam’s insights are delivered with intense care and sensitivity as he helps us begin to think about planning for caregiving and care receiving. On a personal note, on June 1st, I found myself in the Emergency Room, unable to stand or walk unassisted. In what felt like nano-seconds that afternoon, my life became intensely and narrowly focused on the pain shooting through and taking over my body. What followed were multiple days of my husband stepping into the role of caregiver, supporting me as I navigated life – sometimes clumsily and angrily- with pain, medication, a walker, and then a cane. Thankfully, I am almost cane free now. This episode has been ringing in my ears, and I need to revisit my approach to care planning. Adam’s discussion about people tending to engage in best case scenario care planning versus base case planning hit home. I realize that I don’t want my husband or daughter to bear the physical or financial burden of my long-term care. My "I’ve Been Meaning to Do That" list has just expanded. Hoping this episode resonates with you and helps you get started on your own care planning journey.

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Presidential elections can be uniquely unsettling. Uncertainty surrounding future policy and regulatory changes can make some investors act on impulse rather than reason. In this article, we use behavioral science to explain why such emotions arise, and what investors can do to stay calm and focused on their long-term goals. https://bit.ly/3Bv2BgX

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I was delighted to be interviewed for ASAE: The Center for Association Leadership's article, “A Fresh Look at Reserves.” It’s remarkable how quickly market environments change. One key is developing policies that bring discipline to investment decision making. The article is a quick, informative read – please share your thoughts! https://lnkd.in/ep9zC4Jr #associations #investmentpolicy

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Another great piece by InvestmentNews' Josh Welsh covering an important (and clearly very popular) topic: 🌟 #FiduciaryCare 🌟 I was happy to add my $0.02 to the discussion along with Amanda Muse, CFP® & Charles Rowlan, CFP®, CIMA®. 👉 Here’s my take on why some advisors still use the #commision model: 1. It's sometimes easier just to drop a ticket that has a commission. 2. There could be a lack of a good commission-free alternative. While this is becoming less of an issue, there are still some financial products that don't have viable commission-free options. 3. The “advisors” are really just salespeople looking to maximize their commissions and keep their compensation opaque. In other words… they are PINOs (Planners In Name Only). 🔹Are any of these reasons invalid? 🔹Did I miss any reasons? And... for the record... I am a fee only advisor (no 7, no insurance license), but, I do believe: 1. You CAN be a fiduciary and use commissions (I think it's tricky, but, doable) 2. Not ALL commission based advisors are PINOs. In fact... I suspect that PINOs are the minority... but... still around for sure... I’d love to hear from: Knut A Rostad, MBA, George D. Kinder, David H. Kinder, RFC®, ChFC®, CLU®, Barclay Sisk, Andy Panko, CFP®, RICP®, EA, Dr. Preston D. Cherry, AFC®, CFT™, CFP®, Scott MacKillop #Fiduciary #RIA #Wealthmagement #FinancialAdvisors

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To address physical climate risk, we must plan and invest today for a more volatile and uncertain future, where extreme weather events are not ‘once-in-a-blue-moon’, but rather scenarios with estimated likelihoods, that affect physical assets in a predictable way. Read more >> https://lnkd.in/ez2FfCx7

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Read our latest article in the Megatrends series to learn how investment in sustainable timberland and farmland can help to achieve climate and nature targets alongside positive financial returns. https://bit.ly/3YeLzMT

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Read our latest article in the Megatrends series to learn how investment in sustainable timberland and farmland can help to achieve climate and nature targets alongside positive financial returns. https://bit.ly/3ZPqPfS

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