Higher Impact Portfolios Can Outperform

By R. Paul Herman Solving human and environmental problems with investment portfolios builds a better world—and can yield higher income and profits too. Would a responsible executive purposefully invest their retirement money to underpay people, destroy nature, or foster corruption? Today’s business world can be quite volatile, and if people choose to operate in this […]

Integrating Purpose With Profit in 401(k)s

Strategies to encourage Millennials to engage in company 401(k) plans By R. Paul Herman and Joy Pettirossi-Poland What are the secrets to higher employee engagement, especially for Millennials and Generation X-ers? “Millennials want more from business than might have been the case 50, 20, or even 10 years ago,” says CEO of consulting fi rm […]

Human Capitalism

Your company’s balance sheet is incomplete until people are valued as financial assets By R. Paul Herman What is your organization’s most important asset? CEOs often respond that the organization’s people are its greatest asset. But if this is true, where are people accounted for in the financial statements? Today, people are generally classified as […]

Human Capitalism

Your company’s balance sheet is incomplete until people are valued as financial assets By R. Paul Herman What is your organization’s most important asset? CEOs often respond that the organization’s people are its greatest asset. But if this is true, where are people accounted for in the financial statements? Today, people are generally classified as […]

Financing education for today’s families and tomorrow’s employees

Can muni-bond investors help your firm by helping school districts perform better? By R. Paul Herman, Srdana Pokrajac and Judi Brown Where is your future workforce coming from? Will it be local to your company or will you need to “import” talent? Are your employees’ younger children and teens today in the best school districts? […]

Engaging Employees via Sustainable 401(k) Investing

Rating sustainability of individual retirement holdings By R. Paul Herman, Yelena Danziger and Judi Brown Every time you drink one liter of Coca-Cola, you consume 2.12 liters of water—if you account for Coke’s production process. That ratio is more water-efficient than a beer, but it’s still more than double what you may expect. To ensure […]