Next video:
Loading the player...

Veris Partner and Senior Wealth Manager Nicole Davis discusses finding the right managers to create and maintain an impact investing portfolio.

Related Articles
  1. Financial Advisor

    Davis Advisors Set to Launch 3 ETFs

    Davis has filed with the SEC to add 3 ETFs to its asset management arsenal.
  2. Investing

    Vanguard's Davis: Fed Will Raise Interest Rates Next Week

    Vanguard's Global Chief Economist Joe Davis thinks it's all but certain that the Federal Reserve will raise interest rates next week.
  3. Financial Advisor

    What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  4. Investing

    Vanguard's Chief Economist Davis: Baby Boomers Won't Cause 'Stockmaggedon'

    Baby boomers are retiring, but that doesn't mean they will sell stocks in droves – nor will millennials sit on the sidelines, says Vangaurd's Joe Davis.
  5. Investing

    Vanguard Chief Economist Monitoring Inflation in 2018

    Vanguard's chief economist is keeping an eye on inflation in 2018.
  6. Insights

    Joe Davis on China's Economic Threat

    Vanguard's Chief Economist Joe Davis shares his thoughts on the biggest international economic concerns over the next year.
  7. Investing

    6 Mistakes of a GE Bull

    One GE bull reveals the lessons he learned as the stock has lost half its value over the past year.
  8. Investing

    Vanguard Sees 2% to 3% Average 10-Year Return for Bonds

    Vanguard's chief investment advisor expects only 2% to 3% average 10-year returns for bonds but sees them as a way to diversify.
  9. Financial Advisor

    Preparing for a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers, portfolio manager.
  10. Financial Advisor

    How Big Is the Wealth Management and Financial Advisor Industry?

    Learn about the world's $74 trillion in managed assets, and why the wealth management industry is drastically different following the financial crisis of 2007-2008.
Hot Definitions
  1. Gross Margin

    A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. ...
  2. Inflation

    Inflation is the rate at which prices for goods and services is rising and the worth of currency is dropping.
  3. Discount Rate

    Discount rate is the interest rate charged to commercial banks and other depository institutions for loans received from ...
  4. Economies of Scale

    Economies of scale refer to reduced costs per unit that arise from increased total output of a product. For example, a larger ...
  5. Quick Ratio

    The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets.
  6. Leverage

    Leverage results from using borrowed capital as a source of funding when investing to expand the firm's asset base and generate ...
Trading Center