Together with Financial Advisor LiliAnn Stafford, and Financial Advisor Associate, Natalie Engelhardt,
Lily Engelhardt, Financial Advisor, SVP, is part of
the Lily Group at Morgan Stanley and works with clients interested in socially responsible investing. Lily has been a committed investment manager for over 35 years.
In this Opalesque.TV BACKSTAGE video, Lily shares captivating insights about the history of SRI, starting with those investors who wanted to make a stance against Apartheid during the 1980s until today’s Millennial Generation demanding a more active role in corporate governance. Sustainability today is no tree-hugging but
mainstream, if not essential corporate governance, with clear positive effects on company balance sheets. And it’s literally unstoppable.
In 2014, one out of six invested dollars went into SRI, an increase of 50% just within two years. SRI investments have already grown to reach more than $6.57 trillion, and
over 70% of individual investors would like to be in SRI. A large push is lately coming from foundations and endowments which have started to
align investment policies with their mission statements.
Hear Lily speak about:
- The Evolution of SRI to Impact Investing
- New methodologies: “Best of Breed” instead of screening out stocks
- How have different investor typologies embraced SRI?
- Do you have to give up performance as an SRI investor?
Lily Engelhardt began a career in investing in 1981 and soon hired another Lily, LiliAnn Stafford. The two lived through the many waves of consolidation in New York investment banking: in 1986 they went to work for Shearson, which became Smith Barney, which became Morgan Stanley. Today, they have formed “The Lily Group”, an all-female team under the Morgan Stanley umbrella and are known as pioneers in the campaign for social responsible investing long before this concept was widely acknowledged. Lily is fluent in Hebrew, Arabic & English and also holds an engineering degree from the Technion – Israel Institute of Technology.
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Together with Financial Advisor LiliAnn Stafford, and Financial Advisor Associate, Natalie Engelhardt,
Lily Engelhardt, Financial Advisor, SVP, is part of
the Lily Group at Morgan Stanley and works with clients interested in socially responsible investing. Lily has been a committed investment manager for over 35 years.
In this Opalesque.TV BACKSTAGE video, Lily shares captivating insights about the history of SRI, starting with those investors who wanted to make a stance against Apartheid during the 1980s until today’s
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