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Personal Capital Reaches $1B In Assets Under Management In ESG

Personal Capital, an online financial advisor, and personal wealth manager, formally announced its Socially Responsible Personal Strategy Investment portfolios surpassed $1 billion in assets under management.

What Happened? Alongside a historic liquidation in financial markets, investors helped fuel a 109% year-over-year growth in total assets managed in ESG portfolios, signaling a market-wide appetite for sustainable investing.

“We’ve seen assets managed in our ESG portfolios more than double year-over-year in every month since inception,” said Brendan Erne, Director of Portfolio Management at Personal Capital. “There is clearly a growing interest in those looking to invest more sustainably and responsibly.”

Since 2018, in partnership with Sustainalytics, a leader in ESG and corporate governance research, Personal Capital’s Socially Responsible Personal Strategy has provided investors the ability to make an impact with their portfolios.

“We use a combination of exclusive and inclusive filters, which allow us to avoid controversial categories and simultaneously

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Business Plan, Business Planning, Strategic Planning, Venture Strategies, Working Capital, Cash Flow, Business Ideas, Financial Projections, Cash Flow Planning, Business Strategy, Strategic Planners, Strategic Plans, Mission Statements, New Ventures

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  • Getting New Business Ideas: Considering
    strengths and weaknesses, getting and assessing ideas, and next
    steps.
  • Devising Business Plan Strategies:
    Success and failure, existing strategies and future SWOTs, strategic
    combinations and statements, and next steps.
  • Developing a Strategic Business Plan: Key
    steps, hindsight plus cause & effect, SWOTs and planning
    worksheet.
  • How to Write a Business Plan: Importance
    of strategy, preparatory work, planning to plan, outline of a
    business plan, and tips when writing.
  • Insights into a Business Plan:
    Scope of survey, overview of findings, lessons learnt, and detailed
    results and conclusions.
  • Preparing Financial Projections:
    Financial modeling with a computer, how models work, planning
    to plan, and tips & traps.
  • Making Cashflow Forecasts: Importance
    of cash, cash flow vs. profit, calculating cash flows, planning
    and the pitfalls, and improving cash
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Equity finance Market Research Capital expenditure, SWOT Analysis including key players Apollo Globa

Edison, NJ — (SBWIRE) — 04/03/2020 — Advance Market Analytics released a new market study on Global Equity finance Market with 100+ market data Tables, Pie Chat, Graphs & Figures spread through Pages and easy to understand detailed analysis. At present, the market is developing its presence. The Research report presents a complete assessment of the Market and contains a future trend, current growth factors, attentive opinions, facts, and industry validated market data. The research study provides estimates for Global Equity finance Forecast till 2025*. Some are the key players taken under coverage for this study are Apollo Global Management LLC (United States), Blackstone Group LP (United States), Carlyle Group (United States), KKR & Company LP (United States), Ares Management LP (United States), Oaktree Capital Management LP (United States), Fortress Investment Group LLC (United States), Bain Capital LLC (United States), TPG Capital LP (United States) and Ardian (France).

Equity finance

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Personal Capital | Crunchbase

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Personal Capital – Apps on Google Play

The future of investing is Personal Capital.

Welcome to the smart way to track and manage your financial life. Now you can see all your accounts in one place—bank accounts, retirement funds, and your investments. It starts with our award-winning financial tools that give you a dynamic view of your net worth. The result is a smarter and easier way for you to take charge of your money, so you can plan ahead and make more-informed decisions.

PERSONAL CAPITAL CASH™
We reinvented the piggy bank. Personal Capital Cash is a new high-yield account. Earn more on your spare cash, at a rate higher than you’ll get with a typical savings account. It’s flexible, with an unlimited number of transactions, no fees, and no minimum balance. And it’s FDIC insured. Start earning more today. See full terms at personalcapital.com/cash.

MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
With Personal Capital, you can

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