Our Articles

Race in Finance – Making Black Lives Matter in Financial Services
Installment 3: Looking Outside of Finance for Answers on Race

By: Rachel J. Robasciotti, Principle, Robasciotti & Philipson This article is part two of a series about race and racism in financial services. The full series can be read here.   Impact investors focused on ...

Race in Finance – Making Black Lives Matter in Financial Services
Installment 2: Do our investment defaults fund systemic racism?

By: Rachel J. Robasciotti, Robasciotti & Philipson and Sonya Dreizler, Consultant  This article is part two of a series about race and racism in financial services. The introductory segment can be read here.     ...

Race in Finance – Making Black Lives Matter in Financial Services
Installment 1: Reckoning With Our History

Written by Renee Morgan, Social Justice Strategist   The United States is reckoning with our long history of racism, and specifically how anti-Blackness still shows up today. The financial services industry has a responsibility to ...

Stop Funding Systemic Racism. This List Can Help.

Want to work for racial justice? Organize, protest, vote, and spend with intention. And stop giving your investment dollars to companies that exacerbate racial inequities. When publicly traded companies employ these practices, the repercussions extend ...

How To Support Impacted Communities During COVID-19

In this heartbreaking moment, we are seeing the COVID-19 crisis amplifying many of the wealth and health disparities that we know exist within our communities. Across the country, Black, Indigenous and Latino populations are contracting ...

The Enormous Opportunity of This Moment

The health, social and financial effects of the coronavirus have been devastating to individuals and communities, particularly Black and brown communities, around the globe. We’ve seen hundreds of thousands of deaths, closed businesses, and US ...

3 Questions Investors with Social Justice Values Should Ask Their Advisor

As sustainable and impact investing become more commonplace, more investors are seeking investments that reflect their personal values, and products and services are coming to market to meet that demand. Those products and services have ...

Investing at the Intersection of Racial Justice & Climate Change

Over the prior nine months, we initiated multiple convenings of the RISE Community to learn how best to invest at the intersection of racial justice and climate change. We lifted up the voices of leaders ...

I Spoke Out to Expose an Abuse of Power: A Note from our Founder, Rachel J. Robasciotti

Last week I was invited to speak at a conference for CEOs and executives in the financial services industry. At the conference, Ken Fisher, founder of the second-largest firm in our industry and manager of ...

RISE Leads on Ending Sexual Harassment at Work

We’re happy to share an update on a project that R&P and the RISE Community have been working on: the Force the Issue campaign and database documenting sexual harassment policies at major publicly traded companies. ...

Racial Justice Investing via RISE

Explore the RISE Racial Justice screen and learn how systemic racism has shaped the current landscape for racial justice investing.

A Money Coach for the Wealthy

In this Marketplace segment, RISE consultant and philanthropic coach, Iris Brilliant, shares her personal journey as a young person with wealth and social justice values.

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