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Ferguson Wellman Marks America’s 250th with “American Ledger\"","ferguson-wellman-marks-americas-250th-with-american-ledger",{"id":64,"alt":9,"caption":13,"assetUrl":13,"assetUrlXs":13,"assetUrlSm":13,"assetUrlMd":13,"assetUrlLg":13,"assetUrlXl":13,"assetUrlXxl":13,"width":13,"height":13},"1854",{"id":66,"alt":9,"caption":13,"assetUrl":67,"assetUrlXs":68,"assetUrlSm":69,"assetUrlMd":70,"assetUrlLg":71,"assetUrlXl":72,"assetUrlXxl":73,"width":44,"height":45},"1853","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/xs_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/sm_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/md_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/lg_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/xl_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1853/xxl_NoCat_Blog.jpg",{"name":56},[76],{"name":29,"slug":30},"2026-07-03","2026-09-30","A summary of information provided to attendees of the Ferguson Wellman ExpoLIVE session at the AZA Conference 2026 on September 30.","Mission-Aligned Investing: Practical Approaches to the E in ESG",{"id":82,"alt":83,"caption":13,"assetUrl":84,"assetUrlXs":85,"assetUrlSm":86,"assetUrlMd":87,"assetUrlLg":88,"assetUrlXl":89,"assetUrlXxl":90,"width":91,"height":92},"6","Ferguson Wellman Logo","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xs_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/sm_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/md_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/lg_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xl_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xxl_FW-OpenGraph_2x.jpg",1200,630,[94,98,103,106],{"instance":95},{"__typename":96,"body":97},"MediaPageTextComponent","Thank you for attending Ferguson Wellman's ExpoLIVE session at the AZA Conference 2026 in Portland, Oregon.\r\n\r\nIn this session, we discussed a practical, decision-focused session for those considering how their institution can bring environmental alignment into its investment policy. Topics included how to evaluate ESG-focused investment managers and products, questions to raise before adopting an environmental mandate, and real-world examples of how one AZA-accredited institution approached this shift, including the tradeoffs it weighed along the way.\r\n\r\nIf you would like to learn about and connect with one of the presenters, you may find their information below.\r\n\r\n[Charissa Anderson, CFP®, CDFA®](/team/charissa-anderson/)\r\n[Krystal Daibes Higgins, CFA](/team/krystal-daibes-higgins/)\r\n\r\n\r\nA copy of today's presentation may be downloaded below.",{"instance":99},{"__typename":100,"heading":9,"linkLabel":80,"pdfUpload":101},"MediaPagePdfLinkComponent",{"assetUrl":102},"https://assets-ferguson-wellman.s3.us-west-2.amazonaws.com/system/uploads/fae/file/asset/94/BingWallpaper-2018-07-05.jpg",{"instance":104},{"__typename":96,"body":105},"If you are interested in learning more about integrating an ESG-mandate into your investments or if you would like to request a sample request for proposal (RFP) for investment services, please contact us [here](https://forms.cloud.microsoft/r/zVv6i4Skxu).\r\n\r\n***Questions Relevant to ESG Investing and the ExpoLIVE Session***\r\n\r\n**What is ESG investing?**\r\n\r\nAn investment discipline that evaluates companies based upon a set of environmental, social and governance factors.\r\n\r\n**Why would an institution explore an ESG-mandate?**\r\n\r\nAn ESG-mandate can provide the following benefits to an institution:\r\n\r\n* Stakeholder alignment: donors, board members and members increasingly expect their values to be reflected in how the institution invests.\r\n* Mission consistency: ensures the portfolio supports, rather than works against, the organization's stated purpose and programs.\r\n* Reputational risk: reduces exposure to headline risk from holdings that conflict with public and donor expectations.\r\n\r\n**How can Ferguson Wellman help my institution invest?**\r\n\r\nFerguson Wellman is a registered investment adviser managing $2.8 billion in assets for 125 institutions. By managing your capital with care, we aim to free your staff to focus on what matters most—driving impact and serving your organization's mission. You can learn more about how we serve institutions on our [Institutional Services page](/offerings/institutional-services/).\r\n\r\n**Who were the presenters at the ExpoLIVE session?**\r\n\r\n[Charissa Anderson, CFP®, CDFA®](/team/charissa-anderson/) and\r\n[Krystal Daibes Higgins, CFA](/team/krystal-daibes-higgins/)",{"instance":107},{"__typename":96,"body":108},"**Disclosure**\r\n\r\n*The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.*\r\n\r\n*Please see additional [disclosures](/disclosures/).*","Ferguson Wellman",{"id":111,"alt":9,"caption":13,"assetUrl":112,"assetUrlXs":113,"assetUrlSm":114,"assetUrlMd":115,"assetUrlLg":116,"assetUrlXl":117,"assetUrlXxl":118,"width":44,"height":45},"2068","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/xs_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/sm_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/md_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/lg_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/xl_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/2068/xxl_Institutional_blog_image.jpg",{"name":26,"slug":120},"articles",[122,125],{"name":123,"slug":124},"Institutional Strategies","institutional-strategies",{"name":29,"slug":30},1790635114310]