September 2021 · State of the Municipal Bond Market - Current Landscape and Themes for 2021
Join senior investment analyst and portfolio manager Elizabeth Alm along with moderator Gus Grefthen for a lively discussion about the risks and opportunities in the municipal market – including a general market update, along with demographic and credit trends, climate risks to the municipal market, and “green” municipal issues.Watch the replay . . .
August 2021 · Heating Up: The Rush to Bring Renewables Online
Join senior investment analyst and portfolio manager Levi Stewart Zurbrugg along with moderator Craig Churman as they embark on a lively discussion about the renewable energy revolution.Watch the replay . . .
May 2021 · Corporate Gender Equality: Findings, Applications, and Opportunities
Join host Craig Churman with special guests Jane Carten, president of Saturna Capital, and Diana van Maasdijk, co-founder and CEO of Equileap, as they discuss ESG investing, corporate gender equality, the UN's Sustainable Development Goals, and much more!Watch the replay . . .
March 2021 · Emerging Markets Equity Opportunities - Achieving Impact in New Growth Markets
Join host Craig Churman along with portfolio managers Monem Salam and Levi Stewart Zurbrugg as they discuss performance trends in emerging markets, how we apply ESG screening in less transparent markets, the importance of active management in ESG and emerging markets, and much more!Watch the replay . . .
February 2021 · Global Bonds: Achieving Impact and Diversification
Join hosts Craig Churman and Gus Grefthen along with portfolio managers Patrick Drum and Elizabeth Alm as they discuss the global bond market, ESG investing strategies with fixed income, and how global bond strategies can fit into a client's asset allocation strategy.Watch the replay . . .
January 2021 · Moving from Measurement to Progress: Amana Funds Impact Results
Levi Stewart Zurbrugg discusses delivering on performance, and the importance of measuring impacts while considering both the qualitative and quantitative aspects of ESG reporting.Watch the replay . . .
Vice President - Product Development Craig Churman and portfolio managers Monem Salam, Elizabeth Alm, and Patrick Drum discuss the most recent quarter along with a host of other topics.Watch the replay . . .
September 2020 · Understanding ESG Impact to Energize Clients and Raise Assets
Craig Churman and Elizabeth Alm share insights from our 2020 Saturna Sustainable Funds Impact Report, including how the UN's Sustainable Development Goals factor into our analysis and research.Watch the replay . . .
July 2020 · Trade Friction and Pandemics: The Impact on Global Supply Chains
Chief Investment Officer Scott Klimo and special guest Edward Alden of Western Washington University and the Council on Foreign Relations engage in lively discussion on selected investment topics covering global trade tensions, pandemics, supply chains, automation, and many others.Watch the replay . . .
June 2020 · Emerging Markets: Governance and Data Insights
Portfolio manager Monem Salam and special guest Kurt Lieberman of Magni Global Asset Management discuss selected investment topics covering sustainable investing, country and corporate governance, emerging markets, and global opportunities.Watch the replay . . .
These reports should not be considered as providing investment advice or services, or any service offered by Saturna. Saturna may not have taken any steps to ensure that the securities referred to in these reports are suitable for any particular investor. Saturna will not treat recipients as its customers by virtue of their reading or receiving the reports.
Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Standardized returns current to the most recent month-end can be obtained by visiting Month-end Performance.