Jaclyn Jackson

Climate Change and What It Means for Investors

Jaclyn Jackson Contributed by: Jaclyn Jackson

Climate Change and What it Means for Investors

Coming in 1.71°F above its historical average of 59.9°F, June 2019 was the hottest June globally in 140 years of recorded data. June’s temperature increase is the latest in an upward trend that began in the 1970s. While debates hotter than any June persist about the validity of global warming, the fact remains that climate change carries significant implications for individuals, industries, and investors alike.

Global Temperature Differential Relative to June Historical Average

Industry and Economic Impact

Not convinced Mother Nature can wreak havoc on your day-to-day life? Just ask any New Yorker who recently experienced a heatwave, flooding, and power outages all in the same week. In fact, there’s no need to look that far; as of this writing, some Detroiters are still hoping to regain power after incredibly warm weather hit the region.

While it’s pretty clear how extreme weather conditions generate problems for energy companies, heatwaves can disrupt other industries. Manufacturing plants experience reduced production when temperatures soar above 90 degrees; fewer people look for homes, which affects the real estate industry’s most active season; and increased hospitalizations impact insurance companies. While these problems more directly speak to developed, urban areas and industries, they don’t even begin to define the potential implications of climate change around the globe.

Goldman Sachs summarized it best: “We believe that in addition to environmental impact, direct damage from mortality, labor productivity, agriculture, energy demand, and coastal storms may also significantly impact overall economic growth.”

Investors Demand More

It’s no wonder 477 global investors (including money managers and large pension funds around the world) issued a letter to governments attending the G-20 summit in Osaka, Japan. Commanding $34 trillion in assets, they’ve concluded that ignoring the Paris Agreement’s mission would create “an unacceptably high temperature increase that would cause substantial negative economic impacts.” Investors created the letter to petition government leaders to achieve the 2015 Paris Agreement goals, accelerate private sector investment into low carbon transition, and commit to improved climate-related financial reporting.

Be the Change

These investors also use their substantial financial weight to speak with companies in their portfolios about how they are addressing and alleviating industry-specific climate change issues. Individual investors can take a similar approach, by using their financial power to invest in mutual/exchange traded funds that evaluate the environmental, social, and governance (ESG) qualities of companies in their portfolios, as well as more traditional methods of research.

Are you ready to be the change?

Learn more about The Center’s Social Portfolio and ESG investing here.

Jaclyn Jackson is a Portfolio Administrator at Center for Financial Planning, Inc.® She manages client portfolios and performs investment research.

Investors should carefully consider the investment objectives, risks, charges and expenses of Mutual Funds and Exchange-Traded Funds (ETFs) before investing. The prospectus and summary prospectus contains this and other information about Mutual Funds and ETFs. The prospectus and summary prospectus is available from your financial advisor and should be read carefully before investing.

Opinions expressed are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and investors may incur a profit or a loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

SOURCES: https://www.pionline.com/esg/investor-group-pleads-g-20-global-warming https://theinvestoragenda.org/wp-content/uploads/2019/06/FINAL-at-June-24-Global-Investor-Statement-to-Governments-on-Climate-Change-26.06.19-1.pdf

Webinar in Review: What Donors Want

Jaclyn Jackson Contributed by: Jaclyn Jackson

If your nonprofit hopes to develop meaningful relationships with donors, this webinar recording is for you. Learn what donors want to know before working with charities, how to make it easier for donors to support your work, and why endowments are important for meeting your organization’s goals.

If you missed the webinar, here’s a recording:

Check out the time stamps below to listen to the topics you’re most interested in:

0:00 Intro and Agenda

What Donors Want to Know:

  • 2:30 Grant Review Feedback

  • 09:20 Financial Review Feedback

Make it Easier for Individual Donors to Support Your Work:

  • 15:00 Donor Advised Funds

  • 17:00 Qualified Charitable Distributions

Meeting Your Organizations Goals:

  • 19:00 Endowments

  • 22:00 Working with Financial Advisors

Jaclyn Jackson Attends Investment Conference in St. Petersburg, Florida

Jaclyn Jackson was among 37 Raymond James’ financial advisors who attended a three-day program at the Raymond James’ corporate offices in St. Petersburg, FL. These advisors are members of the Institute of Investment Management Consulting’s Portfolio Management Group.  Membership into the group is based on their commitment to successfully managing client portfolios.

The Institute of Investment Management Consulting (IIMC) was developed as a forum for financial advisors committed to providing investment consulting and advice to clients. The Portfolio Management Group is a further specialization offered to these select advisors who have demonstrated success in developing and delivering investment portfolios to meet client needs. This forum provides educational programs tailored to their businesses, ongoing collaborative opportunities through a members-only website, and networking with financial advisors who have similar business models as well Raymond James specialists that support their practices.


Summer Internship Opportunity

When:   May -August 2012 (Flexible)

Apply By:  February 28th, 2012


Intern(s) will work primarily with the Investment and Financial Planning Departments to complete research projects, mutual fund performance reporting, and database updates. Career development opportunities offered through education on basic financial planning concepts, self assessments, and staff shadowing. Looking for current college student(s) or recent graduate(s) seeking summer employment with a strong interest in investment research and financial planning. Applicants must have a strong desire to learn, be able to work independently, manage multiple tasks responsibly, and take initiative.

Part-Time & Paid: Yes  

If interested, please email your resume to:   

Jaclyn Jackson, Summer Internship Program Director 


Phone: 248-948-7900 

Jaclyn Jackson Accepted into an Emerging Leaders Program

Jaclyn JacksonJaclyn Jackson, Investment Research Associate and Registered Representative, has been recently accepted into the NextUp: Inforum’s Emerging Leaders Program. NextUp is a specialized leadership development program designed to help young professionals attain long-term success in their careers. The curriculum involves a series of workshops and coaching lessons that train participants to channel their talents towards goals that contribute to a cohesive work environment and opportunity advancement.

When asked about her acceptance, Jaclyn said, “I’m excited to be a part of such an amazing program and I hope to gain skills that help me contribute to the Center’s success.”

Click here to find out more about Inforum’s NextUp.