News

Harbor Island Cleanup Day 2010

Jantz Morgan is again working with the Sloan Alumni Club of Boston to sponsor their annual Boston Harbor Island Cleanup Day. This year's event will be on May 23rd and will also supported by Boston Harbor Island Alliance.

Corporate Social Responsibility Initiative

Jantz Morgan worked with Daniel Aronson and his team at IBM to integrate corporate social responsibility (CSR) throughout Jantz Morgan's business strategy and operations. The objective of the initiative was to ensure that CSR informs all aspects the firm's business and that the firm's activities reflect the values of its founders (read more). View the IBM press release or download a copy.

New Product Launch

Jantz Morgan launches a new ESG portfolio for individual investors. For some time, the firm has been working with institutional investors to provide them with customized socially responsible portfolios. With this product, Jantz Morgan's individual clients will be able to enjoy the benefits of some of that work. One of our core values is choice, and with this portfolio Jantz Morgan's clients can now choose between a portfolio which is screened for ESG criteria and the firm's original socially neutral product.

Coupled with the launch of the ESG portfolio, the name of the firm's original Large Cap Core Portfolio is being changed to Jantz Morgan Value Portfolio. The new name better reflects the valuation methodology which lies behind the portfolio and will allow more consistent naming of new products in the future.

What others have written about Jantz Morgan:

MIT Sloan publishes an article about Jantz Morgan.

Women's Business of Boston publishes an article about Chris.

Past Events

Climate Change: Policy Change and Complex Systems, February 5, 2009 (read more).