News + Insights2023-06-29T21:05:40+00:00
Investing for Mission | Protecting resources through water scarcity solutions
Investing for Mission | Protecting resources through water scarcity solutions

News + Insights

Investment Policy Statements

June 14, 2024|

The Investment Policy Statement is perhaps the most important document for institutional investors. It is the north star for how an institution thinks about investing and its role in funding mission.


December 13, 2023|

Each year, SouthCol Advisors selects a book that it believes is both inspirational and empowering; a book that broadens perspectives and challenges its reader to do better.

Dual Certification

July 1, 2023|

IT’S OFFICIAL! SouthCol Advisors is the only U.S.-based investment advisor to be CEFEX-certified and a B Corporation. Learn more about our CEFEX and B Corp certifications!

RFI Whitepaper

June 29, 2023|

A Request for Information (RFI) is an effective and often underutilized tool for boards and investment committees to fulfill their fiduciary responsibilities, stay current on investment offerings, and evaluate fees.

2023 ESG Poll

June 29, 2023|

According to our recent LinkedIn poll, 76% of respondents expressed a desire for some level of ESG accountability in their investments, compared to 73% last year. SouthCol Advisors understands the importance of competitive returns AND impact measurement.

B Corp Certification

December 31, 2022|

SouthCol is excited to announce its B Corp certification! We are proud to join a growing community* of leaders in the global movement for an inclusive, equitable, and regenerative economy.


December 20, 2022|

Each year, SouthCol chooses a book that is inspirational and empowering; a book that broadens perspectives and challenges its reader to expand their understanding of what’s possible.

SouthCol Team

October 26, 2021|

With impeccable timing, James Lumberg started SouthCol Advisors in March, 2020. In October – for the first time – the team finally was together in SouthCol's Florida office to collaborate, innovate, and celebrate our amazing clients!

SouthCol Summer Interns

September 1, 2021|

With mixed emotion, SouthCol bids farewell to our summer associate and interns; Salvatore DeLucia, Bobby Read, and Michael Rosario-Noboa. We benefited from their work, enthusiasm, and perspective. The future is in good hands!

Galesburg Regional Food Bank

August 23, 2021|

James Lumberg recently toured the future home of Galesburg’s Regional Food Bank, witnessing a tangible connection between investing and mission. SouthCol is proud to work with Galesburg Community Foundation on its mission to address hunger.

SouthCol LinkedIn Poll

August 9, 2021|

According to our LinkedIn poll, 63% chose “competitive return with ESG focus” as the top priority! SouthCol offers a stewardship report that includes investment and impact metrics.

2021 Bergman Prize

July 6, 2021|

Congratulations to Rachel Mannheimer’s EARTH ROOM as winner of the 2021 Bergman Prize, as selected by judge Louise Gluck. SouthCol is honored to work with the Bergman Foundation on its mission to support emerging artists.

Frida Kahlo

June 29, 2021|

SouthCol welcomed its interns with an evening of art and alfresco! Special thanks to Diana Martinez for an amazing tour of the Frida Kahlo: Timeless exhibit at the McAninch Arts Center at College of DuPage.


June 22, 2021|

SouthCol Advisors is thrilled to welcome three new team members – Salvatore DeLucia as a summer associate and Robert Read and Michael Rosario-Noboa as summer interns. Welcome, Sal, Bobby, and Michael!

ESG Trends

June 2, 2021|

In their recent Impact Investing Trends, Envestnet, Inc. shares insights from five thought leaders with experience in ESG investing, including that sustainability is “reality, not an ideology.”

Stay in Touch with SouthCol

If you would like to receive timely information from SouthCol, please let us know by clicking on the SUBSCRIBE button below. We promise not to flood your inbox but will send you periodic information on whitepapers, events and market updates.

You can unsubscribe at any time by clicking the link in the footer of our emails.

Go to Top