Has Indexing Caused Us to Lose Sight of What Investing Really Is?

One of the  benefits of using impact investing and ESG strategies with clients is that it allows clients to connect with their investments on more than just financial considerations. I wonder though, if the appreciation of knowing what you own is reflective of a larger trend. Has the move toward indexing led us to lose sight of what investing really is?

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Impact Investing Success Story: Fighting for Racial & Gender Justice Through Shareholder Engagement

Impact Investing Success Story: Fighting for Racial & Gender Justice Through Shareholder Engagement

Pat Miguel Tomaino is the director of socially responsible investing at Zevin Asset Management and is a leader in using shareholder advocacy to advance racial and gender justice initiatives.

We met recently at an impact investing event in Philadelphia and I’m excited to include his recent impact investing success story in my series of interviews.

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What Are The Sustainable Development Goals And Why Do They Matter?

What Are The Sustainable Development Goals And Why Do They Matter?

If the work you are doing is even tangentially related to impact investing, you’ve likely heard chatter about the SDGs, which is short for the UN Sustainable Development Goals. I mentioned them as one of the top themes I saw in 2017, and they continue to come up at every impact focused event I attend. So let’s do a quick catch up. What are the SDGs, why are impact investing professionals talking about them, and what’s next?

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Impact Investing Success Story: Making Investing with Our Values Accessible for Both Advisors and Investors | In Conversation with Catherine Berman of CNote

Over the past year a number of people have asked me, “do you know Cat Berman?” and I didn’t know her…until recently. I ran into her at a conference in March and, as predicted by our mutual acquaintances, we hit it off immediately. Catherine, “Cat” Berman is the co-founder, and CEO of CNote, an impact savings platform. Today I’m thrilled to share an impact success story from CNote. Read on for this inspirational story of a product from a cancer patient turned inventor. 

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Impact Investing Success Story: Solutions to Our Greatest Risks | A Conversation with Betsy Moszeter of Green Alpha Advisors

Impact Investing Success Story: Solutions to Our Greatest Risks | A Conversation with Betsy Moszeter of Green Alpha Advisors

It was my pleasure to chat with Betsy Moszeter, COO of Green Alpha. The impact story from this interview is an alternative energy play. Read on to see the interesting ways that this forward looking manufacturing company has been able to use their technology for more than just wind energy. Also, you’ll get to hear more about Betsy, her path to impact investing, her thoughts on stock buybacks, and her favorite hike.

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Impact Investing Success Story: Game Changer Medical Testing | In conversation with Kristin Hull of Nia Impact Capital

Impact Investing Success Story: Game Changer Medical Testing | In conversation with Kristin Hull of Nia Impact Capital

Kristin Hull is the Founder, CEO, and CIO of Nia Impact Capital. She and I have known each other through the impact investing field for many years; but it wasn’t until I sat down with her for this interview that I got to know more of her fascinating personal story. Read on for that as well as an interesting success story about one of her favorite solution-based investments.

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