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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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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Impact Investing Success Story: Using Shareholder Engagement to Advance LGBT Rights in the Workplace | In conversation with Cheryl Smith and Brianna Murphy of Trillium Asset Management

Impact Investing Success Story: Using Shareholder Engagement to Advance LGBT Rights in the Workplace | In conversation with Cheryl Smith and Brianna Murphy of Trillium Asset Management

Research has shown that corporate policies that foster inclusive workplaces by supporting LGBT employees lead to more positive business outcomes, lower staff turnover, and increased job satisfaction and productivity.  Read how Brianna Murphy of Trillium used the shareholder engagement process to push for LGBT workplace protections at JB Hunt.

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Impact Investing Success Story: Lending in Developing Countries: Improving Lives and Livelihoods While Generating Market Rate Returns: Gloria Nelund, Chair & CEO of TriLinc Global

Recently, I got to pay a visit to a long time friend and mentor of mine, Gloria Nelund, Chairman & CEO of TriLinc Global. Gloria is a leader and innovator in the impact investing space so I was thrilled to talk to her about the impact investing "a-ha" moment she had partway through her career as well as the details of a recent international lending success she's particularly proud of. 

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Impact Investing Success Story: Short Selling Private Prison Stock | In conversation with Matthew Blume of Appleseed Capital

Last month I caught up with Matthew Blume, the Director of ESG Research and Shareholder Advocacy at Appleseed Capital. I wanted to chat with him about the idea of shorting stocks of “bad actor” companies, an idea that logically follows from some of the impact investing theories, but is not frequently utilized.

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