"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

When I first heard about OpenInvest a few years ago, I was intrigued by their combination of a digital platform for customizing portfolios to investors’ unique ESG desires while also letting those investors vote their shares via their smartphones. Since they are based in San Francisco, I went to meet them in person. It’s been a pleasure getting to know Josh Levin, Co-Founder of OpenInvest over the past few years. Just as fun has been watching them open up their platform to RIAs so that advisors could take advantage of the values customization technology. Though we agree on almost all of the big picture items, we don’t always agree on the details. I hope you enjoy this spirited conversation as much as I did.

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Money as a Lever to Change the World: Geeta Aiyer on Active Management & Investing for Impact

Money as a Lever to Change the World: Geeta Aiyer on Active Management & Investing for Impact

I sat down to chat with Geeta Aiyer, President & Founder of Boston Common, a recognized leader in the impact investing space (rated A+ for governance and strategy by PRI), and one of my personal impact investing heroes. This interview is part of an ongoing series on the topic of whether index investing in public equities can be impactful.

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“You can’t serve two masters.” Garvin Jabusch, CIO of Green Alpha, on Why Benchmark Tracking is Broken

“You can’t serve two masters.” Garvin Jabusch, CIO of Green Alpha, on Why Benchmark Tracking is Broken

This year, I’ve been exploring the intersection of indexing and impactful investing in public equities. Can we have our cake and eat it too? I wrote my thoughts here and interviewed Jon Streur, Calvert CEO. After I saw that Garvin Jabusch, CIO of Green Alpha, wrote about a similar topic in this Financial Times piece, I sat down to get his thoughts to share with my Connected Investing readers.

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Packaged Food, Palm Oil, and Deforestation | Impact Investing Success Story with Leslie Samuelrich of Green Century Funds

Packaged Food, Palm Oil, and Deforestation | Impact Investing Success Story with Leslie Samuelrich of Green Century Funds

Years ago, I was attending the SRI Conference. I hosted a small reception in my hotel room. To keep in their good graces, I invited the conference guests staying adjacent to my hotel room to join in the festivities. One of those guests was Leslie Samuelrich, President of Green Century Capital Management. We had never met before, but she came right over, and we’ve been friends since. Recently, I was able to interview her about one of her recent impact success stories. I hope you enjoy hearing the story as much as I did.

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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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