Partners in Advocacy: Everence Financial and the Praxis Mutual Funds
By Holly Testa

First Affirmative’s shareowner advocacy program does not stand alone. Many of the asset managers we use in client accounts are also our partners in advocacy—and they have powerful stories to share. In this second installment, we talk with Chris Meyer, Stewardship Investing Specialist at Everence Financial, Advisor to Praxis Mutual Funds. Stewardship Investing Reflects a Read more »

Posted: February 25, 2015

All Investing Is Impact Investing
By Bruce DeBoskey

Originally published in The Denver Post on January 11, 2015 In the United States, nearly $1 trillion is committed to philanthropy—sitting in foundations, donor-advised funds and elsewhere. Donors have transferred ownership of these funds to separate entities and received their tax deductions. Yet only a small percentage of those funds is expended on charitable donations Read more »

Posted: February 11, 2015

States Leading the Charge: Toward a New Energy Economy
By Lauren Morrell

  Bill Ritter’s 2007 run for Governor of Colorado was distinguished by the conversation he created around the potential he believed Colorado has to develop a new, clean energy economy. Ritter served for four years as Governor of Colorado, signed 57 bills advancing a clean energy agenda, and delivered a keynote presentation at the 25th annual Read more »

Posted: February 9, 2015

Green Following Green
By Michael Schweibinz

Michael Liebreich, Chairman of the Advisory Board and Founder of Bloomberg New Energy Finance, stepped on stage at the 25th annual SRI conference and presented optimistic findings and forecasts for clean energy development in 2014. At the time of his presentation, there were only two months left in the calendar year. With 2014 now behind us, Read more »

Posted: February 4, 2015

$6.57 Trillion in the U.S. Alone!
By Michael Schweibinz

Every other year, the US SIF Foundation reports on key trends in the sustainable, responsible, impact (SRI) investing space. US SIF found that roughly one in every nine dollars in professionally managed investment assets in 2012 was in a portfolio characterized as SRI. That year was a historic year for the SRI industry; but now Read more »

Posted: February 2, 2015

Partners in Advocacy: Green Century Capital Management
By Holly Testa

First Affirmative’s shareowner advocacy program does not stand alone. Many of the asset managers we use in client accounts are also our partners in advocacy—and they have powerful stories to share. In this first installment, we talk with Leslie Samuelrich, President of Green Century Capital Management. Green Century places an emphatic emphasis on the E Read more »

Posted: January 26, 2015

Money and Happiness
By R.Kevin O’Keefe, CIMA®, AIF®

A new year is a time for reflection. As we evaluate the progress made toward achieving our financial goals, let us also evaluate the deeper purpose of those goals. Most of us would agree that money alone cannot buy happiness. Years ago I viewed a TED talk by Michael Norton titled “How to Buy Happiness.” Read more »

Posted: January 21, 2015

Global Trends in Clean Energy Investment
By Michael Schweibinz

Which energy solutions will power our planet in the decades to come? It’s an important question, but without the ability to predict the future, we must rely on emerging energy trends to provide us with perspective on what’s to come. Michael Liebreich, Chairman of the Advisory Board and Founder of Bloomberg New Energy Finance, did Read more »

Posted: January 19, 2015

Foundations Connecting Money and Mission
By Michael Schweibinz

Foundations serve a unique purpose and the hundreds of billions of dollars in investment assets they own represent a powerful force for good. Yet in many cases, there is an inconsistency akin to cognitive dissonance between an organization’s investment strategy and its mission. First Affirmative hosted a breakout session during the 25th annual SRI Conference Read more »

Posted: January 14, 2015

Building a Cleaner Future: Reducing Climate Change Before It’s Too Late
By Lauren Morrell

From climate change to deforestation, our world faces stiff environmental headwinds. The 25th annual SRI Conference featured a panel of investment professionals who discussed how investors are increasingly putting their money where their mouths are—divesting of companies involved in creating environmental problems, or actively engaging with companies as shareowners to encourage positive behavior change. Andrew Read more »

Posted: January 12, 2015

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