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

The Challenge of Stranded Asset Risk
By Lauren Morrell

What is the future of investing in fossil fuel extraction companies? How are investors choosing to proceed? What tools are helping investors make decisions on investments with fossil fuel exposure? A panel of investment experts grappled with these questions and more at the 25th annual SRI Conference. For now, let’s focus the discussion on one Read more »

Posted: January 7, 2015

Another Proxy Season for the Record Books
By Holly Testa

The 2014 proxy season is virtually over, and the results highlight another record-breaking year. According to a report by the Sustainable Investment Institute (Si2), not only was the overall number of proxy resolutions filed a record high of 454, so too was the support for those resolutions going to a vote—almost 22% on average. Part Read more »

Posted: January 5, 2015

eBay Leaves ALEC!
By Holly Testa

Our leadership blog last week featured a post about the many companies that are leaving (and not leaving!) the American Legislative Exchange Council (ALEC). First Affirmative, along with many other stakeholders, expressed their concerns to eBay about the company’s continued support of this controversial organization. We encouraged eBay to join the “high-tech” defection from ALEC Read more »

Posted: December 22, 2014

Shareowners Press for ALEC Exodus
By Holly Testa

Why do progressive companies that have heavy investments in renewable energy, forward-looking environmental policies, and publicly acknowledge the need to tackle climate change still belong to the American Legislative Exchange Council (ALEC)? Shareowners, including First Affirmative, have been asking this question of companies in their portfolios through letters, dialogue, and resolutions. The good news is Read more »

Posted: December 17, 2014

The Grand Strategy Project
By Michael Schweibinz

Patrick Doherty , the founding co-director of the Strategic Innovation Lab at Case Western University, was one of many enlightening speakers who took center stage at the 25th annual SRI Conference in early November. Mr. Doherty presented the essence of a multi-year, multi-stakeholder project focused on developing a new “Grand Strategy” for the United States (video Read more »

Posted: December 17, 2014

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