Posts Categorized ‘Sustainable Investing’

Genderfluenced Investing Gets Dynamic During an Action Strategy Circle
By Guest Contributor

Robin Miller, 2016 SRI Conference Scholar Women as investors and entrepreneurs are a powerful and growing source for good. Over the next few decades, $30 trillion in wealth will be transferred to a younger generation, and women stand to receive well more than half. Recognizing this, there is a growing body of evidence that using Read more »

Posted: March 20, 2017

The Relationship Between ESG and Financial Performance
By Will Linkenheil

Until quite recently, Sustainable, Responsible, Impact (SRI) investing was looked down upon by much of the investing community. There was serious concern "that incorporating environment, social, and governance (ESG) criteria into a portfolio design meant accepting a lower rate of return." However, a growing body of research is making it "clear that sustainable and responsible Read more »

Posted: December 19, 2016

Wealth Management's Changing Landscape: Women and Millennials
By Danielle Burns

By: Betsy Moszeter, COO, Green Alpha Advisors, and Danielle Burns, Vice President, Sales & Marketing, First Affirmative Financial Network As consumers and investors, women are changing the way society interacts with its money by consistently making more holistic decisions than men about how they spend, save, and invest their money. Currently, women directly control 39% Read more »

Posted: November 29, 2016

How Long Does a Company Need to Stay in SRI Jail?
By Laura Isanuk

The modern world of Sustainable, Responsible, Impact (SRI) investing was initially based on avoiding undesirable companies. Twenty-five years ago, responsible investment strategies were primarily based on "negative screening" which initially focused on avoiding "sin stocks" such as tobacco and alcohol. Over time, other avoidance criteria were included in the portfolio construction process to side-step companies Read more »

Posted: April 25, 2016

2015: An Impactful Year for Sustainable Investing
By Mike Sakraida

Exciting progress was made by the SRI (Sustainable, Responsible, Impact) investment industry in 2015. Here, we offer two lists of three important stories and trends that are likely to impact most individual and institutional investors, including retirement plans, foundations, and endowments. After many years of path breaking effort, we may finally be approaching a "tipping Read more »

Posted: December 23, 2015

Impact Investing Survey for Advisors
By Steve Schueth

Do you have a moment or two to share your views on impact investing? Here’s the background: In 2015, The SRI Conference will put investing for impact in the spotlight, with insights and discussion from many of the industry’s leading experts. Presenters and panel discussions will explore a variety of investment strategies that can help Read more »

Posted: October 1, 2015

Sustainable Investing = 30% of Global Managed Assets
By James Griffitts, Contributor

A study conducted by the Global Sustainable Investment Alliance (GISA) has found that sustainable investing now accounts for 30% of professionally managed assets globally. Sustainable investing, which factors environmental and social criteria into portfolio selection, has grown by 61% globally over two years, reaching $21 trillion at the beginning of 2014. GISA defined sustainable investing Read more »

Posted: April 1, 2015

Shareowners Press for ALEC Exodus
By Holly Testa, Director, Shareowner Engagement

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

Millennials Changing the Investment Conversation
By Michael Schweibinz

The millennial generation—today’s young adults born between 1980 and 2000—will inherit the increasing burdens of the world, including the dramatic changes that result from global warming. They will also benefit from the largest transfer of wealth in history: some $41 trillion over the next 40 years, 70% of which will likely go to women. During a session Read more »

Posted: December 15, 2014

What Makes a Green Bond “Green”?
By Michael Schweibinz

A high level of enthusiasm and optimism flowed through the 25th annual SRI Conference as a panel of experts discussed the past, present, and future of the rapidly emerging green bond market. The discussion panel consisted of issuers, rating agencies, and investors sharing their own perspectives on the market, its players, impact, and metrics. Speakers Read more »

Posted: December 3, 2014

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