Does Earth Day make an impact?

On Earth Day 2001, we had no idea that the world would forever change a few months later on September 11. At that time I had been working as a financial advisor and portfolio manager for almost 15 years. I had also been on the board of both my family foundations and was quite aware [...]

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    Changing the game by giving financial advisors the right tools and a bigger toolbox: US SIF training is here

    There’s that old saying that if all you have is a hammer, everything looks like a nail. Now, I’m not saying for a minute that financial advisors are not innovative. We often are. However, everything is harder when you don’t know how to do it. Unless you understand something and feel comfortable with it, chances [...]

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      Shareholders are climbing on the bandwagon and asking for more accountability

      Bloomberg reports that investors now more than ever are demanding that companies provide sustainability reports and specific metrics like goals for greenhouse emissions and energy efficiencies. In an article entitled Investors Demand Climate-Risk Disclosure in 2013 Proxies, Avery Fellow states, “Environmental and social resolutions accounted for more than 40 percent of all shareholder resolutions submitted [...]

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        Newtown, CT spurs divestiture by major pension funds

        There are so many news items and reports coming across my RSS feeds and inbox these days about the paradigm shift towards impact capital, I’ve been feeling somewhat vindicated. Not in an “I told you so” way or self-congratulatory way, more like a “thank goodness people are getting it” way. Yes, you CAN make a [...]

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