Invest with Values

The Investor's Gateway to Positive Change

The Investor's Gateway to Positive Change

Social-change economics, Rise Fund hits $2B, JP Morgan in DC, environmental impact investors…

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The Brief Social-change economics, Rise Fund hits $2B, JP Morgan in DC, environmental impact investors, future cars Oct. 4, 2017 Guanajuato, Mexico l Jezar Greetings, ImpactAlpha readers! #Featured: Returns on Investment Real Impact: Morgan Simon on bringing communities into impact investing. The longtime leader in the field bridges two worlds with her new book, “Real Impact: The New […]

Major Investors and Businesses Support Staying the Course on Strong Vehicle Rules

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Investors, Ceres BICEP Network release ads and letters October 5, 2017 /3BL Media/ – Today, 36 institutional investors with over $813 billion in assets and a network of major businesses with over $400 billion in revenue, called on the Trump administration to not weaken the current light-duty vehicle fuel economy and greenhouse-gas emissions standards. The ask […]

The SRI Conference – 28 Years Strong

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Steve Schueth, as producer of the 28th annual SRI Conference, has a unique approach to creating the five track conference agenda that attracts over 700 sustainable investment and finance professional participants. He works with a volunteer agenda committee of twenty-one people from across the industry to help him sift through the 100+ proposals for speakers […]

LOCUS Impact Investing is Empowering Foundations To Build Prosperous, Vibrant Communities

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New consulting, financial advisory and services organization offers comprehensive solutions to help foundations unlock new sources of capital, generating more impact in local economies Leading community development financial institution (CDFI) Virginia Community Capital (VCC) and the nationally recognized Center for Rural Entrepreneurship (CRE) announced in June the launch of LOCUS Impact Investing (LOCUS), a new […]

SMART Investing Services for Financial Advisors

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The second annual NYC Sustainable Investment Conference for Financial Advisors will be hosted by Gitterman Wealth Management (GWM) on October 19th at the Open Center in Manhattan. Jeff Gitterman, the firm’s founder, saw an opportunity a couple years ago to accomplish two things he considers crucial to success for independent Registered Investment Advisors (RIAs) during the […]

What’s New In Impact Investing? September Roundup

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Impact investing is about using markets and money for social good. Impact investing is built on the belief that private capital can play a powerful role in solving the massive global challenges of our day, and that capital markets should work for good as well as profit. This vision is realized through investments made into […]

Credit Suisse launches impact investing division

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Smarter Money The Swiss bank was early mover in supporting other impact investment firms PC: WSJ The Swiss bank, an early mover in supporting other impact investment firms, is opening its own impact investing division, called Impact Advisory and Finance. It will be headed by Marisa Drew, who has served as co-head of Europe, Middle East […]

Impact storytelling, disaster recovery capital, where community-development finance goes, beating…

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The Brief Impact storytelling, disaster recovery capital, where community-development finance goes, beating the killer heat Sept. 27, 2017 Kauai Coffee Company, Kalaheo, United States l Photo credit: Christian Joudrey Greetings, ImpactAlpha readers! #Featured: Impact Voices Telling the impact investing story. In the spirit of full transparency, we should disclose that ImpactAlpha receives a fair number of pitches from […]

Four steps to impact investing storytelling

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Smarter Money Getting past the alphabet soup and embracing the skeptics London, United Kingdom l Photo credit: Volkan Olmez Impact investing is riding a wave of powerful forces, including a large generational wealth transfer, the inclination of millennials to invest with their values and the offer of solutions that appeal to people of all regions, generations and […]

Sustainable Stock Exchange report released

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(Toronto, September 27, 2017) The world’s largest companies are under-reporting sustainability policies and performance, hampering investors’ access to data that will allow them to play a full role in the transition to a low-carbon economy, according to a new report released today. The study, Measuring Sustainability Disclosure: Ranking the World’s Stock Exchanges 2017, finds that of […]

NYC Sustainable Investment Conference for Financial Advisors

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Are you an investment professional looking for information about ESG investing? Do your clients want investment solutions that result in both financial return and social and/or environmental impact? If so, please join Gitterman Wealth Management for NYC Sustainable Investment Conference. October 19, 2017 8:00 AM – 6:00 PM New York Open Center 22 E 30th […]

Cliff Feigenbaum: GreenMoney Turns 25 – The Evolution of Sustainable Business & Impact Investing

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Founder and Managing Editor Cliff Feigenbaum launched The GreenMoney Journal in 1992 and in 2013 was named “One of the Top 100 Thought Leaders in Trustworthy Business” by Trust Across America. In 2015 and again in 2017, Cliff was named one of the “Leaders in CSR & Sustainability” by Corporate Responsibility (CR) magazine. He has […]

ImpactUs marketplace expands impact investment offerings

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Smarter Money The platform adds new issuers PC: ImpactUs The platform has added four new issuers to connect institutions and individuals with impact investing opportunities. The new issuers include Coastal Enterprises, a Maine-based organization that focuses on rural business development in the U.S.; Enterprise Community Investment, part of the supportive housing group Enterprise Community Partners; Iroquois […]

Barclays impact fund-of-funds gets Big Society capital

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Inclusive Economics The fund is being offered to commercials, private client, and retail investors PC: MySkuul Barclay’s Multi-Impact Growth Fund is the bank’s first mainstream impact investing product. The U.K.-based social investment firm Big Society Capital is committing £5 million ($6.8 million) as the first investor in the fund, which is being offered to commercials, […]

Sustainability Forum 2016 Takes Place on October 5

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ATHENS, Sep. 23 /CSRwire/ – Almost three weeks left until the 6th «Sustainability Forum 2016, a Τraining, Networking and Professional Development Event». The Forum, is organised by Global Sustain and will take place on October 5th, at the Center of Sustainable Entrepreneurship “Excelixi” premises, in Athens. Just like the previous years, prominent speakers from all […]

ComCap17: It’s About Democracy

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“[T]his is a fundamentally pluralist vision, in which multiple forms of public, private, cooperative, and common ownership are structured at different scales and in different sectors to create the kind of future we want to see. The vision begins and ends with the challenge of community. If it does not meet the test of everyday […]

Goal! A new scorecard will track progress through 2030

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2030 Global child mortality could drop to as low as 2 million in 2030 A dose of optimism and signals of progress may be what’s needed in a world increasingly desensitized to large-scale global problems. The series of animated charts in the new Goalkeepers site from the Bill and Melinda Gates Foundation shows the surprising progress […]

Root Capital and Acumen to test social-impact incentives

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Smarter Money The idea is that payments to lenders will get more funds interested in delivering social impact Photo credit: REUTERS Social Impact Incentives, or more succinctly, SIINC, are financial payouts to organizations and social ventures that meet proven social performance targets. The SIINC model has been tested, with the Swiss development agency putting up the cash, […]

The Next Quarter Century’s Organic Marketplace: Insights from Stonyfield Farm’s Gary Hirshberg

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In 1977, during the heyday of the emerging “alternative energy” movement, I attended a solar greenhouse conference where I remember one of our little tribe’s pioneers opined about how much less exciting the solar “revolution” was going to be when it finally went mainstream. “I know what’s going to happen,” architect Steve Baer of Zomeworks […]

We’ve Won A 2017 CDFI Fund Award

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Great news! We’re excited to announce that Pacific Community Ventures has been awarded a 2017 CDFI Fund award, to support our programs delivering capital to small businesses across California that create good jobs for working people and build community wealth from the bottom up. In 2016, the small businesses in our lending program grew revenues by […]

Here come the SDG-finance unicorns

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2030 Finance Rockefeller Foundation’s ‘Zero Gap’ portfolio of financial innovations with billion-dollar potential By Dennis Price and David Bank To get to a trillion dollars, much less tens of trillions, you first have to get to $1 billion. At the Rockefeller Foundation, the hunt is on for 10 innovative financial structures that can mobilize at least $1 […]

SRI Mega-Merger: Impax Asset Management Group Acquires Pax World Management – The Minute

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Two pioneers in sustainable investing have just made a big move together in response to the rapid growth in the SRI field. Pax World Management, a New Hampshire-based investment advisor to Pax World Funds, has agreed to be acquired by Impax Asset Management Group, a UK-based firm. The transaction will create a combined global investment […]

Announcing The Impact Due Diligence Initiative

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PCV, in partnership with Bridges Fund Management and the Impact Management Project, are excited to announce the launch of the Impact Due Diligence Initiative. This project will identify best practices in impact due diligence, which we’ll build into a free, practical toolkit for investors across sectors – including foundations, faith-based organizations, CDFIs, equity fund managers, institutional […]

DJSI Results Announced — Are You In / Out? Attend Our Workshop in Collaboration with RobecoSAM in New York City on October 24th

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Many corporations that endeavor to be sustainable become a bit nervous as we pass Labor Day in the USA.  The rebalancing of the Dow Jones Sustainability Indexes is traditionally announced at that time.  Is my company in?  Out?  Increasingly, CEOs and other C-suite execs and board members (as well as numerous managers) are holding “membership” […]

Impact Investing Bar Set High by Oasis Fund

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Interview with Jean-Philippe de Schrevel, Bamboo Capital Partners The Oasis Fund, managed by Bamboo Capital Partners, was named a “Best for the World Fund” by B the Change Media, for setting the measurement and management bar in impact investing, based on its GIIRS Rating.  “Best for the World Funds” include investment funds that have completed […]

Inside Unilever’s epic experiment in corporate sustainability

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Good Business The firm is now locked in an existential pursuit to show that “sustainability” can, literally, deliver the goods Unilever CEO Paul Poleman l Photos by Richard Reyes Environmentally friendly soaps, water-pump installations in sub-Saharan Africa and advertisements without gender stereotypes. And a belief that promoting health and happiness in emerging markets will create millions, or […]

Why Financial, Legal, and Business Professionals Should be Champions of Community Capital

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At this week’s ComCap17 Conference in Monterey, CA, one of the sessions that I participated in dealt with the roles of financial, legal, and business professionals as it relates to community capital. Our panel was moderated by my old friend, Michael Shuman, and we were joined by other professionals providing technology (Amy Wan), platforms (Youngro […]

Morgan Stanley and the Economist Intelligence Unit Release New Index to Support Investors Seeking Climate Change Mitigation Opportunities

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Climate Change Mitigation Opportunities Index Offers a Tool to Help Investors Explore Technologies That Can Help Mitigate Climate Change and Provide Market Returns September 14, 2017 /3BL Media/ – Today the Morgan Stanley Institute for Sustainable Investing released the Climate Change Mitigation Opportunities Index, a report and interactive tool investors can use to examine the […]

Keynote Speeches by Lord Provost of Edinburgh & Scottish Cabinet Minister headline Day 1 of 2nd Global Ethical Finance Forum

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Under the patronage of the Scottish Government and supported by the UK Government, the 2nd edition of GEFF witnessed over 300 industry leaders converge with the aim of mainstreaming ethical finance. Edinburgh, Scotland – 13 September 2017: This morning, a packed audience of over 300 key ethical finance leaders gathered from various markets comprising the […]

The Magic of Dr. Bronner’s: Top Scoring B Corp Models Clean Business

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Kris Lin-Bronner is Strategic Adviser and CSR Manager for Dr. Bronner’s Magic Soaps, the top-selling brand of natural soaps in North America. She is responsible for overseeing and managing many diverse projects under the umbrella of sustainability and social responsibility. If you only have two minutes, click here for a highlight from the interview. Kris […]

Democratization of Social Investing

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Traditionally social investing was limited to creating products and deals for asset owners who have control over very large buckets of assets, sometimes in the billions and to build scale by replicating those deals for similar investors. I believe we’re overlooking the value of democratizing social investing – building scale by going small which could […]

Red Cross launch world’s first humanitarian impact bond

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The world’s first ‘Humanitarian Impact Bond’ has been launched by The International Committee of the Red Cross (ICRC), to improve the financing of aid in conflict-hit countries. The Humanitarian Impact Bond, set up by the International Committee of the Red Cross (ICRC), has raised over £20 million pounds (26 million CHF), to set up three […]

846 Companies Honored as Best for the World, Creating Positive Impact for Workers, Environment, Community

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BERWYN, Pa., Sep. 12 /CSRwire/ – Today, 846 companies worldwide were recognized for creating extraordinary positive overall social and environmental impact based on an independent, comprehensive assessment administered by the nonprofit B Lab with the release of its annual “Best for the World” list. Honorees are featured on B the Change, the digital Medium publication […]

SOCAP taps impact-investing leaders to curate “spotlight” sessions

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Smarter Money As a SOCAP media partner, ImpactAlpha is pleased to be able to offer a $250 discount through Sept. 29. Register now. Photo credit: SOCAP The Social Capital Markets conference, or SOCAP, convenes on the San Francisco waterfront for the 10th time October 10–13. Organizers have turned over a portion of the conference to guest curators to […]

7 Questions for Peter Krull, Sustainable Wealth Advisor

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Peter Krull founded Earth Equity Advisors in 2004, because he wanted to give investors an opportunity to invest with their values. An outspoken advocate for the environment and social issues, and a well-known figure in Ashville’s green business community, Pete truly walks the walk. He believes in giving back to his communities and has served as Chair […]

Re-energizing the Bronx

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BlocPower Offers Energy Retrofits to Communities That Need Them Most For years, Pastor Leo Curry of Fordham United Methodist Church in the Bronx worried about the cost of heating his church and social hall with two outdated boilers. It was so bad that the monthly bills sometimes soared above $12,000. “It was almost to the […]

Dreamer economics, big biz needs small biz, driving financial inclusion, Asia’s sustainable food…

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The Brief Dreamer economics, big biz needs small biz, driving financial inclusion, Asia’s sustainable food boom Sept. 5, 2017 Shek Kip Mei Market, Hong Kong l Photo by Natalie Ng Greetings, ImpactAlpha readers! #TalkingPoints: Dreamers How Dreamers boost the American economy. The Trump administration’s plan to cancel the program that allows about 800,000 U.S. immigrants who arrived as […]

From ‘Condemn and Disband’ to ‘Invest and Transform’

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Good Business How U.S. corporations can put their strategies — and their cash — where their CEOs’ mouths are IBM CEO Virginia Rometty (photo: Zhang Jusheng/Imaginechina) Was the mass resignation of the country’s top CEOs from the Trump Administration a momentary reflex? Or the catalyst for collective and purposeful social leadership from business on the grand challenges of our time? […]

Gregory Landua: This Is Your Brain on “Regeneration”

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Gregory Landua, co-author of the pioneering book, Regenerative Enterprise, is the co-founder and CEO of Terra Genesis International.  Terra Genesis International (TGI) is a dynamic global team of Permaculture and Regenerative Agriculture and Business practitioners and leaders working to support leading companies to transform their negative impact into regenerative effects. If you only have two […]

An Economy For Everyone: August Good Jobs Recap

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In order to build wealth and create opportunities in and across America’s underserved communities, and reverse the troubling trends we’re seeing in our economy, we no longer find it defensible to focus on job creation alone. It’s clear that job creation does not itself equate to lasting economic change. And so, we must shift our […]

SOCAP17 Conference Preview

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SOCAP17 is right around the corner, and the SOCAP team is hard at work developing outstanding programming and events for the 10th anniversary year. Here’s a look at some of the latest updates from SOCAP with a preview of some of the community-driven conversations that will be taking place at SOCAP17. We hope you will […]

Office Supplies & Independent Lives

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Armando Bernasconi is CEO at Quality Connections, an RSF borrower that helps individuals with disabilities become independent, productive community members via employment, job training, and practical life learning. Interviewed by Enrique Perez | Marketing Manager Enrique: Who or what sparked your passion for addressing employment barriers in the disabled community? Armando: My mom and dad […]

Impact Investing on the Rise: Interview with the GINN’s Abhilash Mudaliar

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The Global Impact Investing Network (GIIN) has published the seventh edition of its Annual Impact Investor Survey report, which shows continued progress in the dynamic impact investing industry, officially established only 10 years ago. The survey sample size and reported assets under management are the largest ever, illustrating the growth and growing engagement of the […]

Strategic ESG Investing Yields Higher Returns

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(3BL Media/Justmeans) – A study of the performance of companies on Fortune’s “100 Best Companies to Work For” list from 1984-2009 has found that stocks of these companies outperformed benchmarks by two to three percent per year. Therefore, ESG investors are increasingly seeking out sustainable companies, believing they will deliver better returns. The strategy is […]