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The Brief Quiz (No.5): How High is Your Impact IQ?

March 13, 2017 By ImpactAlpha

International Women’s Day is over. The International Year of Mansplaining continues. Sad! The Brief Quiz can bring us together. Let’s see where your Impact IQ got you this week. Get ImpactAlpha’s daily newsletter, The Brief. 1. Together with BNP Paribas, the World Bank issued its first Sustainable Development Goals-linked bond. How is it different from green […]

Filed Under: -Impact Investing

Trillium Successfully Withdraws Shareholder Proposals at Chipotle

March 13, 2017 By IWV Sponsor

March 9, 2017 // Boston, MA – Trillium Asset Management is pleased to announce that it has successfully withdrawn two shareholder proposals, filed on behalf of our clients, at Chipotle Mexican Grill (NYSE: CMG); one on sustainability reporting and one on minimum wage reform. Trillium has withdrawn its shareholder proposal on sustainability reporting, co-filed alongside […]

Filed Under: -Sustainable-Responsible Investing Tagged With: Sponsor, Trillium

Three Women-Owned Startups That You Can Invest In Today

March 10, 2017 By Locavesting

Women entrepreneurs are at a disadvantage when it comes to raising capital for their businesses. They’re turned down more often than men and, when they do raise money, they raise smaller sums. (It’s a good thing they know how to do more with less). That’s starting to change, as new funding options that bypass the […]

Filed Under: -Community Investing, -Impact Investing

Sustainable Development Goals take hold as a universal impact investment framework

March 9, 2017 By ImpactAlpha

A year ago, every company had to have a Big Data story. Now, no initiative is complete without AI and machine learning. Extra points for “blockchain.” Next up: companies, asset owners and fund managers touting their alignment with “the SDGs.” If you don’t know already, those are the Sustainable Development Goals, with colored icons to […]

Filed Under: -Impact Investing

National Australia Bank offers fixed-income gender equality bond

March 9, 2017 By ImpactAlpha

National Australia Bank has created a fixed-income gender equality bond. The new bond will finance “employers of choice for gender equality” as determined by an Australian government agency. Organizations on the list demonstrate commitment to cultivating female leadership, closing the gender pay gap, enabling a safe work environment, and offering family-friendly work arrangements. The bond’s portfolio […]

Filed Under: -Impact Investing, -Sustainable-Responsible Investing

Your Money and Investments Matter – Workshop

March 9, 2017 By Brian Kaminer

Workshop March 28th NYC All Investors Have the Power – now more than ever Climate change. Inequality. Global finance. Politics. It’s enough to make anyone feel pessimistic. But as investors, we have the power to direct our money towards businesses and initiatives that are doing good in our communities and the world. Aligning Your Investments With […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking, -Sustainable-Responsible Investing

International Day of Happiness – March 20th

March 8, 2017 By Brian Kaminer

What is the International Day of Happiness? It’s a day to be happy, of course! Since 2013, the United Nations has celebrated the International Day of Happiness as a way to recognize the importance of happiness in the lives of people around the world. UN  Secretary General Ban Ki-moon stated that the world “needs a […]

Filed Under: Beyond Investing

Morgan Stanley launches two sustainability strategies for smaller investors

March 8, 2017 By ImpactAlpha

Morgan Stanley’s wealth management unit has launched two sustainable investment products in which individuals can get started with as little as $10,000. Hilary Irby, head of Morgan Stanley’s Investing with Impact initiative, said the low investment threshold was part of a strategy to make sustainable investing more accessible. Morgan Stanley’s brokerage group launched similar offerings […]

Filed Under: -Impact Investing

Asian social stock exchange founder Durreen Shahnaz seeks Trump’s support for impact investing

March 6, 2017 By ImpactAlpha

Asian social stock exchange founder Durreen Shahnaz is seeking Trump’s support for impact investing. “I may have been born in Bangladesh, but I was nurtured to be a banker, media executive and entrepreneur in the US,” Shahnaz wrote in an open letter to President Trump. Shahnaz is the founder of IIX, based in Singapore, which connects […]

Filed Under: -Impact Investing

World Happiness Summit

March 4, 2017 By Brian Kaminer

Inaugural World Happiness Summit Convenes Global Wellbeing Thinkers, Mindfulness Experts and Health Advocates. The World Happiness Summit (WOHASU) The summit agenda features more than 25 of the world’s leading experts on the different aspects that compose happiness and wellbeing. The unique three-day summit to be held in Miami, March 17-19, 2017, provides a perfect set […]

Filed Under: Beyond Investing

Big Business and Investors Urge New EPA Chief to Keep MPG and GHG Standards in Place

March 3, 2017 By Ceres

Major U.S. businesses are urging the federal Environmental Protection Agency administrator Scott Pruitt to leave in place vehicle standards for passenger cars and light trucks. In a letter delivered this week to Mr. Pruitt, the businesses pointed out that the standards are good for business and for the economy as a whole. “We support staying […]

Filed Under: -Sustainable-Responsible Investing

CECP CEO Investor Forum Shows a Shift towards Long-Term Thinking

March 3, 2017 By 3BLmedia

(3BL Media/Justmeans) – CEOs have a key responsibility to ensure that sustainability goals are incorporated into their long-term business strategy. The approach of short-termism is detrimental to their business interests, particularly as consumers, investors and other stakeholders increasingly expect businesses to become a force for societal change and create a long-term legacy. The inaugural CECP […]

Filed Under: -Sustainable-Responsible Investing

Jean Case is bullish on impact investing

March 3, 2017 By ImpactAlpha

Jean Case is bullish on impact investing. Writing in Stanford Social Innovation Review, the former AOL executive and head of the Case Foundation credits the growing influence of young people and women, the entrance of big institutions and an increasingly robust data ecosystem. On that last point, Case touts the Impact Investing Network Map under development […]

Filed Under: -Impact Investing

ESG Investors Energized by Regulatory Rollbacks

March 3, 2017 By 3BLmedia

Regulatory rollbacks, along with proposals to cut the regulating EPA’s budget by 24% and its staff by one-fifth, have energized values-driven investors. Since the November election, ESG investors have put $383 million into ESG stock funds, according to EPFR Global, quoted in a recent Barron’s article. Barron’s says ESG factors “could prove especially useful in evaluating companies […]

Filed Under: -Sustainable-Responsible Investing

Top Impact Investor Communities

March 2, 2017 By Brian Kaminer

Presenting the Top Impact Investor Communities These Top Impact Investor Communities are where  individuals and organizations can go to build relationships, learn about impact, explore shared values and collaborate on investing.  Most of these communities host in person gatherings along with online resources, events and tools. Check out these amazing communities. GIIN – Global Impact Investing […]

Filed Under: -Impact Investing, Featured, Top Resources

The Role of SMEs in Global Economic Development

March 2, 2017 By Brian Kaminer

The Reality on the Ground – Free Talks Hear from leading practitioners in the field about the opportunities and challenges for SME (Small and Medium Enterprises) investment in the US and Internationally. SMEs, often described as too large for microfinance but too small for corporate banking, represent an important economic sector in any country. SMEs […]

Filed Under: -Community Investing, -Impact Investing

Is Trump the Tipping Point for Ethical Investing?

March 2, 2017 By TriplePundit.com

By Joshua Levin You may have voted against U.S. President Donald Trump, protested his policies, and ranted to your friends. Yet most of us are financing him and his agenda. With any typical investment account, 401(k) or pension, Americans indirectly fund their opposition parties and directly finance polarizing activities such as weapons production, private prisons, and […]

Filed Under: -Sustainable-Responsible Investing Tagged With: business case for sustainability, capital markets, Donald Trump, Finance, Impact Investing, impact investment, investment, Investment & Markets, investment strategy, New Economics, politics, Shareholder Activism, Socially Responsible Investing, stakeholders

World Bank: Tap Islamic finance to achieve the SDGs

February 28, 2017 By ImpactAlpha

Global Islamic finance represents $1.9 trillion in assets, mostly in predominantly Muslim countries in Africa and Asia, where large numbers of people still live on less than $1.25 per day. That makes financial institutions rooted in Islamic principles an under-tapped resource for the $3 to $5 trillion per year needed to achieve “shared prosperity” and […]

Filed Under: -Impact Investing

5 Ways to Be a Clean Money Revolutionary in 2017

February 27, 2017 By IWV Partner

A SOCAP Guest Post by Joel Solomon My first book, The Clean Money Revolution, is coming out in May. So, you may be asking, what is clean money?  Clean Money is money aligned with purpose: money that is about more than self-interest; money that prioritizes the commons; money that makes the world better. Clean money […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking, Beyond Investing

Sonen Capital raises $75 million to invest in sustainable real assets

February 27, 2017 By ImpactAlpha

Sonen Capital has closed its first fund for investments in real assets like buildings, energy infrastructure and land. The San Francisco-based investment manager already has made eight investments in affordable housing, clean energy, and timber in the U.S. Africa and Asia. Launched in 2012, Sonen has nearly $400 million under management and impact investment strategies […]

Filed Under: -Impact Investing

What’s New In Impact Investing? February Roundup

February 27, 2017 By IWV Partner

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 […]

Filed Under: -Impact Investing

Benevity Nonprofit Community Council Reinforces the Critical Role Companies Play in Achieving Positive Societal Outcomes

February 23, 2017 By 3BLmedia

Calgary, AB, February 22, 2017 /3BL Media/ — Benevity, Inc., the global leader in online workplace giving, matching, volunteering and grant management solutions, hosted the Benevity Nonprofit Community Council meeting on February 7, 2017 in Palm Springs, to discuss the ever-increasing importance of companies supporting their employees as a vehicle for achieving positive societal outcomes. Among […]

Filed Under: Beyond Investing

An Economy For Everyone: February Good Jobs Recap

February 23, 2017 By IWV Partner

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 […]

Filed Under: Beyond Investing

Advisor Perspective: Opening My Eyes To Impact Investing

February 23, 2017 By IWV Sponsor

Katherine St. Onge, Senior Officer, Investor Relations, talks with advisors during an impact investing tour in Denver, CO.  Before my time here at Calvert Foundation, I spent most of my career as a financial advisor with some of the big-name financial planning firms and traditional wirehouses. I remember during my first year as an advisor […]

Filed Under: -Impact Investing Tagged With: Sponsor

Happy Birthday, Ours To Own Baltimore

February 23, 2017 By IWV Sponsor

by Beth Bafford, Investments Director, and Rodney Foxworth, Invested Impact on February 21, 2017 This month we celebrate the one-year anniversary of Ours To Own in Baltimore. Ours To Own is an investment initiative created to engage individual investors in the creation of local economic and community value in the Charm City with the belief that small […]

Filed Under: -Community Investing, -Impact Investing Tagged With: Sponsor

Positive Impact Finance Stands on Principles

February 23, 2017 By MaxImpact

PARIS, France, February 21, 2017 (Maximpact.com News) – Nineteen global banks and investors, worth a total of US$6.6 trillion in assets, have agreed on a set of standards for financing sustainable development framed as the first-ever Principles for Positive Impact Finance. On the last Monday in January, the set of four unpublished Positive Impact Principles […]

Filed Under: -Community Investing, -Impact Investing

Investors with $685B in Assets Highlight Risks for Banks with Ties to DAPL

February 21, 2017 By 3BLmedia

(3BL Media/Justmeans) – The financial crisis of 2008 was marked by an excessive focus on short term profits, aggressive acceptance of higher risks, and an erosion of trust between institutions and consumers. The positive outcome of that crisis has been a growing recognition of values-based investment decision criteria, and an increasing consideration of ESG issues […]

Filed Under: -Sustainable-Responsible Investing

Global Impact Investing Network Measures Progress by Strong Management Practices

February 21, 2017 By 3BLmedia

The Global Impact Investing Network is a nonprofit organization dedicated to increasing the scale and effectiveness of impact investing around the world. The GIIN builds critical infrastructure and supports activities, education, and research that help accelerate the development of a coherent impact investing industry. As impact investing continues grow and open up to new audiences, […]

Filed Under: -Impact Investing

Not All Crowdfunding Strategies Are Created Equal

February 17, 2017 By IWV Partner

There has been a lot of controversy lately surrounding Title III platforms that has been giving crowdfunding a bad name. To offer some clarity, it is helpful to understand the difference between crowdfunding, the JOBS Act, and Direct Public Offerings. The Jumpstart Our Business Startups (JOBS) Act, was initially signed into law on April 5, […]

Filed Under: -Community Investing, -Impact Investing

Impact Investment Funds Adopt Diverse Approaches to Promote Sustainability

February 17, 2017 By 3BLmedia

(3BL Media/Justmeans) – Increasing demand for a more socially responsible, purpose-driven finance has led to the emergence of innovative approaches to impact investing. Although impact investing began many years ago as a niche activity practiced by large philanthropists, it is now spearheaded by a wide range of impact investment funds that are committed to the […]

Filed Under: -Impact Investing

Venture Capitalists Focus on ESG-Driven Investments

February 16, 2017 By 3BLmedia

(3BL Media/Justmeans) – A Venture Capital Trust (VCT) is a type of publicly listed, tax-advantaged investment fund in the UK, designed as a way for individual investors to gain access to VC investments via capital markets. In recent years, VCTs have increased their focus on socially responsible investments that take environmental, social and governance (ESG) […]

Filed Under: -Impact Investing

Prime Coalition and Investors’ Circle back solar startup

February 16, 2017 By ImpactAlpha

Prime Coalition and Investors’ Circle have backed solar startup, ConnectDER. ConnectDER helps home solar systems easily connect to the electric grid and helps utilities manage such distributed energy inputs. The $1.1 million investment includes nine individual investors from Investors’ Circle; Prime brought together a mix of program-related investments and grants from the Ellis Family Fund, the […]

Filed Under: -Impact Investing

Why Washington’s Anti-Regulation Agenda Will Hurt the Economy

February 16, 2017 By Ceres

The president and congressional leaders are fixated on demolishing public health, safety and environmental regulations, but these efforts make little practical — or economic — sense. Of particular concern is, first, the president’s “two-for-one” executive order requiring two federal regulations to be deleted for every one issued. The second is efforts by Congress to pass regulatory reform legislation […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

ImpactAssets Releases Annual IA 50 Impact Investment Fund Showcase

February 15, 2017 By CSRwire

Industry’s only free, searchable database of outstanding impact investing fund managers features firms that manage $10.6 billion in assets. BETHESDAY, M.d., Feb. 14 /CSRwire/ – ImpactAssets has released its 2016 impact investing showcase, the ImpactAssets 50 (IA 50), a free online resource for investors and financial advisors. The sixth annual list provides a diversified overview […]

Filed Under: -Community Investing, -Impact Investing, -Sustainable-Responsible Investing

Dina Powell: Impact investing’s woman in the White House

February 14, 2017 By ImpactAlpha

Whither social-impact investment in the Trump administration may depend on Dina Powell, the former Goldman Sachs executive who was named, with Ivanka Trump’s help, assistant to the president and senior counselor for economic initiatives. Powell joined Ivanka, the president and Canadian Prime Minister Justin Trudeau in Monday’s roundtable meeting in the Cabinet Room on women entrepreneurs. […]

Filed Under: -Impact Investing

Financial Professionals Dig Deeper into SRI

February 14, 2017 By 3BLmedia

As socially responsible investing grows in popularity, experienced investors are looking deep into the details of investing in values without sacrificing performance. A recent article on Seeking Alpha by TDP Research outlines an investment professional’s experience with SRI, including a description of some very detailed criteria. One tip: this advisor focuses on stocks included in […]

Filed Under: -Sustainable-Responsible Investing

Six opportunities – and one big risk – for impact investors in 2017

February 14, 2017 By ImpactAlpha

Political headwinds are serving as a wake up call for the growing movement of investors and activists using the capital markets to curb climate change, eliminate global poverty and close the gap on income inequality. Stripped of the comforting support of a sympathetic President Obama, investors and advisors seeking demonstrable, measurable impact on social and […]

Filed Under: -Impact Investing

Infographic: Impact Investing Study

February 13, 2017 By CSRwire

KANSAS CITY, Mo., Feb. 13 /CSRwire/ – American Century Investments and Greenwich Associates conducted a study on the views of institutional investors and financial intermediaries about the growing interest in impact investing. Between late 2015 and early 2016, Greenwich Associates surveyed a total of 277 institutional investors, investment consultants, intermediary platform decision-makers and financial advisors […]

Filed Under: -Impact Investing, -Sustainable-Responsible Investing

Bloomberg Financial Services Gender-Equality Index Reveals Global Progress

February 9, 2017 By 3BLmedia

  Bloomberg today announced the 2017 Financial Services Gender-Equality Index (BFGEI), providing investors and organizations with unique insight into the statistics, policies, product offerings and external engagement driving 52 firms’ commitment to building gender-equal workplaces. Bloomberg also introduced a Fixed Income Gender-Equality Index, representing investment grade debt issued by the 2017 BFGEI member firms. “Companies […]

Filed Under: -Sustainable-Responsible Investing

Calvert Foundation and U.S. Bancorp back $20 million fund for small business lending

February 9, 2017 By ImpactAlpha

Calvert Foundation and U.S. Bancorp Community Development Corporation have backed a new $20 million fund for small business lending in U.S. communities. Greenline Ventures, a minority-controlled and employee-owned firm in Denver, will manage the fund. The fund leverages New Markets Tax Credits, a federal program that incentivizes business and real estate investment in low-income U.S. communities with […]

Filed Under: -Impact Investing

Webinar: Gender Lens Investing

February 9, 2017 By Brian Kaminer

Webinar 2/17: Gender Lens Investing by Intentional Endowments Network The Business Case, Opportunities, and Action  The business case for investing in women has never been stronger. Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in […]

Filed Under: -Sustainable-Responsible Investing

Which Side Are You On? (No, This Isn’t About Trump)

February 9, 2017 By ImpactAlpha

Fair warning: he-who-shall-not-be-mentioned just might make a cameo appearance below. But the bigger decision facing investors, from American families with 401(k)s to managers of the world’s largest pension and sovereign wealth funds: Whether to bet on the low-carbon energy transformation now under way – or stick with business-as-usual.   It’s not renewables that are ‘alternative.’ […]

Filed Under: -Impact Investing

Impact Investing Rise Good News for Women and Benefit Corps

February 9, 2017 By Locavesting

Impact investing is expanding, and that is creating new opportunities for social enterprises, including Benefit Corporations, women-led firms and community-based ventures. Those are some of the implications of a recent study conducted by the Forum for Sustainable and Responsible Investment (US SIF) Foundation. “There are encouraging signs for social entrepreneurs,” says Meg Voorhes, director of research for […]

Filed Under: -Community Investing, -Impact Investing

Invest Northwest: Ten-Year Final Performance Review

February 8, 2017 By IWV Partner

For ten years Pacific Community Ventures has worked with the Northwest Area Foundation (NWAF) and the Annie E. Casey Foundation (AECF) to annually evaluate the social performance of Invest Northwest, a place-based mission-related private equity fund. Invest Northwest was created in 2004 with the twin objectives of generating market-rate financial returns and social returns aligned […]

Filed Under: -Community Investing, -Impact Investing

Which investors are bridging the gap in research funding?

February 8, 2017 By ImpactAlpha

The fate of climate and other public research may be in the hands of private investors and philanthropists as the EPA and other agencies face cutbacks under the Trump administration, reports FastCompany. Who’s stepping up? In January, Al Gore stepped in to revive a CDC climate and health conference in Atlanta. Bill Gates, Vinod Khosla, […]

Filed Under: -Impact Investing

How Millennials are using Data to Power the Impact Investing Movement

February 8, 2017 By GreenMoney

by Sean Tennerson, Program Officer, The Case Foundation For those of you who know the Case Foundation, we’re bullish on the impact investing movement and the power of private capital for public good. While still a relatively small market, impact investments are surging, with some seeing a trillion-dollar market potential by 2020. Against that context, […]

Filed Under: -Impact Investing Tagged With: GreenMoney Journal

Sustainable Investors and Businesses Urge Congress to Support the Consumer Financial Protection Bureau

February 8, 2017 By IWV Sponsor

February 8, 2017 // Boston, MA – On Monday, Trillium Asset Management and more than 100 sustainable investors and businesses signed a letter urging the Administration and Congress to continue support for the Consumer Financial Protection Bureau (CFPB). Jointly organized by the Interfaith Center on Corporate Responsibility and the American Sustainable Business Council, the letter […]

Filed Under: -Sustainable-Responsible Investing Tagged With: Sponsor, Trillium

Where do Impact Investors go to find community?

February 8, 2017 By Brian Kaminer

What are the top Impact Investor Communities? Share where individuals can go to build relationships, learn about impact, explore shared values and collaborate on investing. Help us create a resource list of top investor communities for Impact Investing. What do you like? What do you think? Participate – Vote on the form below for a listed resource or add […]

Filed Under: -Impact Investing, Top Resources

A “Farmer First” Approach to Land Access

February 8, 2017 By IWV Sponsor

Think “local food,” and your mind’s eye produces various images of farmers in vast fields harvesting strawberries as the sun rises. Or you visualize a weekend farmers market offering colorful arrays of fruits and vegetables. These images strike at the idea of a food movement that has grown more diversified and equitable. But barriers persist, […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Join The Economist – Impact Investing Conference

February 8, 2017 By Brian Kaminer

A new Impact Investing conference by The Economist Risk, return and impact: a new role for capital markets in building a better world Join editors of The Economist and more than 200 leading financiers, institutional investors, policymakers, academics, impact investors and philanthropies to analyse the main opportunities and obstacles to the mainstreaming of impact investment. Pledged to […]

Filed Under: -Impact Investing

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Copyright © 2026 • Invest with Values • All Rights Reserved • 914-230-0741 · info(at)investwithvalues.com
Created and Managed by Brian Kaminer of Talgra LLC

Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.