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Survey Results: Global Institutional Investors with US$8.4 Trillion in AUM Confirm The Rising Value of Corporate ESG Principles

April 24, 2019 By IWV Partner

The FTI Consulting business advisory firm surveyed a set of 130 global institutional investors to gauge the depth and breadth of U.S. assets invested using ESG principles.  This group of investors, contacted from May through July 2018, responded that their Assets Under Management totaling US$8.4 trillion was believed to have benefited by the contribution of […]

Filed Under: -Sustainable-Responsible Investing

Israel is Keen to Tap Into the Momentum of Rising Global ESG Investment

April 23, 2019 By 3BLmedia

The integration of environmental, social and governance (ESG) factors into investment processes and decision-making is on the rise globally. The responsible investing market is worth almost $23 trillion, representing around half of all assets managed in Europe and more than a third in the U.S, according to JPMorgan Chase. Nearly every market in the world […]

Filed Under: -Sustainable-Responsible Investing

Women and Sustainable Investing: Driving Assets and Benefitting From a Gender-Lens Approach

April 23, 2019 By GreenMoney

Women are Increasingly Driving Asset Growth Women are and will continue to be critical to the ability to move forward investments in sustainability-focused products and strategies. According to a Morgan Stanley study, 84 percent of women expressed interest in sustainable investing, compared to 67 percent of men. Similarly, research from Moxie Future found that 83 […]

Filed Under: -Sustainable-Responsible Investing

Morgan Stanley Launches Broad-Based Commitment to Develop Systemic Solutions to Reduce Global Plastic Waste

April 23, 2019 By 3BLmedia

NEW YORK, April 18, 2019 /3BL Media/ – Today, the Morgan Stanley Institute for Sustainable Investing (the Institute) announced the Morgan Stanley Plastic Waste Resolution to develop and scale systemic solutions to tackle the global challenge of growing amounts of plastic waste. Since plastic came into widespread use just over 50 years ago, it has […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Global Sustain: Corporate Responsibility and Sustainable Development Conference

April 18, 2019 By CSRwire

As an official, EU Green Week, Partner Event, Global Sustain and the European Sustainability Academy (ESA) are co-organizing the “Corporate Responsibility and Sustainability Day”, to be held on May 10, 2019 at the ANEK Lines Conference Center in Chania, Crete. This event launches a full EU Green Week programme and aims to inform a wide […]

Filed Under: -Sustainable-Responsible Investing

Women in the Field of Finance

April 17, 2019 By GreenMoney

This will be my fifth year contributing to this GreenMoney issue dedicated to Women and Investing. In the past I have discussed studies showing that women are good, that is, above average, investors; I have discussed my discomfort with making gender the only lens through which people make investment decisions, but I have not yet […]

Filed Under: -Sustainable-Responsible Investing

Working Toward a Regenerative Economy

April 16, 2019 By IWV Sponsor

Integrated Capital Fellows explore how to activate capital to create lasting, positive change while building connection and community. A new clarity is emerging, one that recognizes that the stewardship of money includes a duty to the greater whole. This clarity has engendered an entirely new form of activism, one in which money is used creatively […]

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

EMPEA Impact Investing Council

April 16, 2019 By IWV Partner

Industry Alliance TriLinc’s Chairman and CEO, Gloria Nelund, is a founding member of the Emerging Market Private Equity Association (“EMPEA”) Impact Investing Council. TriLinc shares the belief of EMPEA and their members that private capital can deliver attractive long-term investment returns and promote the sustainable growth of companies and economies. Led by Patricia Dinneen, EMPEA Senior […]

Filed Under: -Community Investing, -Impact Investing

Socrate’s recipe for systems change: know thyself

April 16, 2019 By AllianceMagazine

Systems change calls for more collaboration among public, private and civil society actors. But how can you collaborate if you’re not transparent about your impact and financial returns expectations and how much risk you are willing to take? How can we drive transparency in the venture philanthropy, social investment and impact investing sectors? We asked […]

Filed Under: -Impact Investing

Traditional Medicinals is #FundingHerFuture through Whole Planet Found

April 9, 2019 By 3BLmedia

Since Traditional Medicinals started their support of Whole Planet Foundation in 2008, they have donated over $300,000 to empower women through microcredit and have pledged $50,000 as a Supplier Alliance for Microcredit member in 2019 to alleviate global poverty. Microcredit is small loans – the current average first loan size supported by Whole Planet Foundation […]

Filed Under: Beyond Investing

Modern Philanthropy Through Impact Investing

April 9, 2019 By IWV Sponsor

This month, Cathy Berry of The Sandy River Charitable Foundation shares her organization’s impact investing journey. LOCUS is grateful to have friends like Cathy at The Sandy River Charitable Foundation, and we thank her for sharing their story. Philanthropy is motivated by the desire to make the world a better place. For my family, The Sandy River […]

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

New Guide from MMI and TIIP Helps Financial Advisors Integrate Sustainable Investment into Their Practices

April 9, 2019 By Brian Kaminer

New Guide from MMI and TIIP Helps Financial Advisors Integrate Sustainable Investment into Their Practices “Fundamentals of Sustainable Investment: A guide for financial advisors” advances the conversation about sustainable investing and offers practical information and guidance for practice management  NEW YORK, NY, APRIL 2, 2019 – Amid growing investor interest in integrating environmental, social and governance (ESG) factors […]

Filed Under: -Impact Investing

RSF at 35: Reflecting on Our Evolution

April 9, 2019 By IWV Sponsor

In our Spring/Summer 2019 newsletter we take a moment celebrate our 35th anniversary and reflect on how our organization and our community has grown over the years. We visit with a longtime partner, Camphill Communities California, near the Santa Cruz foothills, to learn how they have created a life-sharing community for adults with developmental disabilities […]

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

Capital for Change (C4C) – Newest Invest With Values Sponsor

April 3, 2019 By IWV Sponsor

Capital for Change Capital for Change (C4C) is a Community Development Financial Institution (CDFI) with a 50-year history of providing more than $300 million in financing and technical assistance to preserve and create affordable housing for underserved populations, adopt energy efficiency and alternative energy measures to decrease costs and improve environmental impacts, and support small […]

Filed Under: -Community Investing, -Impact Investing, Beyond Investing, Featured

Sizing the Impact Investing Market to be $502 Billion

April 3, 2019 By Invest with Values

NEW REPORT: GLOBAL IMPACT INVESTING NETWORK FINDS THE CURRENT SIZE OF IMPACT INVESTING MARKET TO BE $502 BILLION Landmark research answers industry call for long-sought, fundamental reference point NEW YORK, April 1, 2019 – The Global Impact Investing Network (GIIN) today released its Sizing the Impact Investing Market report, an in-depth analysis of the current […]

Filed Under: -Impact Investing

Church of England prods coal goliath to pursue more saintly endeavours

April 2, 2019 By CorporateKnights

As [miners] tunnel through the rocks, They discover precious stones… But where can wisdom be found? —Job 28. (Good News Translation) The grimy world of coal production brightened briefly in February, when Swiss mining giant Glencore announced it would cap its global production of thermal and coking coal at its current capacity of 150 million […]

Filed Under: -Sustainable-Responsible Investing

Fake Leadership Is Dangerous When It Comes to Corporate Sustainability, Plastic Pollution and Climate Change

April 2, 2019 By 3BLmedia

Lately I’ve been thinking a lot about the state of corporate sustainability and how it’s not delivering on the promise of a sustainable business model. Before you contest that fact, remember that in 2018 CO2 emissions hit their highest level in recent history, plastic pollution continues to get worse and is now in our food chain, biodiversity loss is accelerating, […]

Filed Under: -Sustainable-Responsible Investing

EDF Report Offers Perspectives on the Current State of Sustainability Ratings and Rankings and Suggestions for Improvement

April 2, 2019 By IWV Partner

Ratings, rankings, scores, best of lists – these are increasingly important to corporate issuers and for investors.  The popular CBS TV Network nighttime host David Letterman for many years provided us with periods of laughter with his well-known top 10 list segments. (Example: The Top 10 Stupid Things Americans Say to Brits.) There’s long been […]

Filed Under: -Sustainable-Responsible Investing

Impact investing caught up in US college admissions scam

April 1, 2019 By IWV Partner

Bill McGlashan, co-founder of the Rise Fund, resigned earlier this month, following his involvement in the recent US college bribery scam. McGlashan was one of 50 people indicted. The Rise Fund was launched by US private equity firm TPG in 2016, and counts high-profile names including U2’s Bono, Jeff Skoll, Paul Polman and Richard Branson on […]

Filed Under: -Sustainable-Responsible Investing

Companies, Investors Call for Improved Integration of the Sustainable Development Goals Across Business Strategies and Financial Markets

March 28, 2019 By 3BLmedia

SAO PAULO, March 21, 2019 /3BL Media/— Companies and investors joined representatives from Government and the UN today to discuss how the private sector can play a greater role in directing capital towards the Sustainable Development Goals. Launched at B3 Headquarters in São Paulo, the inaugural SDG Investment Forum focused on the opportunities and challenges of […]

Filed Under: -Sustainable-Responsible Investing

Tim Nash’s sustainable stock showdown: Boeing vs. Siemens

March 27, 2019 By CorporateKnights

The whole world has been talking about Boeing ever since a second 757 Max 8 plane crashed in Ethiopia on March 10th leading to the tragic death of all 157 passengers and crew. The first crash killed 189 people in Indonesia last October. Since both crashes occurred in a suspiciously similar manner, governments around the […]

Filed Under: -Sustainable-Responsible Investing

UN Global Compact Bulletin – A tipping point in principled investment

March 27, 2019 By 3BLmedia

Investors all over the world — from large pension funds to young first-time investors — are increasingly demanding information on the Environmental, Social and Governance (ESG) impacts of their investments. In response to this demand, Blackrock, the world’s largest asset manager, will now indicate what percentage of issuers within each ETF are in violation of […]

Filed Under: -Sustainable-Responsible Investing

Companies, Investors Call for Improved Integration of the Sustainable Development Goals Across Business Strategies and Financial Markets

March 26, 2019 By 3BLmedia

SAO PAULO, March 21, 2019 /3BL Media/— Companies and investors joined representatives from Government and the UN today to discuss how the private sector can play a greater role in directing capital towards the Sustainable Development Goals. Launched at B3 Headquarters in São Paulo, the inaugural SDG Investment Forum focused on the opportunities and challenges […]

Filed Under: -Sustainable-Responsible Investing

Three key considerations to put social impact at the core of your employee engagement programme

March 26, 2019 By AllianceMagazine

Almost 94 per cent of the biggest European companies offer their employees company time to volunteer[1], but too often the conversation about employee engagement in corporate social initiatives is about the ‘business case’. We talk about how these programmes contribute to employee professional development, their commitment towards the company and talent recruitment and retention. These […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Why Happiness? Why Invest? – The International Day of Happiness

March 20, 2019 By Brian Kaminer

Should Happiness be part of the investing process? With today being the International Day of Happiness as declared by the United Nations, it is the perfect day to ask big questions and reflect.  There is a lot of talk about the Sustainable Development Goals being part of the investing process, the goals seem to focus on […]

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

Announcing The Wisdom Fund to Close The Lending Gap for Women

March 20, 2019 By IWV Partner

Women are the fastest-growing group of entrepreneurs in the U.S. Yet less than 5 percent of small business lending—only $1 in $23—goes to women. Pacific Community Venture and other CDFIs are joining with CNote to fix this disparity with the Wisdom Fund, a new impact investment opportunity launching today. Created in partnership with mission-driven lender […]

Filed Under: -Impact Investing

Is your ethical investing app upselling greenwash?

March 20, 2019 By CorporateKnights

Gone are the days when penny pinchers walked into their local banks and signed onto whatever investments their financial advisors recommended. A deluge of young investors is shaking up the investment community, demanding that their hard-earned savings do more than just tick upwards until they retire in Florida. And since, let’s face it, few of […]

Filed Under: -Sustainable-Responsible Investing

Building The Next Economy With WholeTrees [Ep. 151]

March 20, 2019 By LiftEconomy

Amelia Baxter believes that the 21st century built environment is filled with opportunities for trees. Baxter co-founded WholeTrees in 2007 to develop and sell products and technologies that would scale the use of waste-trees in commercial construction, increasing forest revenues, and offering green construction markets a new material for the 21st century. Amelia has led […]

Filed Under: -Impact Investing

Focus on Green Finance – The European Union Action Plan – Mandates Being Put In Place for Fiduciaries

March 19, 2019 By IWV Partner

The European Union adopted a Sustainable Finance Action Plan in May 2018; the package of measures included a proposal for a regulation to establish a framework to facilitate sustainable investment.  The aim is to create a unified classification system or taxonomy on what could be considered to be “an environmentally-sustainable economic opportunity”. Also in the […]

Filed Under: -Sustainable-Responsible Investing

Infographic | Whole Planet Foundation and Partners Alleviating Global Poverty Through Microcredit

March 18, 2019 By 3BLmedia

Every quarter Whole Planet Foundation aggregates field metrics from our microfinance partners who are disbursing and collecting microcredit loans to people living in poverty. With a small loan – the current average first size is $178 – an impoverished entrepreneur has the opportunity to create or expand a home-based business and generate income for herself […]

Filed Under: -Sustainable-Responsible Investing

Three elephants in the impact investing room

March 18, 2019 By IWV Partner

For all the potential benefits of impact investing, major questions are still to be resolved. A round-up of thoughts from industry insiders across Europe – plus a handful of solutions. Ever more funders are venturing into impact investing: globally, the number of impact investors rose from fewer than 50 pre-1997 to well over 200 in 2017, according […]

Filed Under: -Sustainable-Responsible Investing

Is Index Investing Truly Passive, or Actively Harmful? ~ Worth

March 13, 2019 By IWV Partner

Part one of a two-part series on why index funds help prop up an obsolete economy, and where you should be investing instead. Originally published by Worth Magazine, authored by Garvin Jabusch If you’re fortunate enough to be able to save for the future by investing in stocks, you’re probably invested in an index fund. The […]

Filed Under: -Sustainable-Responsible Investing

Foodshed Investors Launches Nationwide Expanded Services Will Support Sustainable Local Food Systems

March 13, 2019 By Brian Kaminer

Austin, Texas: Foodshed Investors (FI), an angel investor network and business consulting firm dedicated to increasing the supply of good, local food, is rolling out its services nationwide. This expansion will include growing their Accredited Investor Network, to provide a wider group of funders with access to a proprietary pipeline of sustainable food and agriculture […]

Filed Under: -Impact Investing

Tim Nash’s sustainable stock showdown: SNC vs. WSP

March 12, 2019 By CorporateKnights

Have you caught any Canadian news lately? If so, you’d know the Montreal-based engineering firm, SNC-Lavalin, is at the centre of a major controversy in Canadian politics right now. We won’t rehash all the gory political details, but suffice it to say, the scandal hasn’t helped SNC’s investors. The stock has taken a nosedive as […]

Filed Under: -Sustainable-Responsible Investing

Trillium Testifies in Support of Boston City Fossil Fuel Divestment from Pension Funds, Cash Reserves

March 11, 2019 By IWV Sponsor

FEBRUARY 28, 2019: On Thursday, Trillium Asset Management joined a community of divestment, reinvestment, and socially responsible investment representatives to call on Boston city councilors to divest municipal pension funds and cash reserves from environmentally and socially destructive industries such as prisons, immigrant detention centers, and fossil fuels, sharing Trillium’s approach to sustainable and responsible […]

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

The TriplePundit Flash: The 3 Stories You Need to Know, Women’s History Month Edition

March 8, 2019 By 3BLmedia

Why Shifting Gender Balance in Wealth Brings Ripple Effects As women take impact investing by storm, Amy Brown, 3p’s finance reporter, shares how various shifts in the investing world have led to more women assuming leadership roles in finance, with more women entrepreneurs reaping the benefits. As we recognize Women’s History Month 2019, Brown shows us […]

Filed Under: -Sustainable-Responsible Investing

Insects, Plants Disappear, Eroding Food Security

March 7, 2019 By MaxImpact

Herders in Marsabit, Kenya have a hard time keep their livestock fed in an ongoing drought, February 21, 2018 (Photo by Kandukuru Nagarjun) Creative Commons license via Flickr. By Sunny Lewis SYDNEY, Australia, February 28, 2019 (Maximpact.com News) – Nearly half the world’s insect species are rapidly vanishing and more than a third are threatened with […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

More Than 80 Stock Exchanges to Ring the Bell for Gender Equality

March 6, 2019 By 3BLmedia

UNITED NATIONS, N.Y., March 5, 2019 /3BL Media/ — The UN Global Compact and the Sustainable Stock Exchanges initiative together with partners today rang the opening bell at the New York Stock Exchange in support of gender equality. To mark International Women’s Day on 8 March, more than 80 stock exchanges will participate in the […]

Filed Under: -Sustainable-Responsible Investing

Catching the Impact Investing Bug

March 6, 2019 By IWV Sponsor

This month, Travis Green, LOCUS Solutions Consultant, discusses how and why place-based impact investing “catches” between philanthropic institutions. While working with a group of community foundations taking leadership on clean energy, a Michigan nonprofit leader named John Kinch introduced me to the idea of the solar contagion. The idea: increasing the number of households with […]

Filed Under: -Impact Investing

Morgan Stanley Research Important Takeaway: Sustainable Investing Approaches Now Clearly Mainstream For Institutional and Retail Asset Owners

March 6, 2019 By IWV Partner

A 2018 survey by Morgan Stanley took the pulse of U.S. asset managers (with in-depth telephone interviews) to determine the level of adoption of sustainable investing approaches by asset managers in the United States. Results:  in the report “Sustainable Signals: Growth and Opportunity in Asset Management” a majority of managers said they now see sustainable […]

Filed Under: -Sustainable-Responsible Investing

Ethical investing need not penalize struggling economies

March 5, 2019 By CorporateKnights

As awareness dawns of the increasing risks of climate change, business and government have developed new tools and mechanisms to promote pro-social and environmentally friendly investment. But one U.K. analyst is pointing out that such high standards could backfire by restricting capital to many developing nations that need it most. Charles Robertson is the London-based […]

Filed Under: -Sustainable-Responsible Investing

My Experience as an MBA Intern at RSF

February 28, 2019 By IWV Sponsor

Reflecting on my first day as an MBA intern at RSF Social Finance, I can remember how excited I was to spend ten weeks working with and learning from the top social finance professionals in its ranks. As someone with a background in private equity investing prior to business school at Stanford, I closely monitored […]

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

Millennials Really Do Want To Work for Environmentally-Sustainable Companies, According to a New Survey of Large Company Employees

February 28, 2019 By 3BLmedia

Here we are in the new millennium, since 2000 or 2001 (the clear delineation has been debated) and the generation that straddles the 20th and 21st centuries has characteristics that may be quite different for employers (and as customers, investors, voters). The Millennial Generation has been defined by the U.S. Census Bureau as those men […]

Filed Under: Beyond Investing

ImpactAssets Releases Eighth Annual IA 50 Impact Investment Fund Manager Showcase

February 27, 2019 By CSRwire

ImpactAssets has released its ImpactAssets 50 2019 (IA 50), a publicly available, online database for impact investors, family offices, financial advisors and institutional investors that features a diversified listing of 50 private capital fund managers that deliver social and environmental impact as well as financial returns.  IA 50 users can sort and filter across a […]

Filed Under: -Impact Investing

Sustainable Investing Goes Mainstream: Morgan Stanley and Bloomberg Survey Finds Sustainable Investing A Business Imperative Among U.S. Asset Managers

February 27, 2019 By 3BLmedia

NEW YORK, February 21, 2019 /3BL Media/ – A majority of U.S. asset managers are now practicing sustainable investing, viewing it as a strategic business imperative. In a new survey entitled Sustainable Signals: Growth and Opportunity in Asset Management, from the Morgan Stanley Institute for Sustainable Investing and Bloomberg, 75% of respondents reported that their […]

Filed Under: -Sustainable-Responsible Investing

The 2019 eco-fund ranking

February 26, 2019 By CorporateKnights

Although 2018 was a tough year for stock markets around the world, it marked a turning point for responsible investment in Canada. According to the 2018 Canadian Responsible Investment Trends Report, more than $2 trillion in Canadian assets (just over half of all investments) now use one or more responsible investment strategies. Big investors like […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

February 25, 2019 By IWV Partner

Impact Investing & ESG Impact Investing Gains Traction in Canada The 2018 Canadian Impact Investment Trends Report says total assets under management (AUM) in impact investments — companies, organizations, or funds that aim to create a positive social or environmental impact in addition to a financial return — rose to $14.75 billion as of Dec. […]

Filed Under: -Community Investing, -Impact Investing

CECP’s Global Exchange Launches Initiative Seeking to Uncover Trends in Corporate Social Investments Around the World

February 20, 2019 By 3BLmedia

NEW YORK, February 13, 2019 /3BL Media/ – To build on the growing body of global corporate social investment research, CECP: The CEO Force for Good announced the launch of a multinational inquiry into shared themes and trends in corporate social investments around the world. CECP’s Global Exchange seeks to unite country-based, mission-driven corporate social […]

Filed Under: -Sustainable-Responsible Investing

Are B Corps the Future of Business OR Just Another “Elite Charade for Changing the World”?

February 20, 2019 By 3BLmedia

Having just read the book Winners Take All: The Elite Charade of Changing the World by former New York Times columnist, Anand Giridharadas, and mostly agreeing with it, I thought that it would be interesting to read a critique by Jay Coen Gilbert, the co founder of the movement for Certified B Corporations, which happened to fall […]

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

Millennials and Money: Insights From an Often Overlooked Community

February 19, 2019 By 3BLmedia

Millennials are receiving quite the attention from the media. We are often characterized as lazy and entitled. What I find to be true is that our generation has little trust in large institutions — from governmental offices to our large banks and financial institutions. We are steeped in our values and want our money aligned […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

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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.