Invest With Values' Partner

by Hank Boerner – Chair, G&A Institute The “media” that we choose to get our news, commentary, research results, even crossword puzzles, movie reviews, the latest scientific papers and maybe information about what our friends are up to (such as “social media”) are usually self-selected.   We tune in to what we want to read or […]

The evidence is clear: Diverse teams are more creative, evaluate more facts to form better decisions, and have a higher likelihood of achieving both short and long-term goals than homogeneous teams. Gender diversity is just one aspect of any given team’s composition, but an important one. Sheryl Brown uses her voice to shine a light […]

Green Alpha’s Chief Operating Officer, Betsy Moszeter, and First Affirmative Financial Network’s VP of Sales and Marketing, Danielle Burns, have a ton in common, including their zodiac sign (Libra!), and a love of craft cocktails and delicious food. They’re also driven women with a passion for increasing the quality of and demand for impact investing. […]

Yeah, you heard us right. This pullback is awesome. Dear Friends, We’ve received a lot of questions the last couple days about our reaction to recent market declines. We’re more than happy to share our view. What’s causing the pullback? In short, inflation worries caused by the news that wages for American workers increased in […]

The World Economic Forum (WEF) annually convenes business leaders, government officials, celebrities and other luminaries in the Swiss village of Davos-Klosters to explore societal issues and develop or work to advance solutions to same. This year’s convocation was staged over four days n late-January. Some of the highlights for you: UN Sustainable Development Goals in […]

Volume & Velocity Those may well be the key characteristics of developments in corporate sustainability and in sustainable investing in the year 2018. Linda-Eling Lee, Global Head of Research for MSCI’s ESG Research Group and her colleague Matt Moscardi (Head of Research Financial Sector, ESG) this week described what they are projecting in the traditional […]

Traditional Corporate Governance Focus Expanding to Encompass  ISS Environmental & Social QualityScores for 1,500 Public Companies Coming in January… Expanding to 5,000 Companies in Q2… by Hank Boerner – G&A Institute Chair A significant new player is now entering the mix of the growing number of organizations providing institutional investors with ESG rankings and data. […]

As the socially-responsible investing (SRI), ESG, and impact investing movements have gained steam, so has the number of companies offering products aligned with investors’ values. Providing low-cost, low-effort personal investment options, U.S. robo-advisors currently have more than $100 billion in assets, and are estimated to reach $2.2 trillion by 2020. To differentiate themselves within the […]

The stage was set in 1970 by Professor Milton Friedman, who wrote in a New York Times Magazine essay: The social responsibility of business is to increase its profits. He famously said in conclusion: “here is one and only one social responsibility of business–to use it resources and engage in activities designed to increase its […]

Harvard Business Review is one of the most powerful of external influences for the corporate C-suite.  Ideas, concepts and themes appearing in the pages (digital and print) of HBR create important initiatives in American companies. HBR editors are focusing these days on corporate sustainability in various dimensions. Remember the debut of the “Shared Value” by […]

The global economy is evolving to new levels of efficiency, while minimizing some of the primary systemic risks that threaten to undermine our ecological underpinnings, and thus economic growth. These threats are myriad, but can largely be placed within three major risk groups: climate change, resource scarcity and degradation, and widening inequality. Green Alpha’s investment […]

LESS THAN 2 WEEKS LEFT! REGISTER & RESERVE YOUR SEAT AT DEMYSTIFYING THE CSA & DJSI Focus on Assessment Questions for Human Rights, Human Capital & Supply Chain A Practitioner Workshop on Tuesday, October 24, 2017 Presented By Governance & Accountability Institute in collaboration with RobecoSAM The aim of this workshop is to increase the participants’ knowledge […]

October 12 2017 – by Hank Boerner – Chair, G&A Institute On October 11, 2017 important news was coming from the Securities Exchange Commission (in Washington DC) for corporate leaders and investment professionals: a comprehensive package of proposed changes (amendments) to existing rules for corporate disclosure and reporting was released for public examination and comment. There […]

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 […]

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” […]

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 […]