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home-compass-croppedVisit the Invest With Values - Resource Directory to discover resources, information and organizations that will help you align your money and values.

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

Fourth in a Series: The Food Industry GRI and SASB In Focus – Perspectives on Alignments and Differences

February 18, 2019 By IWV Partner

  By Jessica Caron –  G&A Sustainability Report Analyst Intern A comparison of the SASB Meat, Poultry & Dairy Standard — which is designed for use by companies involved in the raising, slaughtering, processing and packaging of animal food product — to the GRI Standards must start with the observation that the GRI Standards are […]

Filed Under: -Sustainable-Responsible Investing

Impact Updates from the Wealth and Giving Forum

February 13, 2019 By IWV Partner

“Seeking Impact” Five Years On As 2019 gets underway, we’ve been reflecting on progress in the “philo-impact” field since the Forum hosted its “Seeking Impact” Symposium in October 2013. It featured Howard Warren Buffett, representing the Howard G. Buffett Foundation, Ron Cordes, Founder of Opportunity Collaboration, and Emmanuel Faber, CEO of Danone (the French food […]

Filed Under: -Impact Investing, Beyond Investing

Weekly Impact Investment Market Update

February 12, 2019 By IWV Partner

Impact Investing & ESG Investors are Starting to See the Positive Effect of ESG Investing As the tide pulls some chief investment officers and asset owners toward improving corporate ESG practices, there is strong evidence that ESG investing is now rewarded, especially in the Eurozone, according to a recent Amundi SA study. Impact Investing Isn’t […]

Filed Under: -Community Investing

Electric Utilities and Power Generators Industry – GRI and SASB Perspectives

February 11, 2019 By IWV Partner

It is often the case that many us may not give our monthly energy utility company a second thought — unless there is an issue with the power going out or the bill is too high. However, for those of us working in the sustainability field, the Energy Utilities Industry is one of the most important […]

Filed Under: -Sustainable-Responsible Investing

TriLinc Global Launches New Fund

February 11, 2019 By IWV Partner

February 06, 2019 10:15 AM Pacific Standard Time MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC announced today its Regulation D offering of the TriLinc Global Impact Fund II, LLC. “We are very pleased to continue to offer investors with what we believe to be lower risk access to private investment opportunities available in select-high growth economies […]

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

The (Unintended) Darker Side of John Bogle’s Legacy – Worth & Financial Times

February 6, 2019 By IWV Partner

The industry titan changed the way millions of people invest, but indexing has greater implications now than it did 50 years ago. Published in Worth Magazine By Garvin Jabusch John C. Bogle, a champion of stock investing for average people, passed away on January 16. I didn’t personally know Bogle, but I was fortunate to […]

Filed Under: -Sustainable-Responsible Investing

Second in a Series: The Agriculture Products Industry GRI and SASB In Focus – Perspectives on Alignments and Differences

February 4, 2019 By IWV Partner

By Emilie Ho – G&A Sustainability Report Analyst Intern During my analysis, I found that although many of the material disclosures that the SASB Standards suggested for disclosure by the Agriculture Products Industry are in line with the GRI’s Topic Disclosures, there are also a number of material topics that SASB advances for disclosure that […]

Filed Under: -Sustainable-Responsible Investing

The Software / IT Services Industry GRI and SASB In Focus – Perspectives on Alignments and Differences

January 29, 2019 By IWV Partner

With the recent publication of the much-anticipated “Report on US Sustainable, Responsible and Impact Investing Trends 2018” issued by US SIF showing that ESG has hit the capital markets’ mainstream, with $1-in-$4 in the US (by professional investment managers now incorporating ESG), and the recent petition seeking mandatory ESG reporting submitted to the Securities & […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

January 28, 2019 By IWV Partner

Impact Investing & ESG   The Rise Fund Spin-Off Marks Growth of Impact Investing U.S. private equity firm TPG and U2 star Bono’s announcement earlier this week that they have created a new organization for measuring the social and environmental returns of investments appears to be a signal of growing investor demand for tools to […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

January 21, 2019 By IWV Partner

Impact Investing & ESG An ESG Approach to Emerging Market Debt The growing interest in ESG factors reflects a developing trend that asset owners and investors are increasingly focused on sustainability alongside investment performance. BNP Paribas AM believes ESG factors are integral in emerging market investing. Institutions Increase ESG Focus in 2018 At the start […]

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

Have You Tuned in to The Green New Deal? The “GND”? — You’d Better!

January 15, 2019 By IWV Partner

by Hank Boerner – Chair & Chief Strategist, G&A Institute Here we are at the start of year 2019 and the nation’s 116th U.S. Congress. Radical and exciting ideas with something for everyone from Wall Street to Main Street to the Corporate Suite and Board Room are now on the table for discussion as this […]

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

Putting banking back in the hands of the people: The role of regional cooperative banks in community wealth building

January 9, 2019 By IWV Partner

Community wealth building If you’re in any way a follower of the ‘new economics’ movement you will probably have heard of the ‘community wealth building’ mantra which is gaining ground as common language. So, what exactly is this new approach to growing local economies? The Democracy Collaborative, where I’m a Next System Project Research Fellow, defines community wealth […]

Filed Under: -Local Banking, Beyond Investing

Weekly Impact Investment Market Update

January 9, 2019 By IWV Partner

Impact Investing & ESG How Green Wall Street Can Weather 2019 The New Year promises serious challenges for the rapidly growing number of socially conscious investors. Sustainable Investment in Asia: Ready to Take Off Broader adoption of ESG investing is now accelerating in Asia. In particular, we’re seeing a greater push by leading institutions or […]

Filed Under: -Community Investing, -Impact Investing

The Green New Deal and the shift to a new economy podcast

January 9, 2019 By IWV Partner

This week we have a panel discussion detailing the proposed Green New Deal that activists have been mobilizing for recently. We spoke with The Democracy Collaborative’s own Johanna Bozuwa, the Sierra Club’s Anthony Torres, and Sunrise Movement Co-Founder Evan Weber to explore the economic and social ramifications of a Green New Deal and the obstacles […]

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

A next system of community investment: Community Reinvestment Act reform in the 21st century

November 13, 2018 By IWV Partner

The Community Reinvestment Act was passed by Congress in 1977 to spur lending and investing in communities of color and lower-income neighborhoods. The CRA requires that deposit-taking banks reinvest capital back into the communities from where they draw those deposits. This requirement is based on the recognition that banks receive from the public an economic benefit from […]

Filed Under: -Community Investing, Beyond Investing

Weekly Impact Investment Market Update

November 7, 2018 By IWV Partner

Impact Investing & ESG Demand for ESG Investing is Knocking at Your Door…or Should Be Panelists at the InvestmentNews Women Adviser Summit discuss the opportunity of engaging clients and prospects on environmental, social and governance issues. World’s Largest Pension Fund Cites Improved ESG Adoption by Corporates Within Asia, equity portfolio from India showed the most […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update: October 26, 2018

October 30, 2018 By IWV Partner

Impact Investing & ESG Overheard at SOCAP18: The Alpha in Impact, Billions to Trillions, Women-Led Solutions, Elite Charade? The full spectrum of impact investing was on display on Day Three of the annual SOCAP conference. ImpactAlpha’s team fanned out to catch the conversation. 3 Ways to Create a Climate Change Investment Strategy The United Nations […]

Filed Under: -Community Investing

UN IPCC Warns Us: The Time to Act Is Now – The Window For Action on Global Warming is Fast Closing

October 17, 2018 By IWV Partner

The buzz for the past few days has been about the report of the UN Intergovernmental Panel on Climate Change (IPCC) that urged governments everywhere to “take rapid and far-reaching and unprecedented changes in all aspects of society” to avoid catastrophic events and conditions brought on by climate change. Why?  The planet temperature could reach […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Green Alpha Advisors’ Market Commentary – Q3 2018

October 16, 2018 By IWV Partner

In Q3 2018, we saw that the economy is functioning at a high level. It was a quarter of unusually rapid economic growth in the U.S., enough that the Fed took the word “accommodative” out of their September FOMC Statement, meaning they estimate that the economy is healthy enough to no longer require unusually cheap […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

September 28, 2018 By IWV Partner

Impact Investing & ESG Why Foundations Should Step Up their Game in Impact Investing There’s a growing number of people in the world of social entrepreneurship focused on not just building impact-oriented companies, but on creating a more fundamental systemic change. Impact Investment: Private Equity Puts Its Money Where Its Mouth Hasn’t Been Impact investing […]

Filed Under: -Community Investing, -Impact Investing

Colleges and Universities and Global Sustainability – Many Higher Ed Institutions Are Addressing the 21st Century’s Great Societal Challenges in Many Ways in North America, Asia-Pacific and Europe

September 28, 2018 By IWV Partner

United Nations Secretary-General Ban Ki-Moon thinks that institutions of higher learning are “the leading torch bearers for global sustainability.”  The world’s universities, adds the Study International organization team: “…Universities play a vital role in helping us understand climate change…” The Study International Staff looks at the roles of universities in addressing climate change challenges in […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

TriLinc Celebrates 5 Years of Impact Investing

September 27, 2018 By IWV Partner

TriLinc celebrates 5 years of its impact investing strategy: Private Debt Plus®. The post TriLinc Celebrates 5 Years of Impact Investing appeared first on TriLinc.

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

August 27, 2018 By IWV Partner

Impact Investing & ESG To Invest for Impact, We Need to Start by Agreeing What ‘Impact’ Means  Michele Giddens, partner at Bridges Fund Management, explains how the Impact Management Project is the first sector-wide effort to produce a commonly-recognized convention for analyzing and talking about impact. State of the Small & Growing Business Sector- 2017 […]

Filed Under: -Community Investing, -Impact Investing

There’s a new way for Delaware companies to highlight their sustainability chops. Will it be meaningful?

August 13, 2018 By IWV Partner

By Lois Yurow Delaware companies that are focused on sustainability will soon have a new way to demonstrate their dedication. Effective October 1, any Delaware “entity”—a term that encompasses corporations, partnerships, limited liability companies, statutory trusts, and certain associations—may elect to apply for a so-called “certificate of adoption of transparency and sustainability standards.” The newly […]

Filed Under: -Sustainable-Responsible Investing

What We’ve Learned in 20 Years

August 8, 2018 By IWV Partner

We’re working against a hard, ingrained problem that’s existed since before we were founded – it’s the problem of building and shaping an economy that first and foremost creates good-quality jobs. In the introduction to PCV’s first social impact report from 1999, our founders Bud Colligan and Penelope Douglas wrote, “No one could ask for […]

Filed Under: -Impact Investing

About Sustainability Ratings: CPAs Are Being Educated by Their Profession’s Journal – A Good First Effort to Push Information to All Levels of CPAs

August 7, 2018 By IWV Partner

The professional CPAs working inside a public company, or in the outside accounting firm working with a company may or may not yet be involved in assisting corporate managers in responding to a growing number of third-party surveys focused on the company’s ESG strategies, actions and achievements.  Responses to these periodic surveys and engagements by […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

August 7, 2018 By IWV Partner

Impact Investing & ESG The Rise of ESG & Sustainable Governance in Blockchain A changing of the guard is taking place right now, as the Baby Boomer generation moves into retirement and Millennials form a growing proportion of total capital investments. The Rise of B Corps Highlights the Emergence of a New Way of Doing […]

Filed Under: -Community Investing, -Impact Investing

Sustainability & ESG Trends in View – The G&A Institute Team Closely Monitors Developments For You

August 6, 2018 By IWV Partner

Every week G&A Institute assembles the value-added content that our team gathers for you as we closely monitor trends and developments in corporate sustainability, corporate responsibility, corporate citizenship, sustainable investing, and related topics and issues.  Our Editor-in-Chief Ken Cynar leads the daily effort and you see the results of his work in each issue of Highlights […]

Filed Under: -Sustainable-Responsible Investing

Green Alpha Advisors’ Market Commentary – Q2 2018

July 23, 2018 By IWV Partner

Q2 2018 saw more than the usual amount of market reverberations emerge from macro policy. First and last on that list: tariffs and the fear of full-blown trade wars. It has been a year since the Trump administration withdrew the United States from the Trans-Pacific Partnership (TPP), a free trade agreement for nations around the […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update

July 23, 2018 By IWV Partner

Impact Investing & ESG When Will “Socially Responsible” Investing Become Just “Investing” This year marks the 10th anniversary of the global financial crisis, bringing with it an inescapable reminder of the power of the finance industry. While many tangible things have changed over the past decade—from stricter regulation to big banks’ leadership ranks—more subtle, yet […]

Filed Under: -Community Investing

PCV Contributes To The Navigating Impact Project

July 10, 2018 By IWV Partner

We have some exciting news: the new financial inclusion theme of the our partner the Global Impact Investing Network (GIIN)’s Navigating Impact project is live! Created in consultation with several hundred industry experts, impact investors, and standards setters, the Navigating Impact project provides an on-ramp to setting and streamlining impact strategies. Led by SPTF, this […]

Filed Under: -Impact Investing

Weekly Impact Investment Market Update

July 9, 2018 By IWV Partner

Impact Investing & ESG 5 Things About Sustainable Investing in the First Half of 2018 Five key takeaways from sustainable investing in the first half of 2018. Legendary Investor’s Embrace of Sustainable Investing is New, but the Movement Isn’t Earlier this month, hedge fund manager Paul Tudor Jones made headlines across the financial press with […]

Filed Under: -Community Investing, -Impact Investing

Is Business Doing Enough to Address “Environmental Degradation” –and Other Important Points-of-Debate At A Recent Harvard B-School Conference

July 2, 2018 By IWV Partner

Is the business community doing enough to advance sustainability…are institutional investor doing enough with their allocation of capital and identification and targeting of positive outcomes for the invested capital?  As we continue to be encouraged by the rising interest in sustainable investing by mainstream institutions, and the broadening interest of corporate executives and boards in […]

Filed Under: -Sustainable-Responsible Investing

Barron’s Magazine Heralds the Arrival of Sustainable Investing to the Mainstream In Special Issue This Week – Sustainable Investing Version 2.0 Is Here!

June 27, 2018 By IWV Partner

By Hank Boerner – Chair and Chief Strategist, G&A Institute The influential Barron’s magazine is published on Mondays by Dow Jones & Company with distribution to almost a half-million retail and institutional investors (300,000+ for print version, the rest digital or combination). Barron’s says it has been “delivering market-beating stock picks and investment advice to […]

Filed Under: -Sustainable-Responsible Investing

Investing For Stronger Communities

June 26, 2018 By IWV Partner

The more things change, the more they stay the same. In PCV’s first social impact report from 1999 our founders Bud Colligan and Penelope Douglas wrote, “No one could ask for more business activity than the country has seen in the last eight years, yet lower-income people are not any better off and many communities […]

Filed Under: -Impact Investing

Weekly Impact Investment Market Update

June 25, 2018 By IWV Partner

Impact Investing & ESG Money Managers are Flocking to a $23 Trillion Investing Strategy that Morgan Stanley Says is Ready to Take Off Environmental, social, and governance investing — also known as ESG — has exploded in popularity, with roughly $23 trillion being invested with at least a partial ESG mandate. Investors are Right to […]

Filed Under: -Community Investing, -Impact Investing

Impact Investing – Is It Possible to Have Your Cake and Eat It, Too?

June 19, 2018 By IWV Partner

Is it actually possible to create investments that offer impact while at the same time returning market-rate financial returns? We interviewed Gloria Nelund of TriLinc Global, an investment sponsor with the mission of doing exactly that. Vanderbilt: What do you see as the #1 reason you’ve been able to perform as well as you’ve been able to, creating […]

Filed Under: -Impact Investing

TriLinc Takes Center Stage at EMPEA Conference

June 18, 2018 By IWV Partner

TriLinc Global Chief Investment Officer, Paul Sanford, recently participated in the Oxford-Style Debate at the International Finance Corporation’s (IFC) 20th Annual Global Private Equity Conference in association with the Emerging Markets Private Equity Association (EMPEA). The Global Private Equity Conference (GPEC) is the leading emerging markets private equity event in the world, each year hosting over […]

Filed Under: -Community Investing

Weekly Impact Investment Market Update

June 18, 2018 By IWV Partner

Impact Investing & ESG Can Impact Investing Avoid the Failures of Microfinance? The impact investment industry is growing rapidly. In 2010, J.P Morgan projected up to $1T in investment would be deployed this decade — which would make impact investing twice the size of official development aid to the world’s less develop countries. Getting Asia […]

Filed Under: -Community Investing, -Impact Investing

20 Years Of Investing In Small Business And Big Ideas

June 7, 2018 By IWV Partner

Too many people struggle to make ends meet because they’re denied opportunities to prosper. Over our 20-year history, Pacific Community Ventures has given people a fair shake and access to the things that make communities strong, like good jobs, affordable housing, and healthy food. Our unique combination of fair lending, free mentorship, skilled volunteerism, and […]

Filed Under: -Impact Investing

Lower Your Taxes with Economic Democracy

June 4, 2018 By IWV Partner

Many business people know that S corporations and limited liability companies (LLCs) are tools to skip tax on a business’s income. But did you know that Subchapter T allows certain enterprises to benefit from the corporate form AND pass profits through to members tax-free? Subchapter T of the Internal Revenue Code[1] allows qualifying corporations to subtract […]

Filed Under: -Community Investing

Weekly Impact Investment Market Update

June 4, 2018 By IWV Partner

Impact Investing & ESG Give the People What They Want: Socially Responsible Investments in 401(k)s If you spend much time reading the financial press nowadays, it’s likely that you’ve come across more than a few articles discussing the growing popularity of investing according to various social and environmental mandates. Ahead of the Curve: Valuable Tools […]

Filed Under: -Impact Investing

Executive Compensation and the Investor, Worker & Stakeholder: The New Corporate Disclosures on CEO Pay Ratios Are Now Part of the Public Dialogue

May 29, 2018 By IWV Partner

There are some interesting new angles to the perennial public dialogues that go on about issues related to executive compensation.  The new news is regarding the compensation packages for the Top Man (in the Fortune 500 universe, there are only 24 companies that have female CEOs) and the relationship of that sum to (1) the employees of the […]

Filed Under: -Sustainable-Responsible Investing

The “100 Best Corporate Citizens 2018” Roster -– Published by CR Magazine

May 22, 2018 By IWV Partner

Now in its 19th year, the well known CR Magazine “100 Best Corporate Citizens 2018” list was just unveiled; this effort recognizes the ESG performance of public companies in the United States. (The publication is now titled Corporate Responsibility Magazine, published by 3BL Media LLC.) Top Companies: Microsoft (MSFT) earned top ranking (#1), followed by Accenture, Owens Corning, […]

Filed Under: -Sustainable-Responsible Investing

What Will You Do to Shift Capital?

May 22, 2018 By IWV Partner

I’ve had a busy month spread over Detroit, Jersey City, Chicago, and New York connecting with BALLE Network Leaders. Through our discussions, several themes have emerged, but one area of inquiry has stood out to me personally: How can BALLE catalyze a greater shift in capital to address the most urgent needs in our communities? […]

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

Building the Foundations of Economies That Work For All

May 16, 2018 By IWV Partner

The first immersion of the 2018 BALLE Local Economy Fellows took place April 22-26 at Evan’s Mill, a nature-and-retreat center in Smithville, Tennessee, a small town that is about an hour east of Nashville.  For BALLE, this marks its fifth class of Fellows, meaning that a sizeable Fellowship “alumni” network now exists. It also means that […]

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

Weekly Impact Investment Market Update

May 15, 2018 By IWV Partner

Impact Investing & ESG How Socially Responsible Investing Can Help You Avoid Catastrophic Drops within Your Portfolio Martin Kremenstein, head of retirement and ETF solutions at Nuveen, explains how ESG metrics serve as an indicator of quality and can be used as a risk management tool. ESG Reins in Volatility after Rough Start Critics of […]

Filed Under: -Community Investing, -Impact Investing

7 Questions for Suzette Hibble, SHE Photography

May 10, 2018 By IWV Partner

There’s no doubt about it – Suzette Hibble is an amazing photographer who is elevating female entrepreneurs with her photography business, SHE Photography, A Suzette Hibble Experience. Suzette creates images that tell a story about each entrepreneur – who they are, what they do, and what unique talents they bring to their clients. Such skillfully […]

Filed Under: -Impact Investing, Beyond Investing

Weekly Impact Investment Market Update

May 9, 2018 By IWV Partner

Investing to Make an Impact The co-founder of an impact investing firm explains the growing intersection between Wall Street and the world of health. The ‘Slippery Slope’ of ESG Demands “We have to earn a return,” Ontario Teachers’ CEO Ron Mock reminded Milken conference attendees, while MetLife’s CIO attested to exploding client demand for ESG […]

Filed Under: -Community Investing

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