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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.

Are We Making Progress? Considering Recent News About “Apparel Fashion and Sustainability” — and the Investor Initiative to Help Make East Asian Factory Workers Safer and Better Paid…

May 7, 2018 By IWV Partner

In monitoring the growing abundance of news stories and commentary about “supply chain,” “globalization” or “trade” topics and issues, our editors often see the focus is on apparel, clothing, textiles, fashion,etc.  Companies in the developed economies widely source apparel footwear and related items in the developing and under-developed nations – and what happens there can quickly […]

Filed Under: -Sustainable-Responsible Investing

Pacific Community Ventures Receives $3.2M from the Quality Jobs Fund

May 1, 2018 By IWV Partner

We’re excited to announce that we’ve been awarded a $3.2M impact investment from The Quality Jobs Funds. The Fund, seeded with a charitable donation of $100M, has made the investment with Pacific Community Ventures, a nationally-recognized CDFI, to support Bay Area small businesses. Pacific Community Ventures (PCV) will leverage this investment to deploy more than $5 million in loans […]

Filed Under: -Impact Investing

A U.S. Corporate Leader Shares His Thoughts on Sustainability – EDF’s Fred Krupp Interviews Tom Linebarger of Diesel-Maker Cummins Inc.

April 27, 2018 By IWV Partner

Fred Krupp is head of the two-million-member Environmental Defense Fund (EDF), a leading global not-for-profit that creates “transformational solutions” to address environmental problems by linking economics, law, science and innovative private-sector partnerships.  Since the mid-1980s he has been a very vocal thought leader, activist, and champion for change on various climate change issues, striving to […]

Filed Under: -Sustainable-Responsible Investing

Pacific Community Ventures Receives $500,000 from Citi Foundation’s Community Progress Makers Fund

April 27, 2018 By IWV Partner

This $500,000 investment in core operating support will enable Pacific Community Ventures to strengthen communities by investing in more small businesses and create good jobs for more working people. The Citi Foundation announced that Pacific Community Ventures was selected as the recipient of a $500,000 grant as part of the 2018 Community Progress Makers Fund. The Fund […]

Filed Under: -Impact Investing

Weekly Impact Investment Market Update

April 25, 2018 By IWV Partner

Impact Investing & ESG The Finance Performance of Impact Investing Through Private Debt The Global Impact Investing Network (GIIN) and Symbiotics present the first comprehensive analysis of the financial performance of private debt impact investment funds. ESG Ratings Can Help Investors Pick Winning Emerging Markets Reports from Morningstar and GMO explain why investors and advisors […]

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

How Community and Community Capital Can Influence Historic Preservation Projects

April 18, 2018 By IWV Partner

Historic preservation projects are designed to protect a community’s heritage often through the expansion and enhancement of historic properties for public use. Community capital is designed to empower a community’s investment in itself through public offerings that are structured to engage a variety of investors. Preservation projects could meet their goals faster and gain additional […]

Filed Under: -Community Investing

Weekly Impact Investment Market Update

April 16, 2018 By IWV Partner

Impact Investing & ESG Finding Emerging Market Stocks with Social Consciences Until recently, investors interested in emerging market funds had few ways of singling out companies with standout environmental, social and governance records. Family Foundations Beginning to Shame Public Companies to Invest More in ESG Causes John D. Rockefeller founded Standard Oil Co., and as […]

Filed Under: -Community Investing

Meet Our Latest Borrower: As Kneaded Bakery

April 9, 2018 By IWV Partner

As Kneaded Bakery is a Community Supported Bakery, founded and operated by Iliana Imberman Berkowitz. Inspired by the sourdough bread culture of California and the rich tradition of breads of her Jewish heritage, As Kneaded serves loaves that blend cultures and fill bellies. Iliana focuses her bakery on baguettes, challah, and a variety of sourdough […]

Filed Under: -Impact Investing

Weekly Impact Investment Market Update

April 9, 2018 By IWV Partner

Impact Investing & ESG ESG and Supply Chain: Why Both Matter There has been a rapid shift in the world of corporate disclosure. In the past 12 months, we have seen investment giants writing to CEOs urging them to report on their long-term strategies and socio-environmental goals, and the world’s first gender pay gap reporting […]

Filed Under: -Community Investing

The Global Impact Investing Network (GIIN) Presents: #GIINRoadmap

April 3, 2018 By IWV Partner

The Global Impact Investing Network (GIIN) released its Roadmap for the Future of Impact Investing: Reshaping Financial Markets. Commenced at the ten-year anniversary of the coining of the term impact investing, the Roadmap assesses industry progress to date, presents a vision for the financial markets, and outlines 18 specific actions needed to exponentially enhance the […]

Filed Under: -Community Investing, -Impact Investing

The Media – Thought Leadership, For Both Topic-Focused and Mainstream – and Sustainability Coverage

March 28, 2018 By IWV 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 […]

Filed Under: -Sustainable-Responsible Investing

#FemalesAndFinance, featuring COO Betsy Moszeter

March 27, 2018 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

Weekly Impact Investment Market Update: March 16, 2018

March 27, 2018 By IWV Partner

Impact Investing & ESG Demystifying Impact Investing for Newcomers – and the Rest of Us Three impact fund managers break it down during a live panel at Liquidnet’s New York office How to Invest With a Conscience (and Still Make Money) Jean Case, the chief executive of the Case Foundation, is a leader in impact […]

Filed Under: -Community Investing, -Impact Investing

Slow Money NYC Case Study: Blue Marble Ice Cream

March 13, 2018 By IWV Partner

How an artisanal ice cream maker grew their business year over year with funding from Slow Money investors. by Christine Rico In 2007, Blue Marble Ice Cream set a new standard in the ice cream industry. Jennie Dundas and her partner noticed a trend (first set by chefs, then adopted by the coffee industry) of […]

Filed Under: -Impact Investing

Announcing The Principles for Investment in Sustainable Wild-Caught Fisheries

March 12, 2018 By IWV Partner

Although billions of public and private dollars are invested in fisheries every year, more often than not, sustainability is neither the driver nor the intended outcome of those investment dollars. Pacific Community Ventures is excited to be one of the founding endorsers of the Principles for Investment in Sustainable Wild-Caught Fisheries. These principles will forward the impact- […]

Filed Under: -Impact Investing

7 Questions for Danielle Burns, VP of Sales & Marketing at First Affirmative

February 28, 2018 By IWV Partner

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. […]

Filed Under: -Sustainable-Responsible Investing

How Tariffs Will Affect the State of Solar in the U.S.A. in 2018

February 23, 2018 By IWV Partner

Guest Column – By Lyle Pennell The year 2018 did not start off well for the solar industry in the United States. In January, US President Donald Trump signed into law a 30% tariff on all imported solar panels, sending the entire renewable energy world into a controlled panic. While the White House has repeatedly […]

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

Weekly Impact Investment Market Update: February 16, 2018

February 21, 2018 By IWV Partner

Impact Investing & ESG Rise of the Rest Adds First Nine Portfolio Companies – and More Big Name Investors The $150 million fund’s first nine investments include startups in Indianapolis, Columbus and Pikeville, Kentucky, among other places. Overheard at The Economist’s New York Impact Investing Event Headliners at the magazine’s second annual gathering seemed to […]

Filed Under: -Community Investing

Opportunity Knocks: New Tax Incentives for Community Investment Funds

February 19, 2018 By IWV Partner

Since 2015, a bipartisan coalition of lawmakers has advocated for tax incentives for those who invest in low-income communities, recognizing that the benefits from the economic recovery have largely bypassed those communities. Their efforts were rewarded when their proposed opportunity zone program was included as Subchapter Z of the 2017 tax law overhaul that was […]

Filed Under: -Community Investing, -Impact Investing

San Francisco Entrepreneurs of Color Fund

February 16, 2018 By IWV Partner

Thanks to a new partnership with JP Morgan Chase, San Francisco entrepreneurs of color have a new source of capital: The Entrepreneurs of Color Fund. San Francisco has one of the highest concentrations of small businesses owned by people of color; there are about 46,000 such small businesses in the city. The fund is designed […]

Filed Under: -Impact Investing

Meet Our Latest Borrower: The Good Earth School

February 12, 2018 By IWV Partner

The Good Earth School is a preschool in Kensington, California, that offers early childhood education for children 18 months to 6 years old. The Good Earth School is inspired by the Reggio Emilia approach to education, which means a Child-Centered, on-going Emergent curriculum. Emergent curriculum is a way of planning lessons that are based on […]

Filed Under: -Impact Investing

This Pullback is Awesome.

February 6, 2018 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

The Words From Davos In 2018: Sustainability, Responsibility…And More In This, The Fourth Industrial Revolution

February 5, 2018 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

The Most Trustworthy Business and Professional Leaders – the Rosters Are Out Today From Trust Across America / Trust Around the World

February 4, 2018 By IWV Partner

  Trust!  For many of us, when a critical incident or crisis occurs, one of the first words that come to mind is “trust,” as in “they really broke the trust with us” or “the organization can’t be trusted” (as in the statements made) or “the leaders can’t be trusted.” Apply this to now-familiar settings:  […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

ANNOUNCING: DJSI – HOW INSIGHTS INSPIRE ACTION

January 31, 2018 By IWV Partner

ANNOUNCING: DJSI – HOW INSIGHTS INSPIRE ACTION Leveraging the Value of the Corporate Sustainability Assessment April 6, 2018 Presented by Governance & Accountability Institute in collaboration with RobecoSAM Hosted at Baruch College/CUNY in New York City The aim of this workshop is to increase the participants’ knowledge about the importance of and methodology behind the […]

Filed Under: -Sustainable-Responsible Investing

A Big Year, 2018 – Tipping Points For Developments in Corporate Sustainability & Sustainable Investing

January 30, 2018 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

The Important Group of ESG Rankers for Institutional Investors Expands to a Significant Player — Institutional Shareholder Services (ISS)

January 17, 2018 By IWV Partner

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. […]

Filed Under: -Sustainable-Responsible Investing

Socially-Responsible Online Investment Platforms: The Current Landscape

January 9, 2018 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

We Are Far Now From Milton Friedman’s Prevailing View on CSR in 1970 – Companies Are Showing The Way – Here Are 5 Examples

December 27, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

High Water Women’s 2017 Investing For Impact Symposium

December 21, 2017 By IWV Partner

By Laura Malo –  GRI reporting analyst, G&A Institute On November 30th the High Water Women organization’s 5th Annual Investing for Impact Symposium in New York City drew a record crowd; I was pleased to attend as a G&A Institute representative (G&A was a sponsor of the event). Background:  In 2005, High Water Women organization […]

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

Harvard Business Review – Increased Focus on Corporate Sustainability, Convening CEOs for Critical Conversations on the Theme

December 21, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

What’s New In Impact Investing? December Roundup

December 18, 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

Impact Investing: Temporary Trend or Paradigm Shift?

December 13, 2017 By IWV Partner

An Interview with Joan Trant of TriLinc Global Q: Joan, do you see Impact Investing as a time-sensitive fad or a paradigm shift that is changing the way investment managers and investors allocate capital? A: The evidence is clear that impact investing – deploying capital to achieve market-rate returns alongside positive social, economic, and environmental progress – […]

Filed Under: -Community Investing, -Impact Investing

The (Typical) American Angel

December 5, 2017 By IWV Partner

Thanks to the investorflow.org reports, we have a good idea of the typical impact investor, so far for Angels, families, and fund managers.  Back in the “traditional” startup investing arena, there wasn’t good knowledge of the typical Angel investor until just now.  Thanks to the Angel Capital Association (ACA) we now know the typical American […]

Filed Under: -Impact Investing

An Economy For Everyone: November Quality Jobs Recap

December 5, 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

The 2017 Net Impact Conference – Finding Your Path to Purpose

November 21, 2017 By IWV Partner

Guest Post by Cher Xue, Sustainability Report Analyst, Governance & Accountability Institute The 2017 Net Impact Conference was held in Atlanta, GA, from October 26-28, 2017. The conference gathered about 2,000 students and young professionals who are committed to making a positive and lasting social and environmental impact throughout their careers. Net Impact, headquartered in […]

Filed Under: Beyond Investing

Case Study: Home Sweet Homegrown

November 13, 2017 By IWV Partner

Case Study: Home Sweet Homegrown November 10, 2017 By Slow Money How a farm-centric company built a profitable business using investor capital Home Sweet Homegrown is a Farm-centric company, founded in 2013 by Robyn Jasko. The company started as a farm, grew into producing hot sauces and recently added a local cafe/restaurant to increase their […]

Filed Under: -Impact Investing

What’s New In Impact Investing? October Roundup

October 30, 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

Reflections On SOCAP 2017

October 30, 2017 By IWV Partner

In early October, Pacific Community Ventures had the opportunity to engage with panels at SOCAP in all capacities – as moderators, speakers, and attendees. SOCAP, which celebrated its 10th anniversary this year with a record gathering of 3,000 attendees, is the “largest impact investing capital markets gathering in the world.” As an organization with both […]

Filed Under: -Impact Investing

Green Alpha Advisors’ Market Commentary – Q3 2017

October 18, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

LESS THAN 10 DAYS LEFT! REGISTER & RESERVE YOUR SEAT AT DEMYSTIFYING THE CSA & DJSI

October 16, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

SEC Proposes Important Amendments to Corporate Disclosure & Reporting – Changes Are in the Wind — But Corporate ESG Disclosure Is Not Addressed in the SEC Proposals …

October 16, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

The SRI Conference – 28 Years Strong

October 4, 2017 By IWV Partner

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 […]

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

SMART Investing Services for Financial Advisors

October 3, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

What’s New In Impact Investing? September Roundup

October 2, 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

NYC Sustainable Investment Conference for Financial Advisors

September 27, 2017 By IWV Partner

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 […]

Filed Under: -Sustainable-Responsible Investing

ComCap17: It’s About Democracy

September 25, 2017 By IWV Partner

“[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 […]

Filed Under: -Community Investing, -Impact Investing

We’ve Won A 2017 CDFI Fund Award

September 21, 2017 By IWV Partner

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 […]

Filed Under: -Community Investing, -Impact Investing

Announcing The Impact Due Diligence Initiative

September 20, 2017 By IWV Partner

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 […]

Filed Under: -Impact Investing

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

September 20, 2017 By IWV Partner

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” […]

Filed Under: -Sustainable-Responsible 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.