New Summit Investments is one of the first and leading private market impact fund-of-funds. New Summit has a compelling track record guiding their research and investment strategy. Turnkey Impact Investing New Summit distinctively makes it easier for investors to extend their impact to private markets. Their fund-of-funds investment approach provides turnkey solutions for investors looking […]
Featured News
Visit the Invest With Values - Resource Directory to discover resources, information and organizations that will help you align your money and values.
Kachuwa Impact Fund
Kachuwa Impact Fund is a unique impact investment, appealing to both newer and seasoned investors. From the ground up, impact is the essence of organization, mission and fund. Built for Impact Kachuwa Impact Fund (pronounced KAW-choo-wuh) is an investment cooperative and public benefit corporation. Kachuwa’s primary business activity is owning and operating “impact real estate,” […]
Introduction to Regenerative Economics
The Capital Institute is offering a second edition of its online course, “Introduction to Regenerative Economics.” The aim of this course is to provide a living systems approach to redesigning our economy so that long-term prosperity, human dignity, social equity, and planetary wellness can be viably sustained throughout the world. This 8-week course beginning on […]
Towards Aware and Values-Centered Investing Course
Money Quotient University is pleased to offer “Towards Aware and Values-Centered Investing” to a new group of students. This ten-week, five-session course is scheduled to begin on Monday, February 10, 2020. Purpose To help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life […]
Powering Purposeful Growth: Discover Meaning in Work & Life
Do you ever wonder how you can support the growing consensus that business is a force for good? Inspiring Capital is on a mission to re-inspire the American workforce. Based on 10,000+ hours of experience with 200+ diverse professionals, they’ve created their first eLearning course: Powering Purposeful Growth: Discover Meaning in Work & Life Invest […]
Opportunity Zones: A Summary of the New Guidance for Investors
Paving the Way for Impact Investors & Fund Managers to Deploy Capital into Opportunity Zones: A Summary of the New Guidance by Chintan Panchal Since the Opportunity Zone legislation was enacted in December 2017, it has received a great deal of attention, primarily because of the potential for the tax incentives associated with this legislation […]
Capital for Change (C4C) – Newest Invest With Values 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 […]
Is Your Financial Advisor ‘Best for the World’?
Impact investing is going mainstream. But while you may rest easier knowing that your nest egg is making a positive contribution to society (as well as your financial position), what about the financial intermediaries in your life? Every year, B Lab publishes a list of “Best for the World” B Corps—those that rank in the top 10% […]
Top Impact Investor Communities
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 […]
Top Impact Investing Podcasts
Presenting the Top Impact Investing Podcasts Listening to podcasts are a great way to learn and stay up to date about Impact Investing. These Top Impact Investing Podcasts have engaging hosts with guest thought leaders and practitioners to learn from. Each cover great examples of investments, funds, where Impact Investing is headed and more. Check out […]
Top Resources to help you – a new article series
New Article Series “Top Resources” by Invest With Values Invest With Values is launching a new article series Top Resources. The series shares lists of leading resources based on public input. Each list focuses on a specific category (media, organizations, events) across the topics of Local Banking, Community Investing, Sustainable & Responsible Investing, and Impact Investing. What […]
B Corps are changing the way we do business and our world
B Corps are changing the way we do business. Do you know the saying “You must be the change you wish to see in the world”? Well, a growing number of businesses (B Corps) are doing just that. Business as a force for good Businesses have a tremendous impact on our lives, as owners, employees, […]
Why is Nobody Talking About Financial Advisors?
By Tyler Jackson If we want environmental, social and governance (ESG) factors to permeate all layers of the financial system, we need to talk about financial advisors. As Jessica Matthews, head of mission-related investing at Cambridge Associates, said at SOCAP16, “We need to think of advisors as a gateway, rather than a gatekeeper to impact […]
The Why of Impact Investing, Millennials and the Last Word at #SOCAP16
Jed Emerson has been studying his history, as evidenced by the arc he traced from Dutch East Indies Company and the 1848 Oneida commune in upstate New York, through the German dissident Dietrich Bonhoeffer, the Marshall Plan, to our present moment and “out into the future for more centuries to come.” And Jed, as he’s […]
Confluence…or Collision?
By Leslie Christian. A few weeks ago I had the pleasure of attending and speaking at the Confluence Philanthropy gathering in Boston. The conference was populated by well-meaning, sincere and committed people who believe they share a common purpose: promoting environmental sustainability and social justice by helping to move philanthropy in the direction of mission-aligned […]
You’re an Investor in Food, Whether You Know it or Not
“Everyone is an investor in food.” by Brian Kaminer “Everyone is an investor in food.” That’s the motto of Slow Money NYC, and it has rung true for me from the first time I heard it. As I started learning how interconnected everything is in life, the principles of Slow Money (a national organization that has inspired […]
Invest In Your Farmer – Literally
Most young farmers want farms upon which they can build their lives. Saundra and Chad Williams are the owners and operators of HoneyMade Farms. They are looking for secure land access with Local Farms Fund. Saundra with Butter. Saundra has been described by her previous employers as “terrific with animals” and “a hard worker that […]
20,000 Investment Funds Rated for Sustainability
Morningstar Head of Sustainability Steven Smit (right with glasses) discussing sustainability research with Chairman and CEO Joe Mansueto. (Screengrab from video courtesy Morningstar) CHICAGO, Illinois, March 3, 2016 (Maximpact News) – Evaluating mutual funds and exchange-traded funds based on how well the companies they hold manage their environmental, social, and governance (ESG) risks and opportunities […]
Millennials, Money and Meaning
Green Money Journal’s February 2016 Issue A Generation Forging a New Economic Path By Guest Editor Patrick Davis, Community Reinvestment Fund and formerly with Calvert Foundation The Millennial Generation has been a source of much debate in recent years. Commentators seem to disagree passionately about what the ultimate legacy of this generational cohort will be. Will […]
Trillium Publishes 2016 Proxy Voting Guidelines
March 7, 2016: Each year, companies seek votes from shareholders on items that are pending on their annual proxy ballots. The issues that shareholders can vote on range from the approval of boards of directors to social and environmental issues — including proposals that Trillium and other SRI investors file every year. Regrettably, too many […]
Wealth & Giving Forum’s reflections on 2015
As we look back on 2015, and in particular on several major events and announcements since early July, it may just go down as the year in which socially oriented and impact investing finally entered the mainstream world of wealth and finance. Here’s a quick scan: In mid-July, Goldman Sachs acquired Imprint Capital, an asset-management firm founded […]
Community Impact Investing
Green Money Journal’s January 2016 Issue Self Help Credit Union’s Green Impact Capital By Melissa Malkin-Weber, Sustainability Director, Self-Help Credit Union A Dialogue on Community Development and Impact Investing with CEI – featuring Ron Phillips, founding CEO of Coastal Enterprises Inc (CEI) talks with Ellen Golden, Senior VP for Corporate Development Impact Investing in 4 […]
Cake, Anyone?.
For people of wealth and conscience, impact investing offers a compelling and convenient promise—that money can be a force for good even as the owners of capital continue to accrue wealth under the auspices of generally accepted investing practices. Impact investing tells us that the proper “deployment” of our capital will lift the poor out […]
A New Fund Helps Beginning Farmers Secure Land of Their Own
Like most young farmers today, Tim Biello learned to farm through working other people’s land. It was at one of those farms, Essex Farm, a sustainable operation in New York powered by solar panels and draft horses, that he fell in love with farming with horses. “I feel much more connected to farming land with […]
Impact Investing Picks Up Speed
Green Money Journal’s September 2015 Issue In the Right Place Now: Impact Investing By Amy Domini, founder of Domini Social Investments and partner in The Sustainability Group Impact Investing: Aligning Capital with the Conservation of Nature By Mark R. Tercek, President and CEO of The Nature Conservancy GreenMoney Interview Series: Hunter Lovins, president […]
Social Investors vs. Social Businesses: Who will win the struggle for the future of SRI investing?
We all like to talk about how the social, responsible and impact (SRI) investing sector is growing—and current research indicates that it is flourishing, with more capital and a wider range of investors now entering the field. All that is good—and it’s what we’ve all be working for. Yet if there’s one thing experience has […]
Investing in a Healthy Future: Sustainable Agriculture, Organics & Fair Trade
“If you do just one thing – make one conscious choice – that can change the world, go organic. Buy organic food. Stop using chemicals and start supporting organic farmers. No other single choice you can make to improve the health of your family and the planet will have greater positive repercussions for our future.” […]
Merrill Lynch Launches New Sustainable Impact Portfolios
(3BL Media/Justmeans) – Socially responsible investing has increasingly begun to influence how asset managers invest portfolios. It not only involves practices that are aimed at avoiding harm by screening companies that are a part of an investment portfolio, but also includes more proactive approaches such as impact investing, community investing and shareholder advocacy. Merrill Lynch […]
Sustainable Mutual Funds Grow 76% in Two Years to $6.5 Trillion
(3BL Media/Justmeans) – A growing interest in sustainable investing has encouraged the financial sector to offer more socially responsible mutual funds that are designed to meet the demand. Investors are increasingly looking to put their money behind investments that not only offer a healthy economic return, but also hold true to their personal values. As […]
B the Change. B Corps are changing the way we do business.
Do you know the saying “You must be the change you wish to see in the world”? Well, a growing number of businesses are doing just that… Read the full article by Brian Kaminer on LiveHappy.com B the Change | Live Happy Magazine
The Global Impact of CSR
GreenMoney Interview Series: The Apple Interview Jacky Haynes, Senior Director of Supplier Responsibility at Apple is interviewed by Bennett Freeman, Senior VP for Sustainability Research and Policy at Calvert Investments Measuring a CSR Champion by Michael Jacobson, director of Intel’s Corporate Responsibility Office At Campbell’s Sustainable Business is a Long-Term Journey By Dave Stangis, Vice […]
Women Rule: Why the Future of Social, Sustainable and Impact Investing is in Female Hands
By Marta Maretich In the early days of the social investing movement, women and girls were arguably seen more as program beneficiaries than financial movers and shakers. Social lenders changed their view when they realized that focusing initiatives like microfinance lending on women turned out to be the most effective way to make whole communities […]
Save Organic Citrus!
We are in the peak of citrus season here in California and while we’re all blissfully enjoying juicy doses of Vitamin C, you may not realize that the organic orange you’re biting into is on the verge of dying off from a disease called Citrus Greening. Jessica Shade, the Director of Science Programs at The […]
Here’s How to Take the First Steps Toward Impact Investing
Written by Don Shaffer of RSF Social Finance for ImpactAlpha. The movement toward investing in what’s good instead of just screening out what’s bad is growing, spurred by a new generation of investors. Millennials are questioning conventional systems and approaches across the board, from food to education to finance. That’s leading many to start aligning […]
Reflections from a Career Investor – Amy Domini
By Amy Domini, founder of Domini Social Investments and partner in The Sustainability Group Women and Investing. The feminist in me is struggling. The mere asking of the question implies a difference, and a difference, when it comes to women, tends to mean a weakness. Women and the sciences, women and sports, the debates about […]
Why Gender Matters to Investors
Editor’s Note: This article originally appeared in the April 2015 issue of Green Money Journal on “Women and Investing.” Read more excerpts here. By Joseph F. Keefe and Sallie L. Krawcheck The business case for gender diversity is now well documented. The research is compelling: When women are at the table – and better yet, in […]
10 do’s and don’ts of gender lens investing
by Najada Kumbuli, Sr. Investments Officer on March 09, 2015 International Women’s Day 2014. Photo courtesy of Flickr user IAEA Imagebank. When Calvert Foundation launched our women’s initiative, WIN-WIN, three years ago on International Women’s Day, we approached it as a pilot initiative. Given that WIN-WIN was the only gender lens investment vehicle available to everyday investors […]
New Home of the Money and Impact Investing Directory
Invest with Values is the new home of the Money and Impact Investing Directory (www.ImpactInvestingDirectory.com). We have changed our name and url to better communicate all the resources that are shared throughout the directory. The directory was first released and circulated in July of 2012. It was primarily distributed via e-mail, postings to various linkedin groups, listed as […]