Podcasts about socially responsible investing sri

Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. From shifting policies to economic reforms, the effects ripple across sectors, altering interest rates, currency values, and overall investor sentiment. While short-term uncertainties can disrupt the market, long-term strategies like diversification and sector-specific investments remain reliable approaches to weather the storm. Schedule a free meeting This comprehensive guide explores how elections shape the stock market, sectors poised to benefit or struggle, and how Socially Responsible Investing (SRI) provides an ethical and profitable investment pathway. How Elections Influence the Stock Market The Impact of Political Uncertainty on Market Volatility Elections, particularly U.S. presidential races, are synonymous with market volatility. Investors speculate on potential shifts in fiscal and regulatory policies, leading to heightened activity in the months leading up to Election Day. Historical data shows this trend, with increased fluctuations as markets react to polling data, debates, and policy announcements. However, it's not merely about party politics—markets respond to anticipated economic impacts, such as tax reform or trade agreements. This heightened uncertainty can present risks but also opportunities for savvy investors. Sector Rotation Based on Policy Expectations Markets often "price in" anticipated outcomes based on campaign promises. For example: Pro-business agendas with tax cuts may favor industrial and financial sectors. Environmental reforms might bolster renewable energy industries but challenge fossil fuel companies. Regardless of predictions, results often defy expectations, requiring diversified strategies to mitigate sector-specific risks. The Bond Market's Reaction to Fiscal Policy Fiscal policies—like increased spending—often lead to higher deficits, sparking inflation concerns. Rising inflation typically drives up bond yields, affecting their prices. Inflation-protected securities, such as Treasury Inflation-Protected Securities (TIPS), can hedge these risks.   Case Study: Trump's Energy Sector Surprises Former President Trump's term highlights unpredictability. Despite policies favoring fossil fuels, the energy sector underperformed due to declining oil prices, a global renewable energy shift, and the pandemic's economic toll. This underscores the importance of resilience over speculation. Schedule a free meeting SRI Performance in Election Cycles SRI funds focus on ESG principles, often delivering competitive returns while aligning investments with ethical values. They favor sectors like renewable energy, technology, and, increasingly, nuclear energy.

Terry Pope (Institutional Marketing) discusses the firm's history of Socially Responsible Investing (SRI) initiatives. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampIn this episode, I dive deep into the world where ethics meet investments, and I'm thrilled to guide you through the often-misunderstood realm of Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) principles. It's not just about aligning your portfolio with your personal values, but also about securing a robust financial future for you and your family. Together, we'll explore how to responsibly invest in the great companies that innovate and refuse to lose our money, and I'll share with you the tools and strategies to do so without forgoing profits. This is for those who believe in the power of conscientious investing and for anyone looking to navigate the challenges of balancing moral integrity with market returns. We'll confront fears, debunk myths, and discuss practical solutions that cater to your principles while aiming for a secure retirement. I'm right there with you, supporting ESG values and discussing how modern investment tools like indices and ETFs can reflect individual beliefs. It's all about empowering you with the knowledge to make informed decisions that resonate with your ethics and financial goals. So, join me as we tackle the big questions and uncover the realities of SRI and ESG investing. Whether you're already on the path of responsible investing or just curious about what it entails, this episode is an invaluable resource for managing your wealth with a clear conscience. Let's take this enlightening journey together and empower our investment choices in the ever-evolving landscape of finance.

Enjoying the podcast? Tell us what you think below and give us a rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   In this bonus episode of The Pension Confident Podcast, we dive into the world of Socially Responsible Investing (SRI). We explore how your retirement savings can be a powerful tool for good. Plus, we'll tackle the big question: can you make money and make a difference to people and the planet?    From impact investing to ESG ratings, find out how socially responsible investments are defined and how you can get involved. In this episode, we hear from: Chief Engagement Officer at PensionBee, Clare Reilly; Co-Founder of Islamic Finance Guru, Ibrahim Khan; VP Product at PensionBee, Martin Parzonka; and Campaign Director for Make My Money Matter, David Hayman.   Episode Breakdown:  01:36 ESG ratings 03:02 Impact investing 04:18 Shariah-compliant investing 06:26 Profits and principles 08:50 Where's your pension invested? 12:11 How to invest for change. Read the episode transcript.   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow @PensionBee on X, Threads, Instagram, TikTok, Facebook and LinkedIn.

Ms. Davlin is a strategic consultant and fundraiser in the environment and energy sectors working to increase private sector participation in national security with an emphasis on economic and environmental security. Ms. Davlin has served in a number of leadership positions related to Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG). Ann is the Chief Strategy Officer, at Dynamhex, Technology, who monitors and visualizes complex energy consumption data for individual, corporate, and government entities on building out the implementation strategy. Previously, she was Managing Director, Environmental Programs for Brevet Capital.

Sustainable Investing has skyrocketed in the last few years. On this episode of #PaisaVaisa, Anupam Gupta talks to Shruti Jain- Chief Strategic Officer and Sustainable Influencer at Arihant Capital. They talk about Socially Responsible Investing (SRI), history of smart and sustainable investing, and how the first ESG fund came about in India. They further discuss some good sustainable investing products and how one can go about it. This and much more on this episode of Paisa Vaisa! About the ShowPaisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money! Find more about Arihant Capital India www.arihantcapital.com Find Shruti Jain on social media:Instagram: (https://www.instagram.com/styledestino) Twitter: (https://twitter.com/StyleDestino) Linkedin: (https://www.linkedin.com/in/shrutijain624/)  Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app. You can check out our website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Ann Davlin is the Chief of Strategy at Dynamhex, a software development company that monitors and visualizes complex energy consumption data for individual, corporate and government entities. Her extensive background includes leadership positions with the White House, the Department of Defense, the US Senate as well as Richard Branson's Carbon War Room, Bill Clinton, Al Gore and Hillary Clinton. Ann continues to offer her leadership and services in Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) with her unique insight and strategic knowledge.

Everything you need to know about Socially Responsible Investing SRI and ESG: What is Socially Responsible Investing (SRI), Do socially responsible investors care only about making a difference - what about returns, What is ESG (Environmental, Social, and Governance), How can you invest with social responsibility in mind, Should you become a socially responsible investor, and more. Show notes and transcript at: https://www.easypeasyfinance.com/socially-responsible-investing-sri-esg/

In todays podcast we look at the idea of Environmental, social and corporate governance Scoring or ESG score. it grew out of a investment practice called Socially Responsible Investing (SRI). ESG investing and analysis, on the other hand, looks at finding value in companies—not just at supporting a set of values. Why is this important, the reason is that Aviva Investors, has put the directors of 1,500 companies on notice and that it is willing to seek their removal (from their investing group) if they fail to show enough urgency in tackling issues including the climate crisis and human rights! But how does a company show what its doing to Investors, by generating a Environmental, social and corporate governance score! Additionally with Investors wanting Green companies to invest in, they need to know how green a company is. At COP21, The Paris Agreement Capital Transition Assessment (PACTA)was created to be a free, open-source methodology and tool, which measures financial portfolios' alignment with various climate scenarios consistent with the Paris Agreement, which is developed into Environmental, social and corporate governance Score. If a company want to improve there Environmental, social and corporate governance Score they might want to introduce Science-based targets. these provide a clearly-defined pathway for companies to reduce greenhouse gas emissions, helping prevent impacts of climate change and future-proof business growth. Targets are considered ‘science-based' if they are in line with what the latest climate science deems necessary to meet the goals of the Paris Agreement – limiting global warming to well-below 2°C above pre-industrial levels and pursuing efforts to limit warming to 1.5°C.

AIO Financial has updated their four ebooks. They are all free:  Investing (the basics of how to invest)  Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial Planners (financial planning for Americans living abroad). Inversiones (Investing eBook in Spanish). AIO Financial is a fee only, independent, comprehensive financial planning firm. AIO Financial, LLC is registered with the SEC. They have five divisions with different specialties.  There is overlap between the specialties. For example, AIO Financial has expat clients who are very interested in impact investing. However, each division has its own webpage and social media channels which primarily focus on their individual specialty:  AIO Financial Planners (comprehensive financial planning).  Impact Financial Planners (sustainable, responsible, impact investing – investing in line with your values). Expat Planners (financial planning for American living outside the US). AMA Financial Advisors (financial planning for the specific needs of Athletes, Musicians, Actors). Tus Financieros (financial planning for Spanish speakers in the US and abroad). The following is a list of the chapters and sections in the Investing eBook. In this free eBook, you will learn about different types of investments, how to create a diversified portfolio, and the mechanics of getting started. You can download this eBook: here.  3.0 Investing Overview  4.0 Exchange Traded Funds  5.0 Mutual Funds  6.0 Individual Stocks  7.0 Individual Bonds  8.0 Alternative Mutual Funds  8.1 Long/Short Funds  8.2 Multi-Strategy Alternative Funds  9.0 Structured Products  9.1 Market Linked  9.2 Buffered Notes  9.3 Enhanced Return CDs  10.0 Illiquid Alternative Investments          10.1 Energy          10.2 Real Estate          10.3 Other  11.0 Options Trading  12.0 Steps to Investing          12.1 Liquidity Needs          12.2 Risk Tolerance          12.3 Diversification  13.0 Evaluating Investments          13.1 No Load Funds          13.2 Expense Ratio          13.3 Performance and Ratings  14.0 Example Portfolio  15.0 Investing Mechanics          15.1 Where to Invest          15.2 Consideration if Looking for an Advisor          15.3 Account Maintenance – Rebalancing  16.0 Resources   The following are the chapters in the Sustainable, Responsible, Impact Investing eBook. This eBook teaches you the different ways to make a positive impact in our world through your investments. It presents the basics of screening, shareholder advocacy and community investing. It gives real investment options so that you can get started.  You can download this free eBook: here.  3.0 What is Socially Responsible Investing (SRI)  4.0 Growth of SRI          4.1 Degrees of SRI          4.2 Motivation for SRI          4.2.1  Avoiding Undesirable Companies          4.2.2  Political Tool          4.2.3  Specific Issues  5.0 Three Major Components of SRI  6.0 Screening  7.0 Shareholder Advocacy          7.1 Shareholder Advocacy Involvement by Fund          7.2 Major Initiatives  8.0 Community Investments          8.1 Community Development Financial Institution (CDFI) Structures          8.2 Community Investment Returns          8.3 Green & SRI Bonds          8.4 Alternative Investments  9.0 Evaluating Investment          9.1 No Load and I Class Funds          9.2 Mutual Fund vs ETF          9.3 Expense Ratio          9.4 Performance and Ratings  10.0 Steps to SRI  10.1 Liquidity Needs  10.2 Risk Tolerance  10.3 Diversification  10.4 SRI Questionnaire  11.0 Examples of Mutual Fund-ETF Investments and Performance          11.1 US Large Cap Growth          11.2 US Large Cap Value          11.3 US Large Cap Blend          11.4 US Mid Cap          11.

Ep 047: In today's day and age, we're having more and more conversations with our financial planning and advisory clients that they want their values to be incorporated in all aspects of their lives. There are hot button items that they want to be impacting wherever possible. Maybe its climate. Maybe its social inequality. Maybe its disclosure of a company's business practices or countless others. 2020 was a solid reminder of these issues to many of us as COVID impacted the world significantly and there were urgent calls to address racial injustice after the murder of George Floyd. According to the Report on US Sustainable and Impact Investing Trends 2020, which tracked data as of year-end 2019, found that investors are considering "ESG" factors across $17 trillion of professionally managed assets, a 42 percent increase since 2018. So what is "ESG" and how can someone tie their values to their investments?  That's the premise of today's show! Today's guest is the Head of Fundamental Equity Client Portfolio Management team for Emerging Markets and International Equities in the Americas, and an Emerging Markets specialist at Goldman Sachs Asset Management (GSAM). She leads the building of the Emerging Markets and International Equities franchise, drives business expansion, designs new portfolios, and communicates Fundamental Equity strategies to clients in the Americas. In her role as an Emerging Markets specialist, she is focused on helping clients gain appropriate access to emerging markets, as well as assisting with their strategic asset allocation decision making process. She has 13 years of industry experience, joining Goldman Sachs in 2008. She graduated from Lehigh University magna cum laude with a B.S. in Finance in 2008. She  was awarded the Chartered Financial Analyst (CFA) designation in 2012. Please welcome Katherine Bordlemay to the Retirement Success in Maine Podcast!   *Goldman Sachs Disclosure* - https://f.hubspotusercontent20.net/hubfs/2506374/Goldman%20ESG%20Podcast%20Disclosures.pdf   Chapters: Welcome, Katherine! [3:40] What is Socially Responsible Investing (SRI) and ESG? [9:55] Why would someone want to invest their long-term savings in one of these vehicles (SRI/ESG)? [15:36] How do asset managers evaluate ESG? [23:38] As an investor, how can we know that an ESG's strategy is really aligning with my values? [31:27] How are asset managers themselves doing on ESG characteristics, including diversity and inclusion? [44:25] What is Katherine's definition of Retirement Success? [50:21] Abby, Ben, and Curtis wrap-up the episode. [51:38]

Today we examine Conscious Capitalism™ as an organization (the trademarked entity) and Conscious Capitalism the movement characterized by the investment concepts of Environmental, Social and Governance (ESG) and Socially Responsible Investing (SRI). This is the final building block as we continue on our collision course with Milton Friedman and the Chicago School of Economics. The promise of Conscious Capitalism as a concept, ESG and SRI is that capitalism on its own can and will voluntarily cure the societal ills it causes through the auspices of further deregulation and free markets. Spoiler: It’s a load of horseshit. Enjoy! Show Notes: Resources Economic Policy Institute- Wage Stagnation in Nine Charts: epi.org/publication/charting-wage-stagnation Good Jobs First- Violation Tracker Parent Company Summary: violationtracker.goodjobsfirst.org/parent/dte-energy Yahoo! Finance- Vanguard FTSE Social Index Fund Admiral: finance.yahoo.com/quote/VFTAX/holdings?p=VFTAX Infoplease- The Toxic 100: Top Corporate Air Polluters: infoplease.com/math-science/earth-environment/the-toxic-100-top-corporate-air-polluters Conscious Capitalism- Board of Directors: consciouscapitalism.org/boardofdirectors -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts: unftrpod.com/rate and follow us on Facebook, Twitter and Instagram at @UNFTRpod. Visit us online at unftrpod.com. Subscribe to Unf*cking The Republic on Substack at unftr.substack.com to get the essays these episode are framed around sent to your inbox every week. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list. Access the UNFTR Musicless feed by adding this direct RSS link into your podcast app. Full instructions here. Unf*cking the Republic is produced and engineered by Manny Faces Media, Original music by Tom McGovern. The show is written and hosted by Sonny Crockett and distributed by Tom from Whole Foods. Podcast art description: Image of the US Congress ripped in the middle revealing white text on a blue background that says, "Unf*cking the Republic." See omnystudio.com/listener for privacy information.

Socially Responsible Investing (SRI) has grown in popularity lately. But does it pay well to do good? I speak with Personal Capital's Brendan Erne about what Socially Responsible Investing is and why investors are flocking to it.  Also, I have a conversation with Andrew Behar from As You Sow about how we can all hold corporations accountable in creating a better tomorrow for our families and our society.  

Today In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya. Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investing.In this episode, Sonya, a White-American professional, shares why diversity, equity, and inclusion matters and how organizations should reflect the race, ethnicity, and population of the U.S. census, not just entry-level but to the boardroom. It’s a modern view of the world formed by Sonya’s 14-year history of working in traditional financial and investment roles, including CEO of a Broker-Dealer and RIA, and 4 years as a consultant.“We should look like, and be from, the communities we look like and serve.”Long before the Black Lives Matter movement, Sonya spoke up about diversity in the workplace as a powerful voice for doing what’s right. Today, she fosters candid conversations about gender and race in financial services and consults with other companies and business leaders to create more inclusive workplaces. She has a passion to speak and write about issues and current events focused on diversity and race relations—an unequivocal drive for equity and justice for all.Join the conversation to hear about:The importance of race and gender in the workplace (5:41)Sonya’s early career in the financial services industry (7:34)Enjoying working in the back office (10:40)Sonya’s path to becoming the CEO of a Broker-Dealer (13:14)The Do Better Series: The Back Story & One Year Later (17:32)COVID-19 as an opportunity to reset (26:53)Three important phrases to use in situations of racial discrimination and harassment (30:05)The number one thing for women to do at conferences (35:40)How to bridge conversations around race (37:27)Sonya’s early exposure to Socially Responsible Investing (SRI) and ESGSonya’s involvement with CUESA – Center for Urban Education about Sustainable AgricultureWhat it means to find your voice (51:20)How Sonya is present and stays grounded in her work (55:06)Referenced Materials:Solutions with Sonya WebsiteSonya Dreizler on TwitterSonya Dreizler on LinkedInDo Better SeriesTo Get On Sonya’s Newsletter – Text “Solutions” to 33-777Minda Harts, The Memo Book on Amazon CUESA – Center for Urban Education about Sustainable Agriculture

Stephan Kerby entered the profession of Financial Advising after a variety of life experiences and created a desire to learn more about personal finance. After years of research, he started to realize that he had greater purchasing power to help the animals and the environment in the realm of investing, rather than solely purchasing vegan products. Stephan began his career in financial planning in early 2000. In 2009, he started his own firm, IFB Wealth Management and became an independent financial advisor. He is passionate about Socially Responsible Investing and animal advocacy. In this episode, Stephan discusses some of the basics of investing and gives us a few tips and tricks on how to make our dollars count! FaceBook: https://www.facebook.com/youarethechangenow  http://www.kmfadvisors.com/Socially-Responsible-Investing-SRI.6.htm  YouTube: https://www.youtube.com/channel/UCdtMk9AGBkI2Y8ojAERsMPA Website: www.youarethechange.net  Book: https://www.amazon.com/Stephan-Kerby/e/B07WSRR1QX/ref=dp_byline_cont_pop_book_1 

When it comes to making the world a better place, investing probably isn’t the first thing that comes to mind. That said, Socially Responsible Investing (SRI) is a strategy that strives to generate both ethical change and financial returns for an investor. It isn't all sunshine, rainbows, and solar panels, however it does have significant attributes. Once considered a fairly radical strategy, SRIs have increasingly gained in popularity and are more accessible today than ever before. We’ll take a look at the pros and cons and explore how you might make a positive impact in the world with your investments. Check out the Show Notes for the episode HERE

This week I sat down again with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally.  Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align their money with their goals and values. She serves on the Abacus Wealth Partners Investment Committee and is a co-leader of the Los Angeles chapter of WISE (Women Investing for a Sustainable Economy). HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is meant by “values informed” investing Where to get started with investing intentionally How Environmental, Social and Governance (ESG) play a role in investing The reason a portfolio is screened Comparing and contrasting divestment, investment and engagement How to engage with companies you own shares in Tools for you when investing intentionally Socially Responsible Investing (SRI) portfolios explained and where they derive from Similarities and differences of ESG and SRI portfolios Different platforms and portfolios you can invest intentionally Action items to increase ESG options within your 401k What to consider when using your brokerage accounts with ESG portfolios The different types of holdings you should have in your portfolio The biggest benefit of investment diversification How to align your money with your values if you don’t have money to invest right now How you can bank responsibly through a Community Development Financial Institution (CDFI) How microloans play in an overall financial strategy A myth attached to ESG funds LINKS WE MENTIONED ON THE SHOW: As You Sow Opportunity Finance Network CDFI Locator Map Kiva GET SOCIAL WITH LINDSEY AND LET HER KNOW YOU HEARD ABOUT HER HERE Abacus Website Lindsey’s e-mail

Socially Responsible Investing (SRI) is a rapidly growing sector, but until now no one had included our aging population and the senior living crisis in that conversation. We believe by investing in senior living communities we can help to fill the growing need. What can be more socially responsible than that?!

We had an interesting discussion with Mike Winterfield, Founder and CEO of Active Impact Investments, and Imran Jiwa, Director of Finance at Active Impact Investments on their work in the field of impact investments. Learn more about Socially Responsible Investing (SRI) and the important work been funded by firms such as Active Impact Investments. Interviewers: Bonita Mathew - Project Officer, Green Corps, United Nations Association in Canada Melissa Mutunda - Project Officer, Green Corps, United Nations Association in Canada

Intentionally living from your heart comes in many forms, shapes, and sizes. When it comes to your money, intentionally spending, saving and investing should also be from your heart. That means to be congruent with who you are and how you intend to live authentically. Sounds simple, but for many it’s not so easy.You have to know your true self … your true nature ... the essence of who you are. When you know this, be sure you are living your fullest life in alignment with that; including how you are investing your money. There are many ways to do this. One often overlooked or unknown option is investing your money with companies that are doing things in the world that align with the changes you want to see in the world. There are many great companies, B Companies for example, that are on a mission to not only grow profitably, but effect great change in the world as well.In this episode, we interview Kathleen Lindquist, CFP®, who has built a niche through Socially Responsible Investing (SRI) to help clients align their money with their deeper held values to effect positive change in the world.Learn more by listening to what she is doing and how she is helping her clients contribute a better world.To your inspired living! What We Discuss:What are Socially Responsible Investing, Impact Investing and Sustainable Investing?Putting your money where your heart isHow Kathleen got started in Socially Responsible Investing (SRI) through her sisterThe early days of boycotting companies that were “bad actors” in the public marketsThe shift from negative impact to positive impact in the worldThe advantage SRI portfolio companies have in terms of researchKnowing who the right client is for SRI portfolio optionExamples of companies that have gone through more scrutiny by mutual fundsHow mutual fund companies with SRI funds are impacting company policiesUnderstanding the Environmental, Social and Governance (ESG) lensThe next 2-5 years in socially responsible and impact investingGender diversity requirements now stipulated by certain mutual fundsSRI as investing done rightSupporting Resources:Kathleen’s contact info: kathleen@sandiegowealth.comOur firm website: www.sandiegowealth.comThe Forum for Sustainable and Responsible Investment

Are you interested in aligning your investing with social or environmental issues? This episode is real talk on Socially Responsible Investing (SRI).

Wouldn’t it be great if your investment dollars were able to impact the way the world’s largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the ability to invest in companies meeting a variety of different screens in an attempt to do just that. One of the most popular themes of SRI is ESG investing, which places… Continue Reading→ The post Socially Responsible and ESG Investing with Joey Fishman (019) appeared first on All About Your Benjamins™.

There is no shortage of climate markers suggesting that we are marching towards an uncertain environmental future. In the current efforts to halt and reverse our environmental degradation, there is virtually no questioning of whether we can have sustainability in a world of global capitalism and it is inconceivable that continuing with our traditional global investment scheme will get us through the rest of this century. Ongoing deterioration of the global climate has precipitated an urgency for new, innovative means to shift towards a more sustainable scheme of our global economic markets. Legal incorporation of principles of Socially Responsible Investing (SRI) into global investment mandates has been proposed as a means to fundamentally shift global investment mentality and operations towards greater environmental protection and sustainability. We set out to evaluate if SRI can be integrated into our global scheme and how the codification of these principles within corporate and investment law may help achieve their stated goals. We focused our investigation on an area where incorporation of SRI is already underway and has shown some success, namely sovereign wealth funds. And what better investment fund to lead this charge than the largest, most extensive, and most likely to form a model for legal transplantation to other industries - the Norwegian Sovereign Wealth Fund. Join us as we explore efforts to address what is arguably the defining challenge of our time. We thank Dr. Beate Sjåfjell, professor of corporate law and sustainability at the University of Oslo and Dr. Benjamin Richardson, professor of environmental law and the financial sector at the University of Tasmania and Visiting Chair of our Global Law Programme for their enthusiastic participation in this episode. Be sure to subscribe to our Soundcloud and Facebook pages to stay up to date on our most recent episodes. And if you like what we do, please leave us a review in iTunes - it really helps get the word out about Nomosphone! A special thanks to Hindenburg podcast editing software. We acknowledge the following songs used in their original format in accordance with Creative Commons licensing: "Just Watching", “Golden Hour“, "Bumble", and “Blue” by Podington Bear (CC BY-NC 3.0) and https://creativecommons.org/licenses/by-nc/3.0/legalcode.

What is Socially Responsible Investing (SRI), and what are it's implications on the BDS movement? Julie Hammerman is the Executive Director of JLens, an organization that serves as the bridge between the Jewish community and the increasingly influential responsible investing movement. JLens provides guidance on investing through a Jewish lens, and conducts shareholder advocacy with public companies on communal concerns (social, environmental, and support for Israel/combat BDS).

Socially Responsible Investing (SRI) is gaining traction in the United States and around the world, as more investors seek to align their personal beliefs regarding environmental, social and moral issues with their investment preferences. New research and data on SRI has shown that it can make long-term financial and economic sense rather than just moral sense or social impact. Our guest for this episode is Dawn Wolfe, Director of Responsible Investing at BMO Global Asset Management. She discusses what socially responsible investing means, the different facets of SRI and considerations for advisors with social and environmentally conscious clients. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/guiding-the-social-and-environmentally-conscious-investor/.

Environmental, Social and Governance (ESG); Socially Responsible Investing (SRI); and Impact Investing: these terms have slightly different meaning, but in the end all lead to the same conclusion. When we invest, we are owners of companies. We have an obligation to take that ownership responsibility seriously in order to influence the environmental and social impact of companies. For today’s episode of Social Entrepreneur, we continue our May #MoneyMonday series with Matthew Patsky of Trillium Asset Management. Trillium has been recognized as a “Best for the World” BCorp. We dig in to the governance aspect of ESG. Trillium not only screens investments into or out of their portfolio based on ESG, they use their shareholder status to improve the environmental, social and governance policies of companies they hold in their portfolio. Trillium Asset Management works with individual investors, financial advisors and institutional investors. For individuals, they combine investment performance with environmental and social impact. For financial advisors, Trillium enables them to meet the needs of their clients looking for sustainable investments. And Trillium partners with institutional investors to align their investment portfolio with their organizational values. Quotes from Matthew Patsky on Environmental, Social and Governance Investing “There are impacts with money and the way money is invested.” “On behalf of the clients, we are acting as owners and trying to influence behavior toward more sustainable business practices.” “We actually do see a positive long-term financial benefit to doing the right thing on governance.” “There seems to be an awful lot from the Ben & Jerry’s culture that is now running throughout all of Uniliver.” “The worst thing you can do is to sit back and say “I am but one individual. What I do doesn’t matter.’”   Social Entrepreneurship Resources: Trillium Asset Management: http://www.trilliuminvest.com White Papers: http://www.trilliuminvest.com/news-resources/investing-white-papers Culture Shift Learning Academy waiting list: http://tonyloyd.com/assessment Culture Shift Learning Academy We’re moving closer to the launch of Culture Shift Learning Academy, a comprehensive system to help you flesh out your social impact idea and start achieving it. Enrollment isn’t open yet, but you can join the waiting list with other changemakers. Just go to http://tonyloyd.com/assessment and enter your email address. As a thank you, I’ll send you the Social Entrepreneur Startup Readiness Assessment. This useful tool is designed to help you to determine where you are on your startup journey and to successfully focus your development efforts.

Socially Responsible Investing (SRI) is often dismissed as a competitive investment strategy based on poor perceptions around investment returns and efficacy. In reality, this couldn’t be further from the truth. The practise seeks to develop and uplift society by investing to not only better areas of environmental, social and corporate governance as well as protecting human rights but has the dual objective of competitive financial gain. SRI is very different from other development strategies which tend to be charitable (e.g corporate social investing) in nature rather than investing. Angelique Kalam, manager of sustainable investment practices at Futuregrowth Asset Management explains to us how this works in practice.

Socially Responsible Investing (SRI) is often di…

November 20, 2014 - Read the full Your Mark on the World article and watch the interview here: http://bit.ly/1uwuOYf. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. The wealth management firm Envestnet|PMC recently published a study that looked at investment returns on socially responsible investments. The results were surprising. “This Envestnet|PMC study shows that Socially Responsible Investing (SRI) funds perform as well, on average, as non-SRI funds, but with less of a downside in down-markets,” explained Brandon Thomas, Envestnet|PMC Co-Founder and CIO. “These findings could persuade conservative investors to use these types of funds as part of their portfolios as much for their particular investment profiles as for the ‘social good’ aspect - which is just an added bonus.” “It shows that investors who want to do good are not having to give up financial returns for societal/environmental returns, which is good for everyone,” Brandon concluded.

Stuart is the owner of Centerpoint Investment Strategies. He is passionate about building the personal relationships and networks necessary to create meaningful, systemic change in the world of finance today. He is a registered Representative of Financial West Group and member of The Progressive Asset Management Group, the socially responsible division of FWG. He has played an active role in the Green Private Placement sector of the Socially Responsible Investing (SRI) industry since 2000. Having written a series of articles on Socially Responsible Investing and its relationship to the Hero's Journey, Stuart is often invited to speak to describe the conscious investment process and the changes taking place within the global green economy. Inside this FREE “First Millionaire Manifesto”, J V reveals the seven steps to seven figures and how to put more money in the bank, enjoy a richly rewarding life, and make a big difference. Subscribe in iTunes Like this Podcast? Help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.     Watch this FREE Video to discover the Secrets to getting in your zone, achieving fast results, and building a high-profit conscious business.  

Stuart is the owner of Centerpoint Investment Strategies. He is passionate about building the personal relationships and networks necessary to create meaningful, systemic change in the world of finance today. He is a registered Representative of Financial West Group and member of The Progressive Asset Management Group, the socially responsible division of FWG. He has played an active role in the Green Private Placement sector of the Socially Responsible Investing (SRI) industry since 2000. Having written a series of articles on Socially Responsible Investing and its relationship to the Hero's Journey, Stuart is often invited to speak to describe the conscious investment process and the changes taking place within the global green economy. Inside this FREE “First Millionaire Manifesto”, J V reveals the seven steps to seven figures and how to put more money in the bank, enjoy a richly rewarding life, and make a big difference. Subscribe in iTunes Like this Podcast? Help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.     Watch this FREE Video to discover the Secrets to getting in your zone, achieving fast results, and building a high-profit conscious business.  

A growing movement of investors are pressing companies to provide more information about "off-balance" sheet issues, such as the impacts of climate change to the corporate bottom-line. Instead of just screening portfolios, or divesting stock, more and more investors in the Socially Responsible Investing (SRI) community are exercising their proxy power by filing and voting on shareholder resolutions that seek to improve corporate governance and sustainability practices while ensuring profits. Lance Lindblom is President of the Nathan Cummings Foundation (NCF) and a leader in the SRI movement. Lindblom talks to Ceres about how NCF leverages their $500 million foundation endowment to improve corporate accountability.[Music: Calexico, "Fake Fur" from The Black Light (Quarterstick, 1998) and Brian Eno, "The Big Ship" from Another Green World (E.G. Records, 1975)]