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With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency's strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst start to the year since the end of the gold-backed Bretton Woods system in 1973.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey friends,After 10 incredible years of building Causeartist solo, I'm excited to share something personal with you.Last year, some amazing partners who believe deeply in the mission and future of Causeartist reached out. I knew from the initial conversation it was the right fit.The Pay It Forward Company (PIF) has officially acquired Causeartist, and I couldn't be more energized about what this means for the next decade.What's changing?Nothing about the core mission or voice will change. I'm still the founder of Causeartist and will continue to lead our daily content, podcasts, and community—just with more support, more resources, and a bigger vision.What's new?In addition to running Causeartist, I've also joined the PIF Venture Team as a partner. This means I'll be working more closely with early-stage impact startups and the people building infrastructure for a better world. More on that soon.Joining PIF feels like the perfect move at the right time.Their values align perfectly with everything Causeartist stands for: purpose-driven ventures, impactful innovation, and paying it forward.You can learn more about the venture side of the firm here and the advisory side here.To everyone who's subscribed, shared a post, tuned into the podcast, or built something impactful—you've helped Causeartist grow into what it is today. And now, we get to grow even further, together.We have some exciting things happening in the future.Here's to the next decade.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
The mainstream investment community has long viewed emerging and frontier markets as high-risk regions fraught with numerous challenges. However, with growing populations and expanding digital access, these regions are poised to become the economic powerhouses of the future.In this compilation episode, we revisit 3 past conversations from Eliza Foo, Asha Mehta, and Monica Brand Engel, who are leveraging the power of impact investing to drive meaningful change across emerging economies.Each of these guests shared how they are turning risks into opportunities in emerging markets while earning impressive returns for their investors.By 2050, these regions will account for 70% of the global population and 50% of global GDP. This statistic alone shows the big opportunities that exist for businesses and investors alike.But we can't wish away the risks. Countries within these regions are often marked by political and economic volatility. In these conversations, we talk about evaluating these risks and overcoming challenges through innovative impact investing strategies.Eliza Foo, Director, Impact Investing at TemasekEliza Foo is a leader at Temasek, one of the world's most prestigious global investment firms, with a portfolio valued at USD $288 billion. Temasek invests across both public and private markets, operating with the flexibility of its own balance sheet, allowing them to pursue diverse opportunities across sectors, geographies, and asset classes.As the head of Temasek's Impact Investing team, Eliza plays a big role in the firm's mission to create value for both current and future generations. Under her leadership, Temasek has championed innovative investments in emerging markets, focusing on critical areas such as financial inclusion, healthcare, agriculture, and climate change.Full episodeAsha Mehta, Managing Partner & CIO at Global Delta CapitalAsha Mehta is a visionary leader at the intersection of impact and investment, with a deep commitment to unlocking the untapped potential in emerging and frontier markets. As the managing partner and CIO of Global Delta Capital, a US-based equity long-only investment manager, Asha and her team harness the power of capital to fuel social and economic development across international, emerging, and frontier markets.Her work combines systematic investing in publicly listed equities with a strong focus on generating both alpha and measurable impact.Full episodeMonica Brand Engel, Co-Founder and Managing Partner of Quona CapitalMonica is an impact pioneer with a specialized focus on financial inclusion in emerging and frontier markets. Through Quona Capital, she leads investments in micro, small, and medium-sized businesses to drive economic growth and provide solutions to underserved and underbanked communities.Quona focuses on innovative fintech solutions that bridge the financial infrastructure gap in these regions. By investing in digital payments, tailored lending platforms, accessible insurance, and neo-banking services, Quona enables millions of people to access financial tools previously unavailable to them. Her investments in emerging markets center on creating sustainable financial products that cater to the unique needs of local populations.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK
In this episode, Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing' might be the most honest thing happening in finance right now.Whether you're new to ESG or skeptical of it, this episode offers a grounded, practical look at how your portfolio can reflect the future you want to see—without losing sight of performance.Chapters00:00 Investing with Values: An Introduction01:11 The Political Landscape of Sustainable Investing03:05 Understanding ESG: Definitions and Misconceptions06:50 The Shift to Sustainable, Resilient, and Innovative Investing10:20 Balancing Growth and Sustainability12:43 The Complexity of Ethical Investing15:50 Navigating Investment Choices and Trade-offs19:53 The Long-term Perspective on Sustainable Investing22:58 The Process of Building a Sustainable Portfolio27:29 Green Hushing: The Quiet Shift in ESG Practices29:39 Conclusion and Resources for Sustainable InvestingMentioned in this Episode:- Pete Krull from Earth Equity Advisors: wwww.earthequityadvisors.com- Sustainable Investing by Pete Krull: https://www.sustainableinvestorbook.com- Earth Equity Advisors Facebook Page: https://www.facebook.com/EarthEquityAdvisors- Connect with Pete on LinkedIn: https://www.linkedin.com/in/pkrull/- Pete's Podcast, My Dollars & Change: https://www.earthequityadvisors.com/dollars-change/ The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Join our newsletter HERE. Schedule a meeting with a Childfree Wealth Specialist® HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
This year's disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and augmented reality glasses.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
In May, I spoke with four leaders who are reshaping what finance can do – and who it can serve.In this compilation episode, I've pulled together the most powerful ideas, turning points, and takeaways from those conversations. If something resonates, you can dive deeper – the links to each full episode are below.Here's the list of featured guests:Nasir Qadree, Founder and Managing Partner of Zeal Capital PartnersNasir launched Zeal in early 2020 – right as the pandemic began. For many, it seemed like the worst possible timing. For him, it was exactly the right moment.He saw a market that wasn't working for most entrepreneurs – and a venture ecosystem that kept recycling capital into the same places, the same profiles, and the same narrow definitions of potential.Zeal's model is built around what Nasir calls “inclusive investing” – a five-part framework designed to widen the lens on where and how capital gets deployed.Full episodeHadewych Kuiper, Managing Director at Triodos Investment ManagementHadewych joined Triodos right as the 2008 financial crisis hit. While other banks were collapsing under the weight of financial engineering, Triodos kept growing – because they weren't in the business of making money with money. Their investments were grounded in the real economy, and that made all the difference.Today, Hadewych leads the firm's €6 billion portfolio across what they call five transition themes: food, resources, energy, society, and well-being.Her mission is bigger than impact investing. It's about transforming the financial sector itself.Full episodeRomina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIBRomina started her career in equity derivatives at J.P. Morgan – a role she calls foundational for everything that came next. But in 2015, she pivoted into a niche team focused on green bonds. She was one of the earliest hires in J.P. Morgan's ESG debt capital markets group, helping to shape the playbook as they went.Now at Crédit Agricole, she leads sustainable investment banking for the Americas – overseeing ESG advisory, green and sustainability-linked financing, and supply chain solutions.Her team helped launch the first U.S. corporate green bond tied to nuclear energy, and structured the world's first sovereign bond with a step-up/step-down coupon tied to emissions and biodiversity targets.Full episodeMichele Giddens, Co-Founder and CEO of Bridges Fund ManagementMichele was asked to advise the UK Treasury's Social Investment Task Force, chaired by Sir Ronald Cohen. That experience led directly to the founding of Bridges, with a white sheet of paper and £10 million in catalytic government funding. The idea: to show that financial returns and social impact didn't have to be at odds.Today, Bridges has over £2 billion in assets under management across private equity, real estate, and outcomes contracts. Every investment aligns with one of two goals: building a more inclusive economy or a more sustainable planet. Their theory of change is simple – use financial capital to tackle systemic challenges, and value creation will follow.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome back to Investing in Impact, the podcast where we dive deep into the minds of visionary leaders building a more sustainable and equitable future.Today, I'm joined by Josh Kaufman, CEO and Co-Founder of Khasma Capital. Khasma is on a mission to empower development teams by providing the critical early-stage capital and support needed to accelerate the construction of low-carbon infrastructure.In a world where many promising climate technologies struggle to move from pilot to scale, Khasma stands out. Their unique investment model combines flexible financing with strategic and operational expertise—bridging a crucial gap that traditional capital often overlooks.In this conversation, Josh shares his journey of launching and rebranding the firm, what it takes to commercialize climate infrastructure, and why Khasma is doubling down on sectors like waste upcycling, textile recycling, alternative fuels, and long-duration energy storage.TakeawaysJosh Kaufman's journey into climate finance began with a passion for renewable energy.Kazma Capital focuses on empowering development teams rather than taking control of projects.Investment in climate solutions requires a clear project definition and risk assessment.Innovative projects include solar panel recycling and renewable heating oil from biomass.The learning curve in the climate sector involves understanding various energy technologies.The renewable energy sector has seen significant growth and cost reductions over the past decade.Challenges in reconfiguring the energy grid are influenced by regulatory bodies and utilities.Competition in the energy market is essential for innovation and efficiency.Solar energy continues to grow, but faces challenges in maintaining growth rates.Kazma Capital's revenue model includes both development risk and equity stakes in projects. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
Exciting Investment Ideas in New Company Rankings. They include many great sustainable stock investment opportunities in companies outside the USA. By Ron Robins, MBA Transcript & Links, Episode 155, June 27, 2025 Hello, Ron Robins here. Welcome to my podcast episode 155, published June 27, 2025, titled "Exciting Investment Ideas in New Company Rankings.” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 13 articles for you in this podcast! ------------------------------------------------------------- Article 1: Best Renewable Energy Stocks to Buy Before They Soar The first article I'm covering is titled Best Renewable Energy Stocks to Buy Before They Soar. It was found on industryleadersmagazine.com and is by Christy Gren. Here is some of what she says about her stock picks. “1. NextEra Energy (NEE): The Titan of Clean Utility NextEra Energy is the largest producer of wind and solar energy in the world. With its regulated utility, Florida Power & Light, and a massive renewable portfolio, it's often viewed as the safest bet in clean energy. Its long track record of dividend growth and strong balance sheet make it ideal for long-term investors… A mix of regulated revenue and renewable expansion gives NextEra Energy both stability and upside—a rare combination in energy. 2. Brookfield Renewable Partners (BEP): Global Diversification at Scale With operations spanning North America, South America, Europe, and Asia, Brookfield provides broad access to hydro, wind, solar, and energy storage. As one of the largest pure-play renewable stocks to invest in, its long-term contracts and conservative financials make it a wealth-building machine… Geographic and technological diversification cushions against regulatory and market risk, offering solid growth and income. 3. Enphase Energy (ENPH): Dominating Solar Tech Enphase isn't building solar panels, it's redefining how they work. Known for its cutting-edge microinverters and energy management systems, Enphase benefits directly from residential solar growth and rising energy storage adoption… Technology leaders in fast-growing niches often outperform. Enphase is a pure play on smarter, more efficient solar power. 4. First Solar (FSLR): America's Solar Manufacturer While many solar companies outsource manufacturing, First Solar produces its panels in the U.S., making it a key beneficiary of domestic subsidies and reshoring trends. Its cadmium telluride technology offers cost and performance advantages over traditional silicon-based panels… Vertical integration and domestic production give First Solar a geopolitical edge in a competitive global market. 5. Plug Power (PLUG): Hydrogen's Bold Bet Plug Power is a leader in hydrogen fuel cell technology for vehicles, industry, and power generation. Though not yet profitable, its partnerships with Amazon, Walmart, and global logistics players show real market traction… High-risk, high-reward plays like Plug Power can deliver outsized returns if you're patient and can handle volatility. 6. Tesla (TSLA): More Than Just EVs While known for electric cars, Tesla's energy division is growing fast. Its solar roofs, Powerwall batteries, and massive grid-scale storage projects position it as a holistic clean energy provider, not just a car company… Disruption comes from companies that integrate hardware, software, and infrastructure. Tesla's renewable arm could be its next trillion-dollar story. 7. Clearway Energy (CWEN): Clean Power, Reliable Dividends Clearway owns a mix of solar and wind farms across the U.S., with long-term contracts that ensure predictable income. Its focus on dividend-paying renewable assets makes it ideal for conservative investors looking for income and impact… Not every green investment has to be high-growth. Clearway offers stability and passive income in a volatile market. 8. Albemarle Corporation (ALB): Powering the Battery Boom Albemarle is a leading lithium producer, supplying the battery materials that power electric vehicles and grid storage. As the backbone of clean tech, lithium demand is projected to surge in the coming decades.” Sometimes the best renewable energy stocks for growth aren't utility companies, they're the suppliers fueling the ecosystem.” End quotes. ------------------------------------------------------------- Article 2: Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now My second article continues the renewable energy theme. It's titled Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now. The story was found on finance.yahoo.com and is by Pathikrit Bose. Here are some of his thoughts about his stock pick. “If President Donald Trump's ‘Big Beautiful Bill' passes, it would not be so beautiful for companies in the solar industry. This reality was evident in the meltdown that solar stocks witnessed on news that the Senate version of the bill looks to fully phase out both solar and wind power tax incentives by 2028. So, where does that leave First Solar, whose shares have corrected by nearly 18% already this year? In a pretty good place, if analysts are to be believed. First Solar (FSLR) First Solar specializes in large-scale utility solar projects and integrated photovoltaic (PV) systems. The company designs, manufactures, and sells CdTe thin-film photovoltaic modules and is the only major solar manufacturer headquartered and producing in the U.S. Its market cap currently stands at $15.4 billion, making it one of the largest companies in the industry. Now, there are some valid reasons for First Solar stock's decline with the ‘Big Beautiful Bill'… With such legislation pending, investors fear that developers may cancel or delay new solar installations, shrinking First Solar's total addressable market. Consequently, this may hurt project bookings and revenue visibility for First Solar. However, I reckon First Solar's correction has been overdone, and projections about its downturn extending further are misplaced. Why? Let's have a closer look. First Solar's Financials Are Not That Worrisome First Solar has had a tough time in recent quarters as its earnings have missed estimates, with the latest quarter even seeing the company's earnings witness a yearly decline. However, its net sales did surpass the Street estimates and rose on an annual basis, accompanied by a decrease in short-term debt… Management remains confident about the company's long-term prospects based on its ‘Made in USA' strategy with CEO Mark Widmar commenting, ‘Despite the near-term challenges presented by the new tariff regime, we believe that the long-term outlook for solar demand, particularly in our core U.S. market, remains strong, and that First Solar remains well-positioned to serve this demand. This belief is based on the unique profile of First Solar compared to its peers, as America's largest, and most established solar module manufacturer, and the country's only fully vertically integrated producer, our significant network of domestic supply chain vendors, and our proprietary CadTel-based semiconductor.' Shining Light in a Growing Industry First Solar appears poised to win the battle for solar industry dominance for a few reasons. First is its unique CdTe thin-film solar technology, which gives the company a distinct advantage by insulating its supply chain from the risks associated with China-dependent crystalline silicon. With roughly 95% of solar modules globally based on crystalline silicon, First Solar stands out as the only large-scale solar manufacturer with international reach using cadmium telluride technology… Another key strength is its strong domestic manufacturing base… The surge in artificial intelligence-driven infrastructure further plays to First Solar's strengths… First Solar's product line, especially its utility-scale thin-film modules, is particularly suited to meet the reliability and performance requirements of this growing segment… Analyst Opinions on First Solar Stock Analysts remain bullish on First Solar stock, assigning it a rating of ‘Strong Buy' with a mean target price of $211.81. This denotes upside potential of about 45.5% from current levels. Out of 31 analysts covering the stock, 25 have a ‘Strong Buy' rating, two have a ‘Moderate Buy' rating, three have a ‘Hold' rating, and one has a ‘Strong Sell' rating.” End quotes. ------------------------------------------------------------- Article 3: World's Most Sustainable Companies of 2025 Now, this next article is a great ranking of companies. It's titled World's Most Sustainable Companies of 2025 and found on time.com. The introduction is by TIME Staff. Here are some brief quotes from the article. “Statista and TIME have joined forces to identify the World's Most Sustainable Companies of 2025, aiming to highlight corporate responsibility and promote sustainable practices… The ranking process began with a comprehensive selection from over 5,000 of the world's largest and most influential companies, considering factors such as revenue, market capitalization, and public prominence… The first step excluded companies involved in non-sustainable industries like fossil fuels or deforestation. Additionally, companies appearing on negative lists related to sustainability issues, such as those identified as carbon majors or associated with environmental catastrophes, were automatically disqualified… The second step involved assessing companies based on external sustainability ratings and commitments from reputable organizations. Key criteria included CDP ratings, adherence to the UN Global Compact, alignment with the Science Based Targets initiative (near-term and long-term), inclusion in the S&P Global Sustainability Yearbook, participation in the UNFCCC Race to Zero campaign, and MSCI ESG & SRI evaluations… The final step involved researching various environmental and social Key Performance Indicators (KPIs) from companies' Corporate Social Responsibility (CSR) reports. See the full list of companies here.” End quotes. Note: the top 5 companies in the ranking are Schneider Electric (France), Telefónica (Spain), Brambles (Australia), Temenos (Switzerland), and Moncler (Italy). Interestingly, none of these top companies are from the USA. ------------------------------------------------------------- Article 4: These 50 Canadian corporations are carving out a more sustainable future My final article is titled These 50 Canadian corporations are carving out a more sustainable future. It's found on corporateknights.com, and the introduction is by Rick Spence. Though this will mainly interest Canadians, many companies cited might interest ethical and sustainable investors globally. Here is some of what Mr. Spence says in his piece. “The Best 50 ranking was first developed back in 2002 to track the sustainability journeys of Canada's most environmentally and socially conscious companies. This year's list shows that corporate Canada's ethical vanguard is not only actively reducing its carbon footprint, but finding new and creative ways to connect with their customers, create fairer workplaces and develop more prosperous and resilient communities… Yes, greenwashing and window-dressing still dominate the business landscape, but rankings like the Best 50 prove that progress is possible. Even the best companies have flaws. But on the whole, this list demonstrates that many Canadian firms are preparing themselves for increasing change and creating value by prioritizing transparency, innovation and action.” End quotes. Note: the top 5 companies in the ranking are Boralex Inc. (BLX.TO), Stantec Inc. (STN.TO), Innergex Renewable Energy Inc. (INE.TO), The Co-operators (private), and the Royal Canadian Mint (government-owned). ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: A Comparative Look at the Costs of Faith-Based ETFs on etftrends.com. By Elle Caruso Fitzgerald. 2. Title: Canada Sustainable Funds 2024 Review on morningstar.com. 3. Title: Best Halal Mutual Funds In India (2025 List) on tradersunion.com. By Alamin Morshed. 4. Title: JUST: ESG ETF Doing The Job, But Not The Best on seekingalpha.com. By Fred Piard. 5. Title: Goldman Sachs Launches Green Bonds ETF for Emerging Markets on carboncredits.com. By Aiden Green. 6. Title: Octopus Energy launches first African renewable energy fund on msn.com. By GlobalData. 7. Title: Top 10: Solar Energy Companies on energydigital.com. By Jasmin Jessen. 8. Title: Top Halal Stocks To Invest In Bangladesh 2025 on tradersunion.com. By Alamin M. 9. Title: Examining the Top 5 UK ESG Investment Funds on sustainabletimes.co.uk. By Georgina Thomas ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Exciting Investment Ideas in New Company Rankings.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on July 11th. Bye for now. © 2025 Ron Robins, Investing for the Soul
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Today's guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused.Mark's journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade stock project that didn't go as planned. That early curiosity eventually led to a career spanning Cambridge Associates, OMERS, Flat World, and J.P. Morgan — where he became the firm's first U.S. sustainable investing hire.Now at Glenmede, Mark helps clients align their portfolios with their principles — not just in theory, but through tangible investments. Glenmede offers investment management, wealth planning, fiduciary, and advisory services to high-net-worth individuals, families, endowments, foundations, and institutional clients.It has $48 billion in assets under management, but keeps a 4-to-1 client-to-employee ratio and promises, in Mark's words, “the experience of a $200 million family as a $10 million individual.” That approach means every client gets tailored advice, deeper conversations, and impact reporting that goes far beyond ESG scores.Nearly 20 percent of AUM sits in strategies that fit Glenmede's four-category investment taxonomy (Integrated, Mandated, Thematic, High-Impact Concessionary) and span almost every asset class. Mark's through-line is what he calls “sustainable prosperity” — the belief that helping those with the least doesn't take away from others, but actually creates more opportunity and value for everyone.At Glenmede, that vision shows up not only in where the money goes but in how clients are engaged. Mark and his team don't just plug people into products — they guide multi-generational families through deep, often difficult conversations about values, legacy, and measurable impact. That means starting with inquiry, moving through education, assessment, and implementation, and ending with real measurement — not in vague ESG scores, but in tangible results like gallons of water saved, emissions avoided, or communities reached.Mark knows that impact is a moving target, but he also knows how to hit it: by staying curious, staying human, and staying honest about what money can and cannot do.Tune in to hear how he turns that approach into measurable impact.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year's results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leading themes include renewable and clean energy, and that interest in artificial intelligence is ‘really off the page'.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Fiber Global Raises $20M to Scale Circular Building MaterialsFunding: $20 million Series AGoal: Expand production of sustainable materials that reduce construction wasteImpact: Tackling industrial emissions and advancing the circular economyRead more →Lumion Secures $10M to Power the Future of Trade SchoolsFunding: $10 million seed roundGoal: Build an operating system to modernize vocational educationImpact: Addressing the skilled labor gap through better tech and infrastructureRead more →Swen Capital Raises $183M for Ocean Impact VenturesFunding: €183 millionGoal: Invest in early-stage startups protecting marine ecosystemsImpact: Scaling technologies for ocean conservation and sustainabilityRead more →Mealogic Raises $16M to Advance Food-as-Medicine InnovationFunding: $16 millionGoal: Integrate personalized nutrition and clinical outcomes through techImpact: Helping prevent chronic illness and improve health through better food systemsLearn more →Accessibility Startup Sociability Raises $3.5MFunding: $3.5 million seed roundGoal: Build accessible tech solutions for people with disabilitiesImpact: Empowering inclusive innovation with support from global backersLearn more about Sociability →SparkCharge Secures $30.5M to Expand Mobile EV ChargingFunding: $30.5 millionGoal: Scale its mobile charging network across the U.S.Impact: Making EV adoption more convenient and equitable through on-demand serviceRead more → ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com
What are the five human activities threatening the ocean's health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing?For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
How does an “immigrant kid” become the Founder of a firm that provides sustainable solutions for institutional investors, including ESG market analysis and education, regulatory risk management and investment process design? Allison Binns is the Founder and Principal of Peregrine Strategy, She is also a Senior Advisor at Danu Venture Group, which provides early-stage investment access to technology companies focused on national security, new infrastructure and their enabling industries. Allison says her background as an “immigrant kid” has shaped the way she approaches investments and sustainability in general. We're fortunate to have her as our guest for this episode of the SFP.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest today is Sugandhi Matta, Chief Impact Officer at ABC Impact – the largest Pan-Asian impact-dedicated private equity fund, with nearly $900 million in AUM.Sugandhi began her career focused on growth and returns — first at Temasek, and later at Actis. But after a breast cancer diagnosis in her early thirties, she returned to work with a new question: What if she could apply her investing skills to businesses solving real problems?That question led her to LeapFrog Investments — and eventually to ABC Impact, where she became one of the founding partners. From the ground up, she helped build a fund that integrates impact into every step of the investment process, from deal screening to reporting.Today, ABC Impact invests across four themes:Climate and water solutionsFinancial and digital inclusionBetter health and educationSustainable food and agricultureSugandhi leads the firm's impact team. They developed a proprietary system rooted in the five dimensions of the Impact Management Project and tailored to ABC's sectors.The internal language centers on three Cs: consistency, comparability, and communicability. It's a disciplined approach – built to align intention, data, and outcomes across the portfolio.Sugandhi's goal is to hold impact to the same standard as IRR.However, she points out that the burden of proof is often uneven. Expected returns are taken at face value. Impact is asked to justify itself at every turn. Because investors don't yet trust its metrics the way they trust financial ones.The double standard isn't just about data. It's about gender, too.As one of the few female investment leads in Asia's private equity ecosystem, Sugandhi has had to thread her way through what she calls the “quiet skepticism” – the unspoken assumptions around risk appetite, ambition, or expertise.Even now, she's often the only woman in the room with GPs or LPs. She doesn't lead with gender, but she's aware of how it plays out. The skepticism is often unspoken, but present.Over time, she's learned not to internalize it. Instead, she focuses on the work, knowing that – fairly or not – being a woman in this space can mean having to prove yourself just a little more.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:ABC Impact websiteABC Impact LinkedInSugandhi Matta LinkedInABC's 2020 Impact ReportABC's 2024 Impact ReportInsights from Dalberg and ABC Impact's User-Centered Study—SRI360 interviews mentioned:
The Do One Better! Podcast – Philanthropy, Sustainability and Social Entrepreneurship
Mark Fawcett, Chief Executive Officer of Nest Invest, explores how the UK's pension system has been transformed to serve a broader and more economically diverse workforce. Nest is the largest multi-employer pension fund in the UK, and it handles the retirement savings for nearly one-third of the UK working population. Nest Invest is the asset manager of Nest. Fawcett offers a compelling narrative about scale, access, and purpose-driven financial management. Nest's core mission revolves around building financial resilience for all—an ambitious approach to investing that transcends the narrow goals of simple wealth accumulation. Fawcett discusses the profound impact of automatic enrollment, which dramatically expanded pension participation from just 10–15% of the UK workforce prior to its introduction to over 80% today. This shift has redefined the retirement outlook for millions, particularly low- to moderate-income earners, many of whom face significant income volatility and limited financial literacy. Fawcett emphasizes the behavioral finance insights that underpin Nest's strategy. By minimizing the cognitive burden of financial decision-making, Nest has made pension saving feel less like an anxiety-laden obligation and more like a manageable, automated part of life. A large majority of members remain in these default options, insulated from daily market turbulence, thanks to highly diversified investments across public and private markets. Importantly, Fawcett also touches on the risks of both under-saving and over-saving. While many need encouragement to set aside more for the future, especially in the absence of emergency savings, others—particularly those closer to the poverty line—might unintentionally sacrifice present well-being for an uncertain future. Through sidecar savings initiatives and employer collaborations, Nest is investigating ways to improve short-term financial stability without undermining long-term retirement planning. A significant part of the conversation also centers on Nest's role in sustainable investing. The organization has embedded ESG principles directly into its default investment strategies—not as niche options, but as a core part of its offering. From renewable energy and infrastructure to affordable housing and UK enterprise investment, Nest Invest is demonstrating that doing well financially need not come at the cost of doing good. The returns, as Fawcett notes, have been competitive, underscoring the false dichotomy between performance and purpose. This episode offers not only a powerful vision of inclusive finance but also actionable insights for policymakers, investors, and employers seeking to build systems that foster dignity, stability, and opportunity for all. Thank you for downloading this episode of the Do One Better Podcast. Visit our Knowledge Hub at Lidji.org for information on 300 case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest today is Michelle Arevalo-Carpenter, Co-Founder of IMPAQTO and General Partner at IMPAQTO Capital. Michelle is a human rights lawyer by training, a fund builder by calling, and one of the most compelling system-reimaginers I've ever had on the show.Michelle's journey has taken her from a small apartment in Quito to the halls of Oxford and the UN — and back again. What she learned along the way is that real change doesn't come from reports or elite institutions. It comes from being close to the problem — and the people.Back in Quito, Michelle started where many great entrepreneurial stories begin — with no office, no plan, just an instinct that something better could exist. Over a hundred coffees with local founders, she kept hearing the same themes: isolation, lack of support, funding that didn't fit.In response, she created IMPAQTO, Ecuador's first coworking space for social ventures, not because she had a real estate vision, but because people needed a place to belong. “They weren't paying for square meters,” she said. “They were paying to not be alone.”From there, IMPAQTO grew — into an accelerator, a research platform, a voice in policy. But the biggest problem persisted: no capital. Or rather, the wrong kind of capital.Local businesses needed $10K–$500K. They didn't want to sell equity. They wanted to grow on their own terms. Too big for microfinance, too small for venture. “That's the missing middle,” Michelle said. “That's where we live.”So in 2021, she launched IMPAQTO Capital, a revenue-based investment fund designed not to chase unicorns but to nourish sustainable growth. Michelle described it not as alternative capital, but as capital that's appropriate for the context they're operating in.Rather than chasing foreign LPs, her team went local. They raised over half their first close from Ecuadorian and Andean-region families — people with lived experience inside the very systems the fund aims to change. “Our investors aren't impact tourists,” she said. “They're system insiders.”What Michelle is building isn't just a capital vehicle. It's an ecosystem intervention — a cultural shift that treats belonging as a precondition for growth, and care as critical infrastructure. She's also a co-founder of CLIIQ, a regional research and advocacy platform focused on unlocking catalytic capital for women-led businesses.At IMPAQTO Capital, every deal is evaluated not just on returns, but on whether it preserves the dignity and agency of the founder. Every exit includes a “cap party” — a ritual of closure and celebration that says: You did it. You paid us back. We're done. And we're proud.There's a lot to learn from Michelle. About capital. About leading with trust and care. About staying rooted in a place and still seeing the whole system.But mostly, about how change happens — not from the top down, but from the inside out. Slowly. With proximity. And with people who never forgot where they started.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:IMPAQTO Capital websiteIMPAQTO Ecosystem BuilderMichelle Arevalo-Carpenter websiteMichelle Arevalo-Carpenter LinkedIn
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global bond markets.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
Impact investing isn't just a trend – it's a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered's Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones. Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Eugenia Koh, Global Head of Sustainable Investing, Standard Chartered BankRead our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-impact-investing-profit-with-purpose-05-june-2025.pdf
Amid market doubts over the US's exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened' Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values.Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capital is reaching places most firms won't go.Here are the featured guests, along with links to their full interviews.Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G)Yasemin's path into impact investing started at J.P. Morgan, where she helped build the firm's Social Finance unit from scratch. At the time, even defining the term “impact investing” took months of debate. “We spent four months just on the word ‘intent,'” she told me.That focus on intent stuck with her – from J.P. Morgan to Omidyar to BII – where she helped lead the Catalyst Portfolio, growing it from $300 million to $1.6 billion. Her work was all about finding places where capital didn't naturally flow, and designing structures that would pull others in.Full episodeStephanie Cohn Rupp, Former CEO of Veris Wealth PartnersVeris Wealth Partners is one of the only wealth management firms out there that's 100% impact. No ESG sideline, no separate division. The whole firm is built around aligning portfolios with values.Another thing that stood out in my conversation with Stephanie was how methodical their process is. It starts with what they call “impact discovery” – getting into the client's mission, history, beliefs – and then building an investment policy around that.Full episodeStephen Muers, Chief Executive Officer of Better Society Capital (BSC)Stephen brings a systems lens to social finance, and that comes from experience. After years inside the UK government tackling big issues like energy policy, housing, and justice reform, he saw firsthand how strategy alone doesn't shift systems.At BSC, the mission isn't just to make good investments. It's to make social investment possible at scale.But BSC isn't trying to maximize its own portfolio. The goal is to grow the entire social investment market. Over the past decade, they've helped expand it twelve-fold across the UK. And yet, it still isn't enough. The capital's growing – but not at the pace the problems demand.Full episode Bettina von Hagen, Managing Director & CEO, EFM Investments & AdvisoryAt EFM, forests are managed as long-term, living assets. It's not just about timber – it's about carbon, conservation, and communities, all managed through a single strategy. The question isn't “how much can we harvest,” but “what's the best outcome for this acre?”EFM's approach is built on the five Rs: rotation, retention, reserves, restoration, and relationships. It's how they manage over 200,000 acres with just 11 staff and 90 contractors – by treating each forest like a custom portfolio.Sometimes that means harvesting. Sometimes it means carbon storage or tribal access. The goal is a forest that's more valuable ecologically, socially, and financially than it was before.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK
In this week's episode, Damien takes a look at ethical and sustainable investing, explaining the FCA's new fund labelling rules (SDR) and shares some of the best free tools that can help you find investments that match your values.Next, Andy explains how some energy customers who had prepayment meters wrongly installed could receive up to £1,000 compensation. Then, with the energy price cap due to fall, Damien looks at the latest fixed-price energy deals and how much you can save.Finally, Damien reveals a simple 'hack' that allows you to switch your Cash ISA between providers via the click of a button, ensuring you can secure a competitive interest rate.This episode is sponsored by Coinbase - Visit Coinbase* to learn more. Crypto comes with unique risks, take 2 minutes to learn moreCheck out this week's podcast article on the Money to the Masses website to see the full list of resources from this week's show(00:00) - Money to the Masses Podcast Episode 506 (08:11) - Understanding Sustainable Investing (15:03) - Navigating Ethical Investment Tools and Resources (18:48) - Evaluating Ethical Investment Performance (20:24) - Investigation into Prepayment Meters and Compensation Agreement (24:20) - Energy Price Cap Update (26:37) - Cash ISA HackFollow Money to the Masses on social media:YouTube - https://www.youtube.com/moneytothemassesFacebook - https://www.facebook.com/moneytothemassesInstagram - https://www.instagram.com/moneytothemasses Tik Tok - https://www.tiktok.com/@moneytothemassesYou may already compare products and services online and make purchases but by doing so via our dedicated page you might not only save money but could also earn cashback or take advantage of exclusive offers for MTTM listeners.Every time you use a link on the page we may earn a small amount of money for our podcast. We only use affiliate links that give you an identical (or better) deal than going direct. Thank you for being an incredible part of our community. Your support means the world to us.Support the show by visiting and bookmarking our dedicated podcast page:Money to the Masses Dedicated Podcast Page - Click to support the showLinks referred to in the podcast:S&P Global Rating ToolFidelity Investment Finderii Ace 40 ListMorningstar Fund Screener ToolEthical Performance Analysis (Managed Portfolios from Nutmeg, Moneyfarm and Wealthify)Energy customers to get up to £1,000 compensationShould you fix your energy tariff? Cheapest fixed-price energy tariffs in the UKIf a link has an * beside it this means that it is an affiliated link. If you go via the link, Money to the Masses may receive a small fee which helps keep Money to the Masses free to use.
Justin Donald has been called the Warren Buffett of Lifestyle Investing by Entrepreneur Magazine. He's a master of low-risk cash flow investing, teaching new investors how to generate passive income and gain financial independence. Justin is the author of the Wall Street Journal bestselling book The Lifestyle Investor, the host of The Lifestyle Investor podcast, and a top-rated keynote speaker. In this classic episode, Justin joined host Robert Glazer on the Elevate Podcast to discuss how he built his investment portfolio, how to get started in personal investing, investing myths, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre talk about prospects for the European defence sector.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
This 4-in-1 compilation episode is about capital that doesn't flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention.This is capital for the common good, yes – but it's also capital that works. These aren't grants. These are investments with measurable returns and track records to prove it.In this episode, we revisit conversations with four guests who've built the policies and portfolios to make this kind of capital move.Jenn Pryce, President and CEO of Calvert Impact CapitalJenn describes Calvert Impact Capital as a bridge between retail capital and the places banks won't go – solar in Sub-Saharan Africa, affordable housing in the U.S., even sovereign bonds too small for Wall Street to care about. With over $2.5 billion raised, their flagship Community Investment Note is accessible for as little as $20.For Jenn, community investing isn't about beating the market – it's about redefining it. “We've learned the risk isn't where people think it is,” she says. By working through local intermediaries and building data-driven track records, Calvert helps prove what's possible.Full episodeBen Rick, Co-Founder of Social and Sustainable Capital (SASC)Ben left the City not because he couldn't succeed there – but because he did. After years at Goldman, UBS, and Lehman, the returns stopped justifying the worldview. “Surely there's something I can do that's better than this,” he told himself.That became Social and Sustainable Capital, a private credit fund lending to UK charities – no shareholders, no profit motive, but plenty of contracts to deliver critical services.SASC backs groups supporting domestic abuse survivors, people with disabilities, and youth exiting care – organizations with steady revenue but little access to traditional finance.Full episodeStephen Muers, Chief Executive Officer of Better Society Capital (BSC)Stephen Muers came to Better Society Capital after a high-level government career – and brought with him a systems brain. At BSC, the mission isn't just to make good investments. It's to make social investment possible at scale.BSC operates at the wholesale level, backing funds that then invest in frontline charities, social enterprises, and mission-driven lenders.BSC is also focused on market transformation. In 10 years, they've helped grow the UK social investment market 12-fold. And yet, it still isn't enough.Full episodeStewart Langdon, Partner and Co-Head of South Asian Investments at LeapFrog InvestmentsStewart joined LeapFrog early, back when the firm was still raising its first fund. He came in to help move serious capital into places most investors overlook – India, Sub-Saharan Africa, Southeast Asia – and do it in a way that actually reaches people.LeapFrog started with insurance. Not because it was easy, but because it mattered. Health shocks, accidents, lost assets – these were the things pulling families back into poverty. Then came credit. Then healthcare. Same model each time: back companies already trusted in their communities, and help them grow.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK
Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class's stable and predictable cashflows can also offer downside protection, she argues. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode, I had the pleasure of speaking with Jacqueline Novogratz, Founder & CEO of Acumen on her global journey that led her from the world of international banking to the heart of social entrepreneurship—beginning in Rwanda, and now reaching 650+ million lives through Acumen's work around the world.From Chase Bank to Kigali: A Journey Rooted in EmpathyJacqueline's journey began not with a grand strategy, but with a moment of clarity while working in Rwanda in the late 1980s, where she helped launch one of the country's first microfinance institutions.There, she witnessed how markets could be harnessed to empower individuals—especially women—but also saw how fragmented and fragile traditional aid systems were."Access isn't enough; capability is key."That idea would eventually become Acumen.The Founding of Acumen: Bridging Markets and PhilanthropyFounded in 2001, Acumen was created to tackle what Jacqueline calls "the blue flame" space—the gap between pure philanthropy and market-driven capitalism. Acumen uses “patient capital” to invest in entrepreneurs solving problems in energy, agriculture, healthcare, education, and workforce development."We need to reframe what risk means in investing."Acumen has since invested over $150 million into companies that have impacted millions of people in low-income communities across Africa, South Asia, Latin America, and the U.S. But the goal isn't just scale—it's systemic change.What It Takes to Build Markets That Work for the PoorJacqueline explains that creating sustainable impact requires far more than capital—it demands a deep understanding of local contexts, cultural norms, and the lived experiences of the communities being served."The status quo exists for a reason; change is hard."She emphasizes that real progress depends on:Entrepreneurial courageLong-term thinkingCollaboration with governments and civil societyAcumen works to build "markets with moral imagination", where value creation doesn't come at the cost of human dignity or environmental degradation.Education, Circular Impact, and the Future of Social EntrepreneurshipAnother major focus of Acumen is education. Through the Acumen Academy, they've trained over 1,800 social enterprise leaders, equipping them with tools in moral leadership, storytelling, and systems thinking.Jacqueline envisions a circular economy of impact investing, where capital flows to and from communities, creating sustainable, inclusive systems over time."Resilience and moral imagination are essential qualities for social entrepreneurs."She sees the future of impact rooted in innovative partnerships—between private and public sectors, startups and institutions, and across geographies.A Legacy of Courage and CompassionAs Jacqueline looks ahead, her message is clear: we need a new moral framework for capitalism—one that measures success not just in returns, but in human dignity and long-term value for society.Her story is a reminder that systems can change, markets can heal, and entrepreneurs—when supported with the right kind of capital and community—can solve the world's most pressing problems. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com
A discussion around the impact of President Trump's tariffs on climate-related investments. Featured are Tiffany Agard, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Glen Yelton, Global Head of Sustainable Investing Services with Invesco. Host: Daniel Cassidy
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
What do horse manure, pilot school, Paulownia trees, and billion-dollar investments have in common? Steve Distante. In this episode of On The Homefront, Jeff Dudan sits down with Steve Distante—impact investor, founder of Vanderbilt Financial Group, and author of Entrepreneur Land. From starting his first hustle selling horse poop to building a sustainable empire focused on purpose over profit, Steve opens up about leadership, culture, and navigating risk as an entrepreneur. Discover how he turned frustration with corporate greed into a mission to change the world through sustainable finance. He shares lessons from building a 400-acre Paulownia farm, stories about entrepreneurial betrayal, the DNA of impact-driven businesses, and how to harness your full potential at any stage in life.
What do horse manure, pilot school, Paulownia trees, and billion-dollar investments have in common? Steve Distante. In this episode of On The Homefront, Jeff Dudan sits down with Steve Distante—impact investor, founder of Vanderbilt Financial Group, and author of Entrepreneur Land. From starting his first hustle selling horse poop to building a sustainable empire focused on purpose over profit, Steve opens up about leadership, culture, and navigating risk as an entrepreneur. Discover how he turned frustration with corporate greed into a mission to change the world through sustainable finance. He shares lessons from building a 400-acre Paulownia farm, stories about entrepreneurial betrayal, the DNA of impact-driven businesses, and how to harness your full potential at any stage in life.
Send us a textThis week, I will share the simple process I used to move my investments to a more socially responsible index fund including the steps I followed and the mistakes that I made!Links from today's episode:How to choose the best index fund | Forbeshttps://www.forbes.com/advisor/investing/how-to-choose-the-best-index-fund/ ICYMI another episode you might enjoy:Episode 76 The Surprising Truth About What ESG Investing Actually Means (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.The information provided in this podcast is for general entertainment purposes only and should not be considered as professional financial advice. We make no guarantees about the accuracy or applicability of the content. Consult a qualified financial professional before making any investment or financial planning decisions.Support the show
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since.Romina's path into banking didn't start with a mission to change the world. It started with a love of math — and a drive for precision — that took her from the University of Michigan straight onto JP Morgan's derivatives desk.She worked in equity structuring and sales, building a technical foundation and a strong client ethic. As she puts it, “All bankers know the product. But how do you actually serve your clients? That's the real work.”The pivot came in 2015. Romina took what she describes as a ‘leap of faith.'She moved from derivatives into a new and mostly uncharted part of the bank: ESG debt capital markets. Back then, most CFOs and treasurers hadn't heard of green bonds. Frameworks barely existed. She and a few others were flying around the world with a handful of PowerPoint slides, trying to explain what this market even was.In her own words, “There was no playbook. We were literally inventing how to pitch.”That blank page became her blueprint. Over the next several years, she helped structure more than 500 sustainable debt transactions — including Apple's first green bond and Uruguay's step-up, step-down sustainability-linked bond, the first of its kind in the world.Romina joined Crédit Agricole in 2021. It's a bank with deep roots in agriculture and a reputation as one of the earliest movers in green and sustainable finance. And today, she's building out their Americas operation with the same mix of ambition, nuance, and rigor that brought her success at JP Morgan.For Romina and her bank, sustainability is more than branding — it's ‘truly ingrained in their DNA.'Now leading the Americas team, Romina operates across the entire investment banking suite — bonds, loans, M&A, IPOs, ESG advisory, and beyond.Her mandate isn't just to sell green products. It's to embed sustainable thinking across structures. To know when a KPI isn't credible. To tell a client when the deal they want to do isn't in their best interest.Romina is thoughtful about risk. Transparent about pushback. And unafraid to challenge linear definitions of impact. For her, transparency itself — giving investors a clear view into where their capital is going — is a form of additionally.In a market still grappling with backlash, confusion, and greenwashing fatigue, Romina is defining what credible, innovative, and client-aligned sustainable finance can look like.In this conversation, we talked about using AI for biodiversity tracking, about injecting sustainability into private credit, about financing for nuclear and hydrogen and sustainable aviation fuel, and much, much more…Tune in and find out what it means to be a sustainable banker for the next decade — not just a dealmaker, but a translator, a teacher, and a strategist.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Romina Reversi LinkedIn- CA CIB Twitter- CA CIB Website
Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
Send us a textToday's episode is the last installment of the first ever climate month here at Progressive Pockets. Did you enjoy the series?So far we have discussed how to deal with climate anxiety, how to create an outdoor space that's sustainable but cute, how to move your cash to a more climate friendly bank. Today let's chat about how to make our retirement accounts a little more earth friendly.Whether you are a new investor or more advanced and working with a financial advisor, you'll walk away from today's episode with some ideas on how to make your investments a little more environmentally sound.Links from today's episode:Fossil Free Fundshttps://fossilfreefunds.org/ ICYMI another episode you might enjoy:Episode#142 Conscious Travel and TourismLove the book recos on this show? Check out the Progressive Pockets Bookshelf:https://bookshop.org/shop/progressivepockets As an affiliate of Bookshop.org, Progressive Pockets will earn a commission if you make a purchase.Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 88 of the Investing in Impact podcast. Today, I'm joined by Medea Nocentini, Senior Partner at Global Ventures and Founder of C3 – Companies Creating Change, about scaling impact across the Middle East and Africa.Medea brings a unique blend of corporate strategy, venture capital, and impact entrepreneurship. At Global Ventures, she invests in growth-stage startups transforming emerging markets through technology.As founder of C3, a B Corp-certified social enterprise, she has supported over 300 impact-driven startups across 27 countries, helping them raise more than $550 million to date.In this episode, we discuss:The evolution of impact investing in the Middle East and AfricaKey challenges and opportunities for startups in frontier marketsHow C3 builds scalable programs to support foundersThe role of partnerships and ecosystem-building in driving long-term impactLet's dive in. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com
Galvanize Climate Solutions' Joe Sumberg and CBRE Chief Sustainability Officer Rob Bernard share insights on achieving high returns through sustainable investment strategies. · Profitable Sustainability: Commercial real estate investment strategies that integrate today's sustainability and decarbonization technologies can enhance returns.· Economic Opportunities: There is high occupier demand for green buildings, presenting investment opportunities.· Technological Integration is the key: Using energy-efficiency systems and AI can enhance the operating performance and value of real estate assets.· Strategic Market Focus: Regulatory frameworks and government incentives can increase the appeal of sustainable investment strategies in certain markets.
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change.However, Hadewych didn't arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherlands, where she was raised in a Protestant household that blended structure with a quiet rebellion against rigidity. Her childhood was grounded, shaped by time in nature, and marked by her parents' early divorce — a rupture that taught her independence before most children even understand the concept. From an early age, she absorbed values that now form the spine of her leadership: directness, responsibility, and a refusal to look away when something doesn't make sense.Hadewych studied business administration at Erasmus University, and she didn't set out to change the finance world. But after a decade in corporate consulting, a simple question kept surfacing: what's the point? That question — and her drive for clarity, integrity, and purpose — eventually led her to Triodos just as the 2008 financial crisis hit.While big banks crumbled under complex products, Triodos stood firm, having never invested in what they didn't understand. That same principle guides them today: if it's not clear, it's not worth the risk.Today, Hadewych leads Triodos Investment Management, a €6 billion AUM firm built on that same philosophical foundation — but with a far broader mandate. The firm invests across five key transitions: energy, food, resources, societal systems, and well-being.These aren't just ESG and Impact categories — they're deeply connected areas that drive real, systemic change. Triodos made its first wind energy loan in 1986, right after Chernobyl. It began investing in financial inclusion in 1994, before microfinance was a formal asset class. Today, it's working with UNICEF to pioneer child-lens investing — developing a framework to assess companies based on their impact on future generations. Its portfolio includes solar-powered irrigation in Africa, seaweed protein startups in Europe, and financial institutions in Latin America that have grown from NGOs into regulated banks.At Triodos, every investment must show not just expected returns, but why it matters. Whether it's private equity, debt, or listed markets, the approach stays consistent: clear minimum standards, concentrated portfolios, and strong alignment between values and outcomes.And yes, it walks away when deals don't align, even if the financial return looks good. Especially then. Because “all money has impact — every euro, dollar, or pound. The question is whether it's positive or negative, and whether you're conscious of it.”Few firms can claim a 30-year track record of pure-play impact investing. Even fewer have helped define the field and publish their standards for others to use. Triodos has done all of that — and more. They're on a mission to make impact investing the new normal. It's an ambitious goal — and this episode shows what it takes to get there.Tune in to find out!—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:Triodos WebsiteTriodos LinkedInHadewych Kuiper LinkedIn
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Today's guest is Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners – a venture platform based in Washington, D.C., that's reimagining how capital flows by focusing on inclusion, economic mobility, and systems change.Nasir was raised in Atlanta between two very different worlds – one shaped by his hardworking mother and the other by his father's presence among Atlanta's elite. He grew up acutely aware of who gets access to opportunity and who doesn't. That contrast became his driving force.After earning his degree from Hampton University, Nasir entered the finance world during the 2008 crisis, working at Goldman Sachs and later State Street. But the turning point came when he co-owned a small café that became an informal hub for EdTech founders. He realized he wanted more than just returns – he wanted to drive change.A fellowship with Education Pioneers led to a data role in Connecticut's Department of Education, then to Village Capital, where he led global edtech investments. At AT&T, he managed a $400 million impact portfolio.By 2020, he was ready to build something of his own.He launched Zeal right in the middle of the pandemic, driven by a clear but radical idea: the way we allocate capital is broken. Too much money ends up in too few places — and in the hands of too few people.Zeal's answer is inclusive investing: a five-pronged framework that reimagines how, where, and who we invest in — starting with building diverse fund teams, backing overlooked founders, expanding beyond traditional VC hubs, focusing on sectors that drive economic mobility, and measuring real-world impact.It focuses on three key areas for driving systems change: fintech, health equity, and the future of learning and work. But this isn't about feel-good metrics. Zeal targets 3–4x net gross returns and outperformance.Nasir believes — and the data supports — that diverse teams outperform because they see more. They solve bigger problems. And they go where others don't. Zeal now has $186 million in AUM, with a growing reputation as one of the boldest emerging managers in the country.And for Nasir, this is personal. When he sits across from a founder who's been overlooked, he sees himself — someone who's been on both sides of the tracks and deserves to belong in every room.And that belief isn't just his mantra. It's Zeal's entire investment thesis.Tune in to hear how Nasir is rewriting the rules of venture capital — and why inclusion isn't charity. It's a profitable strategy.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Nasir C. Qadree:LinkedInInstagram- Zeal Capital Partners:WebsiteLinkedInInstagramX (Twitter)- Kauffman Foundation's white paper: ‘Access to capital for Entrepreneurs: Removing Barriers'- ‘Race Influences Professional Investors' Financial Judgments'
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 87 of the Investing in Impact podcast. Today, I'm joined by Dr. Andy Kuper, Founder and CEO of LeapFrog Investments, a pioneering firm that has reshaped how global capital can drive profit with purpose.Dr. Andy Kuper, founder and CEO of LeapFrog Investments, has redefined how private capital can create meaningful change. Since launching the firm in 2007, Kuper has led with a bold vision: to deliver "Profit with Purpose" by investing in businesses that generate strong returns while solving real-world challenges across Asia and Africa.
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
In this episode, I'm talking with Bettina von Hagen, Managing Director & CEO of EFM Investments & Advisory. Since founding Ecotrust Forest Management 20 years ago, she's been redefining forestry investment – consistently beating traditional market-rate returns while protecting ecosystems, communities, and future generations.Bettina grew up in politically turbulent Lima, Peru, with a scholar father, an artist-entrepreneur mother, and a childhood shaped by earthquakes, curfews, and curiosity. Her love of systems thinking began with a trip to the Galápagos Islands at age 14 and eventually led her to study evolutionary biology before pivoting to business.After earning her MBA at the University of Chicago, Bettina entered the world of commercial banking in the Pacific Northwest – right in the middle of the timber wars. But instead of picking a side, she asked a different question: How do we meet essential needs – like timber – without compromising ecosystems or future generations?That question led her to Ecotrust, a nonprofit focused on conservation-based development. There, she helped launch Craft3, a triple-bottom-line lender, and Beneficial State Bank. But the real spark came in 2004, when she co-founded EFM within Ecotrust to pioneer sustainable forest investing.By 2008, she bought a stake in the company and stepped in as CEO.EFM now manages 200,000 acres and nearly $500M in assets, with a staff of just 11 people and a vast network of contractors. Their model isn't just about timber. It's about carbon credits, conservation easements, water protection, salmon runs, tribal partnerships, and restoring degraded ecosystems.Bettina's forestry strategy is built on what she calls the Five R's:Rotation: Letting trees grow longer for higher-value wood.Retention: Leaving 10–30% of trees to support soil, seedbanks, and habitat.Reserves: Protecting special ecological areas, like salmon-bearing streams.Restoration: Rebuilding habitat, especially in fire-prone and aquatic systems.Relationships: Partnering with tribes, local communities, and land trusts.EFM's forests generate revenue through multiple streams. When timber prices dip, they don't rush to harvest – instead, they “store value on the stump.” Trees continue to grow, becoming more valuable over time. Carbon markets make this kind of patience financially viable.By deferring cuts, selling carbon offsets, or securing conservation easements, EFM creates liquidity without compromising ecological integrity.The results speak for themselves. Every fund exit has outperformed the NCREIF Timberland benchmark, and every acre under EFM's care becomes more ecologically and socially valuable over time.Forests don't have to be sacrificed for growth. In Bettina's hands, they are growth.Tune in to hear how she's building a forestry model that works – for investors, ecosystems, and future generations.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Bettina LinkedIn: https://www.linkedin.com/in/bettina-von-hagen/- EFM LinkedIn: https://www.linkedin.com/company/efminvest/- EFM Website: https://efmi.com/
Send us a textAre you ready for climate month at Progressive Pockets? Let's talk about dealing with climate anxiety. Let's dig into banks and retirement accounts that actually care about the environment. Let's talk about sustainable landscaping... that's still cute.Sound good? Subscribe to Progressive Pockets wherever you listen to podcasts.Love the book recos on this show? Check out the Progressive Pockets Bookshelf:https://bookshop.org/shop/progressivepockets As an affiliate of Bookshop.org, Progressive Pockets will earn a commission if you make a purchase.Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Today's guest is Stephen Muers, CEO of Better Society Capital – the UK's leading social impact-led investor. His path to impact started long before his career, shaped by his upbringing in a Quaker family rooted in values of equality, social conscience, and integrity.Before stepping into the world of impact investing, Stephen spent years in the UK government working on complex policy challenges like prison reform, energy, and child poverty. But no matter how solid the strategies, he saw firsthand how culture often stood in the way of real progress. That realization led him to seek change from a different angle – at Better Society Capital — the UK's leading social impact investor, formerly known as Big Society Capital.Founded with £400 million from dormant UK bank accounts (yes, really) and £200 million from the four main UK high street banks, BSC was built on an ambitious mission: not to grow its own assets, but to grow the entire UK social impact investment market.Since 2011, that's exactly what they've done — helping expand the market twelve-fold to over £10 billion. This capital now fuels social purpose organisations tackling everything from homelessness and domestic abuse to mental health and fuel poverty.Stephen stepped into the CEO role shortly before the COVID-19 pandemic, juggling remote leadership and homeschooling his son — because why not tackle systemic change during a global crisis?Today, he leads BSC's work across four strategic verticals: Social and Affordable Housing, Social Lending, Social Outcomes, and Impact Venture.Along the way, they're also proving a critical point: impact and returns aren't mutually exclusive. In fact, some of BSC's most successful investments are delivering both — solid financial performance and deep social impact. A reminder that social investing, done right, doesn't mean sacrificing returns.As Stephen puts it, “The trade-off between social and financial returns is not linear.” And maybe that's the real takeaway here — the future of finance won't be about choosing sides. It'll be about building markets where solving problems is part of the profit model, not separate from it.Tune in to hear how BSC is making that future a reality.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Stephen Muers LinkedIn- Better Society Capital LinkedIn- Better Society Capital Website- ‘Culture and Values at the Heart of Policy Making: An Insider's Guide'
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 86 of the Investing in Impact podcast. Today, I'm joined by Howard Fischer, Co-Founder and Chief Evangelist of Gratitude Railroad, to discuss his journey from Wall Street to impact investing and how Gratitude Railroad is building a community-driven approach to fund entrepreneurs creating lasting social and environmental change.Prior to his work in impact investing, Howard spent over 30 years in traditional finance as the Founder and CEO of Basso Capital Management, a hedge fund specializing in convertible securities.He previously held senior trading roles at Smith Barney, Drexel Burnham Lambert, and Cohen Feit & Company, and began his career as a Certified Public Accountant in both public and private sectors.Howard currently serves on the boards of 1% for the Planet, The Carbon Underground, and the Garrison Institute's Compassionate Leaders in Finance program.He also advises BrightEdge, the investment fund of the American Cancer Society, and has held board positions with DoneGood, Builders Fund, Atlas Impact Partners, and Blackdirt Capital.He holds a B.S.E. in Accounting and Finance from the Wharton School at the University of Pennsylvania, and was a Fellow in Harvard University's Advanced Leadership Initiative in 2013 and 2014. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest today is Stephanie Cohn Rupp, Chief Executive Officer of Veris Wealth Partners — one of the first impact-only wealth management firms in the world, and one of the rare few that has been majority women-owned or led since day one.Stephanie was born in the U.S. and raised just outside Paris by parents who did medical missions in underserved communities. She learned early on that work should serve a bigger purpose. That belief shaped her path — from microfinance in Central Asia to leadership roles at the Omidyar Network, Toniic, and Threshold Group.But what she really wanted was a firm fully aligned with her mission — a place where impact wasn't just a side offering but the whole point.That's exactly what she found at Veris. They weren't just any firm – Veris was one of the first impact-only wealth management firms in the world. Majority women-led, deeply mission-driven, and at the time – looking for their next CEO.It was a perfect match! Stephanie stepped in, and today, she leads a team managing $2.3 billion in assets, all dedicated to an ambitious goal – to create a more sustainable, equitable, and just world. Veris focuses on four core impact themes: climate solutions, sustainable agriculture, racial and gender equity, and community wealth building. They use a holistic approach, integrating environmental, social, and governance factors across all asset classes.Unlike most firms, Veris doesn't just offer impact investing – it operates as an impact investment itself. They hold themselves to the same standards on diversity, equity, climate, and inclusion that they expect from the investments they make.It's not always easy with the current political backlash against ESG in the USA and climate denial still making headlines.Yet despite these headwinds, Stephanie has no dilemma - impact investing is here to stay. Because climate challenges, inequality, and injustice aren't going anywhere. And will eventually affect us all.So tune in and let Stephanie show you that impatience for change is actually the best growth engine around.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Veris Website - Veris LinkedIn - Stephanie LinkedIn
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
My guest today is Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General (L&G), a London-based multinational financial services and asset management company. And believe it or not, her investment journey started when she was only 18.Back then, she had been dreaming of studying in Senegal to experience a French-speaking African economy. But then, the University of Pennsylvania's study abroad office made her an offer she couldn't ignore: a $12,000 scholarship to study in Scotland.For most students, that would have been a no-brainer – they would have spent it on books, rent, or maybe a bit of travel… But Yasemin saw it as an investment opportunity.She did the math, figured she could live on $6,000, and put the rest into high-growth equities. It was 1998, the height of the dot-com boom. Her investment skyrocketed – until the bubble burst. Long story short, it took nearly a decade just to break even.It was a tough experience at such a young age, but a powerful one. Watching markets rise and fall, she realized she wanted to understand the bigger picture – how economies impact people's lives.And she had a strong background for that. Born in Istanbul, Turkey, Yasemin grew up between two worlds. After a military coup d'état, her parents moved the family to the U.S., settling in Rhode Island.Every summer, she returned to Turkey, experiencing firsthand the stark economic contrasts between her two homes. In the U.S., she valued independence and opportunity. In Turkey, she saw the power of family networks and community-driven economies.But it wasn't until she moved back to Turkey as an adult that she truly felt the financial instability of inflation. She then abandoned her plan to pursue a Ph.D. in pure mathematics and instead studied financial mathematics at King's College London.After starting out as a high school math teacher, Yasemin moved into finance, bringing with her a strong focus on leadership and impact. At J.P. Morgan, she helped launch the Social Finance Team, and later at British International Investment, she led the Catalyst Portfolio – using catalytic capital to de-risk investments and crowd in private capital for emerging markets and climate projects.Now at Legal & General, she's focused on bridging institutional capital with sustainable investments. She's using her experience with catalytic capital to make high-impact projects – especially in climate resilience and infrastructure – less risky and more attractive to traditional investors like pension funds and insurers.In this interview, Yasemin breaks down how catalytic capital is transforming impact investing and why pension funds have a duty to invest in the right things to protect long-term asset value.The future of finance isn't just about returns – it's about reshaping the system to work for people and the planet. Tune in to hear how Yasemin is making it happen.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- L&G website- Yasemin LinkedIn
In the wake of International Women's Day on Mar 8, Amantia Muhedini from the UBS Chief Investment Office was joined by Will Pomroy of Federated Hermes for a discussion around US companies pulling back workforce diversity and inclusion policies, along with how investors are separating noise from actual change at the company level. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Will Pomroy, Head of Impact Engagement - Equities and Lead Engager Small & Mid Cap Equities, Federated Hermes. Host: Daniel Cassidy