#42 Socially Responsible Investment Performance vs Traditional Investments

Socially Responsible Investment performanceThis is a question we often receive: I want my investments to help move companies in a positive direction but I don’t want to sacrifice performance.  How does the performance of Socially Responsible Investments (SRI) compare with traditional index investments?

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47 Shareholder Advocacy at Risk

AIO Financial (http://aiofinancial.com) is an active participant in shareholder advocacy on behalf of our clients.  Shareholder advocacy provides a way for company owners (shareholders) to make real impacts in companies.  Advocates can address: climate change, wage inequality, disclosing political contributions, board diversification, worker rights, …  That may all change if the Financial CHOICE Act, specifically Section 844 is passed.

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#41 Is Climate Change Man-made? What can we do?

Global Warming climate change

In this podcast we interview Joe Holliday, a professor of earth science at El Camino College in Los Angeles, California where he regularly speaks about climate change a topic he is pasionate about.

We discuss the evidence that shows: climate change is occurring, people are contributing to it, the impacts of climate change and what we can do about it.

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#40 Financial Winners and Losers Under Trump Presidency

Impact investing podcast Trump stocks taxes

Happy 2017.  I’m back after a break from blogging and social media – since the Trump election.  I was extremely disappointed with the results of the election and how Trump won. The entire election process is disturbing.

I spent some time thinking about how I can make an impact and I will continue to explore options and take the steps I can.  Right now, I will focus on Socially Responsible Investing – community investing and shareholder advocacy.

Any change of president, especially with changing political parties, brings with it some industries will do better and those that will not do as well as they previously had.  In addition, with Republicans in control of the White House and both houses of Congress, there will most likely be major tax reform in 2017.

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#37 Joe Saul-Sehy interviewing Bill Holliday

Joe Saul-Sehy money tree podcastThis episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy.

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#35 David Harrell – Morningstar ESG Rating

David Harrel morningstar ESG statisticIn this episode, we interview David Harrell of Morningstar about their new Sustainability rating.

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#31 Todd Tresidder – merits of Socially Responsible Investing

Todd Tresidder merits of Socially Responsible Investing

In this episode, we interview Todd Tresidder of Financial Mentor.  Todd speaks to me about the ineffectiveness of screening alone as a socially responsible investing strategy.

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#30 Lynn Patterson, ProMujer

ProMujer, Lynne Patterson, microcredit, women

In this episode, we interview Lynne Patterson of ProMujer.  ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthcare, education and business training.

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#29 Mohammed Iqbal, MBU Capital Social Fund

MBU Capital

In this episode, we interview Mohammed Iqbal of MBU Capital.  Their social bond helps investments in real estate outside of London in the UK in: community regeneration, affordable housing, care homes, student accommodations, and serviced offices.

The social bond is a 3 year investment that pays 7%/yr (paying every 6 months), plus 5% of the profit above that, plus 5% of the profit to a charity that you choose.

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#28 David Miller, Iroquois Valley Farms

Iroquois valley farms, david miller, organic farming
In this episode, we interview David Miller, the founder and CEO of Iroquios Valley Farms.  They allow investors the opportunity to invest in local and organic farms.  These are long term investment commitments (7-10 years).  The minimum investment is about $25,000.  Investors must be accredited.

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42 Examples of Shareholder Activism

Shareholder activism an important tool in making positive changes.  It is one of the three strategies used in socially responsible investing (SRI).  It involves using your rights as a shareholder to make changes. You can address environmental, social and corporate governance (ESG) issues.

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#27 Leslie Samuelrich, Green Century Mutual Funds

green century mutual funds, leslie samuelrich
In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.

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#26 Mark Harera, RSF Social Fund

RSF social fund, socially responsible investing

In this episode I speak with Mark Harera of RSF social fund.  RSF offers investing, lending, and opportunities to organizations that improve society and the environment. Their general social fund pays 0.7% annually.

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