48 Socially Responsible Investment Performance vs Traditional Investments

This 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?

Read more…

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.

Read more…

#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.

Read more…

#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.

Read more…

#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.

Read more…

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.

Read more…

#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.

Read more…

#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.

Read more…

#19 Greenbacker Renewable Energy Investment – Ask a Fee Only Financial Planner

Greenbacker Renewable Energy InvestmentThis podcast is a discussion about an Greenbacker Renewable Energy Investment.  Greenbacker buys clean energy plants and sells the energy, through long term contracts (20-30 years) to utilities, companies and cities.

Read more…

#14 How to Socially Responsibly Invest

In this podcast I will answer the question: How do I participate in Socially Responsible Investing and invest in-line with my values?

Podcast #14 can be found below.  You can also see our video (Video #14) and blog (Blog 34) on the same topic.

Read more…

#13 Socially Responsible Investing

In this podcast I will answer the question: What is Socially Responsible Investing and how can I participate?

Podcast #13 can be found below.  You can also see our video (Video #13) and blog (Blog 33) on the same topic.

Read more…

34 How to Start Socially Responsible Investing

Socially Responsible Investing (SRI) is any investment strategy which seeks to consider both financial return and social good.  The three socially responsible investing strategies are: Screening, Shareholder Advocacy, and Community Investing.  A portfolio with SRIs can be created using:

Read more…

33 Socially Responsible Investing

Socially Responsible Investing (SRI), also known as sustainable, socially conscious, green, ESG (Environmental, Social, Governance) and ethical investing, continues to grow at a faster pace than conventional investment assets. The strategy i idea is to invest in-line with your values. SRI provides a way to support organizations and issues that you are concerned about while earning a competitive return.

Read more…