David Harrell – Morningstar ESG Rating
http://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2016/05/35-Morningstar-Sustainability-Rating-Podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS In this episode, we interview David Harrell of...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...
Leslie Samuelrich, Green Century Mutual Funds
http://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2016/03/27-Green-Century-Leslie-Samuelrich-podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS In this episode, I speak with Leslie Samuelrich of...
Calvert Socially Responsible Index Mutual Funds
http://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2016/01/25-Calvert-Mutual-Fund-Investment-Podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS In this episode, I speak with Erica Lasdon (Sustainable...Morningstar Sustainability Rating for Funds
Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading...Free Investing eBook
Learn about many different types of investments that can provide diversification and better overall portfolio returns.
520-325-0769, bill@aiofinancial.com, aiofinancial.com
