by AIO | Sep 12, 2023 | Investing, Mutual Funds, Podcast, Socially Responsible Investing
In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment Operations) at Calvert Investments. Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies. They have come... 
by AIO | Sep 12, 2023 | Investing, Mutual Funds, Podcast, Socially Responsible Investing
In this episode, we interview David Harrell of Morningstar about their new Sustainability rating. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with... 
by AIO | Sep 8, 2023 | Impact Inveting, Mutual Funds, Podcast, Socially Responsible Investing
Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our... 
by AIO | Sep 8, 2023 | Mutual Funds, Podcast, Socially Responsible Investing
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. This podcast is for... by AIO | Sep 6, 2023 | Mutual Funds, Shareholder Advocacy, Socially Responsible Investing
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... by AIO | Aug 12, 2023 | Investing, Mutual Funds, Podcast, Socially Responsible Investing
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...