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Calvert Socially Responsible Index Mutual Funds

Calvert Socially Responsible Index Mutual Funds

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...
David Harrell – Morningstar ESG Rating

David Harrell – Morningstar ESG Rating

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...
Green Century – ESG Impact Investing

Green Century – ESG Impact Investing

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...
Leslie Samuelrich, Green Century Mutual Funds

Leslie Samuelrich, Green Century Mutual Funds

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...

Examples of Shareholder Activism

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...

Morningstar Sustainability Rating for Funds

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...

Recent Posts

  • Future of Green Energy Investing
  • Calvert Socially Responsible Index Mutual Funds
  • David Harrell – Morningstar ESG Rating
  • AffirmativESG – Customized Sustainable Responsible Impact Investing Investment
  • Lynn Patterson, ProMujer

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