by AIO | Sep 10, 2023 | Impact Inveting, Podcast, Shareholder Advocacy, Socially Responsible Investing
I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a... 
by AIO | Sep 8, 2023 | Community Investing, Impact Inveting, Podcast, Shareholder Advocacy, Socially Responsible Investing
At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio... 
by AIO | Sep 7, 2023 | Community Investing, Podcast, Shareholder Advocacy
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2018/03/Corporate-Accountability-Podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS This podcast and video is an interview with Hannah Freedberg... 
by AIO | Sep 6, 2023 | Impact Inveting, Podcast, Shareholder Advocacy, Socially Responsible Investing
Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video (see video here), I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First... 
by AIO | Sep 6, 2023 | Investing, Podcast, Shareholder Advocacy, 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. Todd graduated from the University of California at Davis with a B.A. in economics and... 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...