by AIO | Mar 25, 2024 | Climate Change, Environmental Social Governance, Podcast, Shareholder Advocacy, Socially Responsible Investing
Shareholder Advocacy in 2024: Steering Companies Towards a Better Future In 2024, advocates have been active, presenting over 527 resolutions that touch on environmental, social, and governance (ESG) issues for the proxy season. This shows a slight decrease from the... 
by AIO | Sep 10, 2023 | Podcast, Impact Inveting, 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 | Podcast, Community Investing, Impact Inveting, 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 | Podcast, Community Investing, Shareholder Advocacy
Exploring Corporate Accountability with Hannah Friedberg Introduction to Corporate Accountability In this episode, we delve into the work of Corporate Accountability, a nonprofit organization addressing critical issues such as clean water, climate change, and food... 
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
The SRI ESG Podcast: Challenging Conventions on Social Investing Welcome to a new era of socially responsible investing (SRI) insights, with episode number 31 of The SRI ESG Podcast brought to you by AIO Financial, your premier fee-only financial planning firm for SRI...