by AIO | Sep 19, 2023 | Climate Change, Impact Inveting, Podcast, Socially Responsible Investing, SRI
1 What is SRI? Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your investments and influence our world. SRI is a rapidly growing area of investment. It is outpacing the overall rate of general investment growth. SRI allows... 
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 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 | 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 | 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...