Investing with Intent – Fall 2022

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF®

Sustainability and the Name Game by Sylvia Panek, AIF®

Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS®

Year-End Planning by Kirbie Crowe, AIF®, CFP®

Shareholder Advocacy Review – Fall 2022 by Michael Kramer

Market Report – Fall 2022 by Scott Secrest, AAMS®

In the News – Fall 2022

Download a full PDF copy here: Investing with Intent – Fall 2022

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Shareholder Advocacy Review – Fall 2022

Our Moment

Anyone who’s been a sustainable and responsible investor for more than 30 years, long before it was popular, knows how difficult it’s been for the approach to gain mainstream acceptance. We’ve all watched with great pleasure as more and more investors have increasingly aligned their investments with their values, but it took quite a while for conventional financial firms to embrace it, and even longer for the regulatory agencies to endorse it.

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Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI field.

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Navigating the Rise of Electric Vehicles and Demand for Critical Minerals

In the last issue of “Investing With Intent,” Brady Quirk-Garvan and James Frazier wrote about cryptocurrency for socially responsible investors. In this article, Ryan Jones-Casey articulates the myriad considerations associated with the rise in demand for electric vehicles, and the parallel rise in demand for the minerals required in current battery technology. While the mining practices for obtaining these minerals including lithium, nickel, cobalt, manganese, graphite, and copper may be easier to understand than the complex algorithms required for cryptocurrency mining, the environmental and social impacts are no less complex. Both demand serious scrutiny from socially responsible investors.

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In the News – Fall 2022

HOW MONDRAGON BECAME THE WORLD’S LARGEST CO-OP The Mondragon Corporation, a collection of more than 90 co-ops that employ approximately 80,000 people, is an interesting case study in Spain. The industrial-sized conglomerate owned by its workers suggests an alternative future for capitalism. The New Yorker

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Year-End Planning

With holidays around the corner, the end of the year is traditionally a busy time filled with family, friends, and planning for the year to come. This year, get a head start on year-end tasks to ensure your financial situation remains on track, and to position yourself for success in 2023 and beyond.

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Patagonia Transfers Shares to Planet Earth

Patagonia, the well-known apparel and gear company, made headlines in September when it announced that founder and owner Yvon Chouinard and his family have transferred ownership of the company, valued at around $3 billion dollars, primarily to a newly established nonprofit dubbed the Holdfast Collective.

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Investing with Intent – Summer 2022

Native Land Taxes Reclaim Rights, Power, and the Environment by Kulu Maphalala

A Q&A With Financial Behaviorist Jacquette Timmons by Carrie Van Winkle, CFP®

Cryptocurrency for Socially Responsible Investors by Brady Quirk-Garvan and James Frazier, CFP®

Shareholder Advocacy Review – Summer 2022 by Michael Kramer

Market Report – Summer 2022 by Scott Secrest, AAMS®

In the News – Summer 2022

 

Download a full PDF copy here: Investing with Intent – Summer 2022

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Shareholder Advocacy Review – Summer 2022

Government Advocacy

Our engagements with lawmakers this quarter focused on deforestation, climate change risk, and workers’ rights. We signed a collaborative investor letter facilitated by Domini Investments in support of the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which prohibits access to U.S. markets for commodities that originate from illegally deforested land. The bill criminalizes illegal deforestation, increases transparency in reporting companies’ international supply chains, and provides a federal government purchasing preference for deforestation-free products.

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