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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Spotlight: Seed Commons

Putting Non-Extractive Finance into Practice

When investors hear the word “cooperative” it should immediately convey the idea of working together toward a common goal. Headquartered in New York City and working in communities across the country, Seed Commons is a cooperative, or democratically run financial organization, that is reimagining finance and lending. It uses non-extractive finance vehicles to support communities to repair their local economies by building businesses that meet community needs.

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Investing with Intent – Winter 2022

Indigenous Representation Matters by Sylvia Panek, AIF®

Moves to Make Before Tax Time by Kirbie Crowe, AIF®, CFP®

The Deal with Donor-Advised Funds by Brady Quirk-Garvan

Shareholder Advocacy Review – Winter 2022 by Michael Kramer

Market Report – Winter 2022 by Scott Secrest, AAMS®

In the News – Winter 2022

 

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

Photo credit: “T.V. Indians” © Cara Romero. 2017. All rights reserved. cararomerophotography.com

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Investing with Intent – Summer 2021

Turning Back the Tide of Inequity by Sylvia Panek

Wisdom from SRI Veteran Tim Smith with Michael Kramer

Planning for the Inevitability of Loss by Greg Pitts with Kirbie Crowe

Market Report – Summer 2021 by Scott Secrest

SRI Advocacy Highlights 2021 by Michael Kramer

In the News – Summer 2021

Download a full PDF copy here: Investing with Intent – Summer 2021

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2019 Social Impact Report

Download a full PDF copy of our 2019 Social Impact Report

Intentional Growth, Deeper Commitment by Michael Kramer

2019 Overall SRI Impact

2019 Shareholder Advocacy Review

2019 Regenerative Investments

Progress on Private Prison Divestment by Kirbie Crowe

Divest, Then Reinvest by Scott Secrest

Spotlight: First Nations Oweesta by James Frazier

Spotlight: The Ujima Fund by Kate Poole

Spotlight: Ecotrust Forest Management by Malaika Maphalala

Mitigating Our Carbon Impact by Christopher Peck

 

 

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