News & Insights for
impact investors.
Quarterly Investor Updates
Quarterly Investor Update Q2 2026
In this Q2 2026 update, the Impact Investors Investment Committee reviews market performance, portfolio results, and impact initiatives.
Quarterly Investor Update Q1 2026
Highlights this past quarter include the Iran war and subsequent interest rate and commodities price shocks, highlighting the short-term disparities prevalent between indexes and screened portfolios during volatile markets.
Quarterly Investor Update Q4 2025
Q4 2025: Please join our investment committee to learn more about our performance and strategy going forward.
Quarterly Investor Update Q2 2026
In this Q2 2026 update, the Impact Investors Investment Committee reviews market performance, portfolio results, and impact initiatives.
Quarterly Investor Update Q1 2026
Highlights this past quarter include the Iran war and subsequent interest rate and commodities price shocks, highlighting the short-term disparities prevalent between indexes and screened portfolios during volatile markets.
Quarterly Investor Update Q4 2025
Q4 2025: Please join our investment committee to learn more about our performance and strategy going forward.
Shareholder Advocacy
Newsom/CPUC
Thank you for your continued leadership to ensure that California remains a global center for clean energy investment and innovation. For decades, California has been the birthplace of cutting-edge companies offering climate solutions to the rest of the world.
Arctic Refuge - Wells Fargo
We, the undersigned investors representing $1,467,793,411,413.00 in assets under management, oppose any efforts to develop oil and gas in the remote and pristine Arctic National Wildlife Refuge (“the Refuge”) in northeast Alaska, and we strongly urge you to maintain...
Immigration Reform
The undersigned institutional investors recognize the urgent need for comprehensive immigration reform to ensure economic stability, workforce resilience, and sustainable growth. Sound and just immigration policy is not only a matter of human rights but also an...
Newsom/CPUC
Thank you for your continued leadership to ensure that California remains a global center for clean energy investment and innovation. For decades, California has been the birthplace of cutting-edge companies offering climate solutions to the rest of the world.
Arctic Refuge - Wells Fargo
We, the undersigned investors representing $1,467,793,411,413.00 in assets under management, oppose any efforts to develop oil and gas in the remote and pristine Arctic National Wildlife Refuge (“the Refuge”) in northeast Alaska, and we strongly urge you to maintain...
Immigration Reform
The undersigned institutional investors recognize the urgent need for comprehensive immigration reform to ensure economic stability, workforce resilience, and sustainable growth. Sound and just immigration policy is not only a matter of human rights but also an...
Insights
Growing Opportunity at Sella Ranch
On a bright September morning, Shane, Kendra, and Ewa from Impact Investors joined our partners at Dirt Capital for a visit to Sella Ranch, a 353-acre property in Castroville, California that’s poised to become a model for regenerative farmland access…
Note from Capitol Hill
Last week I was in Washington D.C. at the Annual US SIF Conference and on this Independence Day I wanted to share my notes from the uplifting experience. While this may not be at the top of your list of concerns given everything else that’s happening, I want you to know that…
2025 Survey Finds Corporate Commitment to Sustainability Holds Strong (Even Amid Political Uncertainty)
In the recently conducted “2025 CFO Sustainability Outlook Survey,” 500 CFOs across various sectors (healthcare, retail, technology, and more) provided their post-election outlook on corporate sustainability commitments. The results provided what is—in our opinion—a...
Growing Opportunity at Sella Ranch
On a bright September morning, Shane, Kendra, and Ewa from Impact Investors joined our partners at Dirt Capital for a visit to Sella Ranch, a 353-acre property in Castroville, California that’s poised to become a model for regenerative farmland access…
Note from Capitol Hill
Last week I was in Washington D.C. at the Annual US SIF Conference and on this Independence Day I wanted to share my notes from the uplifting experience. While this may not be at the top of your list of concerns given everything else that’s happening, I want you to know that…
2025 Survey Finds Corporate Commitment to Sustainability Holds Strong (Even Amid Political Uncertainty)
In the recently conducted “2025 CFO Sustainability Outlook Survey,” 500 CFOs across various sectors (healthcare, retail, technology, and more) provided their post-election outlook on corporate sustainability commitments. The results provided what is—in our opinion—a...
In the News
Executive Q&A: Shane Yonston, Impact Investors
Millennials are driving demand for sustainable investment options. Shane Yonston is a millennial – well, close enough, in an industry where advisors average age 50 – who works with investors looking to align their money and their values. He’s founder and principal...
Millennials and Gen Xers need different advisor approaches
Having grown up in successive but very different eras, millennials — people ages 17 to 37 — and Gen Xers, ages 38 to 52, can harbor different concerns and perspectives around investing. For example, a study from Global X found that for 87 percent of millennials, also...
6 Top Impact Investing Firms and Funds
Given the political controversy around environmental, social and governance investing, you've probably heard of ESG criteria. But there's another subset of sustainable or values-based investing you might be less familiar with: impact investing. A key difference...
Executive Q&A: Shane Yonston, Impact Investors
Millennials are driving demand for sustainable investment options. Shane Yonston is a millennial – well, close enough, in an industry where advisors average age 50 – who works with investors looking to align their money and their values. He’s founder and principal...
Millennials and Gen Xers need different advisor approaches
Having grown up in successive but very different eras, millennials — people ages 17 to 37 — and Gen Xers, ages 38 to 52, can harbor different concerns and perspectives around investing. For example, a study from Global X found that for 87 percent of millennials, also...
6 Top Impact Investing Firms and Funds
Given the political controversy around environmental, social and governance investing, you've probably heard of ESG criteria. But there's another subset of sustainable or values-based investing you might be less familiar with: impact investing. A key difference...
