Report from The 29th Annual SRI Conference

Report from The 29th Annual SRI Conference

The 29th Annual SRI Conference took place this past November 1-4. Each year, The SRI Conference draws hundreds of participants from across the world, estimated to have influence over more than an $5 trillion in assets. The conference also counts many of the key...
Event Photos: SRI Leaders Panel 2017

Event Photos: SRI Leaders Panel 2017

We had a nice turnout for the recent happy hour event hosted at our San Diego office, featuring four dynamic panelists who are leading the SRI field in various ways. For those who couldn’t attend, we were fortunate to have a photographer capture some of the...
Leading the Sustainable Finance Movement

Leading the Sustainable Finance Movement

The 28th annual Conference on Sustainable, Responsible, Impact (SRI) Investing is being held in San Diego this year, for the first time in many years. Many of the most prominent and influential financial activists will be in our backyard for the first three days of...
Coaching Financial Professionals on Investing with Impact

Coaching Financial Professionals on Investing with Impact

Impact Investors’ Principal Advisors Catherine Woodman and Shane Yonston have recently been invited to speak at industry conferences as experts in Sustainable, Responsible, Impact (SRI) investments, to share their combined 30 years of experience serving investors with...
Shareholder Advocacy in 2017

Shareholder Advocacy in 2017

Spring marks the beginning of new activities each year such as gardening and baseball. For investors, spring is also the start of “proxy season” – a period when companies hold annual meetings for shareholders to review business activities, as well as to vote on...
Portfolio Strategies for a Trump Administration

Portfolio Strategies for a Trump Administration

With uncertainty dominating the discussion about how Trump’s policies might affect the economy, the market has reacted initially with a positive trend toward the close of the year. Key factors indicating possible volatility and a rough road ahead for groups interested...

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