IMPACT INVESTOR INSIGHTS

New Year Market Letter to Investors

New Year Market Letter to Investors

Dear Investors, Well, it was a doozy of a market this last month, ending a doozy of a year. As of Christmas Eve we were having the worst…

Best Practices for Financial Advisors

Best Practices for Financial Advisors

Last month, I had the pleasure of attending my 20th annual SRI conference – unless it was the 21st. I’ve kind of lost track. This year…

The Trade War that Isn’t—Yet

The Trade War that Isn’t—Yet

When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on…

Shareholders Advance LGBT Rights

Shareholders Advance LGBT Rights

I had the pleasure of speaking with Brianna Murphy and Cheryl Smith, both of Trillium Asset Management for this Impact Investing Success…

5 Impact Investing Trends From 2017

5 Impact Investing Trends From 2017

Impact investing drives social and environmental progress through investments, while screening for risk and creating competitive returns….

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…

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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