IMPACT INVESTOR INSIGHTS
Investor Update Q4 2022
In case you were not able to join our Quarterly Investor Update on January 19th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models' performance last quarter, and updates on our firm's impact and...
Investor Update Q3 2022
In case you were not able to join our Quarterly Investor Update on November 3rd, below is a recording to the presentation to view at your convenience. We covered the market, the economy and our models' performance last quarter. Please let us know if you have any...
Microsoft Shareholders Seek Report on Civil and Human Rights Violations in its Contracts
Shareholders representing over $4 billion in assets under management have introduced a shareholder proposal at Microsoft’s (MSFT) annual shareholder meeting…
2022 Market and Economic Outlook
We recognize on this Martin Luther King Jr. Day, that the need and opportunity for a more just and equitable society creates both personal as well as professional motivation for us. For those of us investing our money towards that outcome, here are some of the main...
Highlights from 2021
With a challenging year behind us, we’re taking a moment to recognize some of our key successes as we celebrate both the ending and beginning of something new. Heading into 2021, our firm was conducting a month’s-long search for a Senior Portfolio Manager to oversee...
Top 10 Responsible Holiday Traditions
As we close out the year with gifts and expressions of gratitude toward loved ones, we wanted to offer some ideas for those holiday shoppers who wish to reduce their environmental impact during this time of year. With all the meat consumption and packaging waste...
ESG for Impact Conference Recap
For those not aware of the history of ESG and impact investing, for over two decades, the industry’s main annual conferences for professional investment advisors focusing on Socially Responsible Investments, were hosted by First Affirmative Financial Network and the USSIF.
Shareholder Engagement & Immigration Advocacy
Secure Justice recently hosted and published a podcast discussing various strategies to provide greater protection for immigrants’…
Microsoft Shareholders Seek Report on Civil and Human Rights Violations in its Contracts
FOR IMMEDIATE RELEASE CONTACT: Susan Perez @ 415-465-8004 JUNE 16, San Francisco, CA – Shareholders representing over $4 billion in…
Uncertainty, Fear Still Apparent
After the worst market week since the 2008 financial crisis, and one of the worst months since the 1930s, the market finished out a…
To Our Clients, Friends & Supporters:
We sincerely hope you’re doing well and staying healthy during these volatile times. It’s been a busy several weeks for our team, not…
CARES Act Important Updates
As you are likely aware, the $2 trillion CARES Act passed this quarter included changes to tax filing deadlines and Required Minimum…
