IMPACT INVESTOR INSIGHTS

Californians ↓ $Billions in Fossil Fuel Stocks

Californians ↓ $Billions in Fossil Fuel Stocks

Is it Time to Review Your Own Energy Investments? In August the LA Times reported over $5 billion lost between CalPERS and CalSTRS respective portfolios due to the recent fall in oil and gas companies’ stock prices. A spokesperson from the investment firm which led...

Now’s the Time to Invest in SRI

Now’s the Time to Invest in SRI

We can imagine a time when our grandkids might say, ‘You mean you knowingly invested in companies that were polluting or using sweatshop labor?’ If you haven’t already moved your portfolio, here are THREE REASONS NOW'S THE TIME to consider Sustainable, Responsible,...

Investing in Gender Equality

Investing in Gender Equality

During her acceptance speech at the 2015 Academy Awards, actress Patricia Arquette spoke to the continued discrepancy in pay between Hollywood’s males and females. The move was likely spurred by the Sony hack of 2014 where confidential documents revealed stark...

Sierra Club – Impact Investors Speaker Series

Sierra Club – Impact Investors Speaker Series

Sierra Club San Diego is hosting a series of workshops featuring guest speaker Shane Yonston, Principal Advisor at Impact Investors, in order to educate the local environmental group’s 10,000+ members on the topic of Sustainable, Responsible, Impact Investing, or SRI....

Impact Report – Mutual Funds for Socially Responsible Investors

Impact Report – Mutual Funds for Socially Responsible Investors

New Firm = New Opportunities. Fidelity’s brokerage platform rivals major competitor when it comes to ImpactInvestors. After many hours of research this past quarter, we’ve determined that Fidelity’s brokerage platform for professional advisors, National Financial...

Climate Change & Fossil Fuels

Climate Change & Fossil Fuels

The Divestment Movement of the Century? Four panelists, leaders in their fields, talk about the push toward a clean economy. Their efforts include implementing local legislation, pushing CalPERS to divest from fossil fuels, challenging corporate boards of oil...

How to Pick the Right Impact Investments

How to Pick the Right Impact Investments

Anytime you start putting together a portfolio of investments, you need to ask yourself what the objective of that pool of money is. The objective determines the overall allocation, and then we can work on filling that allocation with the right investments. For...

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