After many years as an attendee and speaker at industry conferences, I continue to be bothered by the less-than-great part of being a woman attending financial...
This year, I’ve been exploring the intersection of indexing and impactful investing in public equities. Can we have our cake and eat it too? I wrote...
Whenever I have the pleasure of interviewing an impact investing leader, I love to ask if they have an “a-ha moment” that led them to impact,...
Late last year I wrote a post questioning if indexing can be impactful. The post, which you can read here, garnered a wide variety of responses...
Financial Planners Lead Adoption of Impact, SRI & ESG Strategies As demand for impact investing increases, financial planning focused advisors are poised to make a smooth...
One of the benefits of using impact investing and ESG strategies with clients is that it allows clients to connect with their investments around more than just...
While I was at the Total Impact Conference in Boston recently I noticed the same themes kept popping up in conversation, both on and off the stage. For...
Marian Wright Edelman says, “you can’t be what you can’t see.” Of course that extreme isn’t entirely true- Edelman herself was the first Black woman admitted...
Last month I wrote about the important distinction between SRI and ESG. Today I’m continuing on that theme and answering one of the questions I get about...
What’s in a Name? SRI vs ESG Almost every conference or panel discussion about impact or sustainable investing starts with a discussion of terminology. Like the...
