Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy.Investing in green energy can support the development of clean and sustainable energy solutions. It can also help reduce dependence on fossil fuels, mitigate the impacts of climate change, and foster economic growth and job creation in the clean energy sector.Renewable energy has outperformed fossil fuel over the last 10 years, generating returns of 192.3% compared to 97.2%. In the past 5 years, renewable energy investments have continued to yield higher returns and have been less volatile than fossil fuel portfolios.Why Green Energy is Thriving: Climate Change and Environmental Consciousness: The global effort to combat climate change is driving a significant shift toward renewable energy sources. People and governments are becoming increasingly conscious of the need to reduce carbon emissions and protect the environment. Political Support: Governments at various levels are providing support and incentives for the development of green energy projects. This political backing ensures the continued growth of the industry. Falling Costs: One of the most compelling reasons behind the success of renewable energy is the decreasing costs associated with technologies like solar and wind energy. As the cost of production drops, renewable energy becomes increasingly competitive with traditional fossil fuels. Public Demand: The growing demand for cleaner energy sources is influencing investment decisions. Consumers are increasingly choosing green energy options, putting pressure on companies to transition away from fossil fuels. Technological Advances: Ongoing technological advancements are driving innovation in the green energy sector. These innovations make renewable energy more efficient and affordable, further fueling its growth. International Commitments: Agreements like the Paris Agreement are pushing countries to adopt cleaner energy sources to meet their environmental commitments. This global pressure ensures a continued focus on green energy. Economic Opportunities: Shifting towards green energy not only aligns with environmental goals but also creates economic opportunities. New jobs are emerging in sectors like manufacturing, installation, and research, offsetting some of the job losses in fossil fuel industries. Investment Options:Investing in green energy can take several forms, depending on your goals and values. Here are some investment options to consider: Direct Investment in Energy Companies: Invest directly in companies involved in renewable energy production, such as those manufacturing solar panels or wind turbines. Sustainable Funds: Consider mutual funds or exchange-traded funds (ETFs) that focus on environmentally responsible investments. These funds often screen out fossil fuel companies while including green energy firms. Impact Investing: Choose funds that actively engage with companies to encourage sustainability and responsible practices. Impact investing aims to create a positive impact on both financial returns and environmental outcomes. Carbon Offsetting: Invest in companies that offset their carbon emissions or have sustainability targets. This can be done through engaging with such companies or by holding them in your portfolio. Green Bonds: Explore green bonds, which are fixed-income securities designed to fund environmentally friendly projects. These bonds can be found in mutual funds, ETFs, or as individual investments. Diversified Portfolio:Your approach to green energy investing should align with your broader financial goals and risk tolerance. You can choose to focus exclusively on green energy, or incorporate it as part of a diversified portfolio. A diversified approach allows you to mitigate risk while supporting the transition to cleaner energy sources.Conclusion:The future of green energy investing in the USA is undeniably bright. With climate change concerns, political support, falling costs, and technological advancements driving the industry’s growth, investing in green energy offers both financial potential and the opportunity to contribute to a more sustainable world. Whether you seek competitive returns or aim to make a positive impact, there’s an investment option that suits your values and financial objectives. Remember to consult with a financial advisor to tailor your green energy investment strategy to your specific needs and goals.Thank you for joining us in exploring the exciting possibilities of green energy investing. If you’re interested in sustainable, responsible, and impact investing, we’re here to help at Aiofinancial.com. Reach out to us for a free upfront meeting, and let’s chart a path toward a greener, more prosperous future.AIO Financial, LLC is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. AIO Financial, LLC renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.The post Future of Green Energy Investing appeared first on AIO Financial - Fee Only Financial Advisors.

Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy.Investing in green energy can support the development of clean and sustainable energy solutions. It can also help reduce dependence on fossil fuels, mitigate the impacts of climate change, and foster economic growth and job creation in the clean energy sector.Renewable energy has outperformed fossil fuel over the last 10 years, generating returns of 192.3% compared to 97.2%. In the past 5 years, renewable energy investments have continued to yield higher returns and have been less volatile than fossil fuel portfolios.<h2>Why Green Energy is Thriving:</h2><ol> <li>Climate Change and Environmental Consciousness: The global effort to combat climate change is driving a significant shift toward renewable energy sources. People and governments are becoming increasingly conscious of the need to reduce carbon emissions and protect the environment.</li> <li>Political Support: Governments at various levels are providing support and incentives for the development of green energy projects. This political backing ensures the continued growth of the industry.</li> <li>Falling Costs: One of the most compelling reasons behind the success of renewable energy is the decreasing costs associated with technologies like solar and wind energy. As the cost of production drops, renewable energy becomes increasingly competitive with traditional fossil fuels.</li> <li>Public Demand: The growing demand for cleaner energy sources is influencing investment decisions. Consumers are increasingly choosing green energy options, putting pressure on companies to transition away from fossil fuels.</li> <li>Technological Advances: Ongoing technological advancements are driving innovation in the green energy sector. These innovations make renewable energy more efficient and affordable, further fueling its growth.</li> <li>International Commitments: Agreements like the Paris Agreement are pushing countries to adopt cleaner energy sources to meet their environmental commitments. This global pressure ensures a continued focus on green energy.</li> <li>Economic Opportunities: Shifting towards green energy not only aligns with environmental goals but also creates economic opportunities. New jobs are emerging in sectors like manufacturing, installation, and research, offsetting some of the job losses in fossil fuel industries.</li> </ol><h2>Investment Options:</h2>Investing in green energy can take several forms, depending on your goals and values. Here are some investment options to consider:<ol> <li>Direct Investment in Energy Companies: Invest directly in companies involved in renewable energy production, such as those manufacturing solar panels or wind turbines.</li> <li>Sustainable Funds: Consider mutual funds or exchange-traded funds (ETFs) that focus on environmentally responsible investments. These funds often screen out fossil fuel companies while including green energy firms.</li> <li>Impact Investing: Choose funds that actively engage with companies to encourage sustainability and responsible practices. Impact investing aims to create a positive impact on both financial returns and environmental outcomes.</li> <li>Carbon Offsetting: Invest in companies that offset their carbon emissions or have sustainability targets. This can be done through engaging with such companies or by holding them in your portfolio.</li> <li>Green Bonds: Explore green bonds, which are fixed-income securities designed to fund environmentally friendly projects. These bonds can be found in mutual funds, ETFs, or as individual investments.</li> </ol><h2>Diversified Portfolio:</h2>Your approach to green energy investing should align with your broader financial goals and risk tolerance. You can choose to focus exclusively on green energy, or incorporate it as part of a diversified portfolio. A diversified approach allows you to mitigate risk while supporting the transition to cleaner energy sources.<h2>Conclusion:</h2>The future of green energy investing in the USA is undeniably bright. With climate change concerns, political support, falling costs, and technological advancements driving the industry’s growth, investing in green energy offers both financial potential and the opportunity to contribute to a more sustainable world. Whether you seek competitive returns or aim to make a positive impact, there’s an investment option that suits your values and financial objectives. Remember to consult with a financial advisor to tailor your green energy investment strategy to your specific needs and goals.Thank you for joining us in exploring the exciting possibilities of green energy investing. If you’re interested in sustainable, responsible, and impact investing, we’re here to help at <a href="http://Aiofinancial.com" rel="nofollow" target="_blank">Aiofinancial.com</a>. Reach out to us for a free upfront meeting, and let’s chart a path toward a greener, more prosperous future.AIO Financial, LLC is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. AIO Financial, LLC renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.The post <a href="https://aiofinancial.com/future-of-green-energy-investing/" rel="nofollow" target="_blank">Future of Green Energy Investing</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Future of Green Energy Investing

In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG.It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria.Curated portfolios of individual equities and fixed income securities that specifically reflect your individual client’s values, ethical preferences, and financial objectives.Powered by First Affirmative’s research, analytics, and due diligence expertise, AffirmativESG delivers three distinct outcome-oriented strategies to meet each client’s needs.Each solution is crafted with their clear, consistent, and repeatable investment process. You can choose the best solutions for your clients such as: Custom Sustainable Investment Solution (CSIS) Multi-Manager Account Managed Mutual Funds How do you want to change the world?Your clients’ portfolios can be fully customized to meet their individual environmental, ethical, and social objectives. Include or exclude securities from the following major categories: Animal rights Fossil fuels Renewable energy Other environmental issues Corporate behavior Lifestyle choices Military and weapons Prison and detention Powered by their parent company, Folio Financial, AffirmativESG offers: Customization across a range of client inputs, including risk tolerance and time horizon, in addition to ESG concerns, so that you can scale and grow your business. Goals-based financial planning, whether the client is saving for retirement, a major purchase, or a child’s education, or simply building wealth. Automated portfolio construction, IPS generation, reporting, and more. Tax optimization, including tax-lot-relief strategies designed to support a wide range of needs, as well as targeted tax gains or losses. Enhanced trading capabilities, including fractional shares and dollar-based investing. “Tomorrow’s technology, delivered today…”AffirmativESG WebsiteThe post AffirmativESG – Customized Sustainable Responsible Impact Investing Investment appeared first on AIO Financial - Fee Only Financial Advisors.

<h3>In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG.</h3>It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria.Curated portfolios of individual equities and fixed income securities that specifically reflect your individual client’s values, ethical preferences, and financial objectives.<h3>Powered by First Affirmative’s research, analytics, and due diligence expertise, AffirmativESG delivers three distinct outcome-oriented strategies to meet each client’s needs.</h3>Each solution is crafted with their clear, consistent, and repeatable investment process. You can choose the best solutions for your clients such as:<ul> <li>Custom Sustainable Investment Solution (CSIS)</li> <li>Multi-Manager Account</li> <li>Managed Mutual Funds</li> </ul><h3>How do you want to change the world?</h3>Your clients’ portfolios can be fully customized to meet their individual environmental, ethical, and social objectives. Include or exclude securities from the following major categories:<ul> <li>Animal rights</li> <li>Fossil fuels</li> <li>Renewable energy</li> <li>Other environmental issues</li> <li>Corporate behavior</li> <li>Lifestyle choices</li> <li>Military and weapons</li> <li>Prison and detention</li> </ul><h3>Powered by their parent company, Folio Financial, AffirmativESG offers:</h3><ul> <li>Customization across a range of client inputs, including risk tolerance and time horizon, in addition to ESG concerns, so that you can scale and grow your business.</li> <li>Goals-based financial planning, whether the client is saving for retirement, a major purchase, or a child’s education, or simply building wealth.</li> <li>Automated portfolio construction, IPS generation, reporting, and more.</li> <li>Tax optimization, including tax-lot-relief strategies designed to support a wide range of needs, as well as targeted tax gains or losses.</li> <li>Enhanced trading capabilities, including fractional shares and dollar-based investing.</li> </ul><h3>“Tomorrow’s technology, delivered today…”</h3><a href="https://www.firstaffirmative.com/for-advisors/affirmativesg" rel="noreferrer noopener nofollow" target="_blank">AffirmativESG Website</a>The post <a href="https://aiofinancial.com/affirmativesg-sustainable-responsible-impact-investing/" rel="nofollow" target="_blank">AffirmativESG – Customized Sustainable Responsible Impact Investing Investment</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media agency focused on sustainability and has been a strategic consultant in the nonprofit sector. He is a member of the board of US Social Investing Forum (US-SIF) and is a member of the UN Sustainable Stock Exchange Green Finance Advisory Group. His 2016 book is The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable. You can see our video of our interview hereAs You Sow is a 25 year old non-profit leader in shareholder advocacy.  Through their network, they engage with companies to make positive changes.In 2017, As You Sow filed over 50 resolutions across five program areas. Energy (climate change, energy sector transition, hydraulic fracturing, water risk, clean tech) Environmental Health (antibiotics &amp; factory farms, GMOs and pesticides, nanomaterials, smoke free movies, toxic enforcement) Waste (consumer packaging, ocean plastics, carpet recycling, electronic waste) Human Rights (Responsible Sourcing Network – cotton, minerals, anti-slavery) CEO Pay There are many examples of As You Sow using shareholder advocacy to make real changes. You can follow resolutions at: asyousow.org/resolutions-trackerAs You Sow pressured Starbucks to give up plastic straws. Duncan Donuts and McDonald’s to stop using styrofoam.In addition to filing shareholder resolutions, As You Sow engages with companies. It is much easier to bring up an issue with a company through a call and have them take action. The company can get credit for being responsible. It is much harder to file a shareholder resolution and get support for a change.As You Sow conducts media campaigns on issues, contacts shareholders, follows voting on issues so they can follow up and contact those who did not support the resolution.Every March, As You Sow publishes a free guide to proxy voting: Proxypreview.org – this allows shareholders access to an easy guide to vote on shareholder resolutions.They have a mutual fund screening tool so that mutual fund holders can see and compare the impact of the funds they hold. Many people are not aware of the underlying companies that they hold. As You Sow has a tool for evaluating: carbon footprint, amount fossil fuel free, weapons holdings, deforestation impact and tobacco. They will be adding more screens, including: prisons, women in power and palm oil.As You Sow is funded through grants and private donations. You can donate at the website: asyousow.org/donateYou can find out more at thier website: asyousow.orgThank you Andrew Behar for the important work you and As You Sow are doing.The post As You Sow – Shareholder Advocacy appeared first on AIO Financial - Fee Only Financial Advisors.

I’m excited to have my interview podcast and <a href="https://youtu.be/vp1UuKlq16c" rel="noreferrer noopener nofollow" target="_blank">video</a> with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media agency focused on sustainability and has been a strategic consultant in the nonprofit sector. He is a member of the board of US Social Investing Forum (US-SIF) and is a member of the UN Sustainable Stock Exchange Green Finance Advisory Group. His 2016 book is <a href="http://www.shareholderactionguide.org/" rel="nofollow" target="_blank">The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable</a>. You can see our video of our <a href="https://youtu.be/vp1UuKlq16c" rel="noreferrer noopener nofollow" target="_blank">interview</a> <a href="https://youtu.be/vp1UuKlq16c" rel="noreferrer noopener nofollow" target="_blank">here</a>As You Sow is a 25 year old non-profit leader in shareholder advocacy.  Through their network, they engage with companies to make positive changes.In 2017, As You Sow filed <a href="https://www.asyousow.org/our-work/current-resolutions/?program=&amp;ays_year=2017&amp;initiative=&amp;company=&amp;keyword=" rel="nofollow" target="_blank">over 50 resolutions</a> across five program areas.<ul> <li>Energy (climate change, energy sector transition, hydraulic fracturing, water risk, clean tech)</li> <li>Environmental Health (antibiotics &amp; factory farms, GMOs and pesticides, nanomaterials, smoke free movies, toxic enforcement)</li> <li>Waste (consumer packaging, ocean plastics, carpet recycling, electronic waste)</li> <li>Human Rights (Responsible Sourcing Network – cotton, minerals, anti-slavery)</li> <li>CEO Pay</li> </ul>There are many examples of As You Sow using shareholder advocacy to make real changes. You can follow resolutions at: <a href="https://www.asyousow.org/resolutions-tracker/" rel="noreferrer noopener nofollow" target="_blank">asyousow.org/resolutions-tracker</a>As You Sow pressured Starbucks to give up plastic straws. Duncan Donuts and McDonald’s to stop using styrofoam.In addition to filing shareholder resolutions, As You Sow engages with companies. It is much easier to bring up an issue with a company through a call and have them take action. The company can get credit for being responsible. It is much harder to file a shareholder resolution and get support for a change.As You Sow conducts media campaigns on issues, contacts shareholders, follows voting on issues so they can follow up and contact those who did not support the resolution.Every March, As You Sow publishes a free guide to proxy voting: <a href="http://Proxypreview.org" rel="nofollow" target="_blank">Proxypreview.org</a> – this allows shareholders access to an easy guide to vote on shareholder resolutions.They have a mutual fund screening tool so that mutual fund holders can see and compare the impact of the funds they hold. Many people are not aware of the underlying companies that they hold. As You Sow has a tool for evaluating: carbon footprint, amount fossil fuel free, weapons holdings, deforestation impact and tobacco. They will be adding more screens, including: prisons, women in power and palm oil.As You Sow is funded through grants and private donations. You can donate at the website: <a href="https://www.asyousow.org/donate" rel="noreferrer noopener nofollow" target="_blank">asyousow.org/donate</a>You can find out more at thier website: <a href="https://www.asyousow.org/" rel="noreferrer noopener nofollow" target="_blank">asyousow.org</a>Thank you Andrew Behar for the important work you and As You Sow are doing.The post <a href="https://aiofinancial.com/as-you-sow/" rel="nofollow" target="_blank">As You Sow – Shareholder Advocacy</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

As You Sow – Shareholder Advocacy

At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform.PORTFOLIO IMPACT REPORTINGOne is portfolio impact reports for financial advisors.  It’s a way to show clients what their investments are doing in the world. It evaluates a portfolio compared to a benchmark portfolio on 20 different areas, including: weapons exposure, carbon emissions, animal exploitation, gender equality, political transparency voting support, fossil fuel exposure, prison industry exposure, migrant border detention involvement, deforestation exposure, and women on boards. In addition it highlights about 20 different shareholder advocacy engagements with companies.  It lists the number of companies that the portfolio holdings have changed and lists examples of shareholder advocacy. It’s a nice list of activities that otherwise is time consuming to put together from the various manager reports.PETITION PLATFORMThe second part of YourStake.org is an online petition platform for shareowners. The combined savings of many citizens makes up the majority of investment into big companies. Companies already respond to big investors, and together smaller investors can make an impact. From 401(k)s to brokerage accounts to pensions and more, you can sync with all of your investments on YourStake to verify that you are a shareowner. You can use your shareowner power with stocks and mutual funds. You have the power to change companies. Companies have to listen to their shareowners – you’re their boss. Investors have convinced companies to: Stop funding organizations supporting climate denial Address the gender pay gap Phase out antibiotic overuse and more. SUSTAINABLE FINANCIAL ADVISOR DIRECTORYThe second part of YourStake is free. They also have a directory of sustainable financial advisors. AIO Financial is listed in the directory.BACKGROUNDStake’s founders care about climate change. Some of the largest polluting companies actively prevent societies from taking action, by buying lobbyists, spreading misinformation, and fighting innovation. Theco-founder, Gabe Rissman, was looking to make a difference, and realized his student investment club invested in one of these polluting oil companies, Exxon. This ownership stake meant the student club had rights as shareholders to present a Petition at Exxon’s annual shareholder meeting, in Texas. He submitted a formal proposal that Exxon stop funnelling money to climate denying organizations, such as ALEC.The post YourStake.org appeared first on AIO Financial - Fee Only Financial Advisors.

At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform.<h2>PORTFOLIO IMPACT REPORTING</h2>One is portfolio impact reports for financial advisors.  It’s a way to show clients what their investments are doing in the world. It evaluates a portfolio compared to a benchmark portfolio on 20 different areas, including:<ul> <li>weapons exposure,</li> <li>carbon emissions,</li> <li>animal exploitation,</li> <li>gender equality,</li> <li>political transparency voting support,</li> <li>fossil fuel exposure,</li> <li>prison industry exposure,</li> <li>migrant border detention involvement,</li> <li>deforestation exposure, and</li> <li>women on boards.</li> </ul>In addition it highlights about 20 different shareholder advocacy engagements with companies.  It lists the number of companies that the portfolio holdings have changed and lists examples of shareholder advocacy. It’s a nice list of activities that otherwise is time consuming to put together from the various manager reports.<h2>PETITION PLATFORM</h2>The second part of <a href="http://YourStake.org" rel="nofollow" target="_blank">YourStake.org</a> is an online petition platform for shareowners. The combined savings of many citizens makes up the majority of investment into big companies. Companies already respond to big investors, and together smaller investors can make an impact. From 401(k)s to brokerage accounts to pensions and more, you can sync with all of your investments on YourStake to verify that you are a shareowner. You can use your shareowner power with stocks and mutual funds. You have the power to change companies. Companies have to listen to their shareowners – you’re their boss. Investors have convinced companies to:<ul> <li>Stop funding organizations supporting climate denial</li> <li>Address the gender pay gap</li> <li>Phase out antibiotic overuse</li> <li>and more.</li> </ul><h2>SUSTAINABLE FINANCIAL ADVISOR DIRECTORY</h2>The second part of YourStake is free. They also have a directory of sustainable financial advisors. AIO Financial is listed in the directory.<h2>BACKGROUND</h2>Stake’s founders care about climate change. Some of the largest polluting companies actively prevent societies from taking action, by buying lobbyists, spreading misinformation, and fighting innovation. Theco-founder, Gabe Rissman, was looking to make a difference, and realized his student investment club invested in one of these polluting oil companies, Exxon. This ownership stake meant the student club had rights as shareholders to present a Petition at Exxon’s annual shareholder meeting, in Texas. He submitted a formal proposal that Exxon stop funnelling money to climate denying organizations, such as ALEC.The post <a href="https://aiofinancial.com/yourstake-shareholder-advocacy/" rel="nofollow" target="_blank">YourStake.org</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

YourStake.org

Suze Orman

Green Century Mutual Funds – Shareholder AdvocacyThis blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here.Jared Fernandez spent his professional life working to better our national food system. Conventional agriculture is carbon intensive and national food policy prioritizes feeding cattle over communities – he has worked to promote regional food systems that simultaneously build soils, economies, and communities.Green Century is a mutual fund company – they combine a fossil fuel free sustainable investing strategy with award-winning shareholder advocacy and support of environmental non-profits to deliver.Here are some notes from our discussion:What does Green Century offer?An environmentally responsible mutual fund company. They seek to invest in environmental innovators such as companies involved with renewable energy, water efficiency, healthy food, and companies who are leading in ESG factors (environmental, social, and governance).There is a large body of information showing that incorporating ESG factors in the analysis improves performance.Green Century offers three mutual funds: international, US equity and a balanced fund. The international fund started in 2016 and is the first fossil fuel free index fund. The balanced fund has 70% stock 30% bond – about half of the bonds are green bonds that support green projects around the globe.How big of a component is shareholder advocacy at Green CenturyThere are three prongs to their approach: Investment strategy Founded by a group of non-profits – every dollar that Green Century earns goes back to the non-profits Shareholder advocacy – two full time advocates What are your focus areas Preserving tropical forests Promoting alternative energy Pollinators Keeping anti-biotics Conserving Ocean health Pollution Reducing food waste Promoting plant based protein Sustainable agriculture is a large driver in our impact on the environment.How does Green Century engage with companies?They do considerable engagement. They vote their proxies and bring issues and dialog with companies. If they cannot make progress with them, they will file a shareholder resolution.They engage with companies who are responsible for massive rates of deforestation.To pick what companies to look at, they look at: Size scope of company Importance to the company Specifics of problem Looking at more unique issue areas such as food waste (40% of food produced in America is wasted) Having companies measure their impact is an important first stepWhat is an example of your engagement?Green Century engaged with Tyson foods to have them look at the risk of not being in the plant based protein market and Tyson foods purchased a state in a plant based protein company and has done more work in that area.  The hope is that they see that as a growing market and move in that direction.How can investors determine how active a mutual fund company is?They can look at: What organizations that the mutual fund company belongs to? What broader networks they are part of? Are they part of advisory boards? Do they vote proxies? Do they file shareholder resolutions? How many staff people are dedicated to shareholder advocacy? Green Century filed 10 resolutions in 2018. Many were withdrawn. They attended two shareholder meetings to present proposals at General Mills and Daron Restaurants.Agriculture is one of the biggest impacts on the environment and climate change.  Sustainable agriculture helps with water pollution, community health, antibiotics in agriculture.Do you feel shareholder advocacy is making a difference?In the absence of a strong administration supporting environmental legislation, companies need to step up to make a difference.Here our full interview here.Get more information about Green Century at: https://www.greencentury.com/And about their shareholder advocacy at: https://www.greencentury.com/impact/This podcast, blog and video are for informational use only.  We are not making investment recommendations.  This is not an appropriate investment for everyone.  As with any investment, please read the prospectus and discuss it with your financial planner.The post Green Century – ESG Impact Investing appeared first on AIO Financial - Fee Only Financial Advisors.

<h2>Green Century Mutual Funds – Shareholder Advocacy</h2>This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our <a href="https://youtu.be/xJqpD8ij1HI" rel="noreferrer noopener nofollow" target="_blank">video here</a>.Jared Fernandez spent his professional life working to better our national food system. Conventional agriculture is carbon intensive and national food policy prioritizes feeding cattle over communities – he has worked to promote regional food systems that simultaneously build soils, economies, and communities.Green Century is a mutual fund company – they combine a fossil fuel free sustainable investing strategy with award-winning shareholder advocacy and support of environmental non-profits to deliver.Here are some notes from our discussion:What does Green Century offer?An environmentally responsible mutual fund company. They seek to invest in environmental innovators such as companies involved with renewable energy, water efficiency, healthy food, and companies who are leading in ESG factors (environmental, social, and governance).There is a large body of information showing that incorporating ESG factors in the analysis improves performance.Green Century offers three mutual funds: international, US equity and a balanced fund. The international fund started in 2016 and is the first fossil fuel free index fund. The balanced fund has 70% stock 30% bond – about half of the bonds are green bonds that support green projects around the globe.How big of a component is shareholder advocacy at Green CenturyThere are three prongs to their approach:<ol> <li>Investment strategy</li> <li>Founded by a group of non-profits – every dollar that Green Century earns goes back to the non-profits</li> <li>Shareholder advocacy – two full time advocates</li> </ol>What are your focus areas<ul> <li>Preserving tropical forests</li> <li>Promoting alternative energy</li> <li>Pollinators</li> <li>Keeping anti-biotics</li> <li>Conserving Ocean health</li> <li>Pollution</li> <li>Reducing food waste</li> <li>Promoting plant based protein</li> </ul>Sustainable agriculture is a large driver in our impact on the environment.How does Green Century engage with companies?They do considerable engagement. They vote their proxies and bring issues and dialog with companies. If they cannot make progress with them, they will file a shareholder resolution.They engage with companies who are responsible for massive rates of deforestation.To pick what companies to look at, they look at:<ul> <li>Size scope of company</li> <li>Importance to the company</li> <li>Specifics of problem</li> <li>Looking at more unique issue areas such as food waste (40% of food produced in America is wasted)</li> </ul>Having companies measure their impact is an important first stepWhat is an example of your engagement?Green Century engaged with Tyson foods to have them look at the risk of not being in the plant based protein market and Tyson foods purchased a state in a plant based protein company and has done more work in that area.  The hope is that they see that as a growing market and move in that direction.How can investors determine how active a mutual fund company is?They can look at:<ul> <li>What organizations that the mutual fund company belongs to?</li> <li>What broader networks they are part of?</li> <li>Are they part of advisory boards?</li> <li>Do they vote proxies?</li> <li>Do they file shareholder resolutions?</li> <li>How many staff people are dedicated to shareholder advocacy?</li> </ul>Green Century filed 10 resolutions in 2018. Many were withdrawn. They attended two shareholder meetings to present proposals at General Mills and Daron Restaurants.Agriculture is one of the biggest impacts on the environment and climate change.  Sustainable agriculture helps with water pollution, community health, antibiotics in agriculture.Do you feel shareholder advocacy is making a difference?In the absence of a strong administration supporting environmental legislation, companies need to step up to make a difference.Here our full interview here.Get more information about Green Century at: <a href="https://www.greencentury.com/" rel="nofollow" target="_blank">https://www.greencentury.com/</a>And about their shareholder advocacy at: <a href="https://www.greencentury.com/impact/" rel="nofollow" target="_blank">https://www.greencentury.com/impact/</a>This podcast, blog and video are for informational use only.  We are not making investment recommendations.  This is not an appropriate investment for everyone.  As with any investment, please read the prospectus and discuss it with your financial planner.The post <a href="https://aiofinancial.com/green-century-esg/" rel="nofollow" target="_blank">Green Century – ESG Impact Investing</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Green Century – ESG Impact Investing

Green AmericaGrowing the Green Economy for People and PlanetThis blog / podcast / video are an interview with Todd Larsen, the Executive Co-Director of Green America. See our video here.As Executive Co-Director, Todd is responsible for planning, direction, and oversight for Green America’s engagement with individual members and the general public, as well as with corporations that are targeted by consumer campaigns.  Prior to his current position Todd managed Green America’s corporate engagement and policy programs, including Climate Action, Fair Trade, Better Paper, Social Investing. Oversee all campaigns (including Clean Energy Victory Bonds, GMO Inside, Raise the Bar Hershey, Break Up With Your Megabank).Green America works to move the economy more green with their goal of having a green economy.  They work in the areas of: climate, food, finance, labor, social justice, and green living.Green America is a non-profit that was founded 35 years ago.  They currently have 40 staff. They have about 180,000 members and about 3,000 business members.  Business members are featured in their Green Business Directory, if they pass their screening as a green business. They provide information to investors and consumers and lead campaigns to influence corporations.One project they worked on was to remove harmful chemicals that workers were exposed to from Apple.  They engaged with Apple and their competitors, which use the same chemicals, and worked on finding less harmful alternatives.In the green finance, socially responsible investing, area, Green America mostly works on education. They show people how to divest from fossil fuel investments and show the overall performance does not suffer. They help people get involved with socially responsible investing and connect them with financial advisors.Green America has a program to help people leave their mega-bank and invest in a local bank or credit union.Green America engages with 8 to 10 companies per year about their core issues.The best way to connect with Green America is to sign up for their newsletter at: www.greenamerica.orgThe post Green America – Corporate Engagement appeared first on AIO Financial - Fee Only Financial Advisors.

<h2>Green America</h2>Growing the Green Economy for People and PlanetThis blog / podcast / video are an interview with Todd Larsen, the Executive Co-Director of Green America. See our <a href="https://youtu.be/2AdVuLarxGQ" rel="noreferrer noopener nofollow" target="_blank">video here</a>.As Executive Co-Director, Todd is responsible for planning, direction, and oversight for Green America’s engagement with individual members and the general public, as well as with corporations that are targeted by consumer campaigns.  Prior to his current position Todd managed Green America’s corporate engagement and policy programs, including Climate Action, Fair Trade, Better Paper, Social Investing. Oversee all campaigns (including Clean Energy Victory Bonds, GMO Inside, Raise the Bar Hershey, Break Up With Your Megabank).Green America works to move the economy more green with their goal of having a green economy.  They work in the areas of: climate, food, finance, labor, social justice, and green living.Green America is a non-profit that was founded 35 years ago.  They currently have 40 staff. They have about 180,000 members and about 3,000 business members.  Business members are featured in their Green Business Directory, if they pass their screening as a green business. They provide information to investors and consumers and lead campaigns to influence corporations.One project they worked on was to remove harmful chemicals that workers were exposed to from Apple.  They engaged with Apple and their competitors, which use the same chemicals, and worked on finding less harmful alternatives.In the green finance, socially responsible investing, area, Green America mostly works on education. They show people how to divest from fossil fuel investments and show the overall performance does not suffer. They help people get involved with socially responsible investing and connect them with financial advisors.Green America has a program to help people leave their mega-bank and invest in a local bank or credit union.Green America engages with 8 to 10 companies per year about their core issues.The best way to connect with Green America is to sign up for their newsletter at: <a href="https://www.greenamerica.org/" rel="noreferrer noopener nofollow" target="_blank">www.greenamerica.org</a>The post <a href="https://aiofinancial.com/green-america-corporate-engagement/" rel="nofollow" target="_blank">Green America – Corporate Engagement</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Green America – Corporate Engagement

Iroquois Valley Farmland REIT – Organic Farm InvestmentIn this podcast and video (see video here), I interview Alex Mackay the Director of Business Development and Investor Relations at Iroquois Valley Farm. Alex sees food as the perfect conduit for making lasting environmental and social change with its necessary role in our everyday lives and its increasing presence in modern culture and society.Iroquois Valley Farmland REIT is a restorative farmland finance company providing land access to organic family farmers, with a focus on the next generation. Starting in 2007 the Company has a long track record of successfully acquiring organic and transitional farmland. In 2016, the Company expanded its scope to include first mortgage financing.Iroquois Valley Farm owns farmland that is organic or transitioning from traditional to organic. They lease it to farmers for 3 years with the ability to continue indefinitely. After 7 years, farmers can buy the land. Many farmers do not want to own the land. They prefer to invest in equipment. About 50% of farms in the US are owned by another person – not the person farming.About 1 % of US farms are organic and about 5% of the food eaten in the US is organic. The US imports organic food to meet the demand.Are all the farms organic or transitional?Yes, the conversion from non-organic to organic is three years. It can take 5 years for the converting farm to return to the same amount of profitability. Organic farms need to rotate crops, have a diversity of crops, and do not have pesticides or herbicides.Where does it operate? Are there plans of expanding to other area?In 14 states, primarily in the mid-west and further east but they have plans to expand west. The cost of land is expensive on the west coast but there is good farmland and opportunities.They generally buy mid-sized farms – 50 to 150 acres. The cost per farm is generally $500k to $1.5M. Most of the farmers sell wholesale.Iroquois Valley Farms has more demand than money to buy farmland. They do not advertise. Farmers contact them. Banks are hesitant to loan to farms converting to organic because production reduces for several years.How can someone invest? Where can they invest? Do they need to be accredited? Investment minimums? Time duration?Right now offerings are for accredited investors (people with at least $1M to invest or an income of at least $200k per year).The minimum is $31k to be a shareholder. This is a REIT (Real Estate Investment Trust), which requires that any dividends be paid out to investors each year. There is a 7 year lock up – when you cannot get your money out. After that there are limits to the amounts that can come out each year. The investment is available through Iroquois Valley Farms and can be held at Fidelity. They areNear the end of 2018, Iroquois Valley Farms plans to offer an investment with a $10k minimum for any investor.There is a fixed investment that pays 2.5% per year called a Soil Restauration fund which is open to accredited investors and has a minimum investment of $30k.How big is the operation?About $50M.What’s the best way to contact you and get more information?amackay@iroquoisvalleyfarms.comwww.iroquoisvalleyfarms.comThese podcast, blog and video are for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.The post Iroquois Valley Farms – Organic Farming appeared first on AIO Financial - Fee Only Financial Advisors.

<h2>Iroquois Valley Farmland REIT – Organic Farm Investment</h2>In this podcast and video <a href="https://youtu.be/7C7XxlUF3Vs" rel="noreferrer noopener nofollow" target="_blank">(see video here)</a>, I interview Alex Mackay the Director of Business Development and Investor Relations at Iroquois Valley Farm. Alex sees food as the perfect conduit for making lasting environmental and social change with its necessary role in our everyday lives and its increasing presence in modern culture and society.Iroquois Valley Farmland REIT is a restorative farmland finance company providing land access to organic family farmers, with a focus on the next generation. Starting in 2007 the Company has a long track record of successfully acquiring organic and transitional farmland. In 2016, the Company expanded its scope to include first mortgage financing.Iroquois Valley Farm owns farmland that is organic or transitioning from traditional to organic. They lease it to farmers for 3 years with the ability to continue indefinitely. After 7 years, farmers can buy the land. Many farmers do not want to own the land. They prefer to invest in equipment. About 50% of farms in the US are owned by another person – not the person farming.About 1 % of US farms are organic and about 5% of the food eaten in the US is organic. The US imports organic food to meet the demand.Are all the farms organic or transitional? Yes, the conversion from non-organic to organic is three years. It can take 5 years for the converting farm to return to the same amount of profitability. Organic farms need to rotate crops, have a diversity of crops, and do not have pesticides or herbicides.Where does it operate? Are there plans of expanding to other area? In 14 states, primarily in the mid-west and further east but they have plans to expand west. The cost of land is expensive on the west coast but there is good farmland and opportunities.They generally buy mid-sized farms – 50 to 150 acres. The cost per farm is generally $500k to $1.5M. Most of the farmers sell wholesale.Iroquois Valley Farms has more demand than money to buy farmland. They do not advertise. Farmers contact them. Banks are hesitant to loan to farms converting to organic because production reduces for several years.How can someone invest? Where can they invest? Do they need to be accredited? Investment minimums? Time duration? Right now offerings are for accredited investors (people with at least $1M to invest or an income of at least $200k per year).The minimum is $31k to be a shareholder. This is a REIT (Real Estate Investment Trust), which requires that any dividends be paid out to investors each year. There is a 7 year lock up – when you cannot get your money out. After that there are limits to the amounts that can come out each year. The investment is available through Iroquois Valley Farms and can be held at Fidelity. They areNear the end of 2018, Iroquois Valley Farms plans to offer an investment with a $10k minimum for any investor.There is a fixed investment that pays 2.5% per year called a Soil Restauration fund which is open to accredited investors and has a minimum investment of $30k.How big is the operation? About $50M.What’s the best way to contact you and get more information? amackay@iroquoisvalleyfarms.com <a href="http://www.iroquoisvalleyfarms.com" rel="nofollow" target="_blank">www.iroquoisvalleyfarms.com</a>These podcast, blog and video are for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.The post <a href="https://aiofinancial.com/organic-farming-investment/" rel="nofollow" target="_blank">Iroquois Valley Farms – Organic Farming</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Iroquois Valley Farms – Organic Farming

Leslie Samuelrich

In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.Green Century Mutual Funds and the Power of Shareholder AdvocacyWelcome to another episode of the Impact Financial Planners podcast with Bill Holiday. In this episode, we have a special guest, Jared Fernandez, a shareholder advocate with Green Century Mutual Funds. We’ll explore how Green Century is making sustainable and responsible impact investing easy for socially conscious investors who want to make a positive change through their investments.Introduction to Green Century Mutual FundsGreen Century Mutual Funds is an environmentally responsible mutual fund company based in Boston. They focus on investing in environmental leaders and innovators, including companies involved in renewable energy, water efficiency, healthy food, and those excelling in environmental, social, and governance (ESG) performance. Their strategy is rooted in the belief that companies actively working to protect the environment can be more profitable in the long run.Green Century offers three mutual funds: Balanced Fund (their flagship fund) Green Century Equity Fund Green Century International Index Fund (the first responsible and diversified fossil fuel-free international index fund in the U.S., targeting developed international large companies) The Role of Shareholder AdvocacyShareholder advocacy is a vital component of Green Century’s approach, making up one of the three main prongs of their impact strategy. Jared Fernandez and his colleague, Jesse Waxman, are dedicated to advocating for positive change within the companies they invest in. They work on a range of critical issues, such as: Preserving tropical forests Promoting renewable energy Protecting pollinators Reducing food waste Promoting plant-based protein Addressing climate change Sustainable agriculture Green Century goes beyond proxy voting, actively engaging with corporate sustainability teams and C-suite executives. They aim to create a tangible impact by convincing companies to adopt more sustainable practices, not just for the environment but also for their long-term profitability.Assessing the Impact of Shareholder AdvocacyWhen evaluating mutual fund companies for their engagement in shareholder advocacy, consider the following factors: Size and Scope: Look at the size and scope of the companies engaged and the issues addressed. Associations and Collaborations: Check if the company is part of broader networks and collaborations focused on sustainability and responsible investing. Shareholder Resolutions: See if the company goes beyond proxy voting and actively files shareholder resolutions to address critical issues. Green Century’s Success StoriesGreen Century has achieved notable successes through shareholder advocacy, such as: Securing a zero deforestation commitment from the world’s largest palm oil trader, Willmar International, reducing 1.5 gigatonnes of carbon pollution. Pressuring fast-food chains to eliminate routine antibiotic use in animal agriculture, leading to significant changes in poultry production practices. Shareholder advocacy is a powerful tool to drive change in the absence of strong governmental regulations. It encourages businesses to adopt sustainable practices that benefit the environment and society while also mitigating financial risks.Stay Informed and EngagedTo learn more about Green Century Mutual Funds and stay informed about their advocacy efforts, visit their website at www.greencentury.com. You can also sign up for their e-newsletter to receive updates on their progress and victories.Thank you for joining us in this episode of the Impact Financial Planners podcast, brought to you by AIO Financial, the fiduciary financial planning firm specializing in sustainable, responsible, and impact investing. Your feedback is valuable, so please leave a review and rating on iTunes or subscribe to our YouTube channel. Feel free to reach out with any comments, suggestions, or questions. We appreciate your support, and together, we can create a more sustainable and responsible financial future.This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.The post Leslie Samuelrich, Green Century Mutual Funds appeared first on AIO Financial - Fee Only Financial Advisors.

In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds.Green Century Mutual Funds and the Power of Shareholder AdvocacyWelcome to another episode of the Impact Financial Planners podcast with Bill Holiday. In this episode, we have a special guest, Jared Fernandez, a shareholder advocate with Green Century Mutual Funds. We’ll explore how Green Century is making sustainable and responsible impact investing easy for socially conscious investors who want to make a positive change through their investments.Introduction to Green Century Mutual FundsGreen Century Mutual Funds is an environmentally responsible mutual fund company based in Boston. They focus on investing in environmental leaders and innovators, including companies involved in renewable energy, water efficiency, healthy food, and those excelling in environmental, social, and governance (ESG) performance. Their strategy is rooted in the belief that companies actively working to protect the environment can be more profitable in the long run.Green Century offers three mutual funds:<ol> <li>Balanced Fund (their flagship fund)</li> <li>Green Century Equity Fund</li> <li>Green Century International Index Fund (the first responsible and diversified fossil fuel-free international index fund in the U.S., targeting developed international large companies)</li> </ol>The Role of Shareholder AdvocacyShareholder advocacy is a vital component of Green Century’s approach, making up one of the three main prongs of their impact strategy. Jared Fernandez and his colleague, Jesse Waxman, are dedicated to advocating for positive change within the companies they invest in. They work on a range of critical issues, such as:<ul> <li>Preserving tropical forests</li> <li>Promoting renewable energy</li> <li>Protecting pollinators</li> <li>Reducing food waste</li> <li>Promoting plant-based protein</li> <li>Addressing climate change</li> <li>Sustainable agriculture</li> </ul>Green Century goes beyond proxy voting, actively engaging with corporate sustainability teams and C-suite executives. They aim to create a tangible impact by convincing companies to adopt more sustainable practices, not just for the environment but also for their long-term profitability.Assessing the Impact of Shareholder AdvocacyWhen evaluating mutual fund companies for their engagement in shareholder advocacy, consider the following factors:<ol> <li>Size and Scope: Look at the size and scope of the companies engaged and the issues addressed.</li> <li>Associations and Collaborations: Check if the company is part of broader networks and collaborations focused on sustainability and responsible investing.</li> <li>Shareholder Resolutions: See if the company goes beyond proxy voting and actively files shareholder resolutions to address critical issues.</li> </ol>Green Century’s Success StoriesGreen Century has achieved notable successes through shareholder advocacy, such as:<ul> <li>Securing a zero deforestation commitment from the world’s largest palm oil trader, Willmar International, reducing 1.5 gigatonnes of carbon pollution.</li> <li>Pressuring fast-food chains to eliminate routine antibiotic use in animal agriculture, leading to significant changes in poultry production practices.</li> </ul>Shareholder advocacy is a powerful tool to drive change in the absence of strong governmental regulations. It encourages businesses to adopt sustainable practices that benefit the environment and society while also mitigating financial risks.Stay Informed and EngagedTo learn more about Green Century Mutual Funds and stay informed about their advocacy efforts, visit their website at <a href="http://www.greencentury.com/" rel="noopener nofollow" target="_blank">www.greencentury.com</a>. You can also sign up for their e-newsletter to receive updates on their progress and victories.Thank you for joining us in this episode of the Impact Financial Planners podcast, brought to you by AIO Financial, the fiduciary financial planning firm specializing in sustainable, responsible, and impact investing. Your feedback is valuable, so please leave a review and rating on iTunes or subscribe to our YouTube channel. Feel free to reach out with any comments, suggestions, or questions. We appreciate your support, and together, we can create a more sustainable and responsible financial future.This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your financial planner.The post <a href="https://aiofinancial.com/green-century-mutual-funds/" rel="nofollow" target="_blank">Leslie Samuelrich, Green Century Mutual Funds</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Leslie Samuelrich, Green Century Mutual Funds

The Future of Impact Investing with Ethos: A Podcast InterviewLuke Wilcox, Founder, and CEO of EthosA Comprehensive Look at Ethos and Its ImpactIntroductionIn this episode, we have an exclusive interview with Luke Wilcox, the founder and CEO of Ethos, the innovative all-in-one financial tech platform. Hosted by Bill Holliday, we delve into the world of sustainable, responsible, and impact investing, exploring how Ethos is revolutionizing the industry.About EthosIn this segment, Luke Wilcox introduces Ethos and discusses how the platform allows investors and advisors to align their investments with their core values. Learn about the personalized rating system that rates companies and funds based on individual preferences.The Birth of EthosDiscover the origins of Ethos as Luke shares his journey from being an everyday investor to founding Ethos. Understand the need for a platform that simplifies the complex world of impact investing for everyone.Luke’s BackgroundLuke Wilcox’s background in data, social impact measurement, and working with Fortune 500 companies laid the foundation for Ethos. Find out how his expertise shapes the platform’s approach to impact investing.The Ethos WorkspaceExplore the Ethos workspace, where advisors can manage clients and leads. Luke demonstrates how advisors can use the platform’s lead generation tools to engage with potential clients.The Impact Assessment QuestionnaireLearn about Ethos’ Impact Assessment Questionnaire, a customizable tool for clients and leads to select their causes and priorities. Luke showcases how this questionnaire helps personalize investment strategies.Research and ReportsDive into the research and reporting features of Ethos, where advisors can access data on thousands of stocks, ETFs, and mutual funds. Discover how this data empowers advisors to build portfolios aligned with their clients’ values.Dynamic PersonalizationExplore the dynamic rating system that tailors ratings for each client based on their chosen causes and priorities. Luke explains how this personalized approach enhances the client-advisor relationship.Impact ReportsUncover how Ethos creates visually engaging impact reports that advisors can share with clients. These reports provide a comprehensive overview of portfolio impact, making it easy for clients to understand their investments.Engaging Clients with Sustainable ImpactDiscover how Ethos connects to the United Nations Sustainable Development Goals (SDGs) to benchmark and categorize investments. Luke highlights how this framework aids impact assessment.Get in Touch with EthosFind out how to reach out to Ethos and explore the services they offer to financial advisors. Luke shares his contact information and invites inquiries and consultations.ConclusionAs the podcast episode comes to an end, Luke expresses his excitement about the growing interest in impact investing. Bill Holliday and Luke Wilcox reflect on the role Ethos plays in the evolving landscape of financial planning.OutroThank you for listening to this episode brought to you by Aio Financial. To learn more about sustainable, responsible, and impact investing, visit impactfinancialplanners.com/sri-ebook for our free ebook. Don’t forget to subscribe, review, and provide feedback. Take care, and stay tuned for more insightful discussions on finance and impact investing.The post Ethos Investment Impact Evaluation appeared first on AIO Financial - Fee Only Financial Advisors.

The Future of Impact Investing with Ethos: A Podcast InterviewLuke Wilcox, Founder, and CEO of EthosA Comprehensive Look at Ethos and Its ImpactIntroductionIn this episode, we have an exclusive interview with Luke Wilcox, the founder and CEO of Ethos, the innovative all-in-one financial tech platform. Hosted by Bill Holliday, we delve into the world of sustainable, responsible, and impact investing, exploring how Ethos is revolutionizing the industry.About EthosIn this segment, Luke Wilcox introduces Ethos and discusses how the platform allows investors and advisors to align their investments with their core values. Learn about the personalized rating system that rates companies and funds based on individual preferences.The Birth of EthosDiscover the origins of Ethos as Luke shares his journey from being an everyday investor to founding Ethos. Understand the need for a platform that simplifies the complex world of impact investing for everyone.Luke’s BackgroundLuke Wilcox’s background in data, social impact measurement, and working with Fortune 500 companies laid the foundation for Ethos. Find out how his expertise shapes the platform’s approach to impact investing.The Ethos WorkspaceExplore the Ethos workspace, where advisors can manage clients and leads. Luke demonstrates how advisors can use the platform’s lead generation tools to engage with potential clients.The Impact Assessment QuestionnaireLearn about Ethos’ Impact Assessment Questionnaire, a customizable tool for clients and leads to select their causes and priorities. Luke showcases how this questionnaire helps personalize investment strategies.Research and ReportsDive into the research and reporting features of Ethos, where advisors can access data on thousands of stocks, ETFs, and mutual funds. Discover how this data empowers advisors to build portfolios aligned with their clients’ values.Dynamic PersonalizationExplore the dynamic rating system that tailors ratings for each client based on their chosen causes and priorities. Luke explains how this personalized approach enhances the client-advisor relationship.Impact ReportsUncover how Ethos creates visually engaging impact reports that advisors can share with clients. These reports provide a comprehensive overview of portfolio impact, making it easy for clients to understand their investments.Engaging Clients with Sustainable ImpactDiscover how Ethos connects to the United Nations Sustainable Development Goals (SDGs) to benchmark and categorize investments. Luke highlights how this framework aids impact assessment.Get in Touch with EthosFind out how to reach out to Ethos and explore the services they offer to financial advisors. Luke shares his contact information and invites inquiries and consultations.ConclusionAs the podcast episode comes to an end, Luke expresses his excitement about the growing interest in impact investing. Bill Holliday and Luke Wilcox reflect on the role Ethos plays in the evolving landscape of financial planning.OutroThank you for listening to this episode brought to you by Aio Financial. To learn more about sustainable, responsible, and impact investing, visit <a href="http://impactfinancialplanners.com/sri-ebook" rel="nofollow" target="_blank">impactfinancialplanners.com/sri-ebook</a> for our free ebook. Don’t forget to subscribe, review, and provide feedback. Take care, and stay tuned for more insightful discussions on finance and impact investing.The post <a href="https://aiofinancial.com/ethos-investment-impact-evaluation/" rel="nofollow" target="_blank">Ethos Investment Impact Evaluation</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Ethos Investment Impact Evaluation

Exploring Corporate Accountability with Hannah FriedbergIntroduction to Corporate AccountabilityIn this episode, we delve into the work of Corporate Accountability, a nonprofit organization addressing critical issues such as clean water, climate change, and food systems. Discover how they mobilize people for change and engage with regulatory bodies.Corporate Accountability’s 40-Year JourneyLearn about Corporate Accountability’s remarkable journey since its inception in the late 70s, including their involvement in the Nestle boycott and their mission to educate the public on corporate injustices.Strategies for Corporate AccountabilityExplore the two primary strategies employed by Corporate Accountability – mobilizing people to demand change and empowering regulatory bodies. Find out how they’ve effectively used these strategies to challenge corporate influence.Regulatory Bodies and Global ImpactGet insights into Corporate Accountability’s involvement in international regulatory bodies, like the UN Framework Convention on Climate Change, and how they advocate for human and environmental rights over corporate interests.Membership and EngagementDiscover how you can get involved with Corporate Accountability as a member and learn how they engage with individuals, grassroots organizations, and even corporations to drive change.Get in Touch with Corporate AccountabilityConnect with Corporate Accountability through their website, social media channels, or direct contact information. Learn how you can be a part of their ongoing mission to hold corporations accountable and effect positive change.Closing ThoughtsReflect on the importance of addressing corporate influence in today’s world and how organizations like Corporate Accountability play a vital role in advocating for justice and sustainability.The post Corporate Accountability appeared first on AIO Financial - Fee Only Financial Advisors.

Exploring Corporate Accountability with Hannah FriedbergIntroduction to Corporate AccountabilityIn this episode, we delve into the work of Corporate Accountability, a nonprofit organization addressing critical issues such as clean water, climate change, and food systems. Discover how they mobilize people for change and engage with regulatory bodies.Corporate Accountability’s 40-Year JourneyLearn about Corporate Accountability’s remarkable journey since its inception in the late 70s, including their involvement in the Nestle boycott and their mission to educate the public on corporate injustices.Strategies for Corporate AccountabilityExplore the two primary strategies employed by Corporate Accountability – mobilizing people to demand change and empowering regulatory bodies. Find out how they’ve effectively used these strategies to challenge corporate influence.Regulatory Bodies and Global ImpactGet insights into Corporate Accountability’s involvement in international regulatory bodies, like the UN Framework Convention on Climate Change, and how they advocate for human and environmental rights over corporate interests.Membership and EngagementDiscover how you can get involved with Corporate Accountability as a member and learn how they engage with individuals, grassroots organizations, and even corporations to drive change.Get in Touch with Corporate AccountabilityConnect with Corporate Accountability through their website, social media channels, or direct contact information. Learn how you can be a part of their ongoing mission to hold corporations accountable and effect positive change.Closing ThoughtsReflect on the importance of addressing corporate influence in today’s world and how organizations like Corporate Accountability play a vital role in advocating for justice and sustainability.The post <a href="https://aiofinancial.com/corporate-accountability/" rel="nofollow" target="_blank">Corporate Accountability</a> appeared first on <a href="https://aiofinancial.com" rel="nofollow" target="_blank">AIO Financial - Fee Only Financial Advisors</a>.

Corporate Accountability

AIO Financial – Fee Only Financial Advisors

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