What You Need to Know About Donating Stock to Charity

We know supporting nonprofits is something important to many of Earth Equity’s clients, and the opportunities to give are truly endless! In addition to volunteering your time, writing a check, or making a qualified charitable distribution, you can also donate stock to most nonprofits.… Read the rest

[ Forbes ] Taking SRI’s 2021 Key Learnings Into 2022

The sustainable, responsible, and impact (SRI) investing market saw a continued influx of new funds in 2021, sending the number of sustainable funds available to U.S. investors to an all-time high as of the close of the third quarter. This is bittersweet at best.… Read the rest

Earth Equity Ranked in Impact Awards for Second Consecutive Year

We are honored to share that we have been recognized for the second consecutive year by Real Leaders as they have announced the newly selected winners of the 2022 Top Impact Companies from around the world.

The 2022 list features a mix of respected impact brands of all sizes and from a variety of industries, including Traditional Medicinals, Hannon Armstrong and Ocean Brands, as well as Allbirds, Danone, and Warby Parker. Read the rest

Earth Equity Certified 1% for the Planet for the 11th Consecutive Year

We are excited to share that we have officially been certified as a 1% for the Planet for the 11th consecutive year!

1% for the Planet represents a global network of businesses, individuals, and nonprofit organizations tackling our planet’s most pressing environmental issues by committing to donate the equivalent of 1% of gross annual revenue through a combination of monetary, in-kind, and approved promotional support directly to environmental nonprofits.… Read the rest

[ Forbes ] ESG Investing Is Not Sustainable Investing

There’s a lot of confusion in the marketplace regarding ESG (Environmental, Social, Governance) and Sustainable, sometimes known as SRI (Sustainable, Responsible, and Impact) investing. Many people think the two terms are interchangeable – I’m here to tell you that they aren’t.… Read the rest

Impact Spotlight: Allbirds


BIRD

Allbirds focuses on sustainably sourced and manufactured shoes and apparel.

According to a report from the Apparel Impact Institute and Fashion for Good, the fashion industry accounts for 2% of global greenhouse gas emissions. And, a report from Planet Tracker lays out the pollution and water risks of the industry and the lack of transparency from most manufacturers.… Read the rest

Earth Equity Partners with SMArtX to bring the Green Sage Sustainability Portfolio to More Financial Advisors and their Clients

We’re excited to announce that, as of December 1st, more financial advisors than ever can now invest their clients’ assets in our proprietary Green Sage Sustainability Portfolio through our new partnership with SMArtX.

Green Sage is a rigorously screened portfolio with a 9-year track record and is constructed with our nearly 20 years of experience in sustainable, responsible, and impact (SRI) investing.… Read the rest

Replay: “Environmentally Sustainable Investing” with Warren Wilson College

Read the rest

Invest in the Future with Us: Earth Equity Advisors and Sugar Hollow Solar

Read the rest

[ Forbes ] Does Your Advisor Understand Responsible Investing? Ask them these 5 Questions to Find Out.

While investor interest in sustainable, responsible, and impact investing (SRI) has greatly increased in recent years, many financial advisors are still woefully unprepared to talk to their clients about SRI.

According to a 2020 survey of 800 Registered Investment Advisors (RIA)s by SEI – a global provider of investment processing, management, and operations solutions – only one-third reported growing interest in sustainable investing.… Read the rest