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

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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

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

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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

Impact Spotlight: CBRE

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CBRE

CBRE focuses on real estate services to owners, occupants, and investors. This includes leasing, property, project, and investment management.

Buildings make up about 30% of all carbon emissions, making building efficiency a priority climate change issue. We value CBRE because of its strong focus on building efficiency.… Read the rest

[ InvestmentNews ] SRI or Die: Time to Get on Board the Responsible Investing Trend

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“If you’re not talking with your clients about sustainable, responsible, and impact investing, they’ll be speaking with someone else.” That’s a line I used last week while speaking to a group of financial advisers at a conference in Michigan. And it’s true.… Read the rest

[ Forbes ] SRI Investing, An Underrated Climate Change Solution

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On August 9th, the Intergovernmental Panel on Climate Change (IPCC) released a report in which the resounding and unsurprising conclusion was a “code red for humanity.” The evidence is irrefutable that climate change is widespread, rapid, and intensifying. In 2020 alone, there was a record shattering 22 separate billion-dollar weather and climate disasters across the United States.… Read the rest

“SRI 2.0” is Not What You Think – You Really Can Have it All

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A lot of folks think all we do is get rid of oil companies and invest in solar, but responsible investing is much more than that. Once known as Socially Responsible Investing, SRI has gotten both broader and deeper as it evolved into Sustainable, Responsible, and Impact Investing.… Read the rest

Why I’m Optimistic About the Climate Challenge Before Us

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Written by Krista Kurth, Ph.D. on her blog, Climate Action for Every Day People.

Momentum for action is building around the world

In the last few weeks, I’ve felt inspired and hopeful about the growing momentum in global climate action. Even though I recently wrote about being daunted by the challenge before us, after attending many events leading up to and after Earth Week where experts and representatives from around the world spoke about the climate crisis, I now am back to being optimistic.… Read the rest

[ Financial Planning ] Doing Right by clients and the planet with SRIs

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It seems like every day a new socially responsible fund pops up.

In 2020 alone, 90 new funds were brought to market. Moving into 2021, there were 392 such sustainable fund offerings comprising $51.1 billion. And they’re quickly adding new assets — 40% of that $51.1 billion came in the fourth quarter alone — and there’s no signs of slowing.… Read the rest

[ Kiplinger ] SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.

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If you’ve been reading the news lately, you’ve likely heard a lot about ESG (Environmental, Social, Governance) and/or SRI (Sustainable, Responsible and Impact) investing. While the terms are commonly used interchangeably, there are stark differences between the two that every investor should be aware of.… Read the rest