[ Forbes ] Who Benefits From The Fight Against ESG?

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Several state legislatures have recently begun punishing investment companies that take environmental, social, and governance (ESG) data into consideration when making investment decisions.

Elon Musk tweeted, “ESG is a scam. It has been weaponized by phony social justice warriors.” In an opinion piece in The Wall Street Journal, former Vice President Mike Pence says that investing using ESG principles is politically driven and is part of a plan by the “woke left” to conquer corporate America.… Read the rest

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

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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

[ Forbes ] ESG Investing Is Not Sustainable Investing

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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

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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

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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