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
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
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
Some socially conscious mutual funds and ETFs own stocks that seem strangely out of place.
Sustainable, responsible, and impact (SRI) investing used to be dominated by mutual fund companies whose mission was to align their investment strategies with their values. Companies such as Calvert, Domini, Parnassus, and Pax World invested responsibly to make the world a better place.… Read the rest
The Traditional Investor Mindset – Profitable Blind Faith
First things first – before your investment dollars can change a single thing, you simply must know where your money is going.
Sure, you may have some money invested, and it may be delivering steady returns, but many investors don’t know or even know to ask their financial advisor a few crucial questions: what companies am I supporting with my investments and do those companies’ values align with mine?… Read the rest
Photography: Francis Dean/Corbis News
I was quoted today in a great article in Bloomberg discussing the growth of ESG investing in addition to the risks of greenwashing as the big fund management firms join the fray – especially Blackrock, the world’s largest asset manager with over $8 trillion managed.… Read the rest
Earth Equity Advisors’ CEO and Director of Investments, Peter Krull was recently a guest on The Last Environmentalist podcast, hosted by Josh Dorfman. The two discussed the importance of responsible investing, divesting from fossil fuels and reinvesting in sustainable solutions. They also discussed:
- Creating a socially responsible portfolio that invests positively
- How portfolios without fossil fuel companies are creating better returns
- Impact X-Ray portfolio analysis and the criteria for investing through Earth Equity Advisors
- Picking the sustainable stocks that became the Green Sage Financial Portfolio
- Diversification and the typical stocks in an SRI portfolio
- The top resources for educating yourself on sustainable and responsible investments
- Why you need to be cautious about Environmental Social Governance (ESG) ratings
- Why it is vital to do your due diligence
- Why your climate-friendly stock portfolio needs diversification
- Why you should work with a professional
Sign up for our email series on Sustainable, Responsible and Impact Investing
This website is solely for informational purposes. Advisory services provided by Peter Krull, Neill Yelverton, Leesa Sluder and Kerry Keihn, investment adviser representatives of Earth Equity Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Earth Equity Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Earth Equity Advisors, LLC unless a service agreement is in place.
‘Helping you align your investments with your values’ is a registered trademark of Earth Equity Advisors, LLC. Earth Equity is a registered trademark of Earth Equity Advisors, LLC