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MarketWatch Opinion: Buyer beware: What’s really in your ‘earth-friendly’ ESG fund?

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

Empowering Your Dollars to Change the World


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

Addendum: The Boom in ESG Shows No Signs of Slowing, Bloomberg Green

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

What’s under the hood of your mutual fund or ETF?

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Why TIAA-Cref, Why?

Financial Services for the Greater Good is the tagline for TIAA-CREF – the largest financial services firm serving educators. One would think that by saying greater good they would mean society as a whole – instead it appears to mean their pocketbook!… Read the rest