Insights

Investing with Intent – Spring 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—exploring affordable housing for Hawaiian Natives, shareholders filing lawsuits with major corporations in reaction to SEC no-action guidelines, and more. Follow the stories below in our lastest issue. Puʻuhonua O Waiʻanae: A Village Without a Place No More by Kulu Maphalala Bringing the Wisdom of the Three Sisters into Financial Services by Diana Yáñez Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms by Carrie

Shareholder Advocacy Review – Summer 2022

Our engagements with lawmakers this quarter focused on deforestation, climate change risk, and workers’ rights. We signed a collaborative investor letter facilitated by Domini Investments in support of the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which prohibits access to U.S. markets for commodities that originate from illegally deforested land. The

Native Land Taxes Reclaim Rights, Power, and the Environment

One of the most prevalent tools of colonialism has been the removal of land and natural resources from the hands of Indigenous peoples. This has led to the cultural, social, and spiritual disenfranchisement of Indigenous peoples and, as Native methods of land stewardship vanish, wide-ranging environmental effects are harming both Native and non-Native communities.

Market Report – Summer 2022

Stock and bond markets were down sharply over the second quarter as inflation flared. During the second quarter, large-company stocks fell 16.1%, small-company stocks dropped 17.2%. Foreign stocks were down 14.5%, and even bonds lost ground, falling 4.7%. In the first half of 2020 as the pandemic took hold, the U.S. economy technically slipped into

In the News – Summer 2022

1. SBA FINALLY MEETS DEI The U.S. Small Business Administration’s 2021 report showed that only 18% of early-stage business loans went to women-owned firms, 8% to Hispanic-owned businesses, and 5% to Black-owned businesses. Pre-pandemic numbers were just as bad. Last month the SBA announced additional enhancements to Section 7(a) funding that should help improve its

A Q&A With Financial Behaviorist Jacquette Timmons

Jacquette Timmons works as a financial behaviorist committed to helping people manage choices around money. She is the author of “Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate” and hosts of one of my favorite money podcasts, “More Than Money.” Jacquette is a much-loved speaker, and her work has

Cryptocurrency for Socially Responsible Investors

Cryptocurrency has become quite the hot topic in the investment world over the last few years. What’s less known, however, are socially and environmentally conscious perspectives on this new technology. After many years of observation and reflection, Brady and James got together to weigh in with their thoughts.

Cryptocurrency for Socially Responsible Investors

Cryptocurrency has become quite the hot topic in the investment world over the last few years. What’s less known, however, are socially and environmentally conscious perspectives on this new technology. After many years of observation and reflection, Brady and James got together to weigh in with their thoughts.

Goodbye ‘Mother of ESG Investing’ Hazel Henderson

BY RINALDO S. BRUTOCO, Founding President and CEO of the World Business Academy. Reprinted with permission by Ethical Markets Media, LLC IN MAY, the world lost one of the truly great humans of the last century, my dear friend Hazel Henderson, founder of Ethical Markets, author of nine books, “mother” of the field of sustainable

Market Report – Spring 2022

In a marked contrast to results over the last three years, the stock and bond markets each ended the first quarter decidedly lower. In the U.S., large company stocks were down 4.6% and smaller companies were down 7.5%. Foreign stocks were down 5.9% and bonds were lower by 5.9%. The volatility during the quarter was

2021 Social Impact Report

Download a full copy of our 2021 Social Impact Report Reasons for Hope by Michael Kramer 2021 Sustainable & Responsible Impact 2021 Regenerative Investments 2021 Shareholder Advocacy Review – The Winds at Our Back by Michael Kramer SPOTLIGHTS Recompose Life – A Truly Regenerative Investment by Malaika Maphalala Clean Energy Credit Union – An Interview

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