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: A Shift to Judicial Activism

With Congress unable to check the overreach and illegal actions of the current administration due to Republican Congressional acquiescence, the judicial system is now the primary venue for seeking limits on excessive executive branch authority. At our annual company retreat this September in Santa Fe, N.M., those gathered had several conversations about “meeting the moment”

In The News – Winter 2026

This quarter’s In the News recaps reporting on how investors, institutions, and communities are responding to today’s political and regulatory climate—from the resilience of sustainable investing and renewed momentum in climate tech to the growing role of community-owned real estate and rising concerns about transparency and accountability in financial markets.

Investing with Intent – Fall 2025

This quarter’s issue of the Investing with Intent newsletter explores values-driven divestment in a turbulent political climate, the meaning of conviction in impact investing, the challenges of AI and copyright, and rising opportunities in renewable energy and shareholder advocacy.

Market Report – Fall 2025

Despite continued threats of tariffs, the U.S. soared in the third quarter of 2025, reaching record highs and rising about eight percent for the period and up 35 percent since its low in April. These record returns have, once again, been achieved in large part by artificial intelligence companies and tech in general. Despite headwinds

Encouraging Trends: The Highest Levels of Renewable Energy Adoption

Despite attempts by the current administration to accelerate recent fossil fuel production, the International Energy Association found in its annual Electricity 2025 report that coal’s share of total generation is set to drop below 33 percent for the first time in the last 100 years. The IEA also found that solar PV and wind energy

The Meaning of Conviction

On Wall Street, the word “conviction” refers to one’s confidence that a given investment will be profitable. For example, a “high conviction” investment is one that an investor believes will ultimately be highly profitable and is worth holding—even at the cost of enduring losses along the way. Likewise, an investor could easily get shaken out

The Growing Presence of AI Part 2: Data Origination and Latest Advancements

Welcome to part two in our AI series. This series aims to concisely deliver the ins and outs of AI in a digestible fashion. Find part one in the series here. In this article, we’ll delve into the origins of the data fed into AI, the presence of biases in AI, and the use of

To Dump or Not to Dump?

The political turmoil of 2025 had a profound impact on the economy and how investors think about their financial futures and investment choices. Americans’ views on the economy never recovered from pre-COVID levels; only 23 percent of Americans now view the economy favorably, a significant drop from public sentiment in early 2020 when 60 percent

In The News – Fall 2025

This quarter’s In the News recaps articles reporting on big banks reactions to the current political climate and the new buzzword for ESG.

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