Insights

Investing with Intent – Winter 2025

This quarter’s issue of the “Investing with Intent” newsletter for clients and friends addresses responsible investing after the election, protecting the Amazon rainforest, investing in farming in sub-Saharan Africa, and an update on the firm’s internal racial equity work.

In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHT Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be

Investing with Your Values

It can be overwhelming to think about the ways that our values and money interact in our lives. Some people might know they want their money to create positive impact but feel unsure of where to start. Unless we bring intention and clarity to our money life, the money flowing through our lives may be

Returning to the South: Part 2

This article is the second of a two-part series by Tiffany Brown exploring the racial wealth divide across the Deep South. The Legacy Museum in Montgomery, Alabama tells the story of stolen people, enslavement for free labor, the premature withdrawal of federal troops after Emancipation, and the lack of enforcement of the Civil Rights Act

NI Newsletter Fall 2019

The Power of Protest by James Frazier Returning to the South: Part 1 by Tiffany Brown Battling Government’s Assault on Shareholder Rights by Michael Kramer Gold: Is there a Socially Responsible Option? by Evan Quirk-Garvan What’s Up on Wall Street: Fall 2019 by Scott Secrest

What’s Up on Wall Street: Fall 2019

The U.S. stock market dipped notably in early August and exhibited considerable volatility throughout the month. The market drop and subsequent instability, which stretched into September, were related to concerns about growth prospects for the U.S. and global economies. These concerns were validated by the Fed’s decision to cut interest rates in late July—the first

Gold: Is there a Socially Responsible Option?

In a time of trade wars and political leaders on the fritz, investors may consider more conservative options to avoid market volatility. Real estate, bonds, and even gold might look appealing in times of turmoil. For socially responsible investors with even a cursory awareness of the gold mining industry, however, the question of whether gold

Battling Government’s Assault on Shareholder Rights

The Securities and Exchange Commission has announced its intention to make fundamental changes that would impede one of the most important tools to advance corporate social responsibility: the rights of shareholders to influence corporate policies and practices. In order to raise public awareness of what’s at stake, leading advocates for socially responsible investing have launched

Returning to the South: Part 1

This article is Part 1, by Tiffany Brown, in a new series exploring the racial wealth divide across the Deep South. My business partner Kate Poole and I are clear that our core focus for Chordata Capital is to address the racial wealth divide. How could we not? Kate and I first crossed paths at

The Power of Protest

On a recent beautiful September weekend, I traveled to Hawaii Island (also known as the Big Island) to support the protests against the construction of the Thirty Meter Telescope. On one side of this issue, science institutions and the state government are moving to start construction on a giant, highly advanced telescope on the summit

Scroll to Top