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
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 is proud to be hosting our sixth annual speaker series on Tuesday, November 5th at The Collider in downtown, Asheville, NC. This year’s event will continue to use climate solutions from the Drawdown Project as a theme.… Read the rest
Earth Equity Advisors Founder, CEO and Director of Investments Peter Krull recently completed the certification program for the Chartered SRI Counselor™ designation through the College for Financial Planning. The designation focuses on all aspects of sustainable, responsible and impact investing (SRI) including history and foundations, different approaches to the practice, portfolio construction and environmental, social and governance (ESG) research.… Read the rest
US SIF, the Forum for Sustainable and Responsible Investment published their biennial 2018 Responsible and Impact Investing Trends today. As we have been expecting, the amount of investments categorized as being sustainable and responsible has grown considerably since the last report back in 2016.… Read the rest
We’re gearing up for our 4th annual Lecture Series, and we couldn’t be more excited about our guests this year.
You’re invited to join us for a special evening at The Collider in downtown Asheville with acclaimed author Katharine Wilkinson and CNN columnist John D.… Read the rest