[ Forbes ] Taking SRI’s 2021 Key Learnings Into 2022

The sustainable, responsible, and impact (SRI) investing market saw a continued influx of new funds in 2021, sending the number of sustainable funds available to U.S. investors to an all-time high as of the close of the third quarter. This is bittersweet at best.… Read the rest

[ Forbes ] ESG Investing Is Not Sustainable Investing

There’s a lot of confusion in the marketplace regarding ESG (Environmental, Social, Governance) and Sustainable, sometimes known as SRI (Sustainable, Responsible, and Impact) investing. Many people think the two terms are interchangeable – I’m here to tell you that they aren’t.… Read the rest

Impact Spotlight: Allbirds


BIRD

Allbirds focuses on sustainably sourced and manufactured shoes and apparel.

According to a report from the Apparel Impact Institute and Fashion for Good, the fashion industry accounts for 2% of global greenhouse gas emissions. And, a report from Planet Tracker lays out the pollution and water risks of the industry and the lack of transparency from most manufacturers.… Read the rest

Earth Equity Partners with SMArtX to bring the Green Sage Sustainability Portfolio to More Financial Advisors and their Clients

We’re excited to announce that, as of December 1st, more financial advisors than ever can now invest their clients’ assets in our proprietary Green Sage Sustainability Portfolio through our new partnership with SMArtX.

Green Sage is a rigorously screened portfolio with a 9-year track record and is constructed with our nearly 20 years of experience in sustainable, responsible, and impact (SRI) investing.… Read the rest

[ Forbes ] Does Your Advisor Understand Responsible Investing? Ask them these 5 Questions to Find Out.

While investor interest in sustainable, responsible, and impact investing (SRI) has greatly increased in recent years, many financial advisors are still woefully unprepared to talk to their clients about SRI.

According to a 2020 survey of 800 Registered Investment Advisors (RIA)s by SEI – a global provider of investment processing, management, and operations solutions – only one-third reported growing interest in sustainable investing.… Read the rest

Impact Spotlight: CBRE


CBRE

CBRE focuses on real estate services to owners, occupants, and investors. This includes leasing, property, project, and investment management.

Buildings make up about 30% of all carbon emissions, making building efficiency a priority climate change issue. We value CBRE because of its strong focus on building efficiency.Read the rest

[ InvestmentNews ] SRI or Die: Time to Get on Board the Responsible Investing Trend

“If you’re not talking with your clients about sustainable, responsible, and impact investing, they’ll be speaking with someone else.” That’s a line I used last week while speaking to a group of financial advisers at a conference in Michigan. And it’s true.… Read the rest

[ Forbes ] SRI Investing, An Underrated Climate Change Solution

On August 9th, the Intergovernmental Panel on Climate Change (IPCC) released a report in which the resounding and unsurprising conclusion was a “code red for humanity.” The evidence is irrefutable that climate change is widespread, rapid, and intensifying. In 2020 alone, there was a record shattering 22 separate billion-dollar weather and climate disasters across the United States.… Read the rest

“SRI 2.0” is Not What You Think – You Really Can Have it All

A lot of folks think all we do is get rid of oil companies and invest in solar, but responsible investing is much more than that. Once known as Socially Responsible Investing, SRI has gotten both broader and deeper as it evolved into Sustainable, Responsible, and Impact Investing.… Read the rest

[ Financial Planning ] Doing Right by clients and the planet with SRIs

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