Impact Financial Planners Podcast & Blog

Our podcast and blog are focuses on Impact Investing. We sometimes cover other financial planning areas but those will mostly be found at: aiofinancialplanners.com/blog. More Impact investing information can be found at: impactfinancialplanners.com/blog. Our youtube channel can be found here.

Pax Ellevate Global Women’s Leadership Fund (PXWEX)

In this episode, I interview Jenifer Cannon, the Vice President, Business Development, at Impax Asset Management LLC and Pax Ellevate Global Women’s Leadership Management. We discuss the Pax Ellevate Global Women’s Leadership Fund (PXWEX) which uses a gender screening...

Impact Investing Trends and Updates

In this episode, we discuss Sustainable, Responsible Impact Investing Trends and Updates. We review the USSIF bi-annual report and the As You Sow proxy voting summary. Here is the transcript for this episode: In this episode we're going to talk about sustainable,...

Randomized Studies Maximize Impact

In this episode, I interview Claire Walsh of J-PAL. J-PAL is a network of professors who do research to insure that policy (broadly around poverty reduction) are informed by scientific evidence. The Abdul Latif Jameel Poverty Action Lab (J-PAL) is a global research...

Environmental Investing with Green Century

In this episode, I interview Jared Fernandez from Green Century. Jared Fernandez spent his professional life working to better our national food system. Conventional agriculture is carbon intensive and national food policy prioritizes feeding cattle over communities –...

Investing in the Next Economy

This interview podcast and video are with Garvin Jabusch, Green Alpha Advisors about investing in the next economy.   Here is the transcript of this episode: In this episode I'm gonna interviewGarvin Josh from the green alphaadvisors firm they have an...

Impact Investing in Action

This blog is a summary of some of the recent articles related to Environmental, Social, and Governance (Impact) Investing. Ireland is the first country in the world to completely divest from fossil fuels after votes from Ireland's politicians to move all...

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Why its so hard to invest with a social conscience

Investing with a Social Conscience A recent article came out in the NY Times, "Why its so hard to invest with a social conscience" and I wanted to comment on it. Demand for SRI: They point out that there are many good reasons to participate in sustainable...

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America’s most just companies

Just Companies America's most Just Companies according to Just Capital are: Intel, Texas Instruments, NVIDIA, Microsoft, IBM, Accenture, Cisco Systems, Alphabet (Google), salesforce, and Symantec. Just Capital’s rankings serve as a report card for...

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Shareholder Proposal Update from First Affirmative

Shareholder Proposal Update Filed or Co-Filed by First Affirmative Financial Network ISSUE COMPANY REQUEST LEAD FILER STATUS* ENVIRONMENT AND CLIMATE CHANGE Mondelez (re-file) Assess environmental impacts of recyclable packaging As You Sow Filed...

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Advocacy and Impact

Two presentations from the Sustainable, Responsible, Impact Investing Conference. Economic Forcast Tax reform will produce more equity inequality Add $1.5 trillion to deficit 2017 actual 2018 prediction GDP 2.1 2.6 Inflation 1.3 2 Unemployment 4.2 3.7 Fed...

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Mapping the Future of Responsible Investing

Two presentations from the Sustainable, Responsible, Impact Investing Conference. There are very few Sustainable, Responsible, Impact 401ks Getting Environmental, Social, Governance (ESG) in 401ks is difficult Need to get in front of CEOs Almost no SRI...

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ESG Integration into a Portfolio

Two presentations from the Sustainable, Responsible, Impact Investing Conference. ESG Integration into a Portfolio Advantages and differences in using environmental, social and governance (ESG) factors in both active and passive investments, as well as...

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SRI / ESG Mutual Fund Ratings

Things Everyone Should Know About Mutual Fund SRI/ESG Rating Environmental, Social, Governance (ESG) and Socially Responsible Investing (SRI) Ratings, reporting, and data sets are increasingly available and used to help investors understand how different...

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Sustainable Development Goals (SDGs): the Future

Three presentations from the Sustainable, Responsible, Impact Investing Conference. Sustainable Development Goals (SDGs): Roadmap to a Truly Sustainable Future For the first time, we all have a universal framework within which every company and every...

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The Cost of a Climate Change

A presentation from the Sustainable, Responsible, Impact Investing Conference. The Cost of a Climate Change The cost of climate change, to just address energy demand over the next 20 years, has been estimated at over $67 trillion. Non-energy costs...

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TIAA Receives New York Subpoena on Sales Practices

IN THE PRESS TIAA Employees Pressured to Sell Products This NY Times article is about the complaint that was filed by former TIAA employees stating that they pressured to sell products that generated more income for TIAA but the recommendations were more costly to...

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Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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