Shareholder Advocacy Archives - Impact Financial Planners

Sustainable Responsible Impact Investing

by Impact Financial Planners | Sep 12, 2021 | Community Investing, Impact Investing, Podcast, Screening, Shareholder Advocacy, Socially Responsible Investing

In this episode, I discuss Sustainable, Responsible, Impact Investing. AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Sustainable, Responsible, Impact Investing (SRI) Growth of...

US SIF Sustainable Investing Trends Report

by Impact Financial Planners | Dec 25, 2020 | Impact Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

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Unitarian Universalist Common Endowment Fund – Impact Investing

by Impact Financial Planners | Aug 26, 2020 | Impact Investing, Podcast, Screening, Shareholder Advocacy, Socially Responsible Investing

Subscribe: Apple Podcasts | Android | RSS Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee,...

YourStake.org Shareholder Advocacy

by Impact Financial Planners | Apr 21, 2020 | Podcast, Shareholder Advocacy, Socially Responsible Investing

https://media.blubrry.com/financialplanner/p/impactfinancialplanners.com/wp-content/uploads/2020/04/yourstake-audio.mp3Podcast: Play in new window | DownloadSubscribe: Android | RSS There are two components of YourStake: portfolio impact reporting and a petition...

Make a positive impact with your investments

by Impact Financial Planners | May 23, 2019 | Impact Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

https://impactfinancialplanners.com/wp-content/uploads/2019/05/First-Affirmative-Podcast.mp3Podcast: Play in new window | Download Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video, I interview Holly...

As You Sow – Shareholder Advocacy

by Impact Financial Planners | May 22, 2019 | Community Investing, Podcast, Shareholder Advocacy

https://impactfinancialplanners.com/wp-content/uploads/2019/05/As-You-Sow-Shareholder-Advocacy-Podcast.mp3Podcast: Play in new window | Download This interview podcast and video is with the As You Sow CEO Andy Behar. Andy has 30 years of experience as a Senior...