By Deb Markley Senior Vice President, LOCUS Impact Investing
After decades of working at the intersection of community development, philanthropy and community economic development, we see a significant shift in how philanthropic assets are being used to build vibrant, prosperous communities. More and more place-focused foundations are seeking to complement their grant-making with local investments to create greater impact in their own communities.
By Laura Altomare, CFRM, Director of Communications and Development, Homewise
Since our founding in 1986, we’ve helped over 14,000 households become more financially educated, 3,600 become homeowners, 2,100 make energy-efficient home improvements and emergency repairs, 600 refinance to more affordable mortgages, and we have built over 600 high-quality affordable homes. These results are made possible through the support of our investors and donors, who serve as our partners in helping families build financial resilience and stability through successful homeownership.
By John Streur, President and CEO, Calvert Research & Management
Aligning the capital markets more directly with the urgent needs we face as a society to halt environmental destruction and reverse decades of worsening inequality must be our priority for 2018. Alignment needs to occur at every level, across the global markets.
by Francis G. Coleman, Executive Vice President, CBIS
“Sometimes data behaves unethically…an algorithm that draws its lessons from the present reality can’t be counted on to improve the course of the future on its own.” – Antonio Garcia-Martinez, a former Facebook employee
We have officially entered the twilight zone.
As we have been speeding quickly along the information highway, enjoying our newfound access to information at breakneck speed and sometime encountering some speed bumps, never was it anticipated that humanity would get in the way.
By Matthew Blume, CFA , Director of ESG Research and Shareholder Advocacy, Appleseed Capital
What was once considered the limited domain of environmental and social activists has grown to become an established force in the capital markets that should be ignored at your own risk. The space is expanding and evolving at an accelerating rate, and this trend shows no signs of turning. Over the past few years, we have seen unprecedented asset flows into ESG, SRI, and Impact Investing strategies; at last count, more than $8.6 trillion in assets were invested in some kind of socially responsible or impact-focused investment strategy.
As simplistic as it is, I believe that when attempting to predict the market action for the year ahead, it is necessary to first review the secular environment. Over the past century, our stock market has tended to take a staircase steps approach to progress. We see roughly 15 years of flat followed by roughly 15 years of forward. Consider 1968 through 1982. The Dow Jones Industrial Average reached 1,000 three times, only to fall back dramatically, before finally and permanently breaking through in 1982.
by Cliff Feigenbaum, Founder, GreenMoney Journal (celebrating it's 25th Anniversary Year in 2017/18)
It began with a magic trick. My father’s friend would pull a quarter out from behind my ear and then make it disappear again. This became an apt metaphor for my relationship with money: one moment there and the next moment gone, feeding two powerful feelings about money: insecurity and lots of fear about never getting it back.
by Carrie B. VanWinkle , CFP®, Natural Investments
The first 40 years I lived a life of noble poverty. When I heard the term “noble poverty,” I had a visceral reaction in my heart and my gut. I felt deeply understood. I experienced a relief of having named a condition I had lived with since I was a child.
It’s Monday morning, the beginning of a new week. The day starts with greeting the sunrise from our garden that faces to the East. A few minutes of taking in the energy that provides us so many benefits every day, and then some meditation, establishes the foundation for all else. Next is a stroll through the garden to see what flowers have opened up and/or fruits and veggies that have emerged and are ripe enough to pick. A little clean up is needed to remove dead leaves and flowers, all to support the harmony and beauty of the environment.