SRI Impact Investing
Learn how clients can double the effect of charitable contributions by using impact investing to grow their charitable assets, while also supporting social and environmental goals like reducing poverty and pollution.
The Green Advisor: SRI & Green Investing Grow Up
By Bob Keane"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
March 31, 2009
Delivering a memorable presentation (Part I)When I heard him the first time, I was impressed. He caught the group's attention from the first moment with an old joke that somehow gave the audience belly laughs. Coach and TV commentator Lou Holtz. didn't give any earth-shattering
March 23, 2009
SRI: From base camp to summitAdopting the parlance of mountain climbing, First Affirmative Financial Network will conduct Base Camp SRI--a series of regional conferences aimed at investment advisors and financial planners interested in socially responsible investing.
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
January 31, 2009
The psychology of people placementLet me tell you about an article I read recently in the Wall Street Journal. The article was talking about the major brokerage firms and their clients with $1 million or more being managed by the firm. They said that just over 80 percent of these
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
August 31, 2008
Three factors that motivateEffective marketing is figuring out what motivates people and getting them to act. Marketers have been doing this since time immemorial. So the big question has always been, What motivates people? Price is obviously a concern, but that's only
July 01, 2008
Be PositiveConventional wisdom says that in order to practice socially responsible investing one must be willing to accept subpar investment returns, as if doing the right...