Blog / Resources

Partners in Advocacy: Green Century Capital Management

By Holly Testa, Director, Shareowner Engagement

First Affirmative’s shareowner advocacy program does not stand alone. Many of the asset managers we use in client accounts are also our partners in advocacy—and they have powerful stories to share. In this first installment, we talk with Leslie Samuelrich, President of Green Century Capital Management.Read More

Money and Happiness

By R. Kevin O’Keefe, CIMA, AIF, Chief Investment Officer

A new year is a time for reflection. As we evaluate the progress made toward achieving our financial goals, let us also evaluate the deeper purpose of those goals. Most of us would agree that money alone cannot buy happiness.… Read More

Global Trends in Clean Energy Investment

Glboal Trends in clean energy investment, solar panels


By: Michael Schweibinz, Contributor

Which energy solutions will power our planet in the decades to come? It’s an important question, but without the ability to predict the future, we must rely on emerging energy trends to provide us with perspective on what’s to come.… Read More

Foundations Connecting Money and Mission

By Michael Schweibinz, Contributor

Foundations serve a unique purpose and the hundreds of billions of dollars in investment assets they own represent a powerful force for good. Yet in many cases, there is an inconsistency akin to cognitive dissonance between an organization’s investment strategy and its mission.… Read More

Building a Cleaner Future: Reducing Climate Change Before It’s Too Late

Building a Cleaner Future: Reducing Climate Change


By Lauren Morrell, Contributor

From climate change to deforestation, our world faces stiff environmental headwinds. The 25th annual SRI Conference featured a panel of investment professionals who discussed how investors are increasingly putting their money where their mouths are—divesting of companies involved in creating environmental problems, or actively engaging with companies as shareowners to encourage positive behavior change.… Read More

The Challenge of Stranded Asset Risk

By Lauren Morrell

What is the future of investing in fossil fuel extraction companies? How are investors choosing to proceed? What tools are helping investors make decisions on investments with fossil fuel exposure? A panel of investment experts grappled with these questions and more at the 25th annual SRI Conference.… Read More

Another Proxy Season for the Record Books

By: Holly Testa


The 2014 proxy season is virtually over, and the results highlight another record-breaking year. According to a report by the Sustainable Investment Institute (Si2), not only was the overall number of proxy resolutions filed a record high of 454, so too was the support for those resolutions going to a vote—almost 22% on average.… Read More

The Grand Strategy Project

By: Michael Schweibinz

Patrick Doherty , the founding co-director of the Strategic Innovation Lab at Case Western University, was one of many enlightening speakers who took center stage at the 25th annual SRI Conference in early November. Mr. Doherty presented the essence of a multi-year, multi-stakeholder project focused on developing a new “Grand Strategy” for the United States (video and visuals).… Read More

Millennials Changing the Investment Conversation

By Lauren Morrell

The millennial generation—today’s young adults born between 1980 and 2000—will inherit the increasing burdens of the world, including the dramatic changes that result from global warming. They will also benefit from the largest transfer of wealth in history: some $41 trillion over the next 40 years, 70% of which will likely go to women.… Read More

Regulate by Retail: Assessing Shareholder Risk in Corporate Supply Chains

By Lauren Morrell

A panel of experts at the 25th annual SRI Conference discussed the power of investors, consumers, and public interest groups to influence corporate practices and regulations that seek to guide more responsible company behavior. The panel included Robert Frisbee, CEO of the Green Electronics Council, and Glenn Hurowitz, Managing Director of Climate Advisers, who shared observations on the progress made by their organizations to improve the way businesses operate around the world.… Read More