Financial Reform

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

What Makes a Green Bond “Green”?

By: Michael Schweibinz

A high level of enthusiasm and optimism flowed through the 25th annual SRI Conference as a panel of experts discussed the past, present, and future of the rapidly emerging green bond market.

The discussion panel consisted of issuers, rating agencies, and investors sharing their own perspectives on the market, its players, impact, and metrics.… Read More

Women and Workplace Equality: We’ve Come a Long Way Baby… or Not

By Danielle Burns and Kathleen McQuiggan

There is no denying that women have come a long way from the struggles and discrimination they faced in the past 50 years when it comes to finding a job and having access to educational resources.… Read More

Methane Regulations Make Good Business Sense

By Michael Schweibinz

Methane emissions are frequently left out of the conversation about measuring and mitigating the effects of climate change. While methane only accounted for 9% of green house gas emissions in 2012, the long-term impacts this gas has on the environment are alarming!… Read More

The Three Ps Echo Across Wall Street

By: Michael Schweibinz

Have you earned an MBA or degree in business administration sometime during the past half-century? If the so, you’ve surely had the four Ps of marketing engrained into your business DNA.

Marketers tend to focus on price, product, place, and promotion.… Read More

Time to Change the “Dual Mandate”

By Mel Miller, Chief Economist

The Federal Reserve is coming under growing criticism for actions taken during and since the Great Recession. In light of the political acrimony which currently permeates Washington, DC, I am concerned that any decisions that will change the workings of the Federal Reserve could merely be politically motivated and not in the best interests of the public.… Read More

Green Bonds: Birth of a Sector

By Mel Miller, Chief Economist

 

The Sustainable, Responsible, Impact (SRI) investing movement is definitely in the growth stage as more and more investors are convinced that climate change is a “real and present” danger. Until 2008, fixed income investors did not have an investment product whereby they could directly invest in specific corporate projects designed to benefit sustainability.… Read More

“It is difficult to make predictions, especially about the future…”

By George R. Gay, CFP®, AIF®, Chief Executive Officer

Occasionally, an internal e-mail “conversation” is worth summarizing and sharing widely—as a way to illustrate the deep thinking that goes on behind the scenes at First Affirmative and the value proposition that is central to our purpose as an asset manager and consultant to socially conscious investors.… Read More