Deep Impact Investing

Modern portfolio theory, a theory used by many investors, is now 70 years old. Is this way of investing still “modern” or is it time for a change?

In today’s episode, Kimberly Griego-Kiel has a conversation around the future of investing with Garvin Jabusch, co-founder and CIO of Green Alpha Advisors. Gavin shares what his company considers to be the next economy, and he details their approach to sustainability. 

In this episode, you’ll learn:

Why we may need to move on from modern portfolio theory

Four pillars of innovation that could help the next economy

How the current climate crisis is changing the way people invest

And more!

Tune in to consider what changes you could make to your investing practices as we head towards the next economy of sustainable investing!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook |Green Alpha Advisors | Gavin Jabusch’s Email

 

How environmentally-friendly (or unfriendly) is the food you’re buying?

In this episode, Kimberly Griego-Kiel reveals what goes into creating perfectly ripened fruits and vegetables and then transporting thousands of them to grocery stores. These are just some of the many aspects of our food system that you will learn about in this eye-opening conversation. This is an episode for anyone who wants to view the food system with more critical and environmentally-friendly eyes. 

In this episode, you’ll learn:

The importance of the farming community to our environment

Why the loss of biodiversity is a serious threat to our food security

Ways to reuse food and not overload landfills

How shareholders and investors can help make our food system more environmentally friendly 

And more!

Listen now to learn how we can all make changes in our lives to help sustain our food resources.

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook | Reunity Resources

 

Do you want to make a difference in your community through your investments?

If your answer is yes, then Kimberly Griego-Kiel has you covered! Today, Kimberly kicks off a new mini-series on the United Nations’ 17 Sustainable Development goals. In each part of the mini-series, Kim will tackle two or three of the UN’s goals in detail, giving you a greater understanding of their importance to this planet and all of us living on it.

In this episode, you’ll learn:

Why the UN created these goals

What role we can play in accomplishing these goals 

Statistics that highlight why these drastic measures need to be implemented

And more!

Listen now to learn all about how organizations like the UN are trying to make a difference in our world!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook | Calvert Impact Capital

Do you want to make a difference in your community through your investments?

If your answer is yes, then Kimberly Griego-Kiel has you covered! Today, Kimberly is joined by Justin Conway, vice president of investment partnerships at Calvert Impact Capital, to explore the ins and outs of community investing and how you can get involved in this type of investing.

In this episode, you’ll learn:

What community investing is and why it’s important

The types of options available in high-impact community investments

How your community investments can be tailored to your risk-return level 

Some of the transformational work Calvert Impact Capital has done over the years

And more!

Listen now to learn all about community investing and how you can get involved today!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook | Calvert Impact Capital

Our Sponsors:  Calvert Research and Management | Pax World Funds | Trillium Asset Management

How can you adjust your portfolio to influence the carbon energy problem?

Today, Kimberly Griego-Kiel and Johann Klaassen discuss how they handle these requests from clients using two approaches — divesting and engaging. They share what each approach entails and what types of people they are best suited to. 

In this episode, you’ll learn:

The problem with carbon energy companies

The two approaches to solving the carbon dioxide problem 

What divestment means and some of its challenges

The benefits of remaining engaged with carbon energy companies

The performance differences between a divestment portfolio versus an engagement portfolio

And more!

Listen now to learn the difference between divesting and engaging investment approaches and how they can work for you!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

Do you have a lot of questions about investing? Don’t worry, you’re not alone.

Many people want to invest but feel hesitant because of their lack of knowledge. Long an enthusiast for working with newcomers to the world of investing, Kimberly Griego-Kiel is dedicating this episode to guiding you through the ins and outs of investing.

In this episode, you will learn:

What a stock is and what benefits and responsibilities come with owning one

How bonds work and why they’re a worthwhile addition to a portfolio

What mutual funds are and what makes them a desirable investment

What types of expenses are involved in owning mutual funds

And more!

Tune in to this information-packed episode now to solidify your understanding of the investing world!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661| [email protected] | Horizons Facebook

 

Have you heard of sustainable investing, but you’re not sure what it’s all about?

Today, Kimberly Griego-Kiel speaks with Sonya Dreizler about the sustainable investment industry. They discuss how advisors can make impact investing more accessible to the average advisor, and then they go on to uncover the industry’s top trends. 

In this episode, you will learn:

The inspirational role that Sonya’s mother played in her life

How the social impact industry is changing the standard in the corporate industry to include more women and minorities

Ways companies can be encouraged to do the right thing in areas concerning their employees’ and social issues like race

How to make impact investing more accessible to the average investor 

Why advisors should share sustainable investing opportunities with each other and their clients

And a lot more!

Listen now to learn about sustainable investing and how it can benefit the average investor.

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook | Solutions with Sonya | Sonya Dreizler

 

The shareholder advocacy proxy season is upon us, yet many investors are unaware of just how important their votes and voices are.

As a way of bringing about meaningful change in the companies you’re invested in, shareholder proxy voting is one of Kimberly Griego-Kiel’s biggest passions. Today, she’s breaking down everything you need to know about proxy voting, from what it is to why it’s important for you to participate in.

In this episode, you’ll learn:

The qualifications you need to file a shareholder resolution

What resources to use to get informed about the current proxy season

The top issues of the 2019 proxy season — from climate change to drug costs

Examples of early voting successes

Why you need to pay attention to how your mutual fund is voting

And more!

Listen now to learn how you can use your voice this proxy voting season to help make changes that matter!

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook

As You Sow | Interfaith Center on Corporate Responsibility

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

 

Santa Fe may be a small community, but they’re taking big steps on the path to going green.

Today, Kimberly Griego-Kiel is joined by Glenn Schiffbauer, the executive director of the Santa Fe Green Chamber, to explore how Santa Fe is becoming increasingly sustainable and why businesses are starting to focus more on the triple bottom line.

In this episode, you’ll learn:

How Santa Fe Green Chamber is incorporating more advocacy and implementation into their work

About the current hot topic issues like tax credits and the Energy Transition Act

How the Santa Fe community is incorporating sustainability into their businesses and community college

The innovation that’s helping restaurants save millions of gallons of water a year

Why businesses need to take the lead when it comes to sustainability

And more!

Join Kimberly and Glenn now for an enlightening conversation on Santa Fe and the steps it’s taking for a more sustainable tomorrow.

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook

Santa Fe Green Chamber of Commerce | Meow Wolf

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

 

Until you listen to this episode, you might not realize just how much our society and earth depend on sustainable investing.

Today, Kimberly Griego-Kiel and Johann Klaassen are joined by author and champion of sustainable development, Hunter Lovins. They discuss why it’s crucial that we create sustainable economic changes and the steps we need to take to start making these changes.

In this episode, you’ll learn:

The economic disruptions that will come in the next ten years

The power and profitability of regenerative agriculture

Why we need to shift away from a neoliberalism mindset

What DOT stands for and why everyone should have one

And more

Join Kimberly, Johann, and Hunter now and learn how you can ensure your money is residing in places where it’s in service to life rather than against it.

Resources:  Horizons Sustainable Financial Services: (505) 982-9661 | [email protected] | Horizons Facebook                                                                                                                        Natural Capitalism Solutions | A Finer Future: Creating an Economy in Service to Life | Natural Capitalism: Creating the Next Industrial Revolution | Rocky Mountain Institute | Change Finance  Dirt to Soil: One Family’s Journey into Regenerative Agriculture | Wellbeing Economy Alliance

Our Sponsors:   Calvert Research and Management | Pax World Funds | Trillium Asset Management