Deep Impact Investing

The rising cost of living is not just affecting the working class, but also those who are using their assets to support themselves throughout retirement.

In this episode, Kim Griego-Kiel provides you with the rundown you need to strengthen your financial roadmap. Kim starts by unpacking the most common misconceptions about money followed by highlighting how it can alter your financial freedom.

Kim discusses:

Three common myths about money

Why making more money doesn’t equal a better financial future

The National Retirement Risk Index and ways it can help you better understand your retirement situation

The mistake of believing the adage of “inflation not being that bad” during retirement

Ways income decreases as our households get older 

And more!

Resources:

15 Tips & Tricks for Saving and Budgeting in 2021 (Ep. 38)

2021 Year-End Planning With Kimberly Griego-Kiel and Johann Klaassen (Ep. 54)

Connect with Kimberly Griego-Kiel

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

Facebook:  Horizons Sustainable Financial Services

Everything from the environment to resources, and even sustainability, has been impacted by current events, which in turn bring market volatility.

How should we react to this? Should we be scared? Should the ESG markets be worried?

In this episode, Kimberly Griego-Kiel talks with Entelligent’s executive vice president for client & product development, Dr. Pooja Khosla. Dr. Khosla discusses some of the recent anti-ESG sentiments she has been hearing, along with things we can do to prioritize ESG investing today. 

Dr. Khosla and Kim discuss:

Why ESG has underperformed over the last six months

How some industrialized countries like the US are producing more carbon than countries with a larger population

Reasons environmental-focused investors need to pay more attention to carbon production

How operating in scarcity of resources has made emerging markets more resourceful and environmentally friendly

And more!

Resources:

Ep 52 – Investing for Climate Risk and Gender Equality With Pooja Khosla

Ep 70 – Your Environmentally Sustainable Financial Services News Brief

Connect with Dr. Pooja Khosla:

LinkedIn: Pooja Khosla

Entelligent

Twitter: @EntelligentNews

Connect with Kimberly Griego-Kiel:

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services

About Our Guest:

Dr. Pooja Khosla is the executive vice president for client & product development at Entelligent. Dr. Khosla is an economist, econometrician, and mathematician who has deep knowledge to build investing solutions. She has extensive experience in predictive modeling, microfinance, and designing impact investment tools and has been working on impact solutions since 2003, both nationally and internationally.

A lot is going on in the world today, from climate change to active wars. 

But, how does it all affect us?

In this episode, Kimberly Griego-Kiel breaks down some of today’s hot topics in the news. In an educational discussion, Kim addresses how these industry-related topics impact financial advisors and investors while unveiling the role of ESG and the markets within these uncertain times.

Kim discusses:

The rapid increase in attacks on the ESG industry

Ways advisors in the ESG arena can respond to the situations happening within the industry

Deloitte’s four key stages of decarbonization

Why investors shouldn’t panic about the bear market

And more!

Resources:

LinkedIn: Jon Hale

Deloitte: Sustainability and Climate

Deloitte: The Turning Point

US SIF: The Forum for Sustainable and Responsible Investment

“The Seven Deadly Sins Of Investors In Volatile Markets”

Connect with Kimberly Griego-Kiel

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services

 

Looking at investing from a gender perspective uncovers the inequalities of the economy and reveals opportunities to create more effective and efficient systems.

In this episode, Kimberly Griego-Kiel sits down with Kristin Hull, the founder, CEO & CIO of Nia Impact Capital. Kristin unveils the role gender plays in impact investing and highlights Nia’s portfolio and its contribution to environmental sustainability and social justice. 

Kristin discusses:

The definition of gender lens investing

The firm’s six solution themes 

How to find business success through diversity in management

Ways to incorporate gender investing in your portfolio

And more!

Resources:

The UN: The Sustainable Development Agenda 

The Money Doula Blog

Connect with Kristin Hull:

Linkedin: Kristin Hull

Nia Impact Capital

Twitter: Krisitin Hull   

Connect with Kimberly Griego-Kiel

 [email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services

About Our Guest:

Kristin Hull is the founder, CEO, and CIO of Nia Impact Capital. Kristin is a conscious investor empowering individuals, families, and organizations to invest in alignment with their values for the world they want to see. She launched Nia Global Solutions in 2013 to bring activism and impact investing into the public markets. In doing so, she developed Nia’s six solutions-focused investment themes, weaving a gender lens throughout the investment thesis.​

Kristin founded Nia Community Investments in 2010, a 100% mission-aligned investment fund focused on social justice and environmental sustainability in Oakland. Before Nia Community, Kristin served as President and Chair of the Board of the Hull Family Foundation from 2007 to 2011, where she oversaw all of the investment efforts, transitioning the endowment from a traditional investment portfolio to one of the country’s first 100% mission impact invested portfolios. Kristin is also a co-founder of Impact Hub Oakland, a co-working space nurturing entrepreneurs and social change-makers.

 

Over 15% of the world’s population lives with some kind of disability. However, disability issues and rights are often overlooked when we consider Environmental, Social, and Governance (ESG) issues.

In this episode, Kim Griego-Kiel sheds light on disability rights and the lack of attention it receives in ESG conversations. She highlights why disability inclusion is critical for approaching ESG holistically and unveils how inclusion contributes to successful business operations. 

Kimberly discusses:

How the Disability Equality Index is improving ESG and the impact investing arena

The purchasing power the disability community holds globally

Reasons it’s critical for organizations to be inclusive for their business success 

The difference between diversity and inclusion  

And more!

Resources:

Disability: IN

American Association of People with Disabilities (AAPD)

Connect with Kimberly Griego-Kiel:

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services

 

How do you hold individuals, investors, and larger companies accountable in a timely fashion when considering the conflict between Russia and Ukraine?

Learn how you can support Ukrainians from an investing standpoint in this week’s episode of Deep Impact Investing. 

This week, Kimberly Griego-Kiel and Johann Klaassen welcome Sonia Kowal, President of Zevin Asset Management. Together, they talk about the Russian-Ukrainian situation while unveiling the importance of looking at corporate and individual investing exposures to Russian companies to mitigate humanitarian and financial risk. 

 Sonia, Kim, and Johann discuss:

The two major risks concerned with direct exposure to Russian companies in your mutual funds

How to push multinational corporations out of Russia

The overarching risk of investing in authoritarian regimes across the world

The critical role of community investment in Ukraine’s recovery

And more!

Resources:

Investor Support For Ukraine

Connect with Sonia Kowal:

LinkedIn: Sonia Kowal

​​Zenin Asset Management

Connect with Kimberly Griego-Kiel and Johann Klaassen:

[email protected]  

(505) 982-9661

LinkedIn: Kimberly Griego-Kiel

LinkedIn: Johann Klaassen

Horizons Sustainable Financial Services 

[email protected]  

Twitter: @HorizonsSustFin

Facebook:  Horizons Sustainable Financial Services

About our Sonia Kowal:

Sonia is Zenin Asset Management’s President and has over two decades of investment experience in managing corporate matters, business practices, and strategic planning. She is a member of the firm’s Board of Managers and the Investment Committee. She is passionate about the value of integrating environmental, social, and governance issues into investments and is a frequent speaker on the topic at conferences. She feels particularly strongly about racial equity, wealth inequality, and our disastrous criminal justice system. 

About Johann Klaassen:

Johann is Horizons Sustainable Financial Services’ executive vice president and chief investment officer. Here he develops asset allocation strategies and oversees investment policy for Horizons’ individual and institutional clients. As a passionate advocate for SRI, a skilled navigator of its intricacies, and an enthusiastic early adopter of just about every new communication tool and technology, Johann is informed, informative, and far more accessible than his many commitments might imply. He directly serves clients across the nation, tending to specialize in serving unusual and special circumstances or needs.

Financial services are constantly evolving and becoming increasingly digital. 

Trading digital assets — whether it is ESG data, crypto, or other financial products (across centralized and decentralized finance platforms) — is starting to change the overall investment process.

In this episode, Kimberly Griego-Kiel sits down with returning guest David Bennell, advisor at Transformational Investing in Food Systems (TIFS). Together, they talk about the standardization of impact investing in the government and industry and the effects of decentralized financial trading. Kim and David also unveil easy things we can do to adjust and be prepared for the newest era of the web. 

Kim and David discuss:

Standardizing impact investing on the government and industry level

How crypto impacts the overall investment process

Accepting the new digital era based on trust and time 

Understanding the ‘what’ and not the ‘how’ of web 3.0

And more!

Resources:

Episode 42: Investing in Climate-Smart Agriculture – With David Bennell 

SEC Proposes Rules to Enhance and Standardize Climate-Related Disclosures for Investors 

Connect with David Bennell:

Linkedin: David Bennell 

Transformational Investing in Food Systems (TIFS)

Connect with Kimberly Griego-Kiel

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

Facebook:  Horizons Sustainable Financial Services

About Our Guest:

David Bannell is a global leader in ESG and Sustainability engagement between corporations, investors, and non-profits. He bridges the ESG gap between investors and companies by creating engagement tools and collaborations like the investor portal Engage The Chain and the six-part global Food Systems Dialogue for Investors series, which had participation from over 75 major corporations and 50+ institutional investors and major banks.

While we may not see the effects of climate change in our everyday lives, its impact on our environment is increasing across the globe.

In this episode, Kim Griego-Kiel sheds light on vulnerability and adaptation as two key points of the UN’s 2022 Climate Change Report. This report assesses the impacts of climate change, looking at ecosystems, biodiversity, and human communities at global and regional levels. It also reviews vulnerabilities and the capacities and limits of the natural world and human societies to adapt to climate change.

Kim discusses:

The vulnerability of our ecosystems, infrastructure, and energy systems 

 Impacting climate crisis through adaptation 

The critical need to implement global sustainability practices for the global wellbeing

How you can use the UN’s report to start to take action with your investing 

And more!

Resources:

Climate Change 2022: Impacts, Adaptation and Vulnerability

Episode 63: Gender Equality For a Sustainable Future

Connect with Kimberly Griego-Kiel:

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services

 

There is no question that climate change is affecting how we live on a global scale.

The food and agriculture systems are no exception. They are connected to every area of impact investing. As food systems become less resilient, they will create bigger problems for our global markets. 

In this episode, Kimberly Griego-Kiel explains what is wrong with our food and agricultural systems, why they are dying, and why it is in the best interest for investors to take part in making a change.

Kimberly discusses:

The serious threat of extinction to cacao, corn, wheat, rice, and coffee

The social, environmental, and financial cost of a deteriorating food system 

How seed saving, slow food, and organic production processes can help make a change in our food systems

The importance of highlighting the food system’s market and impact to investors to generate change

And more!

Resources:

Ep 62 – Environmental Difference Makers in the Markets with Vicki Benjamin

Ep 55 – How we can Create a New Economy With Rex Raimond — Part 1  

Ep 43 – U.S. Farmers and Ranchers In Action: Creating Sustainable Food and Supply Chains – With Erin Fitzgerald

Ep 42 – Investing in Climate-Smart Agriculture – With David Bennell  

Eating to Extinction by Dan Saladino 

Connect With Kimberly Griego-Kiel

[email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

Facebook:  Horizons Sustainable Financial Services

Supporting women extends beyond bridging the gender inequality gap. It is also critical to support women to create sustainable developments and social change.

In this episode, Kimberly Griego-Kiel talks about the importance of International Women’s Day and Women’s History Month. Along with that, Kim highlights the different ways it relates to impact investing. 

Kim teaches you how important it is to focus on breaking down female inequality for the sustainable development of the world and discusses several impactful leaders who are driving change in the financial industry.

Kim discusses:

The importance of celebrating women in March — and every day!

The interconnective nature of climate change and female inequality globally

Influential women in the impact investing space

How we can make an impact through different lenses in ESG investing

And more!

Resources:

Amy Domini – Domini.com

Sallie Krawcheck 

Ep 47 – How Harnessing the Power of Information Can Amplify Your Values-Based Investing With Ivka Kalus

Ep 52 – Investing for Climate Risk and Gender Equality With Pooja Khosla

Season 2: Ep 07 – Discover Sustainable Investing — With Sonya Dreizler  

Connect with Kimberly Griego-Kiel

 [email protected] 

(505) 982-9661

Horizons Sustainable Financial Services

[email protected] 

Twitter: @HorizonsSustFin

 Facebook:  Horizons Sustainable Financial Services