Investing Forward

Learn how Morningstar is helping investors make better-informed decisions and invest in ways that are meaningful to them. We also hear from a portfolio manager that is applying a gender lens to her investment process and why the “S” component of ESG is so important. This episode features Dr. Jon Hale from Morningstar and Ms. Diane Sobin from Cary Street Partners.

 CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.

Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.

Learn about real assets, including farmland investing. We highlight an Organic Farmland REIT that is filling a need by helping finance and transition conventional farmland to organic, which has been proven to make farms more productive, and even more profitable. The Director of Impact of Wetherby Asset Management also joins us to discuss what they are doing with regards to real assets and impact investing.

For as little as $20, you can make your first impact investment. Learn about the Calvert Community Investment Note, its holdings, and how Calvert is working to democratize impact investing.

We interview an organization linking up Philadelphia’s small businesses with local investors to generate a win-win for the community. Learn how they do it and how you can get started with local investing in your area.

Green bonds have exploded in growth, with household names such as Apple and Pepsi entering the market. For investors interested in building a diverse, climate aware portfolio using this relatively new asset class, this episode can help you get started.

ESG investing strategies proved resilient during the covid-19 correction. While we can not put too much weight into short-term performance, this is the first time so many ESG funds have been put to the test and the consensus is - they passed.