The ESG Update

The seas they are a changing! Change Finance’s President and COO, Dorrit Lowsen, joins the podcast to discuss the recent proxy voting season and a seminal year for ESG shareholder proposals. From putting pressure on BlackRock to promoting public benefit corporations, Dorrit also provides some updates on shareholder advocacy at Change Finance.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

It’s time to clear up some confusion about ESG & 401k plans. After all, wouldn’t It be nice to make our golden years a bit more green? Join us this week as we welcome Timothy Yee, Chief Retirement Specialist and Co-Founder of Green Retirement to discuss the role ESG, SRI, and sustainability can play in retirement plans.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

SRI history. ESG portfolio construction. All things shareholder advocacy. It’s nirvana for ESG geeks! This week we discuss the Chartered SRI Counselor™ designation with the program’s lead author and instructor, Jennifer Coombs MSF, CSRIC™, CRPC®.  If you are looking for ways to better understand the rapidly evolving sustainable investment industry, tune in to hear about this unique credential from the College for Financial Planning.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

We are thrilled to share a wonderful new podcast from our friends at InvestmentNews, Impact Adventures. Hosts Liz Skinner and Stephen Lamb will tell powerful stories of impact each week and explore different issues and opportunities in the environmental, social, and governance space. Tune in to hear the first episode and learn more about the history of the United Nations Sustainable Development Goals.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Who doesn’t love trees (...and persimmon flavored bourbon)? In this week’s episode of The ESG Update, we welcome David Miller, CEO & Co-Founder of Iroquois Valley Farms as we dig deep into regenerative agriculture practices and the potential investment opportunities to support sustainable farming.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

If you’re interested in the most prominent trends in the ESG advisor community, listen in to this special edition of The ESG Update! We welcome Victor Orozco of Bair Financial Planning to join us as we release the findings of the Change Finance ESG Asset Allocation Trends Report.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Don’t let an uncomfortable conversation be the barrier between you and progress. In this week’s special episode of The ESG Update we celebrate Women’s History Month by welcoming Sonya Dreizler to the stage. Listen in as we discuss allyship, inequalities, and various ways to approach uncomfortable conversations.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Synthesizing complex ESG data sets into an intuitive and cost-effective platform is no easy task. We welcome Luke Wilcox, Founder of Ethos.so, in this week’s episode as we discuss the tools they’ve created for lead generation, ESG portfolio analyses, and values-aligned investing. Also, stay tuned until the end to hear our first-ever ‘Around the Campfire’ conversation!

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

The relationship between ESG and risk may be more intertwined than you think. From litigation to stranded assets to loss of social license – we dissect the complex world of ESG and risk mitigation. Join us in this week’s episode as we welcome back Andrew Rodriguez, CEO and Chief Investment Officer at Change Finance, and introduce the newest addition to our pod!

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Good ESG data doesn’t have to break the bank. Qayyum Rajan joins the show this week to share how his firm, ESG Analytics, is harnessing the power of artificial intelligence to democratize ESG data for all.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.