The ESG Update

Climate science and financial analysis fall in love this week on The ESG Update. Dr. Pooja Khosla and her colleagues at Entelligent dig deep into complex climate models to help investors manage the risks associated with the transition to a net-zero economy.  Tune in to learn how some climate data falls short and how Entelligent is developing better solutions for investors.

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 a new year and a fresh opportunity for self-reflection! Values and mission alignment consultant Genevieve Smith of GV Advisory joins the podcast this week to discuss how we apply ESG standards internally within our own businesses.

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.

George Gay has been working to effect positive change through the capital markets for 35 years. He joins the podcast this week to share his perspectives on the evolution of the SRI / ESG industry and update us on his firm, First Affirmative Financial Network.

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.

Seeds Investor is a fantastic new technology platform that empowers financial advisors to have values-based conversations with investors and then create custom portfolios. Tune in to hear how Founder and CEO, Zach Conway, created this innovative solution for the ESG investment industry.

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.

Can investors play a role in addressing systemic racism and sexism in our society? Damn right they can! Dorrit Lowsen, COO at Change Finance, joins the pod this week to discuss how our firm is pushing for gender and racial pay equity within some of America’s largest corporations.

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.

Looking for ESG data and ratings for the municipal bonds? R. Paul Herman, CEO of HIP Investor, has solutions! Paul joins the podcast this week to discuss HIP Investor’s analytics, ratings, and research on municipal bonds.  Paul also provides his perspective on the upcoming election and how the outcome may impact the growing ESG industry.  

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.

HIP Investor Ratings LLC is a California limited liability company, providing 125,000+ ratings for investors, advisers, fund managers and retirement plans.  R. Paul Herman is a registered representative of  HIP Investor Inc.,  an investment adviser registered in the States of California, Washington, and Illinois, with clients across the USA. This is not an offer of securities. All investing has risks.  Past results are not indicative of future performance.

Kimberly Griego-Kiel of Horizons Sustainable Financial Services and the Deep Impact Investing Podcast joins the show to discuss the value of dedication to sustainable investing. Kim also provides her perspective on new reports from USSIF and Majority Action.

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.

Fossil fuels are a central part of the sustainable investing conversation. In Episode 6 of The ESG Update, Hunter Lovins, Chief Impact Officer at Change Finance, joins the conversation to share her insights into the fossil fuel industry and the merits of divestment.

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.

In Episode 5 of The ESG Update, Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, joins the conversation to discuss how climate change presents unique risks to investment portfolios.

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.

In Episode 4 of The ESG Update, Founder of Verity Platforms, Jeff Marsh, joins the pod to discuss ESG current events and Verity, a platform for research and shareholder advocacy.

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.