Newsletter — June 2023

You Could Win a FREE Sustainability Session

In advance of our book being published this Fall, we have been talking with everyday investors (and several institutions too) about how to get started with sustainable investing. But we want to have more personal conversations with sustainable investors…

So for the months of July and August, we’ll be giving away a small number of free sessions to our newsletter friends (that’s you). We’ll listen to your goals and interests and use the advice from our book to help you understand how to make your first sustainable investment. You’ll also get free access to our Fund Manager Profiles, which ordinarily sell for $4.95 on our website.

All you have to do to enter the drawing is send an email to [email protected] with your name and contact information. We’ll reach out to our winners!

Enter the Drawing

What did ESG Investors get out of Proxy Season 2023?

The opportunity to directly impact corporate decision-making by voting your proxies is one of the great promises of sustainable investing. In our latest piece published on Medium, we discuss the 2023 proxy season ups and downs. As it turns out, you’ve got to lead with the money.

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Will the Next 3-Letter Acronym be DGS?

As if the sustainable investing world doesn’t have enough trouble keeping its labels straight, “conscientious capitalist” and leading ESG proponent Larry Fink (of BlackRock) is now saying that he doesn’t like the term ‘ESG.’ “I’m not going to use the word ‘ESG’ because it’s been misused by the far left and the far right,” he stated at the Aspen Ideas Festival. He says he’s now using the words Decarbonization, Governance, and Social issues instead. To be clear, he’s not saying he’s changing anything about the way BlackRock invests — just that he wants to call it something different.

As educators and communicators, we find this constant gear shifting on names, labels, and definitions to be pointlessly confusing to investors. It’s not great leadership either.

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ESG: The Honey Mustard of Investing

“I’m not saying every product should be identical, but I spent so much time in the mustard aisle trying to figure out which mustard to get because I couldn’t trust that any of them would taste the way I wanted it to.” Sounds familiar to us ESG investros, RivalRhi. Real familiar.

Watch the Video