Socially Responsible Investing (SRI)

Jack Schniepp in Bend Lifestyle Magazine

Take a look at the article that features Jack discussing Socially Responsible Investing in the April Issue of Bend Lifestyle Magazine .  He says “In simplest terms, SRI is finding investments that don’t compromise a client’s values and the causes they care about or actively finding investments that make a positive impact on those causes.” … Read more

Putting Your Money Where Your Values Are

Socially Responsible Investing Pays Off PUTTING YOUR MONEY WHERE YOUR VALUES ARE PAYS FOR INVESTORS Local investment firm, Cascade Financial Strategies, launches new blog, “SRI Bend”, to address objections and misconceptions about Socially Responsible Investing. Socially Responsible Investing (SRI) has undergone significant changes in the last few years and is experiencing impressive growth in many areas. A … Read more

Jack’s Interview on KPOV – discussing SRI

A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And, unfortunately, the main misconception … Read more

SRI Growth of 38% in 2018!

The 2018 US Sustainable Investment Forum’s (US|SIF) SRI Trends report has arrived and the executive summary can be accessed HERE.. The increase in assets flowing into Socially Responsible Investments continues to grow rapidly! The report shows that from 2016 to 2018 investment assets in the US using SRI strategies grew from 8.7 trillion at the … Read more

Millennials, the most “Responsible” generation?

An emerging trend among millennials shows a desire to use their money to support causes that bring about change. A recent report by Nuveen Investments from their Annual Responsible Investing Survey found that the vast majority of millennials (92%) say “I care more about having a positive impact on society than doing well financially.” Among … Read more

Another Report Confirming the Value of ESG

A new report by the Government Accountability Office (GAO) confirms the value of incorporating environmental, social, and corporate governance (ESG) investment criteria as options within retirement plans. (GAO Report Overview May ’18) GAO’s survey of academic research found that for investments using ESG criteria, there was a positive or neutral relationship to financial returns. In … Read more

Top Company rankings related to Conflict Minerals in the DRC

I first heard of the issues surrounding mining in the Democratic Republic of the Congo (DRC) at my church nearly a decade ago. Valuable minerals, also known as conflict minerals in this region, are controlled and manipulated by all sides in the DRC’s ongoing civil war. The innocent civilians of the country are the victims … Read more