Nearly five years ago, I created my first post at SRIBend.com! It was inspired by a couple of my kids who were concerned about the issue of child labor connected to the chocolate industry. At that time Big Chocolate companies were half-way to their commitment made in 2010 of tracking their cocoa sources towards fair … Read more
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
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
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
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
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
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
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
The negative views held by many of Corporate America are likely seen as only second to how politicians in Washington are viewed. But businesses are also acknowledged as holding the greatest potential to bring about positive change in ways that politicians and the courts have been unable to achieve. Recent corporate policy changes by Dick’s … Read more
At our house, Martin Luther King Jr. day kicks off Justice week in our homeschool. We nearly always watch a replay of his great speech at the Lincoln Memorial from 1963. I’m deeply moved and inspired by his words, passion and the incredible work he did. Here’s a link to the great speech (I Have … Read more