Socially Responsible Investing

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

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

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

#1 Reason Advisors don’t offer SRI

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

Why Do Advisors Not Offer SRI Portfolios

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

City Council to discuss Climate Change issues

Last year I spoke at a Bend City Council meeting about the need to address climate change issues from a business perspective. I’m not implying that by any means my three minute speech had much of an impact on the Council, but I am pleased to see that they are willing to discuss potential action … Read more