financial services

My Relationship to Money: From Humble Beginnings to ESG Investing Icon

Article

by Frank Coleman, former investment professional and founder of BeingFrank Consulting

On December 31, 2019, I retired from a 33-year career in the investment business. I have a pension, own a home and a new business and have savings that will carry me thru my remaining years in comfort.

GreenMoney Interviews: Liesel Pritzker Simmons on Impact Investing

Article

Interviewed by Cliff Feigenbaum, GreenMoney Journal 

Welcome to the latest in the 'GreenMoney Interviews' series. Recently I spoke with Liesel Pritzker Simmons of Blue Haven Initiative, as part of our new "Millennials and Money" issue. Liesel oversees an impact investing portfolio structured to generate financial returns and address social and environmental challenges.

Advancing Women Through Sustainable Investing

Article

by Jennifer Coombs, associate professor at the College for Financial Planning and the founder of the financial blog, GradMoney. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program

Responsible Gender Lens Investing: How Diversity Helps Preserve and Grow Wealth

Article

by Betsy Moszeter, Chief Operating Officer of Green Alpha Advisors 

The evidence now shows that diverse investment teams make better long-term decisions. 

The lack of gender diversity of financial services professionals is finally being talked about, but not sufficiently. It should be discussed more and in deeper ways, and – importantly – remediated in practice, because of the well-documented fact that heterogeneous teams outperform homogenous teams, across disciplines, and not by an insignificant amount.

GreenMoney's 150th Issue: Readers' Favorites

From Sustainable Business to Impact Investing
Article

Welcome to the special 150th edition of the award-winning GreenMoney Journal 

At GreenMoney, we have been focused on Sustainable Business and Impact Investing since 1992.  The articles and videos in the January 2020 issue are a selection of readers’ favorites, as well as some of our own from past issues.  But first, we begin with an update to one of our most widely-read articles from Frank Coleman with his unique perspective on Facebook as they face another Moral Dilemma . 

A First Step for Place-Focused Foundations

Three ideas for getting started as local impact investors
Blog

by Travis Green, Solutions Consultant, LOCUS Impact Investing

Our Money Stories: From Brooklyn to Asia with Love

Article

by Danielle Burns, Head of Business Development at CNote 

After college, I started to work in a meaningful career and my passion began to shift towards creating an environment for myself that I could be proud of and fully support. I started to think more holistically about money. How would it contribute not only to my life but to the lives of others around me? I wanted my money to support both the tangible and intangible needs and desires. I also knew that I didn’t want to be defined by money whether in the red or black.

How Do You Get Ahead in America?

Blog

by John S. Adams, CFP, UBS Financial Services  

Millennials New Frontier: A Career in Financial Services

The Bright Future in Sustainable Investing
Blog

by Kelly Coyne VP, Impax Asset Mmgt and Pax Ellevate Mgmt.

Why do millennials eschew jobs in financial services and how Sustainable Investing is changing that

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