by Jina Penn-Tracy | Feb 27, 2019 | Impact Investing, Shareholder Activism
As a conscientious investor, how do you know what to do when you get those shareholder letters in the mail asking you to send in a proxy vote? There are several shareholder advocacy organizations that compile impact data on companies and mutual funds so that...
by Jina Penn-Tracy | Jan 26, 2019 | Gender Lens Investing, Impact Investing, Shareholder Activism
Gender lens investing is among the latest trends in impact investing. This approach to investing advocates gender equality for cis and trans girls and women. Recently, a client asked about our approach here at Centered Wealth. Our initial conversation with clients...
by Jina Penn-Tracy | Oct 1, 2018 | Green Economy, Impact Investing
Our unique approach to Impact Investing https://centered-wealth.com/wp-content/uploads/ImpactU-interviews-Jina-Penn-Tracy-of-Centered-Wealth0D.mp3 For ImpactU Steve Distante interviewed me on my holistic approach to impact investing. Authenticity comes from intrinsic...
by Jina Penn-Tracy | Aug 29, 2018 | Green Economy, Impact Investing
Conscious Investing for Centered Wealth September 12 6:00-8:30 New York Open Center Register now Interest in Socially Responsible and Impact Investing has been expanding in recent years. Globally, more money than ever before is being invested with life-giving rather...
by Stuart Valentine | Aug 5, 2018 | Impact Investing
In July I attended a two-day thought leadership summit, Philanthropy Transforming Finance: Building an Impact Economy. The summit was part of a larger initiative identifying the need for funders to work collaboratively to place longer-term, adaptive resources to fund...
by Lisa Hodges | Jun 1, 2018 | Impact Investing
From a Centered Wealth client who became motivated to do more: I came into the financial planning field through an unconventional path— that is, not from the world of finance, but from my personal experience of moving money into socially-conscious investments. The...
by Lisa Hodges | May 15, 2018 | Shareholder Activism
Your investments are a powerful tool for enacting social and environmental change, but many of us aren’t using them to their full potential. As investors, we’re partial owners of companies or funds and with that ownership comes the right to have a say in how they...
by Stuart Valentine | Jan 15, 2018 | Green Economy, Impact Investing
This documentary poses questions critical to all our well-being: How can we move beyond being merely debtors and creditors, and put money in service to what we really care about as citizens, as human beings? Can we design a monetary circulation system that fosters...
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