Foundations Increase Impact Through Mission-Aligned Investing By Betsy M. Markus and Michael Schweibinz In recent months, organizations like the Association of Small Foundations, Mission Investors Exchange, and The Forum for Sustainable and Responsible Investing (US SIF), have published guides to assist foundations with aligning their investment portfolios with their missions. The message is simple, though implementation can seem daunting. In general terms, foundations “dedicate Read more » Read More
Sustainable, Responsible, Impact Investing
First Affirmative offers asset management and consulting services to individual and institutional investors seeking to align investment decision-making with personal values and/or institutional missions.
Call it socially responsible investing, sustainable investing, green investing, or impact investing, we specialize in helping clients make money and at the same time, make a difference with their money. Working through a nationwide network of investment professionals, we help clients invest in companies that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, produce safe and useful products, and support efforts to promote a more peaceful world.
We believe that as investors we must take responsibility for the impact our money has in the world. We create and manage investment portfolios tailored to meet the unique needs of socially conscious investors. We seek competitive returns while enhancing the common good.
We begin with a cornerstone principle of the Hippocratic Oath: "First, do no harm." Avoiding companies that make products or support markets that are violent, dangerous, or unhealthy, seems to us to be an obvious choice.
We believe investments that improve the human condition around the world can create a virtuous cycle of inter-related benefits. We believe that by investing in the most responsible corporate citizens, we can deliver better investment performance for our clients and create a more vibrant, healthy world.
At First Affirmative, we work to make life better for everyone. We envision a future where every child is safe, healthy, and free.
Consumer Debt: Must Look Behind the Numbers For a couple of years prior to the Great Recession, I shared my debt concerns during my annual Economic and Market Update presentation at the annual SRI Conference. My concern stemmed from the rising use of consumer debt to fuel a national lifestyle of “living beyond one’s means.” Much of the economic debate of the Read more » Read More
Fracking is Losing the PR BattleIt's hard out there for a hydraulic fracturing company. Tuesday's state and local elections dealt yet another blow to fracking after a series of defeats the industry has suffered on the public relations battleground. Read More