Click Here to View PDF The Advocacy Long Game Media headlines, and even our own headlines, tend to emphasize the big advocacy “win”, but those wins are more often than not years (and even decades) in the making. We highlight the Bristol Bay campaign because collective action by like-minded investors is clearly making a difference-and […]
First Affirmative Financial Network and YourStake announced on October 20th, 2021, a historic first: a direct index solution with data-driven Environmental, Social, and Governance (ESG) customization down to the company equity level, along with tax loss harvesting, and benchmark flexibility. The new Values Aligned Direct Index Solution (VADIS) is now available to independent advisors who were previously […]
We are very proud to be ranked a Top Financial Advisor in Colorado by SmartAsset. While we are based in Colorado, we service advisors across the country. We welcome the opportunity to serve you no matter where you live. Read the full story by clicking here
Click Here To View PDF Overview – COVID Continues to Dominate COVID-19 remains the greatest threat to economic stability. This is due, in part, to the many dislocations COVID-19 has created socially and across the economy. Economic activity is returning to pre-pandemic levels across many sectors. As shown in the graph below, many US industries […]
To View PDF Click Here Companies Feel the Heat from Record Support for ESG proposals Proxy season 2021 is winding down, most of the votes have been tallied, and First Affirmative is celebrating along with other activist investors — the outcomes are remarkable and record-setting. Highlights from Proxy Preview as of June 24 tell the […]
George Gay, CEO of First Affirmative Financial Network, was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. The podcast features some of the brightest and successful minds in the business today to discuss tactics for growing your business. During the conversation Gary and George discussed ESG investing (environmental, social, […]
We’re proud to join 173 major investors, companies, individuals and nonprofits to call on @SEC_News and @USTreasury to mandate climate disclosure. #ClimateDisclosureNow https://bit.ly/3igvL7J. This mission helps protect investors from risks – including the systemic and financial risks associated with the climate crisis.
We give your values a voice through our active Shareowner Advocacy program. We vote your clients’ shares and advocate with businesses and policy leaders for meaningful change. Being a signatory on this recent statement represents another step in a decade-long effort by investors to press for effective methane regulation at the federal and state levels.
Want to learn more about what happened in the Bond Market during the first quarter of 2021? See what Wasmer Schroeder had to say. https://www.firstaffirmative.com/wp-content/uploads/2021/05/S1a3-Quarterly_Bond_Market_Overview.pdf
First Affirmative Financial Network has partnered with YourStake.org to create a strong force in the ESG/SRI arena with portfolio construction and reporting platforms that can elevate the conversation and assist in creating investments for a better future. On April 20th, Theresa Gusman (Chief Investment Officer at First Affirmative), Patrick Reed (CEO at YourStake) and Gabe […]
