Impact Investing Articles

The Domino Effect

By |2022-01-28T15:07:58-08:00January 14th, 2022|

Recent social action has prompted corporate commitments for greater workplace equity. Investment managers will hold them accountable. This continued engagement will give investors confidence that their asset allocation choices make a difference.

Giving with Intention

By |2021-12-10T15:41:51-08:00November 19th, 2021|

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

The Power of Disclosure

By |2021-11-03T11:37:21-07:00November 3rd, 2021|

Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.

Bank On Your Community

By |2021-12-13T10:23:54-08:00October 22nd, 2021|

Our choice of banks is an essential, though often unexamined, financial relationship. Choosing a bank can be a way to create positive alignment between your values and your finances.

Investing in a Changing Climate

By |2021-09-10T15:49:47-07:00August 27th, 2021|

Response to our worsening climate crisis is complex and gradual. For clients interested in climate friendly investing, we focus on a number of ways they can choose financial security while having an impact with their investments.

From Idea to Reality

By |2021-08-06T13:00:36-07:00July 30th, 2021|

Response to our worsening climate crisis is complex and gradual. A chorus of voices from investors and consumers can accelerate the process for all stakeholders in the global ecosystem.

They Who Have The Gold

By |2021-07-16T13:52:12-07:00July 2nd, 2021|

Diverse boards and diverse management teams - both in terms of gender and racial diversity - can anticipate a broader set of needs, and come up with more innovative solutions.

Soil Health and Societal Health

By |2022-02-01T15:50:43-08:00March 31st, 2021|

Impact Highlight Report
We examine the interconnection between soil health and societal health and the opportunity for investors to align their financial resources with their desire for a positive impact.

Investing Forward Podcast

By |2022-02-01T15:38:41-08:00December 16th, 2020|

North Berkeley Wealth Management was featured on the Investing Forward podcast discussing community investing, CDFIs, and CNote.

Green Bonds

By |2022-02-01T15:50:32-08:00April 1st, 2020|

Impact Highlight Report
In this impact report, we illustrate how Green Bonds offer investors a role to play in economic wellness.

Impact Highlights Report

By |2021-04-13T10:24:33-07:00September 16th, 2019|

In our inaugural Impact Highlights Report, we look at one practice of engagement (direct dialogue) used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues.