The Connection Between Voting for Change and Investing for Change
Impact in Action Report
Highlighting investment in affordable housing in the Bay Area and its connection to voter-approved bond measures in Alameda County.
A World in Energy Transition: Part 2
In part 2, we discuss how choices at institutional and individual levels affect the goal of transitioning energy consumption away from fossil fuels towards renewable energy.
The Power of Disclosure
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.
They Who Have The Gold
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.
Using Capital to Create Opportunity
Impact Highlight Report
We highlight specific investments that address the historic lack of access to capital in housing and business funding via both loans and venture capital.
Soil Health and Societal Health
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
North Berkeley Wealth Management was featured on the Investing Forward podcast discussing community investing, CDFIs, and CNote.
The Power of the Shareholder Vote
The shareholder vote is a powerful tool for creating systemic change within companies.
Shareholders, Stakeholders, and Reclaiming Economic Power
Stakeholders, not just shareholders, need to be considered to rebalance economic power and make a more sustainable financial system.
Cultivating Systemic Change
Impact Highlight Report
We discuss the circular economy and cultivating systemic change through shareholder advocacy.
Green Bonds
Impact Highlight Report
In this impact report, we illustrate how Green Bonds offer investors a role to play in economic wellness.
Impact Highlights Report
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.