April 2021

Women and Investing

(above) Illustrations by Stefanie Wong

Welcome to GreenMoney’s April issue on “Women and Investing.” According to a McKinsey & Co. survey, women will control $30 trillion in financial assets by 2030. With that transformative information in mind, this issue features six female leaders, each with unique financial insights – Theresa Gusman of First Affirmative; Malaika Maphalala of Natural Investments; Catherine Berman of CNote; Vicki Benjamin of Karner Blue Capital; as well as Claire Smith of Beyond Investing; and Jessica Robinson, author of the new book, Financial Feminism. Also, we have a special video on Women’s Leadership and the Rise of Investing for Impact.

Let me close with a congratulations to my long-time friends at Green Century Capital Management who are celebrating their 30th Anniversary in 2021. Read more about their amazing accomplishments over the decades. And believe it or not, GreenMoney turns 30 next year!

Cliff Feigenbaum, founder/publisher

GreenMoney Journal - Events Calendar for 2020-2021

Now is the Moment for Women Advisors and ESG Customization

Theresa Gusman
First Affirmative Financial Network
Women and millennials value investment principles that have a positive impact on challenging issues, such as climate change, gender diversity, social justice, and employee equity. Demographic trends are among several powerful political, economic, and societal forces combining to produce a global investment landscape that demands increased alignment of core values and investment decisions.
 

On the Road to Gender and Racial Equity in Finance

Malaika Maphalala
Natural Investments
Like it or not, in our position as Financial Advisors, we become gatekeepers. At my gate, I give preference to investments that demonstrate not only financial health, but also a deep commitment to socially and environmentally responsible practices that intentionally include working to build equity across gender, race, and class through their work as well as increasing representation and equity across management, staff, supply chains, and service providers.
 

Women of Color–The Investment of this Century

Catherine Berman
CNote
Many of us realize that racial equity requires much more than intentional conversations and thoughtful grants. Though these are important efforts, there is a growing imperative to address the disparities experienced by people of color, and especially women in the US, with action and systems change. A place to start is by providing equitable access to the resources women of color need to create economic opportunity for themselves and their communities.
 

Vicki Benjamin-Karner Blue Capital

Finance as a Force for Nature–A Pioneering Approach to Investing

Vicki Benjamin
Karner Blue Capital
My firm focuses on the preservation of biodiversity as an investment theme allowing investors to align their investments with their values – an approach to investing that often has a special appeal for women. It inherently recognizes that we cannot continue to take from nature and not give anything back. It also recognizes that the future of our planet will require a more nurturing approach as is often used in ESG investing.
 
 

Krystal Williams-Providentia Group-illustration Melanie Loon

Krystal Williams: Parsing the Argument for Equity in Climate Action

David Garrison
Climate & Capital Media
As an energy lawyer and the founder of the Providentia Group, Krystal speaks on corporate profits, community good and collective responsibility, as well as the potential for economic and social equity in the climate economy.

Climate and Capital Media


April 2021 Additional Articles

Financial Feminism by Jessica Robinson-GreenMoney

Financial Feminism: A Woman’s Guide to Investing for a Sustainable Future

The mainstreaming of sustainable investing is what we have been aiming for, but we still have work to do – particularly with retail investors. This has been my focus with Moxie Future – a platform for engaging with women on sustainable investing – and now with my new book.
Barron’s: The 100 Women Making their Mark in the World of Finance

Barron’s: The 100 Women Making their Mark in the World of Finance

Women are achieving greater prominence and power in both the public sector and the private sector. Janet Yellen now serves as the nation’s first female secretary of the Treasury. Citigroup has a new female CEO as does TIAA, and both the NYSE and the Nasdaq are led by women.
Forbes-Sallie Krawcheck Leads Ellevest to $1 Billion AUM

Forbes: Sallie Krawcheck Leads Ellevest to $1 Billion AUM

“What I’m particularly proud of is that it happened during a pandemic. And very importantly, that at a time when you would think women would be more pulled back, we actually had net positive inflows every single week of the year,” said Sallie Krawcheck, co-founder and CEO of Ellevest
Green Century Funds celebrates 30th Anniversary-GreenMoney

Green Century Funds Celebrates their 30th Anniversary

Green Century Funds are the first family of fossil fuel free, responsible, and diversified mutual funds in the US. The Funds have an award-winning shareholder advocacy program and are the only mutual fund company wholly-owned by environmental and public health nonprofits.
Claire Smith-Beyond Investing platform

Beyond Investing–World’s First Vegan Investment Platform

Founded by Claire Smith, Beyond Investing is an advisor to the world’s first cruelty-free and eco-friendly ETF. Beyond Impact Advisors, invests in plant-based and cruelty-free start-ups and animal-replacing foodtech and biotech. And Beyond Animal, works to grow the vegan economy.
IA 50 2021 free database logo

ImpactAssets’ IA 50 Impact Investment Fund Managers List

The industry’s first publicly available, searchable resource of impact investing fund managers sees record number of applicants and assets, reflecting the innovation and exponential growth that the IA 50 has helped to spotlight over the past decade.

 

Featured Podcast

Aligning Your Money & Values with Kathleen McQuiggan of Artemis Advisors

Kathleen McQuiggan

Interview by GreenConnectionsRadio host Joan Michelson

Can we invest in ways that support advancing women and protecting the planet, while also earning the financial returns we want and need? “Yes, we can with ESG investing,” says Kathleen McQuiggan, “because your money is power, and women are changing the world of money and investing.”

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