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Category Archives: Impact Investing

You and Your Investment Representative: A Relationship of Trust

Posted on November 29, 2018 by Rachel Wagner
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Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment Continue Reading →

Posted in Impact Investing, Investing

SRI: Invest Like a Feminist

Posted on October 4, 2018 by Rachel Wagner
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The money you spend and invest can have a substantial impact on the world around you. That’s the idea behind Socially Responsible Investing or SRI. It allows investors to identify Continue Reading →

Posted in Impact Investing, Women and Wealth

SRI: Investing is Your Superpower

Posted on September 27, 2018 by Rachel Wagner
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More and more people are looking for ways to “vote with their dollars” and my clients are no exception. Investing in line with your values, also known as Socially Responsible Continue Reading →

Posted in Impact Investing

Too Young to Think About Investing? Think Again!

Posted on June 28, 2018 by Rachel Wagner
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“How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful Continue Reading →

Posted in Impact Investing, Investing

Impact Investing: A Virtuous Cycle?

Posted on July 18, 2017 by Rachel Wagner
A Virtuous Cycle

Sustainable investing has evolved to include a variety of approaches to selecting investments.  The approaches range from the original “exclusionary screening” to shareholder activism, to Impact Investing.  As the name Continue Reading →

Posted in Impact Investing

SRI Basics: Part Three

Posted on November 8, 2013 by Rachel Wagner
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How do SRI funds perform? Sustainable and responsible investing (SRI) spans a wide and growing range of products and asset classes, embracing not only public equity investments (stocks), but also Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

SRI Basics: Part Two

Posted on October 25, 2013 by Rachel Wagner
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How large is the sustainable and responsible investing marketplace? How many assets are involved? The US SIF Foundation’s 2012 Report on Sustainable and Responsible Investing Trends in the United States identified $3.74 Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

SRI Basics: Part One

Posted on October 11, 2013 by Rachel Wagner
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What is sustainable and responsible investing? Sustainable and responsible investing (SRI) is an investment discipline that considers environmental, social and corporate governance criteria (ESG) to generate long-term competitive financial returns Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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