The Socially Inspired Investor

In this Issue

Charles Hamowy, CFP®, CPA/PFS – Editor In Chief

For the strength of the Pack is the Wolf,

And the strength of the Wolf is the Pack.

Rudyard Kipling – Jungle Book

A year like no other, indeed

When we first published the SII Digest and Podcast we could not have known the pivotal year we were about to experience.  It turns out we had plenty to talk about. The amalgamation of environmental, social, and corporate governance events has been truly epic. We could not be prouder of how our team took on the challenge.

Covid-19 continues as a backdrop of course. Many of the companies that are helping us to endure through both the pandemic and the fight against climate change seem to score higher on the ESG scale – and now, with more confidence, we see the values of their stocks reflecting this potential. There seems to be little doubt within the professional investment world that sustainability and social responsibility must be taken into consideration.

This edition focuses on the whole of this past year. What have we learned?   How far have we come?   What do we see ahead? In our SPOTLIGHT ON section, we asked experts from the industry to weigh-in on these questions.

The SII PODCAST hosted by Pat O’Neill, is a retrospective of the previous podcasts our first season – all 9 of them. This episode, our 10th, recalls some of the most interesting contributions from our amazing guests, a real treasure of information. Many thanks to Sureita Hockley, who expertly produces these podcasts and Paul Ellis who takes on the responsibility of sourcing our experts. The PODCAST team comes together in a roundtable style for a very informative session.

Originally, we thought it would be helpful to amplify all the smarts around environmentally and socially conscious investing. Our mission continues to make socially responsible investing more user friendly and actionable. We will continue down that path as we move into our next season.

We see the world coming together over this time with more of a shared purpose and clarity around ESG. The “pack” is getting stronger and that should be inspiring to us all.

The Socially Inspired
Investor Podcast

What are cities doing to become more energy efficient and sustainable? And how are they paying for it?

Hosted by The Socially Inspired Investor Digest
Spotlight On...

How Do Socially Inspired Investment Themes Differ And Why Is That Important?


Spotlight On...

Renewable Energy Getting Cheaper Every Day – What is The Potential Impact For Consumers and Investors?


Spotlight On...

What are cities doing to become more energy efficient and sustainable? And how are they paying for it?