What is Socially Responsible Investing?

Social investors recognize that every financial transaction has social implications as well as monetary ones. While traditional investing is aimed exclusively at maximizing financial value, social investing takes account of both financial and social bottom lines. Socially responsible investing can be a catalyst for positive social change or merely a way to help the investor sleep better at night. See our services »


News & Blog

Save the Dates for Clean Yield-Sponsored New Economy Week Events

September 23, 2014

What are you doing on October 15 and 16, 2014? We hope you’ll be joining us in Montpelier or Burlington for two stimulating and inspiring panels exploring the rise of the New Economy in Vermont.

The New Economy Coalition calls the national New Economy Week of events, “a public exploration of creative resistance – an opportunity to shine a light on the thousands upon thousands of efforts that everyday people are making right now to bring forth a new kind of economy.”

In that spirit, Clean Yield Asset Management and the Donella Meadows Institute are hosting an exciting half-day forum on October 15 in Montpelier, Vermont at the Capitol Plaza Hotel. Who Owns Vermont? Emerging Ownership Designs in Vermont’s Economy will explore Vermont’s leadership in implementing what New Economy writer Marjorie Kelly has called the “ownership revolution.” Marjorie will keynote the half-day event and moderate a panel discussion with local entrepreneurs and thought leaders on emerging alternative ownership models in business, land, energy and finance. Confirmed panelists include Gwen Hallsmith of the Public Banking Institute, Kathy Ruhf of Land for Good, and Paul Millman, co-founder of Chroma Technology. The agenda includes time for breakout discussions and networking. The event will be held at the Capitol Plaza Hotel & Conference Center, 100 State Street in Montpelier, from 8:45 a.m. – 12:30 p.m. Read more »

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Clean Yield Makes “B Corp Best for Workers” List!

September 22, 2014

Best for the World 2014 imageClean Yield was honored this week to be named in B Corp’s third annual “Best for Workers List,” with 79 other companies worldwide.

The “B Corp Best for Workers” list honors businesses that earned an worker impact score in the top 10% of all Certified B Corporations on the B Impact Assessment, a rigorous and comprehensive assessment of a company’s impact on its workers, community, and the environment. Honorees were recognized among micro, small, and mid-sized businesses.

Metrics used to select companies for the list included compensation and benefits, health and wellness programs, parent-friendly flex time and leave policies, professional development and internal promotion, corporate culture, profit sharing and ownership opportunities. Read more »

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Company Profiles

Bar Harbor Bankshares (BHB): A Maine Dish

August 19, 2014

At Clean Yield, we have an affinity for local businesses that provide jobs and contribute to their communities. In banking, that is especially the case. We avoid investing in the biggest banks, which we think were culpable in causing the financial crisis of 2008 and probably not trustworthy enough to reinvest in just yet. Therefore, we’re pleased to have recently added another New England bank—Bar Harbor Bankshares—to our client portfolios.

Bar Harbor Bankshares of Bar Harbor, Maine, was founded in 1887 and is a community bank with assets of $1.4 billion and fifteen locations in rural markets in central Maine, the “downeast” region, and along the midcoast.

BHB serves individual and business customers, retail stores, restaurants, seasonal lodging, biological research labs, and many retirees. Its main business customers are in the businesses of tourism, hospitality, lobstering, fishing, boat building, marine services, and wild blueberry cultivation. Bar Harbor’s business is more seasonal than that of the typical bank, with activity higher in the summer and fall. Given the Bank’s proximity to Acadia National Park, tourism is important (13% of total loans are to the lodging industry). Read more »

Exactech (EXAC): Good to the Bones

August 11, 2014

Exactech, based in Gainesville, Florida, develops, manufactures, and sells orthopedic implant devices, related surgical instruments, and biological material and services to make patients more mobile. Its products are used in the restoration of bones and joints that have deteriorated as a result of injury or disease, such as arthritis.

The company sells various joint replacement systems—including knee, shoulder, and hip implant systems—and biologic allograft services and bone cement materials used in orthopedic surgery for the repair or replacement of joints. Its customers are hospitals and physicians in the U.S. and over 30 markets in Europe, the Americas, Asia, and the Pacific. International sales represent about 34% of the total.

The company was founded in 1985 by orthopedic surgeon Bill Petty, his wife Betty, and biomedical engineer Gary Miller. They wanted to improve the quality of care provided to patients suffering from joint diseases such as arthritis. The company’s goal is to improve patient outcomes through a customer-centric culture. Design assistance and feedback from surgeon customers has helped the company to offer innovative products that have indeed improved patient outcomes. Read more »

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