The Latest

Stock Profile: Jack Henry & Associates

May 23, 2025
Community banks and credit unions are often founded on a commitment to serving and investing in their communities, and can represent a local, values-aligned banking option for individuals and businesses. But to stay competitive with larger institutions in a rapidly… Read More >

Call to Action: Show Support for CDFIs

May 2, 2025
On March 14, 2025, an Executive Order (EO) was issued that significantly impacts multiple federal agencies, including the CDFI Fund. CDFIs (Community Development Financial Institutions) are organizations that provide critical financial services to low-income communities and individuals who lack access… Read More >

AI and Its Impact: What SRI Investors Need to Know

April 11, 2025
By Kofi Kodua, Managing Director and Portfolio ManagerYou’ve probably been hearing a lot about Artificial Intelligence (AI) lately, and that’s not likely to change anytime soon. As new technologies utilizing AI are developed, its reach into industries and economies the… Read More >

Impact Profile: Cooperative Fund of the Northeast

March 26, 2025
For businesses seeking a model of cooperative, community-based ownership, conventional equity financing is often prohibitively expensive — a reality that is particularly detrimental for communities with limited personal wealth, such as Black, Indigenous, and People of Color (BIPOC) and immigrant… Read More >

Stock Profile: Veeva Systems

March 5, 2025
Veeva Systems delivers cloud-based software solutions tailored for the life sciences industry. Veeva also extends its content and data management expertise to other sectors, including consumer products and chemicals.  The company’s products fall into three main categories: Veeva Development Cloud,… Read More >

Shareholder Advocacy: Changing the Rules of the Game

March 4, 2025
By Liz Levy, CFA, Managing Director of Investment Research It goes without saying that the first few weeks of the second Trump administration have been a whirlwind of changes across broad swaths of Americans’ lives — or maybe a maelstrom… Read More >