The Latest
Stock Profile: Jack Henry & Associates
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
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
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 >
Clean Yield in Conversation: Market Update April 2025 (The Tariff Edition)
Clean Yield in Conversation features team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode with insights from managing director of research and portfolio manager Kofi Kodua:
In recent weeks, markets have reacted to growing… Read More >
Q1 2025 Quarterly Market Outlook: Into the Unknown
By Liz Levy, CFA, Managing Director of Investment Research
As March and the first quarter drew to a close, I told the rest of the Clean Yield investment team that I was starting work on this Outlook. One of them… Read More >
Impact Profile: Cooperative Fund of the Northeast
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 >
Clean Yield Speaker Series: Protecting Women’s Access to Health Care Through Advocacy and Corporate Engagement
On April 10 at 2 p.m. EST, Clean Yield will host a webinar on the current state of policies and efforts to protect reproductive rights. The discussion will examine the historical context of this ongoing fight, and explore how corporations… Read More >
Clean Yield in Conversation: Expanding Our Equity Portfolios
Clean Yield in Conversation is a new video series featuring team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode featuring managing directors of research and portfolio managers Liz Levy and Kofi Kodua: … Read More >
Stock Profile: Veeva Systems
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 >
Taking a Pause: Embracing a Sabbatical to Reflect on Change
By Eric Becker, Partner and Portfolio Manager
I still remember clearly my first day of work in the social investing field – June 1, 1993. I was 23 years old. It was raining in Boston, and I had a new… Read More >
Shareholder Advocacy: Changing the Rules of the Game
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 >
The Truth About the Current Most Dangerous Letters in the English Language: DEI
By Liz Levy, CFA, Managing Director of Investment Research This weekend, scrolling through my emails, I saw a headline from a Bloomberg Opinion columnist, proclaiming “Citi Just Became a Magnet for Ambitious Working Moms” (gift link here). Being an ambitious working mom… Read More >