The Latest
Q2 2026 Market Outlook: Investing in a Time of Dichotomies
By Elizabeth R. Levy, CFA
We are living in a time of questions, contradictions, and dichotomies. Artificial intelligence (AI) is either coming for all of our knowledge and creative jobs, or its work is expensive “slop” that companies are regretting spending so…
2026 Shareholder Advocacy and Engagement Report
Our Engagement in the Age of DEI-Hushing and Changes to Shareholder Resolution Processes
By Elizabeth R. Levy, CFA, shown above speaking on a panel at the US SIF conference in June 2026
Shareholder advocacy and engagement have their own calendar,…
Estate Planning for LGBTQIA+ Families: The Essential Documents to Have in Place
How to Protect Your Family and Your Assets
For all families, estate planning is a critical process to ensure you control your finances and property. Essentially, estate planning ensures you control your finances and property while you’re alive and well,…
Powering the Future: Renewable Energy Investing for Energy Security and Resilience
Energy Transition Investing to Support Increased Electricity Demand with Sustainable Power
By Kofi Kodua, Managing Director & Portfolio Manager
Growing energy demand, accelerating electrification, increasing focus on energy security, and technological innovation are reshaping how we think about renewable energy…
Speaker Series — Protect What Matters: Estate Planning for LGBTQIA+ Families
For all families, estate planning is a critical process to ensure you control your finances and property while you are alive and well, should you become incapacitated, and after your death. For LGBTQIA+ families, these steps and protections are especially…
Impact Profile: Foodshed Capital Expands Access to Financing for Resilient, Regenerative Food Systems
At Clean Yield, we view impact investing as one of the most powerful ways for our clients to invest their money for positive change. These investments make patient, flexible, and affordable capital available to mission-driven enterprises, providing the lifeblood for…
How to Prevent Identity Theft and Fraud: Steps You Can Take
Follow Our Fraud-Prevention Checklist to Protect You and Your Family From Fraud
By Elizabeth R. Levy and Dorigen Hofmann
Every year, about one-third of Americans experience financial scams, fraud schemes, and identity theft. Instances of fraud have surged in the last five…
Shareholder Action Requested to Support Home Depot Employee Access to Healthcare: Vote by May 21 on the Proxy Ballot
Clean Yield Asset Management Urges Shareholders to Vote YES on Item No. 11
By Liz Levy, CFA, Managing Director of Investment Research
At Home Depot’s annual meeting on May 21, the company’s investors will have a chance to vote on…
The Role of Private Capital in Building Affordable Housing for Resilient Communities
A Clean Yield Speaker Series Webinar Summary
Affordable housing remains one of the most urgent challenges facing communities across the U.S. We continue to see a widening gap between housing costs and income levels. At the same time, rising construction costs and…
Q1 2026 Market Outlook: Navigating in Stormy Seas
By Liz Levy, CFA, Managing Director of Investment Research — not written by AI!
To paraphrase a meme making the rounds, what a year the last three months have been — or even, really, the last three weeks. While recently…
Growing Multigenerational Value: Investing in Forests for a Sustainable Future
An Earth Month Reflection on Investments in Climate Change Solutions
By Kofi Kodua, Managing Director & Portfolio Manager
When we think about climate change solutions, we often picture wind turbines, solar panels, or electric vehicles. But one of the most…
How Shareholder Advocacy and Proxy Voting Can Drive Meaningful Change — and How You Can Help Protect It
Activism and Impact in an Environment of Hostility and Misinformation
Shareholder advocacy and proxy voting are critical tools equity investors use to influence corporate decision-making and drive systems-level change. As stockholders and, thus, part owners of the companies they invest in…