The Latest
Stock Profile: Borg Warner
Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making…
Clean Yield Exclusionary Screens Review
Clean Yield routinely audits our exclusionary screens to ensure the criteria succeed in meeting our values and those of our clients. This article — last updated August 2025 — will be amended to provide updates and transparency about our screening…
Shareholder Advocacy: 2024-25 Year in Review
The world of shareholder engagement and advocacy has its own cadence and calendar, which work backwards from the Annual General Meeting (AGM) season’s peak in May and June. In the summer, as we get ready to strategize about next year,…
Proxy Voting: 2024-25 Year in Review
Equity (or stock) investors are actually the owners of the companies they invest in. This ownership gives us the right to express our opinion on the management and governance of our companies. Clean Yield’s engagement work is one way we can…
Stock Profile: Ecolab
Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making…
Stock Profile: Prologis
Prologis (PLD) is the global leader in logistics real estate, focusing on high-barrier, high-growth markets. Founded in 1997, it has grown into one of the largest Real Estate Investment Trusts (REIT) and the largest global owner of logistics real estate,…
Renewable Energy Impact Investing: Navigating Clean Energy in the Age of Policy Uncertainty
By Kofi Kodua, Managing Director
As we move through 2025, one thing is clear: The world of clean energy and impact investing is facing a significant shift. The recent passage of the “One Big Beautiful Bill Act” (OBBBA) has introduced…
Hill Advocacy Day 2025 — The Impact Investing Community Presents a Unified Voice
Photo: Clean Yield’s Liz Levy, third from left, and other members of US SIF with Senator Ed Markey
By Elizabeth R. Levy, CFA, Managing Director of Investment Research
I’m trying to think of a Clean Yield-ish pun comparing the humid,…
Q2 2025 Market Outlook: Bernstein’s ‘Candide’ or REM’s ‘End of the World’? We’re Sticking with Resilience
By Liz Levy, CFA, Managing Director of Investment Research
The S&P 500 ended the second quarter at a new all-time high, so is it really the “Best of All Possible Worlds”? Then again, as of early July, we still have…
Clean Yield in Conversation: Market Outlook July 2025
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 Liz Levy and Eric Becker:
The second quarter began with Trump’s tariff Liberation Day, sending…
Stock Profile: Stryker Corporation
A number of factors, from an aging population to evolving technology, are driving growth in the orthopaedic healthcare market. As a leading company in the global medical technology sector, Stryker Corporation is poised to meet this growth with a strong…
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…