The Latest
Fraud Prevention Strategies: What It Is and How to Protect Yourself
A Clean Yield Speaker Series Webinar Summary
Every year, about one-third of Americans experience financial scams, fraud schemes, and identity theft. Instances of fraud have surged in the last five years, increasingly targeting individual investors, small business owners, and older…
Supporting Local News and Democracy
Clean Yield’s Partnership with the American Journalism Project
“Over the last two decades, more than one-third of American newspapers have shuttered. On average, we lose two more every week. And it matters. Studies show that when people in communities lose…
Clean Yield in Conversation: Market Outlook October 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:
A scene from The Wizard of Oz captures our team’s general feeling at the end of…
Stock Profile: Moody’s
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…
Quarterly Market Outlook: Crossroads
By Liz Levy, CFA, Managing Director of Investment Research
In trying to think about how to describe our views on the economy right now, one image keeps coming back to me. As Dorothy sets off down the Yellow Brick Road,…
Mobilizing to Protect the Freedom to Invest Responsibly
Photo: Clean Yield’s Dorigen Hofmann, second from left, and members of the Freedom to Invest coalition.
By Dorigen Hofmann, Partner and Portfolio Manager
On September 16, I joined 30 investment managers, proxy voting advisors, impact investors, and other social investment…
Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
This event has passed. Read our takeaways, find a recording, and review an edited transcript!
On November 20 at 4 p.m. EST, Clean Yield will host a webinar on fraud — something that about one-third of Americans experience every year.…
Clean Yield in Conversation: Shareholder Advocacy & Proxy Voting 2024-25 Year in Review
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:
In this recording, Liz summarizes the Clean Yield Shareholder Advocacy and Proxy Voting Year in Review…
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…