The Latest
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…
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…
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…
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…
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…
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…
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: …
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,…
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…
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…
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…
Stock Profile: Broadcom Inc.
We may not often stop to consider the components of the devices that have become integral to our daily lives, but behind every screen are meticulously developed technologies. Among these inner workings are the diverse array of analog semiconductor devices…