Clean Yield Insights
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… Read More >
Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
On October 14 at 4 p.m. EST, Clean Yield will host a webinar on fraud — something that about one third of Americans experience every year. Financial scams, fraud schemes, and identity theft have surged in the last 5 years,… Read More >
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… Read More >
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… Read More >
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,… Read More >
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… Read More >
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… 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 >
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 >