Clean Yield Insights

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,… Read More >

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 >

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. Financial scams, fraud schemes, and identity theft have surged in the last 5 years,… Read More >

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 >

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 >

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 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 >

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 >

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 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 >

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 >