Clean Yield Insights

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 > about Call to Action: Show Support for CDFIs

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 > about AI and Its Impact: What SRI Investors Need to Know

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 > about Clean Yield in Conversation: Market Update April 2025 (The Tariff Edition)

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 > about Q1 2025 Quarterly Market Outlook: Into the Unknown

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 > about Clean Yield Speaker Series: Protecting Women’s Access to Health Care Through Advocacy and Corporate Engagement

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: … Read More > about Clean Yield in Conversation: Expanding Our Equity Portfolios

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… Read More > about The Truth About the Current Most Dangerous Letters in the English Language: DEI

By Liz Levy, CFA, Managing Director of Investment Research  I am writing this note in early January from a cozy cabin in the North Country of New Hampshire, sitting in front of a blazing fire while my dog snoozes at… Read More > about Q4 2024 Quarterly Market Outlook: Once More Unto the Breach

By Liz Levy, CFA, Director of Investment ResearchGreetings from one of Clean Yield’s two new Directors of Research! We have spent the past few months diving in to apply our investment philosophy and practices, as we discussed in our Outlook… Read More > about Q3 2024 Quarterly Market Outlook: A Summer to Remember

… Read More > about 2024 Global Investor Statement to Governments on the Climate Crisis

… Read More > about The Future of Corporate Responsibility Begins with Product Design