Welcome to the new YourStake.org!
Ep. 7-  Making an Impact & Imaging What the Future Holds

Ep. 7- Making an Impact & Imaging What the Future Holds

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.

Gabe Rissman

“I really look forward to continuing imagining in five years how we have both made a significant amount of change to the narrative and the story of sustainable investing and its impact”.  

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!

Today, we are welcoming Zach Stein, Co-Founder and CEO of Carbon Collective. Carbon Collective is the first online investment advisor 100% focused on climate change. They help invest in savings, whether they be for retirement or a more near-term goal like buying a house, into diversified, low-fee, climate-focused portfolios.

Originally, Zach Stein was the CEO and Co-Founder of Osmo Systems, an agro-tech firm that provides hydroponic and aquaculture farmers with all-in-one monitoring and control systems at a reasonable price. He has been immersed in the emerging convergence of technology and agriculture since graduating from Hamilton College. Zach believes that as our climate grows more unpredictable, we will need to use the most technological instruments to feed the world's growing population and combat food insecurity.  

As a result, Zach has been working to bring his company's flagship product, the OsmoBot, to market since late 2012. Zach hopes to lower the scientific and financial barriers to entry for sophisticated farms that can remain sustainable and lucrative in a changing climate with his business partner, Paul Holowko.

Tune into this episode to hear all about:

  1. Beginnings to a bright future (2:47)
  1. Finding your “why” (6:28)
  1. Ultimately, investing is an opportunity to create impact. (8:00)
  1. Building something when they're with a really clear theory of change (26:35)
  1. Identifying the component of a campaign (41:49)
  1. Transparency: the theory and building trust behind it. (56:24)

About YourStake Your Story:

YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.

Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.

Resources:

Continue reading

YourStake Launches Free Library of SFDR Data
In the news

YourStake Launches Free Library of SFDR Data

Data library covers 160 top companies in S&P 500 across all 18 mandatory Principal Adverse Impact indicators.
Values-Aligned Investing: Find where client beliefs meet ESG themes
Next era in ESG investing

Values-Aligned Investing: Find where client beliefs meet ESG themes

What are the differences between different forms of Values-Based Investing? This guide helps showcase how each is different and could benefit clients of all backgrounds.
Get news and insights from our expert team.
Visit Blog

Search

Enter keywords and click search.